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Question

One form to create records in multiple tables at once?

  • September 8, 2020
  • 0 replies
  • 129 views

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I feel like this is a dead-end, but I have a request to create a form for our office assistants to gather information from customers at one time, rather than multiple screens, etc. Here's a rundown of what we do:

Table - Customers
1. Create new customer (name, #, email, address, etc.)
Table - Opportunity
2. Create new opportunity under that customer's name (Customer < Opportunities)
Table - Activities
3. Create new activity to meet with customer at set date / time. Associated to both the customer and the opportunity
(Customer <activities, Opportunity < activities)

We use these tables daily, but the person taking the call has to access all 3 tables and create all 3 records while they're on the call with the customer. Typically this is from the customer page, as I have the "add opportunity" and "add activity" buttons there. However, a branch manager asked me if there was a way I could create a form that would perform all 3 of these functions at once, in 1 screen, without all the clicking and loading. I don't think I can do that, based on the searching I've done on the forums here, but I wanted to throw it out there and see what comes of it. Hopefully someone has an answer.

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Thanks,
Chris Newsome
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MarkShnierYou
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Have you considered marking the embedded reports for Opportunities s Editable on Form Properties so that the Opportunities can be entered in Grid Edit mode? That would cut down on one screen load.  You would still need to do the Activity separately.


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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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