Already Populated Grid Edit option
HelloAll, I am looking for a way to have an option, either a button, report or maybe a pipeline that is like a grid edit that already has come field filled out. If you were to use the button i...
Forum Discussion
Jen,
1. Have a small report to onboard customer asking 'minor' few details
2. Create a button which has a 'API_Edit' , it edits a checkbox field - Checkbox field triggers a pipeline to copy children of 28 items you wish to associate
4. API_Edit button redirects to a new form which has built in grid edit
OR
https://help.quickbase.com/user-assistance/copy_master_detail.html
You can also consider COPY_Master which might be little faster
1. Have a template which your agents opens to onboard new customer
2. Press Copy Master details to populate children
3. Change customer name from a drop down
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Prashant Maheshwari
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Hello Prashant,
Thank you for the assistance! I totally forgot about copy master, I might try that before I do the API_Edit as I am not as familiar with the API calls.
Thanks again.
Jen
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Jennifer Silberstein
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Thank you for the assistance! I totally forgot about copy master, I might try that before I do the API_Edit as I am not as familiar with the API calls.
Thanks again.
Jen
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Jennifer Silberstein
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- great to hear
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Prashant Maheshwari
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