Create New Action In Same Table
I'm trying to create a new Action that will allow for the automated creation of a new record in the same table. This particular app is our CRM, so I would like to have a new renewal record created in...
Forum Discussion
Hi Mike. You can do it with an Action. The reason the Pipeline table doesn't show up as an option is because you can only add records to a table that the Pipeline table has a relationship with.
Solution: create a relationship between Pipeline and Pipeline.
When you do that, Quick Base will warn you that it's unusual to create a relationship with the same table, and it is. But there are cases in which it is appropriate, such as this. The reason is that there is a real-life relationship between the different records in your Pipeline table that is being modeled by this relationship in your app. You described the relationship yourself: renewal opportunities are related to closed/booked opportunities. A closed/booked opportunity should generate a related renewal opportunity.
After you create the relationship, I would recommend changing the field name from Related Opportunity (or whatever it's called) to Related Original Opportunity, or something along those lines, so it's clear that any record with a value in that field is a renewal that can be traced back to the original opportunity.
Important warning: be sure to set criteria for the Action so that adding a renewal record doesn't trigger it to add another renewal, and so on infinitely.
I hope this solution works for you. Let me know if you run into any difficulties.
Solution: create a relationship between Pipeline and Pipeline.
When you do that, Quick Base will warn you that it's unusual to create a relationship with the same table, and it is. But there are cases in which it is appropriate, such as this. The reason is that there is a real-life relationship between the different records in your Pipeline table that is being modeled by this relationship in your app. You described the relationship yourself: renewal opportunities are related to closed/booked opportunities. A closed/booked opportunity should generate a related renewal opportunity.
After you create the relationship, I would recommend changing the field name from Related Opportunity (or whatever it's called) to Related Original Opportunity, or something along those lines, so it's clear that any record with a value in that field is a renewal that can be traced back to the original opportunity.
Important warning: be sure to set criteria for the Action so that adding a renewal record doesn't trigger it to add another renewal, and so on infinitely.
I hope this solution works for you. Let me know if you run into any difficulties.
PHILLIP DENNIS, CMA
Principal | Watkyn LLC
(954) 900-6690 | www.watkyn.com
Similar answer to mine but in fact there is no need to create a relationship.