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Question

Linked Report Record Selections

  • August 15, 2022
  • 0 replies
  • 25 views
Is it possible to perform actions such as save a snapshot of records within a linked report that are checked (selected)?

For instance, I'd like to save all of the Document Name(s) selected within the linked report to another field (Schedules) like a snapshot.

There is a realtionship of Parent/Child but one Parent could have 1 Child record or it could have 15 Child records.  But I only want to capture the Document Names of those records actually selected with a checkbox value in the report.




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Robin Mcintosh
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    This topic has been closed for replies.

    MarkShnierYou
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    • MarkShnierYou
    • Quickbase Alumni
    • August 15, 2022
    Yes, you can use a Pipeline to trigger on when that checkbox is checked.  The pipeline would copy a record  and then uncheck the checkbox.

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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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