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Automation! Add child record with parent in Quickbase

advanced applications automation how to intermediate time saving tips May 16, 2019
How to automatically add child records in Quickbase

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It's time to start automating those routine tasks! Using a Quickbase automation to add child records when a parent record is added will save you sooooo much time.

Bonus: This training also utilizes the NEW Builder Program where you can access a FREE personal Quickbase license.

Sometimes life can get a little redundant... when that's the case.. Automate! If any of the following sound familiar, you'll benefit from adding a Quickbase automation to add child records when a parent is added.

  • Projects with common initial tasks
  • Sales Leads with common initial activities
  • Employees with common on-boarding actions
  • and many more
 

In this video on Quickbase Automations, I'll take you through each step to set up an automation to add multiple child records when a new parent record is saved.

  1. Create a new automation with the "record is added" trigger
  2. Set the action(s) to add new records to the child table and save
  3. Test the results

As you get started with Automations, please be cautious and heed the warnings I share in this training.

Otherwise, have fun and enjoy saving boatloads of time! 

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