Multiple Fields Auto-selected for Embedded Reprot

Question

Hi Everyone,

When you create an embedded report and make it editable, after a user adds a new record it automatically fills in the value (say record ID) of the newly added record. Other than using a button, does anyone know a good way to get quickbase to autoselect multiple fields when the record is added?

For instance, I'd like record, added via the embedded report to be marked with the related site (record ID) and a box checked indicating its for business development.

Any ideas?

Thanks!
Jake

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Jake R
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MarkShnierYou · Answer

Child records added in grid edit on a form should automatically connect themselves with the parent record.

As for the checkbox, you can set a default value for any field, if that solves your issue, or if the flag for Business development is based on some other kind of business rule, you would need to have an Automation fire to set that value if certain conditions are true.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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