Adding multiple child records to a parent record

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I am creating a 'Request for quotation' (RFQ) parent record which is saved with a reference number (Record ID). Once saved i need to add, as child records,any number of 'Configuration' records.

I have the necessary relationships set up and i can display a filtered grid edit report of 'Configurations' from which i can use the dropdown [Related RFQ] to add multiple records to the RFQ.

My issue is that the [Related RFQ] dropdown will list all previously created RFQ's too - providing the opportunity to mistakenly add 'Configuration' records to other RFQ's. How can i ensure that 'Configurations' can only be added to the current RFQ record?

Thanks 
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Kevin

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Posted 10 months ago

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Esther

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Hi Kevin 

I understand you have [RFQ]<[Related RFQ]

In the [RFQ] table you need to have a Field to select the active or closed RFQ.

Then you need to add a lookup fiend in you [Related RFQ] table to bring the [Active/Closed] Field you created.

Then you use the set up of the Drop-Down Field .










In the conditional values you select the look up  [Active/Closed] Field you created.

Good luck
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Kevin

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Hi, many thanks for your response but i'm not sure i understand?

My two tables are 'RFQ' and 'CONFIGURATIONS' with a many to one relationship 'CONFIGURATIONS' to 'RFQ', so, the [Related RFQ] field sits in the CONFIGURATIONS table.

There will be multiple open/active RFQ's but when i'm working on a particular RFQ record and selecting CONFIGURATIONS to add to it the only available choice in the [Related RFQ] dropdown needs to be the current RFQ record.

Additionally, when i'm selecting records in the CONFIGURATION table, since there is no link to the RFQ table (yet) i cannot use a lookup on an Active/Closed field as it does not know which RFQ i'm working on?
(Edited)
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Esther

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You have two tables [RFQ] and [CONFIGURATIONS]

 the [related RFQ] Field is place in the table [CONFIGURATIONS]

[RFQ] <  [CONFIGURATIONS] ( one [RFQ]  to many [CONFIGURATIONS] )


If [CONFIGURATIONS]  is a child record of  [RFQ] and you are using a grid edit report into the table [CONFIGURATIONS] to create a new RECORD, so the system asks you for the parent record, this will be the [related RFQ]. At less you set up this conditional values I told you before, the system will offer you all the RFQ. If I am not wrong you are running this report in the child record table, and you did not tell the system, not yet, which one is the parent record, so the system asks you.


can you share a shot-screen with this grid-edit report you talk about?
(Edited)
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Esther

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Why don't you try to add the child record directly from the table [RFQ]? it would be easier, and the Configurations record will be already connected to the parent.
(Edited)
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Kevin

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Kevin

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I do not think you are understanding the issue, or, more likely, i am explaining it badly! There can be no connection between the two tables until a child CONFIGURATION record is added. When working on the CONFIGURATION records I need to be able to add multiple records in one hit, which i can do of course but there is a risk that the CONFIGURATION records could be attached to an incorrect RFQ (since i can select any existing RFQ. Many RFQ's could be valid but i want to limit the choice to the one i'm currently working on..
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Esther

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Those records are not connected to any Related RDQ
(Edited)
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Kevin

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Is anyone out there able to help me with this?
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Esther

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Are you using a URL formula to create those multiple records?

Or are you just creating new records since de gril edit report?
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Kevin

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The multiple child records already exist. I just want to relate them to the parent record. I cannot pass any active/inactive status back to the parent table prior to the child record(s) being attached?
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QuickBaseCoach App Dev./Training, Champion

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Kevin,
I will wade into this one.

Going back to your original question.

"How can i ensure that 'Configurations' can only be added to the current RFQ record?"

Can you tell me how we know we know which is the Current one.  Is it a case where the user needs to select a RFQ to being as being "Current"?
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Kevin

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Hi, thankyou for wading in! I have created a form where a new RFQ header record is created and saved. Once saved, on the same form i have a report link to a list of filtered Configuration records which are available to be added. I cannot figure out a way to pick up the current RFQ reference and allow only this to be selected in the [Related RFQ] field on the Configuration record.
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Kevin

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The report link data is displayed as a grid edit form.
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QuickBaseCoach App Dev./Training, Champion

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Kevin,

I understand your issue.

I would approach this differently. I have a technique which I could implement for you, and then you would know how to use it yourself in other situations.

The technique is native and roughly follows these steps.

The user click a button on a Parent , the RFQ, and it would record that Record ID in a table of users which is self maintained by that button click. Ie a userid is added for the current user or else edited.

That then sets focus in that RFQ for that user.

Then at the end of the button click it presents a list of Config’s which are not asisgned. This is on a traditional table report with access to Dynamic filters and the filter box.

The user then click click clicks on any Configs to be attached to the RFQ.

When finished clicking, the user then hits a button to return to the RFQ to satisfy the self that the configs have been added.

It usually only takes me an hour or two depending on how the dynamics of the call goes to get get that working and my clients then can use the technique for them self going forward. There is no script, just formula url buttons.

Contact me via my website QuickBaseCoach.com if you would like to discuss off line.
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Esther

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Probably the report link is not correctly connected , the report link is a great feature because is really open, and lets you to connect wherever you want but it makes it tricky because it can be easily wrong configured.



Select Edit proprieties in this field , and then you go to your field "Report Link" and check 


Check that your "related RFQ" in "configurations" table is connected to the "RFQ" field in the parent table.

I hope it helps. 

If you want you can share a shoot screen of your proprieties in the Field " Liked report" .
(Edited)