Copy RowID from Parent Table to Child Table with Action Copy data

AppSheet AppSheet Q&A
1

I am working with two tables. Team Meetings and Team Documents. The idea is to have all Documents associated with a particular meeting to be viewable. Documents like, agenda, meeting minutes, questions and answers, etc. When entering a New Team Meeting, I want to upload an Agenda file to be seen by all Team Members. I want to upload the Agenda file from the Add New Team Meeting Form. (I have been able to easily perform this by adding a “file” type column to the Team Meeting Table. I would then like to move/copy this file to the Team Documents Table along with the Parent reference column, into the Team Documents table, associating this document to this meeting. I created an action to copy the file, but I have not been able to copy the Parent Table ROW ID. The file type, for the ROW ID in the Parent Table is a “text” type and the column in the Child Table is a “ref” type. How can I accomplish this?

2

You should make Team Documents a child table of the Team Meetings table. You would do this by adding a Meeting column that is of Ref type to the Team meetings table. Then turn on the “Is part of” property in that Ref column. This will automatically create a [Related Team Documents] column in the Team meetings table. Add this column to the Team Meetings Form view.

Doing all of the above will provide an Inline table in the Team Meetings view that allows you to ADD Team Documents associated to that Meeting. When adding them from the Team meeting Form view, the Team Document will automatically be assigned the correct Ref value. No need to copy files or manually assign ID’s.

FYI, this does NOT mean that every document must be associated to a meeting. You can still add documents individually, they just will not have a Meeting Ref value set.

I hope this helps!

3

Thanks for the quick reply and solution/suggestion. I will give it a try
and let you know.

4

Thanks again for the help. This did allow me to upload an Agenda File while adding a new Meeting.

I will have to work on my Detail View to get it cleaned up. But as you mentioned, the file is attached to the meeting and available for users to view.

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