Forum Discussion

CharlotteM's avatar
CharlotteM
Qrew Assistant Captain
2 days 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?

1 Reply

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