Step-by-step parent child copying method.

AppSheet Tips & Tricks
1

Previously published copying methods:

  1. Koichi_Tsuji : Copy parent record together with child records ; Action Only, No API, No workflow
  2. TyAlevizos : Copy row along with children: rebirth of mothra II
  • Add a column to the Parent Table, example: CopyID column name
  • Step 1 : Create an Action with (Data: add a new row to another table using values from this row )

Action Name: CopyXParentTableName0001-01
For a record of this table : ParentTableName
Do this : Data: add a new row to another table using values from this row
Table to add to : ParentTableName
In the Set these columns : set the relevant columns.
COPYID Column: [_THISROW].[ParentID]&“-”&CONTEXT(“Device”)
(You can replicate this with expressions like useremail().)

Prominence : Do NoT Display

  • Step 2 : Create an Action with (Data: add a new row to another table using values from this row )

Action Name: CopyXParentTableName0001-02
For a record of this table : ChildTableName
Do this : Data: add a new row to another table using values from this row
Table to add to : ChildTableName
In the Set these columns : set the relevant columns.
Prominence : Do NoT Display

  • Step 3 : Create an Action with (Data: execute an action on a set of rows )

Action Name: CopyXParentTableName0001-03
For a record of this table : ParentTableName
Do this : Data: execute an action on a set of rows
Referenced Table : ChildTableName
Referenced Rows : SELECT(ChildTableName[ChildID],[ParentID]= LEFT(INDEX( Select(
ParentTableName[CopyID],[CopyID]=CONCATENATE([_THISROW].[ID],“-”,Context(“Device”)) ),1),8))

Referenced Action : CopyXParentTableName0001-02

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  • Step 4 : **Create an Action with (Data: set the values of some columns in this row ) —**To avoid duplication and to keep track of which ID it was copied from.—

Action Name: CopyXParentTableName0001-04
For a record of this table : ParentTableName
Do this : Data: set the values of some columns in this row
Set these columns : CopyID =INDEX(Select(ParentTableName[ParentID],[ParentID]=“CpID”&LEFT([_THISROW].[CopyID],8)),1)

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  • Step 5 : Create an Action with (Data: execute an action on a set of rows )

Action Name: CopyXParentTableName0001-05
For a record of this table : ParentTableName
Do this : Data: execute an action on a set of rows
Referenced Table : ChildTableName
Referenced Rows : SELECT(ParentTableName[ID],[CopyID]=CONCATENATE([_THISROW].[ID],“-”,Context(“Device”)))

Referenced Action : CopyXParentTableName0001-04

Prominence : Do NoT Display

  • Step 6 : Create an Action with ( App: go to another view within this app ) — If you want to edit the Copied Recording immediately

Action Name: CopyXParentTableName0001-06
For a record of this table : ParentTableName
Do this : If you want to fix the Copied Recording immediately
Referenced Table : LINKTOROW(MAXROW(“ParentTableName”,“_ROWNUMBER”),“Parent_FormName”)

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  • Step 7 : Create an Action with ( Grouped: execute a sequence of actions)

Action Name: CopyXParentTableName0001-00
For a record of this table : ParentTableName
Do this : Grouped: execute a sequence of actions
Action: CopyXParentTableName0001-01 ,

CopyXParentTableName0001-03 ,

CopyXParentTableName0001-05 ,

CopyXParentTableName0001-06

Prominence : Display Ä°nline

Attach Column : CopyID

4 Likes
2

Hi @HBT

I have followed this tutorial but I am stuck on action 05. Action 05 asks you to add action 04 to the referenced action list. It doesnt show up because action 05 is in the Parent Table and so is action 04. What have I missed here?