Forum Discussion

Re: Creating multiple child records based on a # field in the parent

Any way to describe the fancier method?  The example you provided is good and can be done quickly but I need to create the most streamlined experience for the end-users that's most effective and delivers the exact number of child records based on the parent's data.  I like a challenge and I don't mind a difficult setup.

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Joshua Case
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2 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    OK, sure.
    Make a helper table called Automation Focus.  Add 1 record.
    Make a field called [Record ID# of Focus Parent]. Make a field called [# of children required].

    Make a new table called with say 100 records called Children Source in it and number them from 1 to 100.  You can use the Record ID# for this purpose as long as you create the records and then stop anyone from deleting records, even the Admin.  You can import from excel to create the records and populate a dummy fields to be deleted.

    Make a relationship between Automation Focus and the  Children Source to lookup the  

    Make a lookup from the Automation Focus for [Record ID# of Focus Parent] and [# of children required]. 

    Make a saved table to table import to map from Children Source to the child table but limit where sequence # is less than or equal to the # children required.

    Lastly make a formula URL button to do three steps.

    Populate Automation focus 
    Run the Import
    Redisplay the record.

    If you want the records to automatically populate the children whe  the parent is created, then this can be done in an Automation.
    ie populate the Automaton focus 
    Run the import.
    ​​​

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    [email protected]
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    • MiriamKlugman's avatar
      MiriamKlugman
      Qrew Member
      Does anyone know how to do this in an easy way with pipelines?
      Thank you!

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      Miriam Klugman
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