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
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
    ------------------------------
  • DawnRene2's avatar
    DawnRene2
    Qrew Member
    5 years ago
    Thanks Mark. I'll work on that today!

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    Dawn Rene
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  • DawnRene2's avatar
    DawnRene2
    Qrew Member
    5 years ago
    Good morning Mark, I followed your directions and copied the URL from the Quote record button, Import Detail Records ("javascript:void(copyMasterDetailButtonHandler('&relfids=23&sourceRID=7&destrid=" & [Record ID#] & "', 'bqxda6ev4'))") and pasted that into a url button on the dashboard and it goes nowhere, just a blank page. The button works when I am in the actual Quote record but not on the button on the dashboard. So I must be missing something.

    Thoughts?
    Thanks!

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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
    That wizard code looks like it is set up to add children to an existing parent.  I believe that you need to make a wizard button to copy the parent and it's children. 

    Maybe we should get these in steps.  I assume that you have a model Project.  Make a button using the wizard to copy that parent and child.  Then one option will be to make a button on the Dashboard which will just land the user on that model project and it will have a button to copy this project.  Once that is working, then we can try to see if that javascript code will will work in a Dashboard button. 


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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