I would like to enter record data on a form and have relevant records populate in a different form.

Question

My tables are as followsAgents - MyIMOs - Contracting - MyCarrier - My ProductsThe Contracting table holds the product level information as well as compensation percentages.I would like to be able to enter in a new contract and it creates the products based on the Information I've entered.I would like to keep the Contracting separate as each agent has different contracts available. an Agent can have multiple contracts but a contract can have only 1 agent.How am I able to create a New Contract AND a New Item based on the information I entered in the New Contract Form?

chayceduncan2 · Answer

Have you looked into QB Automations?(https://help.quickbase.com/user-assistance/about_quick_base_automations.html?_ga=2.81158751.97061619...)It sounds like when you're adding a new contract that you want to set up a chain reaction where additional items or actions take place. You can potentially set up different automations based on the type of contract, so that different item sub-sets can be accounted for.&nbsp;

_anomdiebolt_ · Answer

See my answer within this forum post which provides a solution to use a form in an ancillary table but when the form is submitted creates records in three other tables.

Onboarding new clients "opportunities" "companies" contacts"
https://community.quickbase.com/quickbase/topics/onboarding-new-clients-opportunities-companies-cont...

Three Tables and A Form ~ Add New Opportunity
https://haversineconsulting.quickbase.com/db/bnffh2xnk?a=nwr

Pastie Database
https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=619

Forum Discussion

I would like to enter record data on a form and have relevant records populate in a different form.

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