Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
Two thoughts
1. Have in the advanced properties tab for the payment record, which in this case is opportunities, it is always good practice to check the checkbox �Save parent record automatically when a child record is created�. That way at least when the user goes to add child it will automatically save the carriage.
2. But the bigger tip is to simply include an embedded report on the opportunities record of the children and the user can edit (create) those records directly while creating the parent record before having saved the Parent record. Be sure to make the embedded report editable in form properties. That means that when you edit the parent the embedded child report table a table goes into Grid edit mode.
1. Have in the advanced properties tab for the payment record, which in this case is opportunities, it is always good practice to check the checkbox �Save parent record automatically when a child record is created�. That way at least when the user goes to add child it will automatically save the carriage.
2. But the bigger tip is to simply include an embedded report on the opportunities record of the children and the user can edit (create) those records directly while creating the parent record before having saved the Parent record. Be sure to make the embedded report editable in form properties. That means that when you edit the parent the embedded child report table a table goes into Grid edit mode.
MarkComish
8 years agoQrew Assistant Captain
I know there was at least one other person that wanted something like this so it would be nice to post a solution here.
Can I get step by step? Do I go into the "Companies Table" settings and create a new form? So confused as to where I start and how I create this report to just have the fields I detailed. Plus when saved all the tables be updated. Plus how this form and or report will allow me to enter new data as many of the fields are drop downs.
I think if I can get an outline of the steps I could fill in the gaps, hopefully.
Can I get step by step? Do I go into the "Companies Table" settings and create a new form? So confused as to where I start and how I create this report to just have the fields I detailed. Plus when saved all the tables be updated. Plus how this form and or report will allow me to enter new data as many of the fields are drop downs.
I think if I can get an outline of the steps I could fill in the gaps, hopefully.