Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
No problem. But there is a trick.
When an action fires it can add a record or edit records. Typically, they will be child records, but there is reason they need to be child records. They are simply a set of records are defined by a report link field.
So .....
Make a report link field of the actual record to itself. So on the left side of the Report link field you will select [Record ID#] and on the right side you navigate to select the same app, and then the [Record ID#] field. So the "set of records" will be exactly the only record you are sitting on.
Give some thought about the conditions so that you don't needlessly fire the Action or put it into a loop. Keep in mind that the Action editing a record can potentially trigger that same action.
Maybe that is why, initially, they have made this process to edit a record, somewhat obscure as to how to set it up. Presumably in a future release they will allow a more native choice to edit the record itself, without resorting to the report link trick.
When an action fires it can add a record or edit records. Typically, they will be child records, but there is reason they need to be child records. They are simply a set of records are defined by a report link field.
So .....
Make a report link field of the actual record to itself. So on the left side of the Report link field you will select [Record ID#] and on the right side you navigate to select the same app, and then the [Record ID#] field. So the "set of records" will be exactly the only record you are sitting on.
Give some thought about the conditions so that you don't needlessly fire the Action or put it into a loop. Keep in mind that the Action editing a record can potentially trigger that same action.
Maybe that is why, initially, they have made this process to edit a record, somewhat obscure as to how to set it up. Presumably in a future release they will allow a more native choice to edit the record itself, without resorting to the report link trick.
MelissaFreel1
8 years agoQrew Cadet
In your instructions following the word "so," where is this work completed? In the relationship settings? or ?