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Multiple Children from a parent using Formula URL

  • July 21, 2017
  • 0 replies
  • 55 views

I have 5 tables, and am confused trying to properly connect them. This comes from a modification of: http://www.quickbase.com/quickbase-blog/how-to-quickly-create-multiple-child-records-in-quickbase?_g... 

I have a Estimates Table from which I want to create 34 children records on Estimate Details Table. I have created a Estimate Details Template table to hold the 34 team names that correspond to each estimate. (For each project, 34 teams need to assess the impact on their team).  Finally, there is a Project Table, and the Bridge table (see also Focus Tasks Table from link). 

So 1 project has many estimates. 1 estimate has many estimate details. There are only 34 templates, and only 1 bridge. I have a formula URL button on the estimates table that does a RunImport of the 34 templates to the Estimate Details table.

BOTTOM LINE: The 34 records created on Estimate Details Table by the button do not autofill with the corresponding project/estimate data from the Estimate Table (such as Project ID, Project Description, etc.). I need them connected.  Please help!
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  • Quickbase Alumni
  • July 21, 2017
Most of the time, it is best to create and connect all these records through a code page, rather than a really long formula url field.  Especially if you want those child records to have grandchildren

But that takes some coding, or some help.  

Clayton,
I understand the technique that you are trying to follow, but I do not understand why you need to try to use it when, in your use case, you do not need to.

There is a native ability in Application Management using the Copy Master Detail link there to create a button which will import a standard set of records from a model Estimate.

So you will just make a Model Project and then it will have an estimate and you will builds it's children.  Then use that wizard to make a button for you to import that set of records to whichever Estimate record you are on when you push the button.

So if you make a new estimate, then you just push the button to create the 34 records, with no special setup required.  From your question, I think that you are way over complicating this unless you come back and tell me that you have fully aware of that native functionality and it does not work for you because ......

  • Author
  • Quickbase Alumni
  • July 21, 2017
Hi, I am not aware of this functionality, I'm still rather new to Quickbase.  This is great news! Is there an easy tutorial/demo for that feature you would recommend?

There is not a video as far as I know and the usual good help text does not seem to get any hits for this feature.

I would just make a copy or you app and try it.

You want to take the option to "always" use a particular Estimate record  as opposed to copying the estimate.

I suggest that you try it and post back if you get stuck.