I have two related tables:
Meeting Minutes < Meeting Minute Items
The meeting minute captures overall information such as attendees, the date of the meeting, the meeting number, etc.
I have another table with Meeting Minute Items which have all of the detail surrounding the meeting. Each record is a separate discussion point
One major flaw that came about when we launched this feature in our project management platform.... When you start a new meeting minute document it does not carry over all of the previous meeting minute items. If the remain open they should automatically populate into the next meeting minute document.
How would I do this? Or what I am fearing is do I have a design flaw and these should not be related to each other?
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Ivan Weiss
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Question
Meeting Minutes with Open Items continuing to the next Meeting Minute
+11
+24OK here we go, again. I had previously typed this but somehow "the dog ate my homework", maybe I forgot to SEND, I dunno.
Make a table with one record in it called Automation focus. Make 2 fields
[Record ID# of Source Meeting]
[Record ID# of Target Meeting]
It will be Record ID# of 1. Note that you can then get those values down to any table you need with a relationship where the reference field is a formula numeric of 1.
Make a checkbox field on the Meeting Table called [Needs Minutes Carried forward?]
Make a formula URL which will do two successive steps when launched off the previous meeting
1. Edit the Automaton focus record for the [Source Record ID#]
2. Create a new meeting (launching off the old meeting) and populate that field with true. and end the URL with &disprec=1 so that the use is landed on the new record.
Lookup the value of the [Record ID# of Source Meeting] down to the Meeting Minute Items using a 1 for the relationship field.
Create an Automation to fire when a Meeting minute is created and the [Needs Minutes Carried forward?] is checked.
The Automation will copy records from the Meeting Minute Items table to the Meeting Minute Items table where the Meeting Minute is Open and the Related Meeting = [Record ID# of Source Meeting]
The field for Related Meeting will be populated with the Record ID of the trigger record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Make a table with one record in it called Automation focus. Make 2 fields
[Record ID# of Source Meeting]
[Record ID# of Target Meeting]
It will be Record ID# of 1. Note that you can then get those values down to any table you need with a relationship where the reference field is a formula numeric of 1.
Make a checkbox field on the Meeting Table called [Needs Minutes Carried forward?]
Make a formula URL which will do two successive steps when launched off the previous meeting
1. Edit the Automaton focus record for the [Source Record ID#]
2. Create a new meeting (launching off the old meeting) and populate that field with true. and end the URL with &disprec=1 so that the use is landed on the new record.
Lookup the value of the [Record ID# of Source Meeting] down to the Meeting Minute Items using a 1 for the relationship field.
Create an Automation to fire when a Meeting minute is created and the [Needs Minutes Carried forward?] is checked.
The Automation will copy records from the Meeting Minute Items table to the Meeting Minute Items table where the Meeting Minute is Open and the Related Meeting = [Record ID# of Source Meeting]
The field for Related Meeting will be populated with the Record ID of the trigger record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
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