Forum Discussion

DavidBerndt1's avatar
DavidBerndt1
Qrew Member
5 years ago

Create new child records based on a date range

We need an ability to create multiple children records at one time.  The use case is to create a forecasting table for a project based on the start and end dates on the project parent table.  As the f...
Pipelines
Quickbase Automations
Relationships
QuickBaseJunkie's avatar
QuickBaseJunkie
Icon for Qrew Legend rankQrew Legend
5 years ago
So long as you're working with fewer than 100 iterations/months this should work. It creates a looping scenario where the prior run triggers another until the specified number of records are added. (After 100 iterations the automation automatically shuts down thinking it's in an infinite loop)

Fields

  • Value (Formula - Numeric) – This is where you have the value for how many times the automation will run
    • Formula: (([Project End Date] - [Project Start Date]) / Days(30)) – This is a simple formula, if you need partial months, you may need something more complex
  • Counter (Numeric)
  • Counter +1 (Formula - Numeric)
    • Formula: [Counter]+1
  • Month (Formula - Text)
    • Formula: NameOfMonth(AdjustMonth([Project Start Date],[Counter]-1)) – Adjust accordingly if you want a date or other format

Automation (or Pipeline)

Trigger

  • Add or Modifies a record
    • When Value is greater or equal to 1
    • When Counter is less than the value in the field Value

Actions

  • Add a Record (this is the action you want taken multiple times)
  • Update a Record
    • Record ID# is equal the trigger Record ID#
    • Counter copy value from another record trigger Counter + 1
    • Forcast Month copy value from another record trigger Month

Note: I adapted this from this post from @Mark Shnier (YQC)​

------------------------------
Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
------------------------------