Project Management: Task Branching
Hi there, We're currently building a project management/project portfolio app and are having trouble with the tasks relationship. We have a Projects Table, a Task Table, Task Library Table and a Ph...
Forum Discussion
Is your Automation populating the field for [Related Task]. Is that field blank or is it being populated with a wrong value.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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It doesn't appear to be populating the related task in the tasks library table.
Our automation goes as follows:
When a user modifies a record in the projects table and "overnight stay" is changed to yes,
Add a record in the tasks table populating a record ID match field with the record id of the project, the question identifier with the question answered (typed value), and related library of the task library record id # (typed value).
Copy records from the Task Library table to the task table where record id # is equal to the task library record id #, and populate task name with the task field from the task library.
Modify records in task table where related project is equal to record ID of projects table and related project copies from project name.​​
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Jamie Owens-Knight
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Our automation goes as follows:
When a user modifies a record in the projects table and "overnight stay" is changed to yes,
Add a record in the tasks table populating a record ID match field with the record id of the project, the question identifier with the question answered (typed value), and related library of the task library record id # (typed value).
Copy records from the Task Library table to the task table where record id # is equal to the task library record id #, and populate task name with the task field from the task library.
Modify records in task table where related project is equal to record ID of projects table and related project copies from project name.​​
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Jamie Owens-Knight
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- It's not really possible for me to debug an Automation this Forum. You would need to either book a one-on-one meeting with a QSP like myself or maybe Quick Base support would give you some free time.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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