Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
There is no question that this can be done and Quick Base without any scripting
I will describe the low-tech approach.
You can set up a series of dummy servers each with a standard set of child record checklists.
Then you go to the Settings for the app and look for Copy Master Detail. It will guide you through the steps to create a button which will give you the choice to import the checklist items from a particular parent record. So what will happen is you will end up making a series of buttons and each button will import a particular standard checklist into the parent server record you�re sitting on.
There is another approach which is more complicated to describe where there would be a parent table of standard checklist headings and each of those would have a set of child records describing the individual checklist items. Then you would push a button and copy those across to the target server. But the steps to do that are a little more complicated to explain. The advantage of that method is that it does not clutter up your real servers with fake servers which have to be filtered off various reports. As they only exist to hold standard checklist items.
If you would like some one on one help to set up the second method, please contact me at QuickBaseCoach.com
I will describe the low-tech approach.
You can set up a series of dummy servers each with a standard set of child record checklists.
Then you go to the Settings for the app and look for Copy Master Detail. It will guide you through the steps to create a button which will give you the choice to import the checklist items from a particular parent record. So what will happen is you will end up making a series of buttons and each button will import a particular standard checklist into the parent server record you�re sitting on.
There is another approach which is more complicated to describe where there would be a parent table of standard checklist headings and each of those would have a set of child records describing the individual checklist items. Then you would push a button and copy those across to the target server. But the steps to do that are a little more complicated to explain. The advantage of that method is that it does not clutter up your real servers with fake servers which have to be filtered off various reports. As they only exist to hold standard checklist items.
If you would like some one on one help to set up the second method, please contact me at QuickBaseCoach.com