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Bulk Add Children Records

  • December 22, 2023
  • 0 replies
  • 199 views
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Hi,

We have a form with a basic parent-child relationship for users to add children records.

Sometimes, the users need to add up to 100 records.

It becomes very tedious to do this 1 at a time.

Does anyone know of a simple way to solve for this that allows users to upload bulk records? I have a fiew ideas, but none of them seem very user friendly and I want this to be something relatively intuitive for end-users who aren't in Quickbase all the time.

Thanks in advance for any ideas!



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Curtis Middleton
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    This topic has been closed for replies.

    MarkShnierYou
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    Where do you propose the data comes form to fill out these 100 records.  Are they blank ones (aside from Related Parent) or will they have data whihc needs to be entered as they are being created?



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
    MarkShnierYou
    Forum|alt.badge.img+24

    Let's start with the basics. You can provide a link for the user to upload the file as separate records in the Import/Export menu. 

    If they need to be attached to a common parent, they can first create the parent, then do the import as orphans, then run a report of MY records imported today, missing a link to the parent. Then they can just run that report and do grid edit and attach them to the Parent record. 



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
    KeithJusas
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    • KeithJusas
    • Registered
    • December 23, 2023

    Hi Curtis, we have another option for you that can make this very seemless for your end users.  They can add a parent record, upload an excel file during that add record process and when they save that record it would trigger our EZ File Importer add-on that would upload the rows in that excel file as child records to the parent record they created.

    This is a non-native solution but its an option if you are looking for simplicity and consistency.
    more here:  https://www.juicedtech.com/ez-file-importer



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    Keith Jusas
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