{"id":1627,"date":"2018-10-17T10:22:05","date_gmt":"2018-10-17T15:22:05","guid":{"rendered":"https:\/\/www.teamdesk.net\/blog\/?p=1627"},"modified":"2021-11-12T04:36:15","modified_gmt":"2021-11-12T10:36:15","slug":"related-details-in-specified-date-range","status":"publish","type":"post","link":"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/related-details-in-specified-date-range\/","title":{"rendered":"Generate Related Details in specified date range"},"content":{"rendered":"<p>It\u2019s obvious that related details can be added to master record one by one. But there can be cases, when a predefined set of details should be added. Moreover, you can know in advance not only the data inserted into these newly created details, but also the number of records that should be generated as related details.<br \/>\nLet\u2019s consider the Monthly Maintenance Scheduling example. The workflow is the following: you need to register a contract for Monthly Maintenance services. Each contract includes the Start Date and the End Date. So, the task is, in a simple way, to generate monthly visits as related details of the contract. Furthermore, you need to generate one visit per month during the &#8220;Start \u2013 End&#8221; date range specified in the contract.<\/p>\n<h2>\u201cGenerate Details\u201d custom button<\/h2>\n<p>The \u201cGenerate Details\u201d custom button can be a solution. This button can be displayed on the Contract form. When it is clicked, the system generates a Visit record for each month automatically. Furthermore, these generated visits are related to the contract record. Also, the number of visits corresponds to the specified date range.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1630\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-1.png\" alt=\"Generate Details\" width=\"861\" height=\"837\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-1.png 861w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-1-300x292.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-1-768x747.png 768w\" sizes=\"auto, (max-width: 861px) 100vw, 861px\" \/><\/a><\/p>\n<p>If you click on the button, the Visits will be generated as related details.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generated-Detals-2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1631\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generated-Detals-2.png\" alt=\"Generated Details\" width=\"815\" height=\"789\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generated-Detals-2.png 815w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generated-Detals-2-300x290.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generated-Detals-2-768x743.png 768w\" sizes=\"auto, (max-width: 815px) 100vw, 815px\" \/><\/a><\/p>\n<p>The detailed instructions of the adjustment are listed below:<\/p>\n<h2>Step 1. Supporting Formula-Text column.<\/h2>\n<p>First of all, create the \u201cGenerateRecordIds\u201d formula-text column in the Contracts table.<br \/>\nThis formula displays the string comprising Contract record Id duplicates. Moreover, the number of duplicates is equal to the number of months. Also, you remember that you need to generate one Visit record for each month.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/GenerateRecordIds-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1632\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/GenerateRecordIds-3.png\" alt=\"Record ID\" width=\"1162\" height=\"498\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/GenerateRecordIds-3.png 1162w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/GenerateRecordIds-3-300x129.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/GenerateRecordIds-3-768x329.png 768w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/GenerateRecordIds-3-1024x439.png 1024w\" sizes=\"auto, (max-width: 1162px) 100vw, 1162px\" \/><\/a><\/p>\n<p>The RecordId() function used in the formula returns the ID of the current Contract record. Pay your attention, that this ID can be found in the record URL. Besides, please, don\u2019t mix this value with the Id column that exists by default among the System Columns in the most of tables.<br \/>\nThe RecordId() is assigned by the system and can\u2019t be changed. It is displayed in the record URL only.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1633\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-4.png\" alt=\"Record ID\" width=\"856\" height=\"50\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-4.png 856w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-4-300x18.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-4-768x45.png 768w\" sizes=\"auto, (max-width: 856px) 100vw, 856px\" \/><\/a><\/p>\n<p>In our example the RecordId=11, the number of months is 5, therefore the \u201cGenerateRecordIds\u201d formula-text keeps the value \u201c11,11,11,11,11\u201d.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-Function-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1634\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-Function-5.png\" alt=\"Rrecord Id Function\" width=\"1080\" height=\"712\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-Function-5.png 1080w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-Function-5-300x198.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-Function-5-768x506.png 768w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/RecordId-Function-5-1024x675.png 1024w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\" \/><\/a><\/p>\n<h2>Step 2. \u201c# of Details\u201d Summary column.<\/h2>\n<p>There is the Many-To-One relation between Visits and Contracts tables. So, in the Contracts table you can add the Summary column calculating the number of related Visits. Let\u2019s name this column \u201c# of Details\u201d. It will be needed for the assignment, that defines the date of the Visit.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Visits-Summary-6.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1635\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Visits-Summary-6.png\" alt=\"Summary Column\" width=\"966\" height=\"538\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Visits-Summary-6.png 966w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Visits-Summary-6-300x167.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Visits-Summary-6-768x428.png 768w\" sizes=\"auto, (max-width: 966px) 100vw, 966px\" \/><\/a><\/p>\n<h2>Step 3. Dummy-Multi multi-record custom button.<\/h2>\n<p>This button will not be displayed to a user, but it must be create it in the Contracts table. The &#8220;Dummy-Multi&#8221; button allows to generate many visit records in the Visits table, relate these visits to the Contract and assign the Date to each visit.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Multi-button-7.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1636\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Multi-button-7.png\" alt=\"Multi Button\" width=\"890\" height=\"758\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Multi-button-7.png 890w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Multi-button-7-300x256.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Multi-button-7-768x654.png 768w\" sizes=\"auto, (max-width: 890px) 100vw, 890px\" \/><\/a><\/p>\n<p>The multi-record button comprises the New Record Create action with assignments.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/NewRecordCreate-Action-8.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1637\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/NewRecordCreate-Action-8.png\" alt=\"New Record Create Action\" width=\"895\" height=\"526\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/NewRecordCreate-Action-8.png 895w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/NewRecordCreate-Action-8-300x176.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/NewRecordCreate-Action-8-768x451.png 768w\" sizes=\"auto, (max-width: 895px) 100vw, 895px\" \/><\/a><\/p>\n<p>Please note, that the \u201cContract\u201d column is the single-reference column created in the Visits table. It refers to the Contracts table. So, the first assignment inserts the \u201cContract Reg.Number\u201d key column value to the \u201cContract\u201d reference column of the Visit.<br \/>\nThe AdjustMonth function calculates the Date value for each visit incrementally. The second assignment inserts every date value within the contract date range into the \u201cDate\u201d column. Even more, the \u201cDate\u201d column is a column of the Date type created in the Visits table. It keeps a date ,when the visit should be made.<\/p>\n<h2>Step 4. \u201cGenerate Details\u201d custom button with the Navigate Action.<\/h2>\n<p>Finally, in the Contracts table you should create the \u201cGenerate Details\u201d custom button with Navigate action.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-Button-9.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1638\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-Button-9.png\" alt=\"Generate Details Button\" width=\"958\" height=\"701\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-Button-9.png 958w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-Button-9-300x220.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details-Button-9-768x562.png 768w\" sizes=\"auto, (max-width: 958px) 100vw, 958px\" \/><\/a><\/p>\n<p>The \u201cNew Navigate\u201d action is the action of the Navigate type with Custom URL functionality.<br \/>\n<a href=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Navigate-Action-10.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1639\" src=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Navigate-Action-10.png\" alt=\"Navigate Action\" width=\"979\" height=\"586\" srcset=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Navigate-Action-10.png 979w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Navigate-Action-10-300x180.png 300w, https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Navigate-Action-10-768x460.png 768w\" sizes=\"auto, (max-width: 979px) 100vw, 979px\" \/><\/a><\/p>\n<p>Also, this action calls the URL of the existing Dummy-Multi custom button. As a result, the Dummy-Multi custom button generates the same number of Visit records as the number of Contract RecordId duplicates listed in the \u201cGenerateRecordsIds\u201d string. Moreover, each generated Visit is related to the Contract and the visit date is inserted to the \u201cDate\u201d column according to the assignment kept in the action activated by the Dummy-Multi custom button.<br \/>\nAt the end a user can click on the \u201cGenerate Details\u201d button and the monthly visit records will be generated as related details automatically according to the date range specified in the contract.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to generate a predefined set of related details, for example in specified date range.<\/p>\n","protected":false},"author":3,"featured_media":1647,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[148,151,154,152,45,153],"class_list":["post-1627","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips-tricks","tag-master-and-details","tag-master-details","tag-online-datavase","tag-related-details","tag-relation","tag-relations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Generate Related Details in specified date range - TeamDesk Blog<\/title>\n<meta name=\"description\" content=\"You can generate Related Details set within the date range specified in a master record. 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Just adjust a custom button with a navigate action.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/related-details-in-specified-date-range\/\" \/>\n<meta property=\"og:site_name\" content=\"TeamDesk Blog\" \/>\n<meta property=\"article:published_time\" content=\"2018-10-17T15:22:05+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-11-12T10:36:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.teamdesk.net\/blog\/wp-content\/uploads\/2018\/10\/Generate-Details.png\" \/>\n\t<meta property=\"og:image:width\" content=\"833\" \/>\n\t<meta property=\"og:image:height\" content=\"423\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Mila\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mila\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/\"},\"author\":{\"name\":\"Mila\",\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/#\\\/schema\\\/person\\\/63bd8646f2f4720f503116e38a190a6e\"},\"headline\":\"Generate Related Details in specified date range\",\"datePublished\":\"2018-10-17T15:22:05+00:00\",\"dateModified\":\"2021-11-12T10:36:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/\"},\"wordCount\":709,\"commentCount\":0,\"image\":{\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/10\\\/Generate-Details.png\",\"keywords\":[\"master and details\",\"master details\",\"online datavase\",\"related details\",\"relation\",\"relations\"],\"articleSection\":[\"Tips &amp; Tricks\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/\",\"url\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/\",\"name\":\"Generate Related Details in specified date range - TeamDesk Blog\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/tips-tricks\\\/related-details-in-specified-date-range\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/wp-content\\\/uploads\\\/2018\\\/10\\\/Generate-Details.png\",\"datePublished\":\"2018-10-17T15:22:05+00:00\",\"dateModified\":\"2021-11-12T10:36:15+00:00\",\"author\":{\"@id\":\"https:\\\/\\\/www.teamdesk.net\\\/blog\\\/#\\\/schema\\\/person\\\/63bd8646f2f4720f503116e38a190a6e\"},\"description\":\"You can generate Related Details set within the date range specified in a master record. 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