Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
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. 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. 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 ......
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. 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. 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 ......