Forum Discussion
QuickBaseCoachD
6 years agoQrew Captain
When you click this button where are you sitting and what type of record are you trying to create.
- IvanWeiss6 years agoQrew CaptainI am sitting on the Opportunities table. I have a series of buttons that all automatically create tasks (some stacked and some not) based on the request. In this first example we are requesting a Design Proposal for the opportunity. The logic is:
- Create a task to Create Design Proposal
- This task is assigned to MaryEllen (our design director)
- It also sets some other paramaters such as due date, title, etc.
The app structure is:
Tasks Have many Task Assignees
Task Assignees have many Team Members
So I think I need to stack another URL to create a task assignee and link the record ID of Team Member to MaryEllen. I get that side. But how do I in that same URL link the record ID of Task to the new task I just created in the first URL? - QuickBaseCoachD6 years agoQrew Captainyou can't. you need to create the Task, then that task will have a button to assign the Team member by making an Assignee record. Set the Task Table to auto save when a child is created.
- IvanWeiss6 years agoQrew CaptainMy Quickbase support person through orientation came up with a good workaround. We hid the Assigned To field (the old one) and setup an automation so that when that field is populated it triggers an automation to create a new record and copy the assigned to values. That works :)
Now the next issue it creates is when the GenAddRecordForm runs it shows the form with a blank assignees form. I know my users would populate that not knowing the automation is going to run behind it. I think I need to make it a AddRecord to eliminate that. however, is there a way to display the newly created record? Otherwise they just have ot manually think to edit it if they need more details - QuickBaseCoachD6 years agoQrew Captain... ya this is now getting complicated to assist without access to the app.
- IvanWeiss6 years agoQrew CaptainMakes sense and I hear ya. At this point I think I am good though. I kind of thought it was getting too complicated so I just have it returning to the Opportunities table. The user can go in and edit any task as required.