Is it possible to create a URL button that pulls multiple records into a template within a given child table?

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I have a report, with varying multiple records, that is pulled each time for bidding and the data is copied and then pasted within an excel template to send off for bids. It would be great if a button could be placed within the report or to create the same report by clicking the button that would then download into the template.

We already have a template table related to the table we use for reporting and am familiar with URL buttons per record, but only for a single record/location and then saving as a csv. Making it task when we are talking 10+ locations, having to copy to one file and then placing into the template. 

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Matthew

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Posted 3 years ago

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Matthew Neil

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Yes you can do this.  The URL button will actually call a JavaScript code page that will do the heavy lifting.  

In order to set this up you need a custom page with the field maping and many details specific to your application.   See as this was 3 months ago, you wither have moved on, or found a solution. But if you are still in need of this let me know. 
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Matthew

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Hi Matthew,

Thanks for the input. I am still in need of a solution to automate this process. Would be happy to get some more details on how to make this happen.
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Matthew Neil

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A few questions to make sure we go in the right direction.

After it is put into excel what happens? Is it printed so the foreman (or whomever is doing the bidding) can fill in the missing information?
Or is the excel file electronically sent to a 3rd party for completing on their computer and to be returned still as an excel file?
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Matthew

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The excel file is electronically sent and returned as an excel file. The only thing added to the excel sheet after the reports are pulled, and then made into a single report, is the bid price.
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Matthew Neil

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Just to confirm the process:
1 - You have a job in QB with a few different line items of things that need to be bid.  
2 - You copy the important info from QB to an Excel template.
3 - Send the Excel file to a 3rd party (that are not QB users)
4 - They ONLY complete the bid price, and then return it.
      4a - Or they complete a lot of other info, and you guys change the bid price after you get it back (and prior to sending it the the buyer)?

Yes, there are a few Partners out there that have an add-on that can put this into excel (myself included), but there might be a native way to solve some of your problems.  Especially if the information already exists within QuickBase.
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Matthew

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1-3 yes. All information is already in QB is pulled by a report then saved as a spreadsheet.

4. We complete the bid price manually and send. The 3rd party will either agree, change the bid price or add a column with their price.
Juiced Technligies has an add in product which will pull data from an app and put fields and child tables into an excel spreadsheet.
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Matthew

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We have an add-in product from Juiced that does this for word, but need in excel format so 3rd party can easily update. Bids can have anywhere from 1-1,000 locations/rows.
Juiced has a different product called Docs XL which populates an Excel Templste.
(Edited)