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Question

Button to copy/autofill child record

  • February 7, 2023
  • 0 replies
  • 121 views
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I am trying to figure out how I can copy certain info from a parent table into a child, I have read through many threads but am still stuck.  I have a parent table "Accounts"  and I want to be able to copy/autofill certain field in my "Estimate" table.  For example when I am creating a new estimate for an existing account, I want to autofill/copy the new estimate with the fields from the parent table.  I looked into and tried the copy master and detail option, but am still confused.  

Could I use a webhook or action to set up a button on the child table/forms to accomplish this?  The new record being created will always have the same info I need to autofill.  Any help would be great!




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Kelly Lyons
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    This topic has been closed for replies.

    MarkShnierYou
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    • MarkShnierYou
    • Quickbase Alumni
    • February 7, 2023
    I can answer, but are you aware that you can simply do a lookup field from the parent down to the child?  Or do you need the fields to be editable on the child.

    Also are you adding children manually with an Add Record button?  Or do you also need Grid Edit or other methods to create children.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
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