Forum Discussion

DonaSheehan's avatar
DonaSheehan
Qrew Cadet
8 years ago

HELP! I need a way to default Detail records(of multiple tables within the same application) to a specific Master Record

I manage a non-profit: lots of volunteers, lots of events, lots of activities, etc. Basically I need a way to default every detail record to a specific Master without having to ?select Master,...
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QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
I think we need to come up with a solution which does not involve creating a Role per Event.

I have been slow to wade in on this one, as the question is still unclear to me as to what the "ask" is here.

The head line of the question does not match the body of the explanation so I'm confused as to what the clean question(s) are.
  • DonaSheehan's avatar
    DonaSheehan
    Qrew Cadet
    8 years ago
    I apologize if my explanation became muddled and you are correct, I don't want to create a Role per Event.

    Problem is two fold:

    1.) When a Volunteer doesn't start in the Event(Master) but enters Detail Records then someone has to go back and try to figure out what Event(Master) the randomly added Activities, Attendee, etc.(Details) belong and make the corrections.

    2.) Having to Select Event(Master) from the drop down, for hundreds of entries is annoying and I get nothing but complaints about it: every person wants to "SET" their Event(Master) and be able to work all day/week/month adding Details record into multiple tables without constantly having to Select the Event(Master)   

    I've found several convoluted ways to relieve some of the agony but nothing concise.
    Would just love to be able to set a Event(Master) and know all the Details records will be assigned to the correct Event(Master).

    Does that help or further confuse?