Forum Discussion
MarkShnier__You
Qrew Legend
6 years agoI would give you some votes for that, so please post a link to your User Voice. I ran into this limitation myself recently. I had to use an Automation to create the Parent, and it was very awkward.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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AndrewFry
6 years agoQrew Assistant Captain
Mark,
May I inquire as to how you set up the automation to get it to work? I think that may be my only viable avenue to achieve the results and process flow I am after.
Thank you very much!
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Andrew Fry
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May I inquire as to how you set up the automation to get it to work? I think that may be my only viable avenue to achieve the results and process flow I am after.
Thank you very much!
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Andrew Fry
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- MarkShnier__You6 years ago
Qrew Legend
In my case all I needed to do was to create an entry in the Parent Table. I did not actually have to link it back to actually be the parent of the record I was creating.
But let me describe what i did and what I would do to complete the circle.
I set up a checkbox field on the form to "Create parent". That opened up input fields on the form (using form rules) to capture the information I needed.
Upon save, that triggered an Automation to create the Parent record. What I would then do is I would also record on that Parent record, the [Record ID#] of the child that now needs updating as it has to be linked ot [Related Parent] (but at time of save, we do not know that [Record ID#].
So then i would cause an Automation to trigger when a parent is created and there is a [Record ID#] to be updated on a child, to actually write back to that Child record to link it.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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