ContributionsMost RecentMost LikesSolutionsRe: Copy Child Records from User Selected ParentYes, that is true. Ok, the users must click! Thanks again! ------------------------------ Leanne Snoeck ------------------------------ Re: Copy Child Records from User Selected ParentThank you for this detailed response Mark. One more thing, do you think it is possible to trigger this from a webhook instead of a button push? I'd prefer my users not have a 3 step process (selecting the job, save, copying the records, then clearing them out). I'd love to accomplish this behind the scenes but if not, I will add another button for them after they have copied the schedule tasks. ------------------------------ Leanne Snoeck ------------------------------ Re: API_ImportFromCSV QuestionUsually in my API CSV Import calls I include Repeat On and Repeat off, like below. Perhaps you need to tell the call to stop with this info. I'm not a pro at these but maybe this will help! <records_csv> <![CDATA[ %RepeatOn% [Forecast Record List for Webhook] %Repeatoff% ]]> </records_csv> <clist>6</clist> </qdbapi> ------------------------------ Leanne Snoeck ------------------------------ Re: Copy Child Records from User Selected ParentThanks for the location Sharon! This is actually an action that cannot be completed by the provided wizard alone. With Mark's help I was able to get this completed, and will include the specific instructions here. I've also run into another issue with this wizard, that perhaps someone can provide the code/solution to fix. Instructions: 1. Use the wizard to create a button that copies the parent and specific children you would like. Use a single record in the parent table (doesn't matter which one). 2. Create a relationship between the parent and itself. Then put the Related Parent drop down on your regular parent form. Your users will use this field to select which parent they would like to copy the related child records from. 3. Edit the code in the button that the wizard created. Where it says source=, that is the number of the record you chose in the wizard. To make this dynamic, change that number to your Related Parent field. Here is what it will look like: "javascript:void(copyMasterDetailButtonHandler('&relfids=35\n&sourceRID=" & [Related Parent] & "\n&destrid=" & [Record ID#] & "',... It seems that when going through the wizard the Copy Detail records (in the children of children) does not follow the field rules that specify "Do not copy this field when creating a copy of the task" - I've set up automations to clear out some fields, but I'm in real bind with a logged text field. It cannot contain the data from the copied task and I'm not sure how to force that since those logs are not editable. I'm hoping there is a snippet of code I can include in this button to only copy over some fields, or specifically remove this field from being copied. Or another action that can remove this text on newly created records. Anyone know?!?! ------------------------------ Leanne Snoeck ------------------------------ Copy Child Records from User Selected ParentThere used to be a way to create a Copy Master/Child button where you could let the user browse the parent records and choose the parent to copy the specific children from. Does anyone know if this is still possible? From what I remember it may have been that outside QB wizard that was then replaced with the App level one, but I'm hoping this is still possible without a crazy workaround. thanks! ------------------------------ Leanne Snoeck ------------------------------ Re: Do you want to start a local QB builder community?Hi Jacob, I would love to do this in NYC! Let's chat about it! ------------------------------ Leanne Snoeck ------------------------------ Re: Suggestions for how to ""snapshot"" the databaseYou may want to consider using one of the current child tables (or creating a separate child table) where you can pull down important fields from all the relationships related to a project. We take our daily snapshot from the lowest child record so that we can pull all related fields from the parents down (it is much easier than trying to pull all fields up the relationship list).Re: Quick Base Release Notes for March 2019I get the final output is text, but in your answer earlier you said you are solving for "null" which in my text expression I'm solving for "true" and the error message is not popping up, so just trying to figure out why it would not work. ex. If( fieldA=xyz and fieldB="", "text message and no save")Re: Button to send subscriptionSadly, no. Does this call (SendSubscription) work in Webhooks? I have a timestamp action I can use to trigger the webhook if so....Re: Button to send subscriptionDo you happen to know know the best way to add in authentication to this call? When an Admin presses the button, it goes off, but when a user with limited permissions hits it it says " you can only send your own subscription" and does not fire. I've added in the app token, but I'm thinking it needs an additional API authentication - any suggestions? Thanks!