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Question

Populating new record with data from last record

  • November 19, 2020
  • 0 replies
  • 32 views

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We have a daily progress note table where daily updates to Projects are entered.  There is a new request to add tasks to the progress note table with % that are updated daily.  

I created a child task table that is related to the progress note table.  Tasks are very simple Text, %, checkbox if applies
I created a CopyMasterDetailButton to pull in the list of tasks but have been asked to populate these tasks with the the last % and checkboxes.  

I am debating between using pipelines or moving the Tasks to the Project level (using a snapshot for the individual tasks).   Wondering if either of these approaches will work or if anyone has another suggestion.

Thank you!

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Christine White
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  • Author
  • Quickbase Alumni
  • November 20, 2020
I am wondering if instead I can use a formula for the CopyMasterDetail to pull in the last tasks from the Project  looks like sourceRID?


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Christine White
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