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ChrisSipes's avatar
ChrisSipes
Qrew Cadet
7 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 w...
Quickbase Automations
JustinTorrence's avatar
JustinTorrence
Qrew Cadet
7 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#