Forum Discussion

GeorgeBramhall2's avatar
GeorgeBramhall2
Qrew Cadet
6 years ago

Copying Data from Parent Record to Child record

I have a Parent table that refreshes via a Google Drive Connection. I have an add button on each Parent table record that adds a record to a Child table. When I add a record to the child table I want to copy data from fields in the parent to fields in the child automatically. I can copy from relationship look up fields in the child or directly from the Parent (no preference). The goal is to be able to compare changes in the refreshed Parent record with the related child record. How do I automate this copy. I currently use a trigger in a form dynamic rule formula but this is not preferred. I want the copy to be automatic and I want each copy action to be a one time event, i.e. no overwriting after the new child record has been added.

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George B
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    • GeorgeBramhall2's avatar
      GeorgeBramhall2
      Qrew Cadet
      6 years ago
      I notice that the Snapshot functionality is not available for certain field types, e.g. Address. Any idea how to get Street Address in the Parent in to the sub-field Address: Street Name in the child?

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      George Bramhall
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      • LauraThacker's avatar
        LauraThacker
        Qrew Captain
        6 years ago
        Use a form rule, if the record is being opened and actively saved; or an automation of some kind to fire when the record is created.

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        Laura Thacker (IDS)
        laura@intelligentdbs.com
        (626) 771 0454
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    • GeorgeBramhall2's avatar
      GeorgeBramhall2
      Qrew Cadet
      6 years ago
      Thanks the Snapshot solution will work for me for most field types. I would like to know how to handle address field types as mentioned above.

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      George Bramhall
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        While we do not seem to be able to snapshot a whole address field, I believe that you can lookup the six individual address components such as
        Address Street 1
        Address Street 2 etc  and then snapshot them individually.

        Then if you need to reassemble them to look like an address block you can mess around with a formula like this one.

        List("\n",
        [Address: Street 1],
        [Address: Street 2],
        List(", ", [Address: City], [Address: State/Region]),
        if(trim([Address: Street 1])<>"",[Address: Country]),
        [Address: Postal Code])

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        markshnier2@gmail.com
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