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RaeGarrett's avatar
RaeGarrett
Qrew Member
6 years ago

Copying projects and moving projects to a different campaign

Hello! With our client, some projects (aka child) have the same exact fields that need to be filled out for a new project. Rather than creating a different project, is there a way to copy a project...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
I love Don, but Rae, you may like this solution better. 

When viewing any record, under the More .. button at the top right is  an option to copy this project.  The field properties will have a checkbox to indicate if you want them copied when a record is copied.

Then you can edit the related parent campaign to change the campaign.

There is also an easy but of code we can provide to make a simple URL formula button to click which does the same thing as that More .. button.

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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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DonLarson's avatar
DonLarson
Qrew Elite
6 years ago
Rae,

I should have asked the business case first.  I assumed that you wanted a way to set up users to copy projects with select data.

If it is going to be just you doing this, Mark's method is MUCH simpler and the way to go.

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Don Larson
Paasporter
Westlake OH
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