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.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.commark.shnier@gmail.com
------------------------------
