Is there a quicker way to create child records than having to press the button or importing a spreadsheet?

I'm not really sure how much faster you could get than pressing a single button.

We have hundreds of projects and need some tasks created quickly than having to ask users. Hence the question.

You might be able to do something with a new project triggers a webhook that calls the API_RunImport call to activate a table to table import, but I'd have to know a lot more about what you're trying to do to be any more specific.

I am not sure you want a "quicker:" way to add child data or a way that has fewer navigation steps. But in any case it all boils down to where the data is coming from. Consider the variety of ways data could be used create child records:(1) perhaps the child records are created using default data. Example: create 12 child records one for each month in the next year(2) perhaps the child records are created using an input solicited from a dialog box. Example: display a dialog asking for the number of child records to create (and perhaps other user inputs)(3) perhaps the child records are created based on a records in a related table used as a template. Example: create child records by copying records from a related table(4) perhaps the child records are created by parsing a selected file. Example: invite the user to select a file, parse and transform the file's contents and they add the generated records to the child table.(5) perhaps the child records are created by scraping a web page identified by URL. Example: grabbing prices, addresses or other data from an external web site.(6) perhaps the child records are created by accessing and parsing data currently in the clipboard. Example, a user selects a table of data for a web site and pastes the data into a QuickBase form which parses and transforms the data before slotting the data into fields.All of these scenarios are possible with script. So I would invite you to refine the source of the data and where you want it to land in QuickBasae.

Arshad, If you have standard sets of tasks for projects, there are techniques to create a button to import the std Tasks. Or are you asking if the Tasks, like Tribbles, can be born pregnant? Ie born with children when the are first created.

Master to Detail Records - Quicker way to do this?

13 Replies

ArshadKhwaja
Qrew Commander
8 years ago
Mark

Just trying to take you back on this. In my case as soon as a project is 'activated' I would like the master to detail action take place. Could you help with this as suggested?
QuickBaseCoachD
Qrew Captain
8 years ago
This can be done with a Webhook but due to the complexity of the syntax in a Webhook, I can�t post the answer here. I would have to get it working in a real app and work out the syntax.

But basically the first step is to build the URL formula button to do the import to create the children records, and then fire that URL with the Webhook.

The API guide has the syntax for the Copy Master Detail API.
DanLadner1
Qrew Trainee
8 years ago
It would look something like this:

Forum Discussion

Master to Detail Records - Quicker way to do this?

13 Replies

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