Forum Discussion
XavierFan
6 years agoQrew Cadet
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)
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
6 years agoQrew Captain
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
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