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Question

Auto-populate fields from one table into another

  • June 17, 2020
  • 0 replies
  • 45 views
I've created a project table to record ongoing projects.  Separately, I have a tasks table that lists activities that are associated to ongoing projects.

I created a relationship between the two tables without a problem; however, what I would like to do is have a set of pre-determined tasks automatically populate into the project table based on a drop-down field selection within the project table.  Example: In my project table, if I select the event type as "webinar", I'd like all the assignments from the task table that relate to a webinar to automatically appear in the projects table.  Can this be done?

Thanks everyone!

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Gwen Peters
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This topic has been closed for replies.

MarkShnierYou
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  • MarkShnierYou
  • Quickbase Alumni
  • June 17, 2020
This is easy with an Automation.

Set up a new table of std tasks.  make sure that they have that same field on them for the Event Type.

Then the Automation will say

Trigger: When a Project record is created
action: Copy records from the Std tasks Tasks table into the Project tasks table.
Filter on Event Type matches the Event Type of the trigger record.
Be sure to populate the [Related Project] with the [Record ID#] of the trigger record so that you do not create Orphans.

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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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Mark Shnier. Your Quickbase Coach
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