Meeting Minutes with Open Items continuing to the next Meeting Minute

OK here we go, again.  I had previously typed this but somehow "the dog ate my homework", maybe I forgot to SEND, I dunno.

Make a table with one record in it called Automation focus.  Make 2 fields 
[Record ID# of Source Meeting]
[Record ID# of Target Meeting]

It will be Record ID# of 1.  Note that you can then get those values down to any table you need with a relationship where the reference field is a formula numeric of 1.

Make a checkbox field on the Meeting Table called [Needs Minutes Carried forward?]

Make a formula URL which will do two successive steps when launched off the previous meeting

1. Edit the Automaton focus record for the [Source Record ID#]
2. Create a new meeting (launching off the old meeting) and populate that field with true. and end the URL with &disprec=1 so that the use is landed on the new record.

Lookup the value of the  [Record ID# of Source Meeting] down to the Meeting Minute Items using a 1 for the relationship field. 

Create an Automation to fire when a Meeting minute is created and the [Needs Minutes Carried forward?] is checked.
The Automation will copy records from the Meeting Minute Items table to the Meeting Minute Items table where the Meeting Minute is Open and the Related Meeting = [Record ID# of Source Meeting] 

The field for Related Meeting will be populated with the Record ID of the trigger record.



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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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