Forum Discussion

AmyGosz2's avatar
AmyGosz2
Qrew Cadet
6 years ago

When a child record is added, create a second child record

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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Quickbase Automations
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    np,
    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
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    • AmyGosz2's avatar
      AmyGosz2
      Qrew Cadet
      6 years ago
      HI Mark...I did try an automation, but the field values I want to populate in the new child record are formula fields on the original child record. Those fields were not available in the drop down of fields to choose to set up and populate.

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      Amy Gosz
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        You cannot type manually into a formula field nor can an Automation write into a formula field.  So you will need to rethink that you are trying to do.  Or explain here what you are trying to do.



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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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    • AmyGosz2's avatar
      AmyGosz2
      Qrew Cadet
      6 years ago
      Just a quick follow up. I did set up the automation and it created the one new record, but again, I didn't have the formula fields available as choices.

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      Amy Gosz
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