Template

3 Topics

Order of Template copy
I have a few templates setup and using automation, copy them over to my parent record as child records. However, it seems that the automation copies the most recently created template record first, then second to most recent, third to most recent, etc etc. When I created the template records, I created them in the order that I complete them. Example: Empty the dishwasher. Rinse dirty dishes. Place cups in dishwasher. Place plates in dishwasher. Place utensils in dishwasher. Place detergent in dishwasher. Close dishwasher. Start dishwasher But when they get copied over to the parent record via the automation, it ends up being backwards: Start dishwasher Close dishwasher Place detergent in dishwasher Place utensils in dishwasher Place plates in dishwasher Place cups in dishwasher Rinse dirty dishes Empty dishwasher I can sort them by the child Related Record ID# in the parent form, but it still is somewhat confusing for users as the Record ID# what is should be the last step (e.g. Start Dishwasher) is prior to the Record ID# of what should be the first step (e.g. Empty Dishwasher). I added an Order field to the template records and sorted by that, thinking that perhaps the automation was simply taking from the top of the report down, but that did nothing. Is the automation designed to do this, copy the most recent one first? Will I have to re-input my template records starting with the last and ending with the first? I really don't want to as it was approx 120 different records with various fields. Any thoughts? ------------------------------ Andrew andrew.fry25@gmail.com ------------------------------
Solved
AndrewFry
6 years ago Place Quickbase Discussions
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Task Template Type to filter what tasks are imported
Hi everyone. I have a table for Tasks and a table for Task Templates. On the Task Templates table I created a field for Task Template Type. I am using this to control which tasks get imported. On the Tasks table I have a checkbox for "Import Task Template." When a user checks it (under my old logic) it would trigger an automation for a table import to copy all tasks from task template into the project. Now, I want to somehow allow the user to select from the field in Task Templates for Task Template Type and use that to control the tasks that are copied over. I was thinking I need a lookup field somehow next to the checkbox to display the Task Template Type and use that as a record picker. But I dont think this is right as I dont even know where to begin here.... Any ideas? Thanks! ------------------------------ Ivan Weiss ------------------------------
IvanWeiss
6 years ago Place Quickbase Discussions
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create a bank of standard content that can be customised
We have 50+ template letters. We have created a table called "Standard Replies" which contains the Name of the reply, keywords, date drafted, date approved etc. Replies will be used as a Correspondence Item which is a child table to Cases. When replying, I want people to be able to search for a relevant reply by title and then have QB pull through the content into an editable field. The reply would then be sent by email or by letter (we may used the Exact Forms plus for this bit) We currently have an automation to paste the "standard reply content" into a content field in the "Correspondence Item" but we have to select it, save and close, the hit edit - I just wonder if there is a better way to do this in terms of workflow. are there any exchange apps or suggestions of solutions that will enable us to pick some content from another table (can be up to 700 words) which we then edit and maintain. Is the automation the best way to do this? Owen ------------------------------ Owen Morgan ------------------------------
OwenMorgan
6 years ago Place Quickbase Discussions
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