Forum Discussion

ChrisFaye1's avatar
ChrisFaye1
Qrew Cadet
5 years ago

Add Record Button that references current record & related record

Hi,  I'm seeing if I can cut down on a few extra look-up fields.  Currently, I have a button that will add a record in another table and copy the values from the current record into the created ...
APIs and custom code
Buttons
Tables and fields
ChrisFaye1's avatar
ChrisFaye1
Qrew Cadet
5 years ago
Thanks, Mark! 

Unfortunately, the snapshot option only triggers when initiating the snapshot option in the field settings. The requirement of this process is that the user needs to be able to click a button (update something) that triggers a the snapshot and then those snapshots needs to be editable for possible manual future corrections. 

Basically this is looking at the Property table's *current* rates at the time the rental application is placed for each individual rental application and freezing those values in an manually editable way.

It sounds like duplicating the look-up fields in the child table and doing the copy values locally in the button currently still the most efficient way. 🤷‍♂️

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Chris
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  • OanaWhalen's avatar
    OanaWhalen
    Qrew Cadet
    5 years ago
    Chris,

    Is there a reason you can't use automations to accomplish this? I have several automations in my applications that are triggered by a button that simply checks a box, then all my actions copy the necessary values as static entries. As long as one of the fields that gets copied is the Related Parent field record id, you can still use look-up fields for any fields you do want to follow changes in the parent record.

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    Oana Toma
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