Forum Discussion

DirkRuana's avatar
DirkRuana
Qrew Captain
5 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
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)



XavierFan's avatar
XavierFan
Qrew Cadet
5 years ago
At this time - "auto refresh" is not available as an action for Automations.

That would be a great feature - though I can see how it might be tricky to implement. 

For example - the Automation might be changing values in multiple records, in different tables.  How would it know which record you're viewing on your browser (vs. that of other users) to do the refresh, etc.