Forum Discussion
DawnRene2
5 years agoQrew Member
I am Mark - the quote line items are in Grid Edit on the Quote form. Sorry/apologies, I forgot to mention that I have a conditional field for the line item products that is dependent upon a location lookup from the Quote and that does need to be passed down to the child. The conditional field does not work on the Grid Edit as it is a lookup.
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Dawn Rene
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Dawn Rene
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MarkShnier__You
Qrew Legend
5 years agoHere is a low tech solution which will work for up to 10 children (but really any reasonable number of children).
Add a new field to the child table called [Child Sequence #]
Add a new field to the Parent called [# of children to create]
Lookup the [# of children to create] down to children.
Create 1 Automation to be triggered when the Parent is added or modified and the # of children to be created has changed.
There will be 10 Automation steps to create 10 children. Each will populate the [Child Sequence #] with a value from 1 to 10.
Then 11 th step will be to delete any children where the [Child Sequence #] is > the [Child sequence #]. But as a safety net, do not delete any which have any real data.
The next step can be to filter the embedded report to only show where the [child sequence #] is # <= [# children to be created] as it will take a couple of seconds for the Automation to run so the user may see extra records before they get deleted.
I have not thought through all the next situations where the users needs to add more extra children.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Add a new field to the child table called [Child Sequence #]
Add a new field to the Parent called [# of children to create]
Lookup the [# of children to create] down to children.
Create 1 Automation to be triggered when the Parent is added or modified and the # of children to be created has changed.
There will be 10 Automation steps to create 10 children. Each will populate the [Child Sequence #] with a value from 1 to 10.
Then 11 th step will be to delete any children where the [Child Sequence #] is > the [Child sequence #]. But as a safety net, do not delete any which have any real data.
The next step can be to filter the embedded report to only show where the [child sequence #] is # <= [# children to be created] as it will take a couple of seconds for the Automation to run so the user may see extra records before they get deleted.
I have not thought through all the next situations where the users needs to add more extra children.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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