I have created a button that opens the new employee table form and pre-populates data from the application table form. Would it be possible to also pre-populate the associated child records with this same button?
URLRoot() & "db/" & "xxxxxxxxx" & "?a=API_GenAddRecordForm"
& "&_fid_6=" & URLEncode ([Candidate - First Name])
& "&_fid_7=" & URLEncode ([Candidate - Last Name])
& "&_fid_8=" & URLEncode ([Candidate - Email])
& "&z=" & Rurl()
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Christine White
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Question
Button Opens Form and populates parent and child data
+9This topic has been closed for replies.
+24Yes, you can get this to work with an Automation.
Add a line to your code to populate a formula numeric field with the [Record ID#] of the source record in Application.
Create an Automation triggered by a record being Created and that field not be blank, and it will have two steps.
The first will be to populate a single field in a single record table which is called Application Focus. This is a table and field which exists with one and only one to retain the value for a moment of the [Record ID# of the Automation Focus Application].
You will set up a Relationship where one Application Focus has Many Application Children based on a formula numeric reference field called [Link to Automation Focus (=1)] with a formula of 1. The single record table will only have 1 Record so it will be Record ID of 1. Lookup the value of [Record ID# of the Automation Focus Application] down to all Application Children
Then the Step 2 of the Automation, after setting the Focus Application will be to copy all Application children to Employee Children where the [Related Application] equals the [Record ID# of the Automation Focus Application]. You will be sure to connect the children to the correct Employee by referring to the Record ID of the Trigger Record.
Post back if you get stuck. I have the working in a client application so I can look back if I missed any steps.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Add a line to your code to populate a formula numeric field with the [Record ID#] of the source record in Application.
Create an Automation triggered by a record being Created and that field not be blank, and it will have two steps.
The first will be to populate a single field in a single record table which is called Application Focus. This is a table and field which exists with one and only one to retain the value for a moment of the [Record ID# of the Automation Focus Application].
You will set up a Relationship where one Application Focus has Many Application Children based on a formula numeric reference field called [Link to Automation Focus (=1)] with a formula of 1. The single record table will only have 1 Record so it will be Record ID of 1. Lookup the value of [Record ID# of the Automation Focus Application] down to all Application Children
Then the Step 2 of the Automation, after setting the Focus Application will be to copy all Application children to Employee Children where the [Related Application] equals the [Record ID# of the Automation Focus Application]. You will be sure to connect the children to the correct Employee by referring to the Record ID of the Trigger Record.
Post back if you get stuck. I have the working in a client application so I can look back if I missed any steps.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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