Copy Child Records from User Selected Parent
There used to be a way to create a Copy Master/Child button where you could let the user browse the parent records and choose the parent to copy the specific children from. Does anyone know if this is...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendCopy Master Detail is specifically documented to copy all fields. So that is expected behaviour and not a bug.
I have had that same problem with logged fields, typically used to log approvals. I created a button to push which triggers off the say Project name beginning with Copy of. It uses an API to disable the logging attribute of the field property, then blanks out the fields and then turns logging back on.
// turn off logging on two fields
var text URLONE = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=508&append_only=0";
var text URLTWO = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=1163&append_only=0";
//blank out a bunch of fields including the two logged fields
var text URLTHREE = URLRoot() & "db/" & Dbid()
& "?act=API_EditRecord&rid=" &ToText( [Record ID#])
& "&_fid_335=&_fid_668=&_fid_207=&_fid_47=&_fid_272=&_fid_621=&_fid_1163=&_fid_508=" & URLEncode([Project Name] & " " & [Job Quote #])
& "&_fid_1233=&_fid_1234=&_fid_1235=&_fid_1236=&_fid_1237=&_fid_1238=&_fid_1239="; // clearing all the Freight terms fields
// turn logging back on for two fields
var text URLFOUR = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=508&append_only=1&fid=1163&append_only=1";
var text URLFIVE = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=1163&append_only=1";
// redisplay the record
var text URLSIX = URLRoot() & "db/" & Dbid() & "?act=dr&rid=" & [Record ID#];
// now string hem all together in one button push!
var text FullURL =
$URLONE
& "&rdr=" & URLEncode($URLTWO)
& URLEncode("&rdr=" & URLEncode($URLTHREE))
& URLEncode(URLEncode("&rdr=" & URLEncode($URLFOUR)))
& URLEncode(URLEncode(URLEncode("&rdr=" & URLEncode($URLFIVE))))
& URLEncode(URLEncode(URLEncode(URLEncode("&rdr=" & URLEncode($URLSIX)))));
//Clear Job Notes and Status fields
// only allow field to be cleared if the record has not been modified - ie its a fresh copy
If([Date Created]=[Date Modified] and Begins([Project Name],"Copy of"),$FullURL)
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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I have had that same problem with logged fields, typically used to log approvals. I created a button to push which triggers off the say Project name beginning with Copy of. It uses an API to disable the logging attribute of the field property, then blanks out the fields and then turns logging back on.
// turn off logging on two fields
var text URLONE = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=508&append_only=0";
var text URLTWO = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=1163&append_only=0";
//blank out a bunch of fields including the two logged fields
var text URLTHREE = URLRoot() & "db/" & Dbid()
& "?act=API_EditRecord&rid=" &ToText( [Record ID#])
& "&_fid_335=&_fid_668=&_fid_207=&_fid_47=&_fid_272=&_fid_621=&_fid_1163=&_fid_508=" & URLEncode([Project Name] & " " & [Job Quote #])
& "&_fid_1233=&_fid_1234=&_fid_1235=&_fid_1236=&_fid_1237=&_fid_1238=&_fid_1239="; // clearing all the Freight terms fields
// turn logging back on for two fields
var text URLFOUR = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=508&append_only=1&fid=1163&append_only=1";
var text URLFIVE = URLRoot() & "db/" & Dbid()
& "?act=API_SetFieldProperties&fid=1163&append_only=1";
// redisplay the record
var text URLSIX = URLRoot() & "db/" & Dbid() & "?act=dr&rid=" & [Record ID#];
// now string hem all together in one button push!
var text FullURL =
$URLONE
& "&rdr=" & URLEncode($URLTWO)
& URLEncode("&rdr=" & URLEncode($URLTHREE))
& URLEncode(URLEncode("&rdr=" & URLEncode($URLFOUR)))
& URLEncode(URLEncode(URLEncode("&rdr=" & URLEncode($URLFIVE))))
& URLEncode(URLEncode(URLEncode(URLEncode("&rdr=" & URLEncode($URLSIX)))));
//Clear Job Notes and Status fields
// only allow field to be cleared if the record has not been modified - ie its a fresh copy
If([Date Created]=[Date Modified] and Begins([Project Name],"Copy of"),$FullURL)
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Thank you for this detailed response Mark. One more thing, do you think it is possible to trigger this from a webhook instead of a button push? I'd prefer my users not have a 3 step process (selecting the job, save, copying the records, then clearing them out). I'd love to accomplish this behind the scenes but if not, I will add another button for them after they have copied the schedule tasks.
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Leanne Snoeck
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Leanne Snoeck
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- MarkShnier__YouThere are a sequence of steps to be followed and I do not know who you would manage to put this into Webhooks as they would need to fire in the correct order. I think that would take real javascript programming to do the steps or else maybe when Cloudpipes comes along we will have more native capability.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Yes, that is true. Ok, the users must click!
Thanks again!
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Leanne Snoeck
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