{"id":1571,"date":"2018-09-19T09:51:24","date_gmt":"2018-09-19T14:51:24","guid":{"rendered":"https:\/\/www.teamdesk.net\/blog\/?p=1571"},"modified":"2021-09-28T04:44:07","modified_gmt":"2021-09-28T09:44:07","slug":"generate-copies-of-master-and-copy-master-details","status":"publish","type":"post","link":"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/generate-copies-of-master-and-copy-master-details\/","title":{"rendered":"Generate Copies of Master and Copy Master Details"},"content":{"rendered":"

If your online database includes related tables, you may need to copy a Master record and copy master Details listed in the related details views . To simplify this process, the custom buttons with the Navigate actions can be adjusted.
\nLet\u2019s consider the Project Management database, where each project record is related to many Stages and to many Project Personal records keeping employees involved into this project.
\nSo, each Project record comprises two details views<\/a>: Stages and Project Personnel.<\/p>\n

\"Database<\/a><\/p>\n

What you need is to copy the Project master record and copy master details related to the project.
\nThe adjustment requires the following steps:<\/p>\n

1. Auxiliary reference column<\/h2>\n

First of all, create a new single-reference<\/a> column in the Projects table. This column should refer to the Projects table. In simple words the table refers to itself.<\/p>\n

\"\"<\/a><\/p>\n

2. \u201cCopy Project Record\u201d button<\/h2>\n

In terms of relation the Projects table is a Master table<\/a>. Therefore the first custom button<\/a> should create a copy of the Master record. In our example this is the \u201cCopy Project Record\u201d button.
\nBesides, it should be the Preview Page button<\/a> with the Navigate action<\/a>.<\/p>\n

\"Copy<\/a><\/p>\n

The \u201cNavigate (Create Project Copy)\u201d action navigates a New record creation in the Projects table.<\/p>\n

The navigate action settings are displayed below:<\/p>\n

\"Navigate<\/a><\/p>\n

Moreover, this action comprises assignments. These assignments copy the project column values to a new project record. In our example the \u201cClient\u201d column values and the \u201cName\u201d column value of a\u00a0project are copied. Furthermore, \u201cProject Id\u201d key column<\/a> value is copied into the \u201cProject Copy (auxiliary)\u201d column. This auxiliary reference column was created in the beginning. Please, note, that this last assignment is very important.<\/p>\n

3. Auxiliary Formulas<\/h2>\n

Before the adjustment of the other buttons you need to add some auxiliary formulas in the details tables. In terms of relation the Stages table and the Project Personnel table are Details tables<\/a>. Hence they keep details records related to a Project.
\nOn this step you should create a Formula-Text column<\/a> with the same formula in each Details table. This formula will pull the record Id value assigned by the system.
\nSo, in the Stages table you should add the \u201cStage Record Id (auxiliary)\u201d formula-text column:<\/p>\n

\"\"<\/a><\/p>\n

Also, in the Project Personnel table you should add the \u201cProject Personnel Record Id (auxiliary)\u201d formula-text column:<\/p>\n

\"Auxiliary<\/a><\/p>\n

As a result, you will use each formula-column in the appropriate<\/span> summary column described below.<\/p>\n

4. Auxiliary Summary columns with Concatenate function<\/h2>\n

The next step is the Summary columns<\/a> adding. These columns work like auxiliary columns only. So, we need to create two summary columns in the Projects table, because we have to copy master details kept in two details views (Stages and Project Personnel).
\nYou can create the first Summary column in the Stages-Project relation, the second in the Project Personnel – Project relation.<\/p>\n

\"Relations<\/a><\/p>\n

The settings of the \u201cRelated Stages Record Id Concatenate (auxiliary)\u201d summary column<\/a> are displayed on this screenshot:<\/p>\n

\"Summary<\/a><\/p>\n

You can see the settings of the \u201cRelated Personnel Record Id Concatenate (auxiliary)\u201d summary column<\/a> on this screenshot:<\/p>\n

\"Summary<\/a><\/p>\n

As a result, these summary columns will help to create the auxiliary Lookup columns.<\/p>\n

5. Auxiliary Lookup columns<\/h2>\n

Now you need to create lookup columns<\/a>, that will help to copy master details. There are two details views in the database, therefore you created two auxiliary summary columns. Now the goal is to pull the summary columns values via lookup columns of the auxiliary Project-Project relation. This relation was created automatically when you added the \u201cProject Copy (auxiliary)\u201d single-reference column mentioned in the very beginning.
\nSo, you need two auxiliary lookup columns. Each lookup can pull values from the \u201cRelated Stages Record Id Concatenate (auxiliary)\u201d summary column and the \u201cRelated Personnel Record Id Concatenate (auxiliary)\u201d summary column respectively.<\/p>\n

\"Auxiliary<\/a><\/p>\n

You can review the settings<\/a> of the \u201cRelated Stages Ids lookup (auxiliary)\u201d column below:<\/p>\n

\"Auxiliary<\/a><\/p>\n

The settings<\/a> of the \u201cRelated Project Personnel Ids lookup (auxiliary)\u201d column are displayed on this screenshot:<\/p>\n

\"Auxiliary<\/a><\/p>\n

6. Auxiliary Text Columns in the Details tables<\/h2>\n

Furthermore, you have to add<\/a> a new Text column<\/a>, let\u2019s name it \u201cMaster Copy Id (auxiliary)\u201d column, to the Stages table. After that create the same text column in the Project Personnel table.
\nWhen you generate a Stage copy, the initial Stage record has to keep the Project Id value of the last Project copy. This value is assigned to the \u201cMaster Copy Id (auxiliary)\u201d column of the Stages table.
\nIf you generate a Project Personnel copy, the initial Project Personnel record has to keep the Project Id value of the last Project copy. This value will be assigned to the \u201cMaster Copy Id (auxiliary)\u201d column of the Project Personnel table.<\/p>\n

7. Auxiliary Multi-Record buttons in Details tables<\/h2>\n

To copy the Stages records you should start from the \u201cCopy Stages (auxiliary)\u201d multi-record button<\/a>. Besides that you have to create this button with the URLParam(URL(),”p”) assignment and the New Record Create action<\/a> in the Stages table.<\/p>\n

\"Auxiliary<\/a><\/p>\n

The New Record Create action includes the following assignments:<\/p>\n

\"Assignments<\/a><\/p>\n

Please, remember that the Project column is a single reference column referring to the Project table.
\nWhen you created the auxiliary multi-record button in the Stages table, you can add the similar multi-record button to the Project Personnel table.<\/p>\n

\"Auxiliary<\/a><\/p>\n

Moreover, in the button the New Record Create action includes the following assignments:<\/p>\n

\"Assignments<\/a><\/p>\n

Finally, all auxiliary elements are added. Now you should make some tweaks in the Projects table.<\/p>\n

8. Custom buttons allowing to copy Details.<\/h2>\n

When a user clicks on the \u201cCopy Project Record\u201d button, the project copy is created. The initial Project value is specified in the \u201cProject Copy (auxiliary)\u201d reference column. Moreover, you can make this auxiliary column hidden on the form or in the default view.
\nWhen a user added the Project copy record, two buttons for Stages details and for Project Personnel details copy creation become accessible on the Project form.<\/p>\n

\"Copy<\/a>
\nThe following steps demonstrate how to create these buttons.<\/p>\n

9. \u201cCopy Stages Details View\u201d custom button with Navigate action<\/h2>\n

To copy the Stages details records, you need the \u201cCopy Stages Details View\u201d custom button<\/a> on the project view form. Therefore you should create this button in the Projects table. Moreover, it can comprise the filters. Because of the filters the button will be displayed in the project copy, only if the initial project includes the related details.
\nYou can review the button settings on the following screenshot:<\/p>\n

\"Button<\/a><\/p>\n

The Navigate action<\/a> settings:<\/p>\n

\"Custom<\/a><\/p>\n

The URL used in the action is the following:
\n<%URLRoot()%>\/multi.aspx?b=210529&p=<%=[Project Id]%>&ids=<%=[Related Stages Ids lookup (auxiliary)]%>&ReturnUrl=<%URLRoot() & “\/preview.aspx?t=” & TableId()& “&id=” & RecordId() & “&back=” & BackURL()%><\/p>\n

You can copy this URL, but you have to change these three elements:<\/p>\n\n\n\n\n\n\n
Element<\/th>\nDescription<\/th>\n<\/tr>\n
210529
\nID number of the Multi-Record button<\/td>\n		ID number of the \u201cCopy Stages (auxiliary)\u201d multi-record button created in the Stages details table. This ID number is assigned by the system and can be copied from the button URL . Please note, that in your online database the button ID number will be different.<\/td>\n<\/tr>\n
[Project Id]<\/td>\nThe [Project Id] is a key column<\/a> of the Project table (Master table). In your online database you should insert into the URL-formula the key column<\/a> name of the master table you need.<\/td>\n<\/tr>\n
[Related Stages Ids lookup (auxiliary)]<\/td>\nThe creation of this lookup is described in paragraph \u201c5. Auxiliary Lookup columns\u201d of this article. Please, note that the name of the lookup created in your online database can be different.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

How to find and copy the ID number of the \u201cCopy Stages (auxiliary)\u201d multi-record button? Just do these steps:
\nFirstly, go to the Setup and select the Stages table. Secondly, choose Rules>>Custom Buttons. Finally, click on the button name:<\/p>\n

\"Button<\/a><\/p>\n

As a result, you can see the opened button form on the screen and the button URL in the address bar of a browser. You should copy the custom button ID number from the button URL:<\/p>\n

\"URL<\/a><\/p>\n

When you added and saved the custom URL to the\u00a0 Navigate action, the \u201cCopy Stages Details View\u201d button is adjusted.
\nNow if a user clicks on the button, the Stages details copies will be generated under the project record form.<\/p>\n

10. \u201cCopy Project Personnel Details View\u201d button with Navigate action<\/h2>\n

Also, you should make the similar adjustment to create the \u201cCopy Project Personnel Details View\u201d custom button<\/a>.
\nFirstly, create the button with filters and the Navigate action<\/a> in the Projects table:<\/p>\n

\"Button<\/a><\/p>\n

Secondly, adjust the Navigate action:<\/p>\n

\"Custom<\/a><\/p>\n

Finally, build the URL that should be inserted into the action:
\n<%URLRoot()%>\/multi.aspx?b=210532&p=<%=[Project Id]%>&ids=<%=[Related Project Personnel Ids lookup (auxiliary)]%>&ReturnUrl=<%URLRoot() & “\/preview.aspx?t=” & TableId()& “&id=” & RecordId() & “&back=” & BackURL()%><\/p>\n

You can copy this URL, but you have to change these three elements:<\/p>\n\n\n\n\n\n\n
Element<\/th>\nDescription<\/th>\n<\/tr>\n
210532
\nID number of the Multi-Record button<\/td>\n		ID number of the \u201cCopy Project Personnel (auxiliary)\u201d multi-record button created in the Project Personnel details table. This ID number is assigned by the system and can be copied from the button URL . Please note, that in your online database the button ID number will be different.<\/td>\n<\/tr>\n
[Project Id]<\/td>\nThe [Project Id] is a key column<\/a> of the Project table (Master table). In your online database you should insert into the URL-formula the key column name of the master table you need.<\/td>\n<\/tr>\n
[Related Project Personnel Ids lookup (auxiliary)]<\/td>\nThe creation of this lookup is described in paragraph \u201c5. Auxiliary Lookup columns\u201d of this article. Please, note that the name of the lookup created in your database can be different.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

How to find and copy the ID number of the \u201cCopy Project Personnel (auxiliary)\u201d multi-record button? It\u2019s simple, just do this steps:
\nFirst of all, go to the Setup and select the Project Personnel table. Then choose Rules>>Custom Buttons. After that click on the button name:<\/p>\n

\"Button<\/a><\/p>\n

As a result, you can see the opened button form on the screen and the button URL in the address bar of a browser. You should copy the custom button ID number from the button URL:<\/p>\n

\"\"<\/a><\/p>\n

Now if a user clicks on the button, the Project Personnel details copies will be generated under the project record form.<\/p>\n

\"\"<\/a><\/p>\n

Please note, that you can remove all auxiliary columns and auxiliary buttons from the data entry form<\/a> and can exclude them from the Default View<\/a> or any other views.
\nWhen the above described adjustment is done, in your online database you can generate Project copies with two related details views.<\/p>\n","protected":false},"excerpt":{"rendered":"

How to copy a master record with related details using a custom button with Navigate action.<\/p>\n","protected":false},"author":3,"featured_media":1624,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[143,148,151,127,149,150,45],"class_list":["post-1571","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips-tricks","tag-custom-button","tag-master-and-details","tag-master-details","tag-online-database","tag-record-copies","tag-record-copy","tag-relation"],"yoast_head":"\nGenerate Copies of Master and Copy Master Details - TeamDesk Blog<\/title>\n<meta name=\"description\" content=\"In relational database you may need to Copy a Master record and Copy Master Details (related details views). To simplify this process, the custom buttons with the Navigate actions can be adjusted. As a result, the master record duplicate can be created in the same table, after that using the buttons you can copy master details.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/generate-copies-of-master-and-copy-master-details\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Generate Copies of Master and Copy Master Details - TeamDesk Blog\" \/>\n<meta property=\"og:description\" content=\"In relational database you may need to Copy a Master record and Copy Master Details (related details views). To simplify this process, the custom buttons with the Navigate actions can be adjusted. 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