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Question

Create Multiple records

  • February 8, 2018
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Hi .. I have two Date fields ..if i enter project with the dates with different months .......then automatically create the records in between months of both the date fields.....i e EX-- start Date(6-2-2018) , End Date (10-06-2018) i want the records of July,august,September ,October,November in the grid... is it possible with using Web hooks, quick base actions or anything else?

Thanks in Advance
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  • Registered
  • February 9, 2018
This can be done in a variety of ways ranging in capabilities. The following demo shows a way of creating a varying number child records based on either (1) field values or (2) via a popup dialog box that solicits the same information from the user (but without storing it in a field).

The button labeled "Sans Dialog" uses the fields named [Base Date], [Frequency] and [Number]
to determine how many child records to create and initialize and does so without further interaction from the user.

The button labeled "With Dialog" solicits a base date, frequency and number from the user do determine how many child records to create and initialize and does so when the OK button is pressed.

Hylo Technique ~ Parents Dashboard
https://haversineconsulting.quickbase.com/db/bkw2ff3e3?a=q&qid=1

Here is a screenshot of the dialog from the second "With Dialog" button.



There are other issues to consider to maintain a current and accurate relationship between the parent and child records:
  • what happens when the end date is extended or shortened - the child records may no longer maintain the intended relationship with the parent and need some manual repair
  • what mechanism should be used to prevent or allow using the button to create a second set of child records
  • what happens when someone deletes a child record creating a gap in the evenly spaced dates
  • what happens when someone adds or changes a date of a child record disturbing the evenly spaced dates
These points may seem overly worrisome but you should think out the implications of auto-generating the child records.

  • Author
  • Registered
  • February 9, 2018
Hi,
     please  can you Explain briefly  what are the field types and which formulas are using for Sans Dialog,with Dialog .