Forum Discussion
EvanMartinez
7 years agoModerator
Hi Joey,
This type of automation can be accomplished with an Quick Base Action or Automation, especially since you have a formula field that already calculates the right value to pass on so long as that Installation ID is the reference field for your relationship (not just the reference proxy). The one important set up piece you need in place before creating the Action is a report link field to help the Action target the right records when the edit a related record option is selected. For this you want to edit the record you are already on, so in this instance you want a Report Link that will help identify that need.
When I need to do this I start with a new field in Quick Base that is a report link field type (I often name it something obvious like Link for Action 1, etc so I can always find it later). Then you want to open that new fields settings and it will ask you what fields you want to match for the report link. In this instance you want to match your key field in this table with the exact same field in this table. So what it is doing is taking each records key field value and matching it to the exact same record. Once you have this you can use it in your Action so that whenever a new record is added it will edit the exact same record and take the value from the formula field and push it into the Installation Id field. It is possible that Installation Id is just your reference proxy and it won't line up quite as neatly but if it is this is one option to simplify your workflow. I hope this suggestion is helpful Joey.
This type of automation can be accomplished with an Quick Base Action or Automation, especially since you have a formula field that already calculates the right value to pass on so long as that Installation ID is the reference field for your relationship (not just the reference proxy). The one important set up piece you need in place before creating the Action is a report link field to help the Action target the right records when the edit a related record option is selected. For this you want to edit the record you are already on, so in this instance you want a Report Link that will help identify that need.
When I need to do this I start with a new field in Quick Base that is a report link field type (I often name it something obvious like Link for Action 1, etc so I can always find it later). Then you want to open that new fields settings and it will ask you what fields you want to match for the report link. In this instance you want to match your key field in this table with the exact same field in this table. So what it is doing is taking each records key field value and matching it to the exact same record. Once you have this you can use it in your Action so that whenever a new record is added it will edit the exact same record and take the value from the formula field and push it into the Installation Id field. It is possible that Installation Id is just your reference proxy and it won't line up quite as neatly but if it is this is one option to simplify your workflow. I hope this suggestion is helpful Joey.