Forum Discussion
QuickBaseCoachD
Qrew Captain
Here is how I would do it. If you choose to follows this and get stuck on any steps post back.
- Set up a child table to Projects called Project History. Add fields for any values that you want to capture.
- Set up a saved table to table copy to copy all Active Projects into Project history and map the [Record ID#] field into [Related Project] and map the various data fields.
- Make report of Active Projects needing their History recorded. This will be filtered where the maximum date created of the child records is not during the current month.
- Make a formula URL button on the Projects record to record the history and refresh the report. (which will now be blank).
- Subscribe to a daily report of Projects needing their history copied.
NenadIlic
7 years agoQrew Assistant Captain
unfortunately that didn't work, I'll try to review all my steps from above with what I've done, and see where the problem is.