Forum Discussion

ChristineWhite's avatar
ChristineWhite
Qrew Assistant Captain
5 years ago

Populating new record with data from last record

We have a daily progress note table where daily updates to Projects are entered.  There is a new request to add tasks to the progress note table with % that are updated daily.  

I created a child task table that is related to the progress note table.  Tasks are very simple Text, %, checkbox if applies
I created a CopyMasterDetailButton to pull in the list of tasks but have been asked to populate these tasks with the the last % and checkboxes.  

I am debating between using pipelines or moving the Tasks to the Project level (using a snapshot for the individual tasks).   Wondering if either of these approaches will work or if anyone has another suggestion.

Thank you!

------------------------------
Christine White
------------------------------
  • ChristineWhite's avatar
    ChristineWhite
    Qrew Assistant Captain
    I am wondering if instead I can use a formula for the CopyMasterDetail to pull in the last tasks from the Project  looks like sourceRID?


    ------------------------------
    Christine White
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      I did read your post yesterday but never responded because I really couldn't understand the question. Could you take a better shot at trying to explain what you were trying to do here. It sounds like you were trying to have a nightly process to copy forward some child records from one parent to another?

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------
      • ChristineWhite's avatar
        ChristineWhite
        Qrew Assistant Captain
        Thanks....I figured it out with a more straight forward approach.  I am using a formula for the SourceRid.  If a previous note with task it will copy that record, if not it will use the blank original.

        ------------------------------
        Christine White
        ------------------------------