Hi:I have a master table for Work Orders. When a work order is complete, and an invoice is generated, I want to create an entry in a related receivables table [Date Invoiced].What would be the best way to accomplish?Thank you,Dirk

I would suggest using Automations:Online Hlep for Automationshttps://help.quickbase.com/user-assistance/about_quick_base_automations.htmlFor the trigger, you would want "when data changes".You can specify the fields that changed, and the filter condition for the trigger to fire - such as:[Status] = "Complete] for the Work OrderAND[# of Invoices] > 0Then the action would be something like:- Add a record in the Receivables table- with [Date Invoiced] = [Date of Last Invoice] (or something similar)

Xavier:Totally makes sense. I am just having trouble with "Add a Record." I am not seeing this option in drop down. Any ideas?Thank you,Dirk

Note that I was suggesting using Automations, NOT Dynamic Form Rules.You can access Automations by going to settings, and then Automations -> New Automation.Form rules cannot add a new record - so that would not be suitable for this.

Xavier:Simple Automation seems easy enough.I am having trouble adding a record in a related table (I'm pretty certain).Passing record ID or something like that.Dirk

Assuming that your relationship is as follows:Parent Table: Work OrdersChild Table: Receivables1 Work Order has many ReceivablesThen when you have the Action in your Automation for "Add a Receivable Record", you would want the [Related Work Order] to be [Record ID#] from the Trigger Work Order.For example - if one of your trigger conditions is that in a Work Order, [Status] = "Complete", then now the fields in that Trigger Work Order are available for you to use in the Automation.So you would want the [Record ID#] for that Trigger Work Order to be the parent of your new Receivables record (by specifying that as the value for your [Related Work Order]).

Dynamic Form Rule - Adding Record in Related Sub Table

XavierFan
Qrew Cadet
6 years ago
I would suggest using Automations:

Online Hlep for Automations
https://help.quickbase.com/user-assistance/about_quick_base_automations.html

For the trigger, you would want "when data changes".

You can specify the fields that changed, and the filter condition for the trigger to fire - such as:
[Status] = "Complete] for the Work Order
AND
[# of Invoices] > 0

Then the action would be something like:

- Add a record in the Receivables table
- with [Date Invoiced] = [Date of Last Invoice] (or something similar)
- DirkRuana
  Qrew Captain
  6 years ago
  Xavier:
  
  Totally makes sense. I am just having trouble with "Add a Record." I am not seeing this option in drop down. Any ideas?
  
  Thank you,
  
  Dirk
- XavierFan
  Qrew Cadet
  6 years ago
  Note that I was suggesting using Automations, NOT Dynamic Form Rules.
  
  You can access Automations by going to settings, and then Automations -> New Automation.
  
  Form rules cannot add a new record - so that would not be suitable for this.
- DirkRuana
  Qrew Captain
  6 years ago
  Xavier:
  
  Simple Automation seems easy enough.
  
  I am having trouble adding a record in a related table (I'm pretty certain).
  Passing record ID or something like that.
  
  Dirk

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Dynamic Form Rule - Adding Record in Related Sub Table

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