AndrewFry
5 years agoQrew Assistant Captain
Order of Template copy
I have a few templates setup and using automation, copy them over to my parent record as child records.
However, it seems that the automation copies the most recently created template record first, then second to most recent, third to most recent, etc etc.
When I created the template records, I created them in the order that I complete them.
Example:
I can sort them by the child Related Record ID# in the parent form, but it still is somewhat confusing for users as the Record ID# what is should be the last step (e.g. Start Dishwasher) is prior to the Record ID# of what should be the first step (e.g. Empty Dishwasher).
I added an Order field to the template records and sorted by that, thinking that perhaps the automation was simply taking from the top of the report down, but that did nothing.
Is the automation designed to do this, copy the most recent one first?
Will I have to re-input my template records starting with the last and ending with the first?
I really don't want to as it was approx 120 different records with various fields.
Any thoughts?
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Andrew
andrew.fry25@gmail.com
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However, it seems that the automation copies the most recently created template record first, then second to most recent, third to most recent, etc etc.
When I created the template records, I created them in the order that I complete them.
Example:
- Empty the dishwasher.
- Rinse dirty dishes.
- Place cups in dishwasher.
- Place plates in dishwasher.
- Place utensils in dishwasher.
- Place detergent in dishwasher.
- Close dishwasher.
- Start dishwasher
- Start dishwasher
- Close dishwasher
- Place detergent in dishwasher
- Place utensils in dishwasher
- Place plates in dishwasher
- Place cups in dishwasher
- Rinse dirty dishes
- Empty dishwasher
I can sort them by the child Related Record ID# in the parent form, but it still is somewhat confusing for users as the Record ID# what is should be the last step (e.g. Start Dishwasher) is prior to the Record ID# of what should be the first step (e.g. Empty Dishwasher).
I added an Order field to the template records and sorted by that, thinking that perhaps the automation was simply taking from the top of the report down, but that did nothing.
Is the automation designed to do this, copy the most recent one first?
Will I have to re-input my template records starting with the last and ending with the first?
I really don't want to as it was approx 120 different records with various fields.
Any thoughts?
------------------------------
Andrew
andrew.fry25@gmail.com
------------------------------
- not tested but just a hunch. Try changing the default sort of the source table to be the sequence you want. Maybe the default sort is high to low on last modified by.
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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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