Forum Discussion

ChrisSipes's avatar
ChrisSipes
Qrew Cadet
6 years ago

Example of Copy Automation that includes references

I have read through the instructions on how to use Automations and they just don't cover the topic very well.  The trigger is quite straightforward as I trigger on a multi-selection field.  I know I want to use the copy action to copy records from two tables.  I am not sure how to use the filter in the copy function to get what I want and I cannot find much of a description.

I have a parent table called Projects and a child table called Parts.  When triggered, I want to copy the changed record in Projects and all of the associated records in Parts over to two additional tables.    I seem to be able to get the Project record to copy, but I cannot get the Parts related to it to copy over or get the relationship between the two to copy over.  I would like the two additional tables to have the relationship between themselves (not to the originals).

Any suggestions on where I should look?  Are there some good samples or examples around that I could use?
Quickbase Automations
  • JustinTorrence's avatar
    JustinTorrence
    Qrew Cadet
    6 years ago
    Here is a summary of what it might look like.
    You might have some trouble if you want to run this on a schedule instead of being triggered by a record modification.

    Trigger:
    When Project record is modified

    Action 1:
    Copy Records from "Project" table where the "Project" Record ID# is equal to the trigger's Record ID#

    Action 2:
    Copy Records from the "Parts" table where the Parts Related Project is equal to the trigger's Record ID# 
  • ChrisSipes's avatar
    ChrisSipes
    Qrew Cadet
    6 years ago
    Justin,
    Thank you.  That was the key:  "equal to the trigger's Record ID#" which is another set of fields down at the bottom.

    There is a bug (at least in Firefox) that if you have selected something else, it would not take the change.  I had to add a condition, set it to the *trigger* and then delete the other condition.