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Master/Detail
Hello Everyone,

It is nice that we can copy records by selecting Add Similar.

However, when you have a Master/Detail record only the Master, Gets Copied.
The Detail is not. To me, this is a real weakness as you should be able to copy the detail also.

Has anyone come up with a solution to deal with this problem with a possible workaround?

Thanks..


ID
1200
Category
TeamDesk
Author

Gary Doucet
Date Created
5/26/2018 10:09:35 AM
Date Updated
5/30/2018 6:13:57 AM
Comments
basenine 5/28/2018 1:36:19 AM
No workaround in TD that I know of
Only able to do such beastly things in DbFlex 😉

In DbFlex you can create special custom actions that flow down the chain.
There is mention of TD deprecating this function in DbFlex though...but I'd actually prefer them to open it up to everyone.

Reason for not opening up for all might be that it causes 'stress' on the processing...?? Then Crash...then ughhhh...
Philipp Matuschka (MMB) 5/29/2018 11:36:29 PM
Hi Brett

How do you create those special custom actions in DBFlex, which are not available in TD. I always thought you could do everything the same in both

Thanks
basenine 5/30/2018 12:20:40 AM
Hi Philipp
In each table in DbFlex there is accustom Actions link
All the glory is hidden in here...it comes with a warning though
Make sure you’re in a dev branch!
Philipp Graf von Matuschka 5/30/2018 12:57:50 AM
Can't find that. Where is it ?
basenine 5/30/2018 1:42:38 AM
Under Rules. Listed like this:
Custom Actions
Custom Forms
Custom Buttons
Validation Rules
Workflow Triggers
Workflow Actions

The top one is the one you want.
Like I mentioned though, it may be deprecated, so not open to users post deprecation.
bernhard.schulz.privat@gmail.com 5/30/2018 6:13:57 AM
Hi Gary,

you can do this by using teamdesk API (https://teamdesk.crmdesk.com/image.aspx?mode=file&id=13254). One possible approach would be to create a custom button next to "Add simliar" that executes an API call which copies master as well as detail record using "Create" method.

I could help you with this. Feel free to contact me at any time in my expert profile (https://www.teamdesk.net/experts?id=32).

Bernhard from Datafy

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