How to Copy Record and Copy Children
My QB has a table of "Invoices". Each month the users "copy" the invoice for the new month. Most fields stay the same, including a list of children "Lines". When they copy an invoice, the child lines...
Forum Discussion
Some background:
https://help.quickbase.com/api-guide/api_copymasterdetail.html
A video:
https://www.youtube.com/watch?v=oXb2-rqtgaU
And the wizard:
is in your app setting.
Let us know if you get stuck or have more questions.
https://help.quickbase.com/api-guide/api_copymasterdetail.html
A video:
https://www.youtube.com/watch?v=oXb2-rqtgaU
And the wizard:
is in your app setting.
Let us know if you get stuck or have more questions.
Thanks for the quick response!
It looks like it's easy to have 1 (or a handful) or "Master" rows/entities, which are "Templates" for new rows. Based off the link and video you sent, this doesn't quiet meet my needs.
1) "Invoice" is not in my list of possible "Copy Master & Detail Records". My guess is b/c it is dependent on a "Header Invoice".
2) There are going to be thousands of invoices that need to be copied each month. And each invoice has its own set of lines. I cannot create 3k "import lines from xyz invoice". Also, it needs to be dynamic.
A) The users will add new Invoices.
B) Today an Invoice might have 5 Lines, but 6 months from now they might add a new line and so the Invoice will now have 6 or 10 Lines. Thus, each Invoice needs to be able to pass its attached Lines to the new copy.
Does this make sense?
- When you create the button using the Wizard, it asks you if you want to copy the parent too.
Could you provide a little more detail? I'm not sure what you mean.
- Did you locate the Wizard? Please locate it and try it. It will allow you to copy an invoice and all its children. isn't that what you want? Mathew showed you where to find that Wizard to make the button.
I don't see "Wizard" anywhere when I follow the steps: Home -> Settings -> App management. -> Copy master & detail records.
However, when I navigate to that page, and click the drop down "Choose a table", Invoices is not an option, as I said above.
Additionally, as I explained before, I do not see how "Copy master & detail records" creates a dynamic for every Invoice. Based on what Mathew provided above, I do not think this solution will work for my needs.
