Multiple Children from a parent using Formula URL

Question

I have 5 tables, and am confused trying to properly connect them. This comes from a modification of: http://www.quickbase.com/quickbase-blog/how-to-quickly-create-multiple-child-records-in-quickbase?_g...

I have a Estimates Table from which I want to create 34 children records on Estimate Details Table. I have created a Estimate Details Template table to hold the 34 team names that correspond to each estimate. (For each project, 34 teams need to assess the impact on their team). Finally, there is a Project Table, and the Bridge table (see also Focus Tasks Table from link).

So 1 project has many estimates. 1 estimate has many estimate details. There are only 34 templates, and only 1 bridge. I have a formula URL button on the estimates table that does a RunImport of the 34 templates to the Estimate Details table.

BOTTOM LINE: The 34 records created on Estimate Details Table by the button do not autofill with the corresponding project/estimate data from the Estimate Table (such as Project ID, Project Description, etc.). I need them connected. Please help!

mcfneil · Answer

Most of the time, it is best to create and connect all these records through a code page, rather than a really long formula url field. Especially if you want those child records to have grandchildren

But that takes some coding, or some help.

claytonrountree · Answer

Hi Matthew, thanks for the comment. Estimate Details are grandchildren if you consider Projects the parent and Estimates the children, but Estimate Details won't have any children. What is your suggestion on this issue then, I'm not sure what you were suggesting as a solution?

mcfneil · Answer

If you want to press a button on the 'Project' table, and have it make an estimate, and a bunch of details lines, you will need a javascript code page to do this.

Is the estimate and details a standard list that you could make via a template? What types of variations do you need to the detail lines.

claytonrountree · Answer

Hi, so the projects to estimates works just fine, no issues there. When on an estimates record, I want to click a button that creates 34 children on the estimate details table. These 34 records should auto-populate with the details from the estimate record they were created from. The difference between each of the 34 is which team they are assigned to (pre-set list of 34 teams). This way we can track which of the 34 teams haven't responded to an estimate request. Then there will be fields on each of the 34 that each team will manually fill. Does that make sense?

So for Project 1234, we may create a planning phase estimate. The planning phase estimate will need to know how each of the 34 teams will be impacted by the project. Each team will assess their impact on a estimate details record for project 1234 for the planning phase estimate. Later during the execution phase a change request might go out for project 1234. This is a different type of estimate, so the 34 teams will need to respond with their impacts again. Hopefully this paints the picture for you?

quickbasecoachd · Answer

Clayton,I understand the technique that you are trying to follow, but I do not understand why you need to try to use it when, in your use case, you do not need to.There is a native ability in Application Management using the Copy Master Detail link there to create a button which will import a standard set of records from a model Estimate.So you will just make a Model Project and then it will have an estimate and you will builds it's children. &nbsp;Then use that wizard to make a button for you to import that set of records to whichever Estimate record you are on when you push the button.So if you make a new estimate, then you just push the button to create the 34 records, with no special setup required. &nbsp;From your question, I think that you are way over complicating this unless you come back and tell me that you have fully aware of that native functionality and it does not work for you because ......

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Multiple Children from a parent using Formula URL

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