Master to Detail Records - Quicker way to do this?
Is there a quicker way to create child records than having to press the button or importing a spreadsheet?
Forum Discussion
It sounds like Arshad already has the button in place (or knows how that works, at least), but doesn't want to click it hundreds of times...once for each Project.
I've come across similar issues--I've successfully set up a webhook to use API_CopyMasterDetail based on a single-record operation, and you can use API_ImportFromCSV to update multiple records, but I haven't figured out a way to combine them (so, updating a batch of records and having the CopyMasterDetail run for each one).
I've come across similar issues--I've successfully set up a webhook to use API_CopyMasterDetail based on a single-record operation, and you can use API_ImportFromCSV to update multiple records, but I haven't figured out a way to combine them (so, updating a batch of records and having the CopyMasterDetail run for each one).