Hi .. I have two Date fields ..if i enter project with the dates with different months .......then automatically create the records in between months of both the date fields.....i e EX-- start Date(6-2-2018) , End Date (10-06-2018) i want the records of July,august,September ,October,November in the grid... is it possible with using Web hooks, quick base actions or anything else?
This can be done in a variety of ways ranging in capabilities. The following demo shows a way of creating a varying number child records based on either (1) field values or (2) via a popup dialog box that solicits the same information from the user (but without storing it in a field).
The button labeled "Sans Dialog" uses the fields named [Base Date], [Frequency] and [Number] to determine how many child records to create and initialize and does so without further interaction from the user.
The button labeled "With Dialog" solicits a base date, frequency and number from the user do determine how many child records to create and initialize and does so when the OK button is pressed.
Here is a screenshot of the dialog from the second "With Dialog" button.
There are other issues to consider to maintain a current and accurate relationship between the parent and child records:
what happens when the end date is extended or shortened - the child records may no longer maintain the intended relationship with the parent and need some manual repair
what mechanism should be used to prevent or allow using the button to create a second set of child records
what happens when someone deletes a child record creating a gap in the evenly spaced dates
what happens when someone adds or changes a date of a child record disturbing the evenly spaced dates
These points may seem overly worrisome but you should think out the implications of auto-generating the child records.
>please can you Explain briefly what are the field types and which formulas are using for Sans
You speak in plural about two fields - there is only oneRich Text formula field for those two buttons. Let me repeat: This may amaze you but there is only one Rich Text formula field (not two) and it has the following formula: