Forum Discussion
MichaelSantiago
8 years agoQrew Trainee
Thank you for the reply.
My conditions for copying child records are fairly simple and flexible. There are 3 different phases of a project and 3 corresponding departments for each phase. The child records have a drop down field called [Department]. I'd like to dedicate a button to each of the 3 departments/project phases (i.e. I'd like to create a button that just copies the 5 tasks that have "Department A" in the [Department] field and another button that just adds the 15 tasks with "Department B" in the [Department] field...)
Alternatively, I have a field called [Task Order] that is numbered 1-40 for each task, which I use to sort the embedded task report in the project record. So I could elect to copy child records where [Task Order]<6 for the "Department A" button and copy records where ([Task Order]<21 AND [Task Order] >=6) for "Department B"...
As a last resort, I could create multiple templates and use the wizard in "Copy Master and Details Records" to create different buttons for each template but my gut tells me there is a cleaner and more streamlined way to do this. Would hate to have to update and maintain multiple templates and protect them all from being tampered with when my app goes live.
Thanks again and look forward to your thoughts.
Michael
My conditions for copying child records are fairly simple and flexible. There are 3 different phases of a project and 3 corresponding departments for each phase. The child records have a drop down field called [Department]. I'd like to dedicate a button to each of the 3 departments/project phases (i.e. I'd like to create a button that just copies the 5 tasks that have "Department A" in the [Department] field and another button that just adds the 15 tasks with "Department B" in the [Department] field...)
Alternatively, I have a field called [Task Order] that is numbered 1-40 for each task, which I use to sort the embedded task report in the project record. So I could elect to copy child records where [Task Order]<6 for the "Department A" button and copy records where ([Task Order]<21 AND [Task Order] >=6) for "Department B"...
As a last resort, I could create multiple templates and use the wizard in "Copy Master and Details Records" to create different buttons for each template but my gut tells me there is a cleaner and more streamlined way to do this. Would hate to have to update and maintain multiple templates and protect them all from being tampered with when my app goes live.
Thanks again and look forward to your thoughts.
Michael