Forum Discussion

DawnRene2's avatar
DawnRene2
Qrew Member
5 years ago

How to add multiple child records to an unsaved parent based on user choice for the number of child records added

Is there a formula URL where I can add multiple child records based on a number chosen by the user before the parent is saved? I have two tables - Quotes (parent) and Quote Line Items (child). On t...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
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
mark.shnier@gmail.com
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DawnRene2's avatar
DawnRene2
Qrew Member
5 years ago
Thanks 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
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    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
    mark.shnier@gmail.com
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    • DawnRene2's avatar
      DawnRene2
      Qrew Member
      5 years ago
      That might work.
      Customer is top level parent above Quote but since Customers have a connection to another app and are automatically uploaded based on the other table, Sales Reps will be entering Quotes directly in the Quote parent table. Although may be possible for me to retrain them to enter from the Customer table. :)

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      Dawn Rene
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        You should be able to make a button using the wizard to copy a Quote and its children.  The button will be created on the Quote.  Then you would expose the code from that button which is on the Template Quote record (which you temporarily put on the form, just to grab the code for the Template record) and say paste it into a URL button on the Dashboard Home page.

        So the reps will do to the dashboard, click, and land on a newly created quote with 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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