JordanMcAlister
6 years agoQrew Captain
Add existing Child Records to Parent Record from List
Hi all,
I have two tables I have related: Work Requests(Child Table) and Teams(Parent Table)
I am trying to figure out some sort of button, whether it ends up being IOL or formula URL button, that grabs the values from a multi-line text field within the form of the parent record(this would be a list of the work requests [WR #] that relate to the child record) and relates it to the parent record(the team).
Something similar to this:
where we can enter in the work request numbers, save, then click the "Add Jobs" button to change the value of [Related Team] in the each of the listed child records to the related team of the parent record being viewed. It would then clear the value of [Job Add List], but this part is easy to add in.
Can anyone help me with this?
I open to suggestions, automations, webhooks, IOL, etc.
Thanks!
I have two tables I have related: Work Requests(Child Table) and Teams(Parent Table)
I am trying to figure out some sort of button, whether it ends up being IOL or formula URL button, that grabs the values from a multi-line text field within the form of the parent record(this would be a list of the work requests [WR #] that relate to the child record) and relates it to the parent record(the team).
Something similar to this:
where we can enter in the work request numbers, save, then click the "Add Jobs" button to change the value of [Related Team] in the each of the listed child records to the related team of the parent record being viewed. It would then clear the value of [Job Add List], but this part is easy to add in.
Can anyone help me with this?
I open to suggestions, automations, webhooks, IOL, etc.
Thanks!