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Question

Duplicate Record & Add new/different data PIPELINE

  • September 7, 2024
  • 0 replies
  • 99 views

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parent table - TAKE/OFFs 

child table - TAKE/OFF CALCULATIONS

Take/Offs create record in Take/Off Calculations using a pipeline

Take/Offs  FIELD [PLAN OR OPTION NAME] contains MASTER is the only field "pipelined" into the TAKE/OFF CALCULATIONS table

Now, I need a PIPELINE  to add 5 additional records duplicating same [PLAN OR OPTION NAME]......New records will then contain selections from multiple choice field [CALCULATION TYPE]

In summary, starts with this record:

TEST.PLAN.MASTER - no data in CALCULATION TYPE field

Need:

TEST.PLAN.MASTER with selection from Calculation Type field - WALLS.INTERIOR and

TEST.PLAN.MASTER with selection from Calculation Type field - CEILING.INTERIOR and

TEST.PLAN.MASTER with selection from Calculation Type field - WALLS EXTERIOR and

ETC

thank you

 

 

 

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  • Qrew Cadet
  • September 9, 2024

A Pipeline can create those records with six steps

Triggering event on the Parent Table

Five Create Records

Assuming you want this to happen with the creation of the Take Off record, that would be Step A

Steps B, C, D, E, and F  are Create Records where you specify the Parent Record and the value in the field of the Child.

Did you build the first Pipeline?   Depending on your business rules it may just make sense to expand that one to include the new functionality.