Forum Discussion

Qrew Member

5 years ago

Creating multiple child records based on the quantity of a field in the parent table

Hi, Is it possible to create multiple child records automatically based off of a quantity field in the parent table? For example - A new parent record is created and the Order quantity field in ...

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MarkShnier__You
5 years ago
There are many ways to do this and its not clear from your post if you want the user to click a button to make this happen or if the children should be created when the Parent is first saved.

One no code solution is to use an Automation to run a save table to table import.

The setup will be to create a table called Focus Parent with a single record in it. It will be Record ID# = 1. There needs to be one numeric field called [Record ID# of Focus Parent] and also a numeric field for the [# of Children needed].

Then make a table of records called Future Children numbered from 1 to say 1,000 - whatever the highest number of children you would ever need created. Import a set of records from Excel, and include a field for [Child Number].

Then make a relationship between Focus Parent and Future Children based on a formula numeric field called [Link to Focus Parent (=1)]. Make that be a formula field equal to 1. Look up the value for the [Record ID# of Focus Parent] and [# of Children needed].

Next make a save table to table copy from Future children to the Parent's child table. Set the field mapping to assign the field for Related Parent to the [Record ID# of Focus Parent] and and include the [Child Number] so the children will come in numbered. Limit the filer on the records to where the [Child Number] is less than or equal to the [# of Children].

Lastly, decide what will trigger the Automation. For example you might want them created when the Parent is created or edited, and the [# of children needed] is >0 but the Parent has no children yet (base that off a summary field).

The Automation steps would be to
1. Edit the Focus Parent record to set the [Record ID# of Focus Parent] and [# of Children needed].
2. Run the saved table to table import.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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MarkShnier__You

Qrew Legend

5 years ago

There are many ways to do this and its not clear from your post if you want the user to click a button to make this happen or if the children should be created when the Parent is first saved.

One no code solution is to use an Automation to run a save table to table import.

The setup will be to create a table called Focus Parent with a single record in it. It will be Record ID# = 1. There needs to be one numeric field called [Record ID# of Focus Parent] and also a numeric field for the [# of Children needed].

Then make a table of records called Future Children numbered from 1 to say 1,000 - whatever the highest number of children you would ever need created. Import a set of records from Excel, and include a field for [Child Number].

Then make a relationship between Focus Parent and Future Children based on a formula numeric field called [Link to Focus Parent (=1)]. Make that be a formula field equal to 1. Look up the value for the [Record ID# of Focus Parent] and [# of Children needed].

Next make a save table to table copy from Future children to the Parent's child table. Set the field mapping to assign the field for Related Parent to the [Record ID# of Focus Parent] and and include the [Child Number] so the children will come in numbered. Limit the filer on the records to where the [Child Number] is less than or equal to the [# of Children].

Lastly, decide what will trigger the Automation. For example you might want them created when the Parent is created or edited, and the [# of children needed] is >0 but the Parent has no children yet (base that off a summary field).

The Automation steps would be to
1. Edit the Focus Parent record to set the [Record ID# of Focus Parent] and [# of Children needed].
2. Run the saved table to table import.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------

AJCampani
Qrew Cadet
4 years ago
Just wanted to thank you for this Mark - it works perfectly! I was having a difficult time figuring out the best way to create month records for a lease term and this solved the problem. You rock!

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Albert Campani
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JoshuaCase
Qrew Cadet
3 years ago
Is there a way to now do this via a pipeline?

I am looking to have records created in a separate table based on a QTY entered in the original table.

So if a part is ordered and we ordered a QTY of 15. Create 15 new records in the separate table to then track each part's unique serial, MAC, etc..

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Joshua Case
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- MarkShnier__You
  Qrew Legend
  3 years ago
  I will offer up my no code solution. No doubt there is a more elegant solution available using more advanced Jinja, but this will work on a no code basis.
  
  Make a helper table and upload from Excel the numbers from 1 to 1000.
  
  Trigger the pipeline and do a search against that table where the Order Qty is less than or equal to the number in the helper table.
  
  The use a For Each loop to create your children.
  
  ------------------------------
  Mark Shnier (Your Quickbase Coach)
  mark.shnier@gmail.com
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  - katlyncowley
    Qrew Assistant Captain
    4 months ago
    Have you found another way to do this? I tried performing a search for records where # child records (summary numeric field) was less than the # of records needed (numeric field), then loop through, but there's no counter function that I know of, or really any other way to do this.
    It would be especially beneficial if I could set individual due dates on each of the child records.