Forum Discussion

CharlotteM's avatar
CharlotteM
Qrew Assistant Captain
1 year ago

Create multiple records on one form

We have tables Company, Contact, Team Member, Opportunity, and Activity.

An Activity is something that a Team Member does (for example a phone call or a meal) with a Contact from a Company.  It may or may not relate to an Opportunity that is in work with (the same) Company.

Right now we have a regular QuickBase form to add an Activity when needed.  There are conditional dropdown fields on it so that once you pick a Company, it only shows the relevant Contacts and Opportunities.  If you need to add a new  Company and/or a new Contact in order to complete entering your Activity, you can.

But sometimes, when an Activity is an event like a big dinner with multiple Contacts (maybe from multiple Companies) then the users have to go through the process multiple times.

What they want is a single form where they enter the date and type of Activity, then add multiple Contacts (maybe from multiple Companies) and when they press enter - voila, multiple Activities are created - one for each Contact.

I can't see how to do this in native QuickBase. Is it possible with legacy or new forms?  Or is this a custom code thing?

4 Replies

  • The best answer would be a Code Page.   It is custom development but it uses QB for hosting that script.

     

     

    • akurapa3's avatar
      akurapa3
      Qrew Member

      Is this working? I have exactly a similar kind of a problem. 
      How can I develop and link html to make work in inline with my QB app?

       

      • DonLarson's avatar
        DonLarson
        Qrew Deputy

        I have built a couple code pages that do this type of thing.   You need some skills with JavaScript but do not need to be an expert.     If you want to talk further send me a message and we can jump on a call.