Forum Discussion

DirkRuana's avatar
DirkRuana
Qrew Captain
6 years ago

Dynamic Form Rule - Adding Record in Related Sub Table

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 th...
Tables and fields
XavierFan's avatar
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's avatar
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