ChristineWhite
5 years agoQrew Assistant Captain
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!
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Christine White
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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
------------------------------