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jrossausiscom's avatar
jrossausiscom
Qrew Assistant Captain
5 years ago

Copying the Children of a Parent only (Code Assistance needed)

Currently working on a new app for our company in which I am changing some items and reusing or rebuilding others. I ran into an issue with a URL button.  What I need it to do is copy the related c...
APIs and custom code
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copy
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
The best approach is to scrap that code page.

There is an API for CopyMasterDetail.  https://help.quickbase.com/api-guide/understandreference.html

The User would select a Template Project which holds the correct child tasks and import them into the current record that the user is on.  There is no need to use a code page.

It's a simple URL formula field.  Give it a try and post back if you get stuck or contact me for some quick consulting help of about an hour.

The final formula will look something like this

var text Import = URLRoot() & "db/" & Dbid() & "?act=API_CopyMasterDetail"
& "&relfids=65" // relationship report link field to the correct child table
& "&destRID=" & [Record ID# of Template Project] // source of he children
& "&sourcerid=" & [Record ID#];  // destination of he copied children is the record we are sitting on.

var text DisplayProject = URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID# of Template Project];


$Import
& "&rdr=" & URLEncode($DisplayProject);




------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
jrossausiscom's avatar
jrossausiscom
Qrew Assistant Captain
5 years ago
Hello

Thank you for this example code, I am looking at it now.  To be clear, when it asks for the relationship report link field ID, what do I do if I have multiple children?  In this case 4  (Well, 3 and maybe the 4th later).

Also, does this still allow me to write specific data to each child?

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John Ross
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    The relationship report link fields for the different types of child records would be listed comma separated.

    "&relfids=65,66,67"

    The template records will be just copied in from the Template children.  You cannot auto write to them.  What do you need to write to them.  Can you just have a lookup fields from the parent down to the children?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • jrossausiscom's avatar
      jrossausiscom
      Qrew Assistant Captain
      5 years ago
      Mark

      Sorry for the delay.

      Basically we have a template that let's you choose the type of work we will do.  This is the staging type.  Each staging type has 3 types of children, a Cost, Financial, and Config.  Note that there can be multiple of each of those 3.  How our old system is setup and running currently, we have a button that makes fresh copy of the related (related by the Staging Type) Costs, Financials, and Configs.  Those fresh copies are then related to the request and job and unrelated to the Staging Type.

      Basically the goal was for the Staging Type to only ever show it's "template" children, and for each request and job to have their own "live" costs, financials, and configs that are only related to said request and job.

      ------------------------------
      John Ross
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        ... I see you last comment, but was there a question in there?  Did you try what I suggested?

        But I see that I had he source and destination reversed.

        var text Import = URLRoot() & "db/" & Dbid() & "?act=API_CopyMasterDetail"
        & "&relfids=65" // relationship report link field to the correct child table
        & "&destRID=" & [Record ID#] // source of he children
        & "&sourcerid=" & Record ID# of Template Project];  // destination of he copied children is the record we are sitting on.

        var text DisplayProject = URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID# of Template Project];


        $Import
        & "&rdr=" & URLEncode($DisplayProject);

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------
    • jrossausiscom's avatar
      jrossausiscom
      Qrew Assistant Captain
      5 years ago
      Hey again Mark

      The children need to have the request and job record ID's to them to related them to said request and jobs.

      ------------------------------
      John Ross
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        I think this would take some one on one assistance to be able to see the app to fully understand what that old code was doing and what functionality do you want now or what functionality you're trying to replicate.   If you have a small budget, feel free to contact me at the email address below for one on one assistance.  

        I typically do not charge for a short call if I determine on the call that I cannot help you.

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