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Question

Add Record Button that references current record & related record

  • February 22, 2021
  • 0 replies
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Hi, 

I'm seeing if I can cut down on a few extra look-up fields. 

Currently, I have a button that will add a record in another table and copy the values from the current record into the created record. 

Here's a simple example of the action:
Add record......
Unit: Number fid=NewRecord Unit Number
Unit: Applicant Name fid=NewRecord Applicant Name
Property - Name fid=NewRecord Property Name  <<<<<Related Table Look-Up Field
Property - Address fid=NewRecord Property Address <<<<<Related Table Look-Up Field

Is there a way to avoid having to create the Look-up fields and rather simple tell the add record action to grab the local record info for some copied values and reference the related parent record for other copied values?


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Chris
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This topic has been closed for replies.

MarkShnierYou
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I'm not sure I fully understand your question but in the target table where you are adding records if you make a relationship so that table is also related to the same parent as your source table then if you populate the field for [Related Parent] then you can have any look up fields from that Related Parent] come down to the newly created copied record as lookup fields.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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