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Question

Copy Record A and auto link back to it from Record B ('Copy of Record A')

  • January 3, 2018
  • 0 replies
  • 22 views
I would like to copy a record ("Record A"), and in the new record ("Record B"), I would like to link back to the previous record ("Record A"). This would allow me to see previous versions of Record B.  I don't see how the Copy button will let me take Record A's record ID and put it into Record B's related record field.
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    Two ideas: (1) Try creating a field of type Predecessor, Although originally intended for project management where a task's schedule might depend on completion of multiple predecessor tasks, this field type can also be used in circumstances like yours. (2) Create a "self-relationship" and a custom "copy" button. If your records were in My Table, you would create a new relationship where the master is Record A in My Table and the detail is Record B in My Table. Quick Base will warn you that a "self-relationship" is unusual but it will let you ignore the warning. Then on My Table, create a custom "copy" button that looks something like this:

    URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm" &
    & "&_fid_X=" & [Record ID#]
    Where X is the number of the field that contains the master record id in the self relationship.

    So far as I know, you can't use native Quick Base to hide the standard "copy" link, so you would have to make the field X required on your form, for users to enter manually if they used the standard link.
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