Forum Discussion
MarkShnier__You
Qrew Legend
6 years agonp,
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
------------------------------
- AmyGosz26 years agoQrew CadetHI 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
------------------------------- MarkShnier__You6 years ago
Qrew Legend
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
------------------------------- AmyGosz26 years agoQrew CadetIn the original child record I have formula fields populate based on data being entered. I would like to take the values in those formula fields and create a second child record automatically. Ultimately, we would run a report to pull both original and new child records. However, as you said, I think my train of thought is flawed and I need to think a bit more on this. I'm hoping I don't have to create a another child table for the automatic record. Thanks!
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Amy Gosz
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- AmyGosz26 years agoQrew CadetJust 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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