Forum Discussion

CharlotteM's avatar
CharlotteM
Qrew Assistant Captain
22 hours 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?