Forum Discussion
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
[email protected]
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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
[email protected]
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DawnRene1
5 years agoQrew Trainee
Hmmm, that would work except I need up to 30 child records to be added.
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Dawn Rene
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Dawn Rene
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- MarkShnier__You5 years ago
Qrew Legend
I just use 10 as an example. You can add any number of children this way, they just will be a little slower to get them all added and then the extras deleted.
There's also another technique which could be used to add the children instantly and delete the extras almost instantly but that would take a little more set up. If you get the 30 children method working and you find that it is too slow as a user experience then you can decide if you want to contact me and work this out on a one on one basis. The alternative method would involve formula URL buttons and using the QuickBase APIs.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
------------------------------- DawnRene25 years agoQrew MemberThanks Mark,
That was too slow so I ended up doing the Copy and Master Detail button and template and they can delete any they don't use. Question: Is there an easy way to add the details automatically when they open Add a new Quote without having to push the button? I'm afraid I don't know a lot of API. If not, this will do.
Thanks again!
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Dawn Rene
------------------------------- MarkShnier__You5 years ago
Qrew Legend
Is the Quote the top level parent? Or does it have a Parent itself, like Customer? ie 1 Customer has many Quotes.
I guess what I am suggesting is that here is a version of the wizard button (and APIs) that will create a new Quote along with the std children rom a template Quote Record. so you would click that button to create a Quote along with the children, then separately if you need more children you can push your existing button.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
[email protected]
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