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MICHAELSARGENT's avatar
MICHAELSARGENT
Qrew Cadet
5 years ago

Design Help Needed

For the purposes of my ask, let's assume that I have 6 tables:

1. Line of Business table - 120 records that represent the various lines of business in the company
2. Intake table - Captures the requester's basic project information
3. Communication intake - If the requestor needs a communication, they fill out this form
4. M&P Intake - If the requester needs to update/create a method/procedure, they fill out this form
5. Communication Intake VP/Channel/LOB table - relates the channels/lines of business to the comm intake record
6. M&P Intake VP/Channel/LOB table - relates the channels/lines of business to the M&P Intake record

Now, let's assume that on the intake table I have two multi-select fields on the form, one related to organization (sales, service, technical support) and the other to a product (mobility, video).

Based on logic defined by the business, when a certain organization and product is selected it would automatically populate certain channels/lines of business into the respective M&P and/or Communication Intake VP/Channel/LOB tables.  Each group (M&P or Comms) may want different channels/LOBs based on the same organization/product.

What I'm struggling with is how to create the reference table.  Something that the automation points to and says grab these channels/LOBs and put it in the work group's VP/Channel/LOB table.  How would I leverage the current line of business table to do that?

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Michael Sargent
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  • You might need some one one one help to get this working, but in general the Automation can access values in fields from "the trigger record".  So you can copy children to be attached to your parent record from a source template set of records where you match on a field in the trigger record matching a field on the source record.   so clop theCommunication Intake VP/Channel/LOB table record into the child record where the LOB matches the LOB of the trigger record. 

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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