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 ...
- 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
------------------------------
