SarahSarah
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Master account w/ sub account numbers
We track client revenue with a SaaS and the revenue is associated to a client by account ID. However, due to the nature of our business model, we sometimes need to separate revenue for one client into several different accounts because they have subclients. Therefore, there are situations where we have a master account ID and then 3-4 subaccount IDs. I set up an API to pull revenue from our tracking platform into Quick Base and now I'm looking for ideas on how I can set up a form so that theres one master account ID, but sub account IDs can be added under the master account as needed (and then link to the API by account ID). I know I could just add empty fields under the main account number, but I figured I would ask the community in case someone has a clever way to do this.Re: Creating a URL based on a record ID
What if the triggering table (Table A) is actually 4 different tables that all feed into Table B? Is there a way to make the table ID a dynamic value changes based on the origin of the record ID? Or would I have to make a field that populates the table ID based on the original and then feed that field into the formula?235Views0likes0CommentsCreating a URL based on a record ID
I have an automation that creates a new record on Table B when the existing record on Table A is modified. Due to the specific report I need, I could not create a traditional relationship between these two tables so I created the automation instead. When the new record is created on Table B, it will have a field that references the Record ID of the triggering record from Table A. I would like to make a formula URL field on Table B that creates a link to the triggering record on Table A. My assumption is that I need to do this using the record ID, but I'm not sure how.I want to create a rule based on the time lapse of a modification in a logged text field
I have a logged text field called "Sales Notes" that needs to be updated every time the field "Status" changed. Specifically, I want to make it a requirement that the "Status" field cannot be changed unless the "Sales Notes" field has been modified within the previous hour. I couldn't figure out how to do this with a dynamic rule.Re: Duplicating (or moving) records to a different table with automations
Ok, thanks for the input!! I was able to add a second action to the automation to delete the record from the first table once it's created on the second table so everything it working now. I appreciate your help!7Views0likes0CommentsRe: Duplicating (or moving) records to a different table with automations
To answer your last question, no, there aren't any required fields. I essentially just want to copy the original record exactly as it is and create a duplicate on a different table. I've only added 2 fields so far because I want to get these automations figured out before building out the forms.6Views0likes0CommentsRe: Duplicating (or moving) records to a different table with automations
I just changed the action from "Copy record(s)" to "Add a new record" and it worked. However, it makes me designate the value of every field. In some cases, I'll have 25+ fields. Do you know if there's something else I could try with the "Copy record(s)" action so I can get all of the info from the original trigger record moved over to the new record that is created?10Views0likes0Comments