I would like to enter record data on a form and have relevant records populate in a different form.

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My tables are as follows

Agents - MyIMOs - Contracting - MyCarrier - My Products

The Contracting table holds the product level information as well as compensation percentages.

I would like to be able to enter in a new contract and it creates the products based on the Information I've entered.

I would like to keep the Contracting separate as each agent has different contracts available. an Agent can have multiple contracts but a contract can have only 1 agent.

How am I able to create a New Contract AND a New Item based on the information I entered in the New Contract Form?
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Ryan Matteson

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Posted 9 months ago

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Have you looked into QB Automations?

It sounds like when you're adding a new contract that you want to set up a chain reaction where additional items or actions take place. You can potentially set up different automations based on the type of contract, so that different item sub-sets can be accounted for. 

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Ⲇanom the ultimate (Dan Diebolt), Champion

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See my answer within this forum post which provides a solution to use a form in an ancillary table but when the form is submitted creates records in three other tables.

Onboarding new clients "opportunities" "companies" contacts"

Three Tables and A Form ~ Add New Opportunity

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