Multiple Checklists
I am creating an audit application. There are 5 checklist dependent on what you are auditing to (welding, safety, coating, etc.). Also, there are categories for checklist. For example welding ther...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendThe Low tech solution here is to make 5 Template Audit records. each would have their correct child checklists.
Then use the built in wizard on the Settings for the app, then App management page and locate
Copy master & detail records.
That will allow you to create button buttons which will import respectively the 5 children records from those 5 templates onto your new audit record.
So one approach is to offer the user those 5 buttons to choose from and then once the click to add the children, then have a form rule hide the buttons. You could also have the user select from a drop down of the Audit type and then have form rules to show the correct button.
You will need to set Permissions so that the regular users can't mess with your template Audit records or their children checklists.
There are also fancier solutions probably beyond the scope of what I can guide you though on this forum to have the Audit records created with children based on their type, but my suggest here could be quite good enough for your needs. Post back if you get stuck or have questions.
https://help.quickbase.com/user-assistance/create_copy_import_button.html
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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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Then use the built in wizard on the Settings for the app, then App management page and locate
Copy master & detail records.
That will allow you to create button buttons which will import respectively the 5 children records from those 5 templates onto your new audit record.
So one approach is to offer the user those 5 buttons to choose from and then once the click to add the children, then have a form rule hide the buttons. You could also have the user select from a drop down of the Audit type and then have form rules to show the correct button.
You will need to set Permissions so that the regular users can't mess with your template Audit records or their children checklists.
There are also fancier solutions probably beyond the scope of what I can guide you though on this forum to have the Audit records created with children based on their type, but my suggest here could be quite good enough for your needs. Post back if you get stuck or have questions.
https://help.quickbase.com/user-assistance/create_copy_import_button.html
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------