Forum Discussion

HeatherBryant2's avatar
HeatherBryant2
Qrew Assistant Captain
7 years ago

Copy Detail Records, Relate to Existing Parent

I?m working in two tables: A parent Projects table and a children Tasks table.  

Monthly Reports (parent) and Tasks (child).  

Each month a Monthly Report record is generated for each user. The User enters the app on a given day and creates children Task records, relating them to the new Monthly Report record. This is done usually in grid edit. 

The Tasks records are often the same and I?d like for the user to have the option to ?Copy Last Month?s Report?. 

I created a Report Link field which shows the previous month?s report on the current Monthly Report record. This part is set up fine and working. 

What I need now is a ?Copy Last Month?s Report? button I can put on this embedded report and when clicked, the children task records from last month are copied, and related to the current Monthly Report.  

I tried following this post: https://community.quickbase.com/quickbase/topics/trying-to-use-the-copy-master-detail-function-but-only-to-copy-detail-records-and-not-the-parent-record but it was slightly difficult for me modify because I am not looking to copy a specific parent record?s details, but instead the record that the button is clicked on. 

I was reading about copy automations too and am playing with that. I see an option being of copying all the records when the parent record is created, but then there may be records getting created that aren?t necessary and will need to be deleted. I will keep playing with the automation but I thought I'd put it out to the community for suggestions, too! 


Formulas and functions
Quickbase Automations

1 Reply

  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    There are different solution, but why don't we start with the most easy one.

    Why now use the Copy Master Detail wizard tool found in App Management and make a button to copy the parent and it's children.  So instead of creating a new Parent Record (monthly report record)  and then coxing last month's children to be copied into it (which is possible but a bit more complicated), why not just make a button to copy the parent with its children?

    So the user would do that and then edit the record to update the dates or whatever needs to be updated for the New monthly report record.