My app has two tables. When the child record is added, I would like another child record automatically created and have some fields pre-populate with data from the first child record. I think it would be an API formula, but I'm not great at API button coding so will need help with formulas. Can anyone help me with this?
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Amy Gosz
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Question
When a child record is added, create a second child record
This topic has been closed for replies.
+24np,
Automations to the rescue!
Have you used Automations yet? They are great.
But there will be one VERY important trick with this. Before you build the Automation, please make a field called [Created by Automation?] as a checkbox field.
Then go into Settings and Automations and create an Automation to fire when a record is created and and that field [Created by Automation?] is not checked.
Then have the ACTIONS be a step to create a record. be sure to set that field [Created by Automation?] to be checked when you have the Automation create the record.
The reason for that checkbox field is so that the Automation does not get into an infinite loop and try to create a record because it created a record.
Post back if you have trouble with setting up the Automation.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Automations to the rescue!
Have you used Automations yet? They are great.
But there will be one VERY important trick with this. Before you build the Automation, please make a field called [Created by Automation?] as a checkbox field.
Then go into Settings and Automations and create an Automation to fire when a record is created and and that field [Created by Automation?] is not checked.
Then have the ACTIONS be a step to create a record. be sure to set that field [Created by Automation?] to be checked when you have the Automation create the record.
The reason for that checkbox field is so that the Automation does not get into an infinite loop and try to create a record because it created a record.
Post back if you have trouble with setting up the Automation.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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