Forum Discussion

MarkStrassel's avatar
MarkStrassel
Qrew Cadet
2 years ago

Copy Master and SELECT child records

Hello, I am trying to use the Copy Master Record button but I would like to be able to only copy select child records based on a field within the child records.  As an example, Copy a project and o...
JuicedTechnolog's avatar
JuicedTechnolog
Qrew Trainee
2 years ago

Hi Mark,

  very simple to do with Pipelines.  I like to use a formula url field that displays as a button to edit the record to fire the pipeline, it also helps you track who copied the project...
URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid="& [Record ID#]
& "&_fid_112=Copy Project Clicked by " & UserToName([Last Modified By]) & "_" &ToText((Now())) 
& "&apptoken=**use your own APPLICATION TOKEN here**"
& "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid()& "?a=doredirect&z="&Rurl())

Pipeline Steps:

  1. Create a Pipeline that triggers when a Project record is updated and field_112 is updated
  2. Create a new Project Record
  3. Search Tasks table records from the Updated Project where Related Project = Record id of updated project and Status is not Completed
  4. loop through those task records found in step 3
  5. create a new task record for each task found, set Related Project = Record ID of Project record created in step 2



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