Forum Discussion

CharlesWade's avatar
CharlesWade
Qrew Member
6 years ago

Having trouble adding records within an embedded report

Greetings

I am not sure if I will be able to explain this correctly however; I am building a Bill of Materials app for conference room buildouts. I have the following tables:

  • Room Types
  • AV Equipment
  • VC Equipment
  • Services
  • Room Standards


It is within the Room Standards table where I am trying to pull up a Room Type from the Room Type table then add AV Equipment, VC Equipment and Services...all of which pulling from their respective tables. Issue is, there are usually more than one item needed per table. 

Example: A Small Conference room type may have 2 AV items and 2 VC items and 3 services.

Based on this example, what I am hoping to achieve with the Room Standards table is to create a static set of equipment and services for that room type.

Exampe: If a user selected Small Conference room, all of the items that were added above would come up. From there I could create a report i.e. Bill of Materials with various room types and each would have their list of items associated

Long explanation and it might be confusing but how can I get the multiple items added on a form within the Room Standards table?

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Charles Wade
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Relationships

8 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    .. so are you looking to have these rooms born pregnant by an automation or push a button and the correct children would be created, is that what you are after?  yes that can be done.  Not sure I can easily explain it in a step by step manner. But is that what you are after?

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      I slept on this and realized there is a no code solution using Automations.

      You can make up a table of Standard rooms types.  That table would have a child table or Required Std Equipment.  The net result is that you would have a table of required std equipment with two columns - the std room type and the equipment.

      Then you can set up Automation to to copy records from that Std Room Equipment table subject to a filter off the trigger record that the room type on the record matches the room type of the std equipment record and be sure to populate the field for related room so the child records get attached to the room and are not Orphans.

      Post back if you get stuck.

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
      ------------------------------
      • CharlesWade's avatar
        CharlesWade
        Qrew Member
        6 years ago

        Greetings

         

        Thank you for your responses. Yes, the ultimate goal is to have pre-set standards based on room type that would populate the associated hardware when I add it to a report.

         

        I am somewhat of a novice to the automation and relationship creation so what you described in your second post is a bit confusing for me.


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        ------Original Message------

        I slept on this and realized there is a no code solution using Automations.

        You can make up a table of Standard rooms types.  That table would have a child table or Required Std Equipment.  The net result is that you would have a table of required std equipment with two columns - the std room type and the equipment.

        Then you can set up Automation to to copy records from that Std Room Equipment table subject to a filter off the trigger record that the room type on the record matches the room type of the std equipment record and be sure to populate the field for related room so the child records get attached to the room and are not Orphans.

        Post back if you get stuck.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        markshnier2@gmail.com
        ------------------------------