Forum Discussion
KirkTrachy1
5 years agoQrew Assistant Captain
Hi Anaya:
I'm trying to understand your question. As I read it, Appointments have many Clients. You add all your clients but you haven't linked them to an appointment yet. You then add an Appointment and you want all those previously added Clients to be linked to this new Appointment?
If you want ALL the clients to be connected to a newly added Appointment, you could use an automation that says, whenever an Appointment record is added, edit the Client's records where the Record ID# > 0 and insert the Related Appointment field (I presume that is the reference field that links the Client back up to the Appointment.) to the value of the Appointment record's Record ID#.
This is kind of an unusual use case. Perhaps I'm not understanding and need more details? If you did this, every time you added an appointment it would overwrite the Client's linked appointment. I don't know your use-case and more detail will be helpful.
We've just expanded our "Office Hours" webinars so they are now held each day at 1pm Eastern time. Please pop in and we can work this out live. You can register at http://quickbase.com/webinars/.
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Kirk Trachy
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I'm trying to understand your question. As I read it, Appointments have many Clients. You add all your clients but you haven't linked them to an appointment yet. You then add an Appointment and you want all those previously added Clients to be linked to this new Appointment?
If you want ALL the clients to be connected to a newly added Appointment, you could use an automation that says, whenever an Appointment record is added, edit the Client's records where the Record ID# > 0 and insert the Related Appointment field (I presume that is the reference field that links the Client back up to the Appointment.) to the value of the Appointment record's Record ID#.
This is kind of an unusual use case. Perhaps I'm not understanding and need more details? If you did this, every time you added an appointment it would overwrite the Client's linked appointment. I don't know your use-case and more detail will be helpful.
We've just expanded our "Office Hours" webinars so they are now held each day at 1pm Eastern time. Please pop in and we can work this out live. You can register at http://quickbase.com/webinars/.
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Kirk Trachy
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