Forum Discussion

JeremyCohen's avatar
JeremyCohen
Qrew Member
6 years ago

Create a new parent record based on criteria on child record

I am working with a record tie in of a parent table being a total volume while a child record utilizes an amount of the parent. In certain instances the child record can create more volume in the p...
APIs and custom code
Relationships
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
Please clarify wha type of record you want to add, (Parent or Child) and if you want the button to be on the Oarent or the child.

also please explain why you can't use the native Add child button which is created by the relationship.  Is it because you want a button to actually create the extra child Record and refresh the screen?

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
  • JeremyCohen's avatar
    JeremyCohen
    Qrew Member
    6 years ago
    Hey Mark,

    Thank you for your response.

    I need to add a parent record while in the child form.

    I need it to create a new parent record while in the child based on a situation within the child record.  I took a stab at trying it as an automation but I definitely would prefer it to be a URL button as it is a much easier and efficient user experience.

    Details:  There is a commitment out there which states a budget (Parent Record) but the rules dictate that it can be overspent up to a certain threshold.  As the invoice is processed against the commitment within the child record if it falls within that threshold then a new parent record can be established for the difference.

    ------------------------------
    Jeremy Cohen
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      You can create a record by using the API for API_AddRecord, and I can help you with the syntax for that once I understand your work flow.

      You are sitting on a child record.  So via lookups, a child can know any fields from the Parent and they can be used by the API.  So you click and create a parent record and then what?  Where do you want to land the user and does the child you are sitting on need to get attached to the new parent?

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
      ------------------------------
      • JeremyCohen's avatar
        JeremyCohen
        Qrew Member
        6 years ago
        Hey Mark,

        Sorry for the delayed response.

        I would be sitting in the child record and need to initiate a new parent record.  The two do not need to tie together.  The system I am integrating with through csv reads each change as an individual record so it would be a new line for every addition or subtraction.  The user just needs to initiate the new record being generated.  

        The user will be in the form of the child.  This is why I was leaning towards a url button.  I was just having a hard way to go with how to replicate a parent record associated to the child form and then make a few minor alterations to that record so that it is unique.

        The attachment will happen more external to the system than internal.

        ------------------------------
        Jeremy Cohen
        ------------------------------