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ChristineWhite's avatar
ChristineWhite
Qrew Assistant Captain
5 years ago

Button Opens Form and populates parent and child data

I have created a button that opens the new employee table form and pre-populates data from the application table form.  Would it be possible to also pre-populate the associated child records with this...
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ChristineWhite's avatar
ChristineWhite
Qrew Assistant Captain
Hi Mark,
Does the Focus Application (Record 1) have both the Application ID AND the new Employee ID?  I am not seeing the connection between the child records and the new employee ID.

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Christine White
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
The Trigger Record is the only place which knows Employee Record ID as it is determined when the Employee Record is saved. I believe that when you are setting the fields to copy from the Application Children to Employee Children, that there will be an option to get values from the Trigger Record.   So you need the Record ID of the Trigger Record to populate into Related  Employee so the Employee Children won't be orphans.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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  • ChristineWhite's avatar
    ChristineWhite
    Qrew Assistant Captain
    5 years ago
    Hi Mark, Sorry, I am not seeing how the application child records are being added and then transferred from the temp Focus child table to the the Employee child table.  Are you suggesting a duplicate table for application child records?  Can I just include all of the fields needed for the employee child records in the Focus table itself?  Thanks!

    Focus Table:
    Applicant ID
    New Employee ID
    Start Date (from Applicant) etc

    Automation:  When New Employee ID changes (since focus ID will always be 1) add new records to Employee child

    Related Employee=Focus Table New Employee ID
    Start Date=Focus Table

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    Christine White
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      OK, I'm back on the computer and looking at my Automation.

      The trigger is a record added (Employees) and the field non blank for the Record ID# of the source Children's Parent (Application)

      The Automation has two steps.

      1. Modify Automation Focus with both the Record ID of the Source Parent (Applications) into a field as well as the Record ID# of the Target Parent (Employees) into another field.

      2. Copy records from Source Parent children (Application Children) to Employee Children.  The Filter is where the Related Parent is equal to the Automation Focus Related Parent.    I can see that I must've had trouble getting that filter to work so I in fact had to make a checkbox field which would be true if those two fields matched. Then the filter was based on the checkbox field being true. I've had this experience before in Quick Base where a filter does not work on an automation or a report but a formula checkbox with the exact same fields will work.

      The Related Target Parent (Employee) was obtain via a lookup form Automation Focus.

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      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
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      • ChristineWhite's avatar
        ChristineWhite
        Qrew Assistant Captain
        5 years ago
        Thanks, I had added both the Applicant and New Employee ID to the Focus table and may create a record per Focus table to allow for simultaneous additions. Thanks for your help!


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        Christine White
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