If the report link field does not exist for a relationship with a details table, detail records for that table are not copied. The master table must contain a Report Link field as part of the relationship with each details table. You should understand the following limitations and restrictions before creating a copy or import button:Īn application user must have these permissions to use the button successfully:įor copying records, create permission for both the master and detail recordsįor importing records, create permissions for the detail records Top Understanding the limitations and restrictions for copying and importing records The user clicks Go to Project on the confirmation message, and can see that project's details list now contains seven imported detail records. When a user clicks the Import detail records button, a confirmation message opens, indicating how many records were created. In this example, an import button has been added to a Project form, shown below. The name of the new record is prefaced with "Copy of" and the copied detail records have the icon, if your app displays it. The user clicks Go to record on the confirmation message, and the form for the new record opens, as shown below. When a user clicks the Copy this record button, a confirmation message opens. In this example, a Copy this record button has been added to a form, shown below. Testing and troubleshooting the copy or import buttonĪdding the copy or import button to reports and additional formsĮnsuring application users can use the copy or import buttonīefore you create a copy or import button, it's helpful to understand how the button appears on your forms and what happens when a user clicks it. How Quickbase maps predecessor relationships when it copies or imports records Understanding the limitations and restrictions for copying and importing records Understanding how application users use the copy or import button Open the application that you want to work with, click Settings, then click App management.Ĭlick the Copy master & detail records link.Ĭreating a copy or import button involves:
To access the Copy Master and Detail Records option: You also specify the text that appears on the button make sure you use descriptive text so that users understand what will happen when they click the button.
When you create a copy or import button, you specify the master table in which the new Formula -URL field appears, and decide whether all or a subset of detail records are copied, and whether Quickbase should recursively copy all detail records. For example, add an import button so that users can import the same group of detail Task records to different Project master records. Imports specific detail records to a master record. For example, add a copy button in a project management application so that users can create a new Project by copying an existing Project master record and its detail Task records. Use the Copy Master and Detail Records option to add a Formula- URL field that displays as a button in a specified table that either:Ĭopies a master record and its detail records. You can add a button to your application that users can click to copy or import records and the relationships between them.
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