Update Parent Record Push to Child Record(s)

Question

Please refer to image below:

Theme is the parent of Capability (theme has many capabilities). The image is showing a Theme record.The user wants to avoid updating individual Capabilities and instead update all or a selection from the Theme level. In the image below this Theme only has two Capabilities but some may have over a hundred.I have two items the user may want to update: Status (text) and Launch Date (date). They may not need to update both values at the same time. I have added a checkbox field on the Theme record labelled "Update All" for them to indicate they want to update all related Capabilities. There are also individual checkbox fields on each Capability where the user can select one or more records to be updated. Has anyone done this or something similar before? Or have a suggestion for a solution?------------------------------Thanks in advance,Jennifer Paschal------------------------------

MarkShnierYou · Answer

there are two choices i see.The first is just training the users to use Good Old Grid Edit and the short cuts like copy and paste (right clicks), highlighting a block of cells ands copy and paste and also clicking he column heading (right click)  and then "Fill down".  There will be a link for that at the top of the embedded report.Plan B if that is not good enough is to have fields on the parent record for the new values and then checkboxes on the records to be updated. Note that the built in checkbox on the record is for delete so NOT that checkbox!!Then you would have a checkbox field to flag the record to trigger an Automation.The Automations will copy the values from the parent record into the checked children, and then blank out the data in the two data entry fields on the parent as well as the trigger checkbox. The only unsatisfying aspect to that method is that the user will not see the update until they refresh the page and if there are hundred of record, it will take a whole for the Automation to complete.  I suspect the child updated will run at a rate of about 5 per second, which is OK for 5 - 10 records, but if there are a hundred records, well, you can do that 20 second math too.This can also be doe with a more satisfying button click and instant screen refresh with the updates done, but  the setup for that is beyond the scope of what I can explain here on his Forum unless you are familiar with using URL formula buttons.  Contact me directly if you want to implement that method.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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