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ChrisSipes's avatar
ChrisSipes
Qrew Cadet
6 years ago

Suggestions for how to ""snapshot"" the database

I have an app with several tables which keeps project information throughout the quoting, execution, and closing phases.  I want to get a "snapshot" when a project moves from quoting to execution ...
Tables and fields
QuickBase9's avatar
QuickBase9
Qrew Cadet
6 years ago
You may want to consider using one of the current child tables (or creating a separate child table) where you can pull down important fields from all the relationships related to a project. We take our daily snapshot from the lowest child record so that we can pull all related fields from the parents down (it is much easier than trying to pull all fields up the relationship list).
ChrisSipes's avatar
ChrisSipes
Qrew Cadet
6 years ago
Leanne,
So you pull data from the parent table into one child, then you only have to snapshot that child?  That is an interesting idea.  While I would like parts and equipment (two children), I would settle for just the parts child table if I needed to.  This is not perfect, but I can see how it would work.