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Dynamic Form Rule - Adding Record in Related Sub Table

  • July 15, 2019
  • 0 replies
  • 61 views
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Hi:

I have a master table for Work Orders.  When a work order is complete, and an invoice is generated, I want to create an entry in a related receivables table [Date Invoiced].

What would be the best way to accomplish?

Thank you,

Dirk

    • XavierFan
    • Registered
    • July 16, 2019
    I would suggest using Automations:

    Online Hlep for Automations
    https://help.quickbase.com/user-assistance/about_quick_base_automations.html

    For the trigger, you would want "when data changes".

    You can specify the fields that changed, and the filter condition for the trigger to fire - such as:
    [Status] = "Complete] for the Work Order
    AND
    [# of Invoices] > 0

    Then the action would be something like:

    - Add a record in the Receivables table
    - with [Date Invoiced] = [Date of Last Invoice]  (or something similar)



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