{"id":1954,"date":"2019-08-09T07:55:18","date_gmt":"2019-08-09T12:55:18","guid":{"rendered":"https:\/\/www.teamdesk.net\/blog\/?p=1954"},"modified":"2019-08-09T07:55:21","modified_gmt":"2019-08-09T12:55:21","slug":"copy-master-records-with-details-and-sub-details","status":"publish","type":"post","link":"https:\/\/www.teamdesk.net\/blog\/tips-tricks\/copy-master-records-with-details-and-sub-details\/","title":{"rendered":"Copy Master records with Details and Sub-Details"},"content":{"rendered":"

It\u2019s a trivial situation when you need to copy a master record, including details and sub-details. For example, your database stores records of specific products, each product consists of many parts and every part includes many components. In this case you are dealing with 3 level cascade relation<\/a>.<\/p>\n

This blog post describes the settings allowing to copy a master record together with details\u2019 and sub-details\u2019 records. The configuration includes the following steps:<\/p>\n

1. \u201cCopy\u201d custom button.<\/h3>\n

First, you need to create a \u201cCopy\u201d custom button<\/a> in the Master table.<\/p>\n

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

\u00a0<\/p>\n

After that you should add the first \u201cCopy Master\u201d workflow action<\/a> to this button.<\/p>\n

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

2. RecordSet columns.<\/h3>\n

On the next step you create a \u201cDetails RecordSet\u201d column within the Master-Details relation. Also, you need to add a \u201cSubdetails RecordSet\u201d column. To create it, you should use an additional Many-to-Many relation between the \u201cMaster\u201d table and the \u201cSub-details\u201d table with the following match condition: Id=Master Key.<\/p>\n

As the result, two columns of RecordSet<\/a> type are created in the \u201cMaster\u201d table.<\/p>\n

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

3. Auxiliary Text column.<\/h3>\n

In this part of setup, we will utilize auxiliary columns. One of such auxiliary columns is the \u201cOriginal Detail\u201d text column<\/a> created in the \u201cDetails\u201d table.<\/p>\n

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

The \u201cOriginal Detail\u201d column stores the key of the original detail while details are copied. Furthermore, while \u2018subdetails\u2019 are copied, this value is used to pull a key of a parent detail copy. These settings\u2019 details are described below.<\/p>\n

4. Auxiliary Summary Index column.<\/h3>\n

As we\u2019ve mentioned, we also need some auxiliary columns as part of the configuration. The second auxiliary column is the \u201cNew Detail Key\u201d column of the summary<\/a> type with the Index<\/a> function. This column is added to the Many-to-Many relation between the \u201cSub-details\u201d table and the \u201cDetails\u201d table. Please note that the relation has a match condition<\/a>:<\/p>\n

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

The summary column settings<\/a> are displayed on the following screenshot:<\/p>\n

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

This summary column allows to pull an Id value of the last generated Detail and display this value in the original Sub-detail records. After that the system creates new copies of related sub-details and inserts the last generated Detail Id value into the \u201cDetail\u201d reference column kept in the \u201cSub-details\u201d table. It can be done with the help of the \u201cCopy Subdetails\u201d workflow action with assignments described in the paragraph #6.<\/p>\n

5. \u201cCopy Details\u201d workflow action.<\/h3>\n

Now we may proceed with the \u201cCopy\u201d custom button described in the paragraph #1. To copy Detail records an additional workflow action should be created and added to the \u201cCopy\u201d button.<\/p>\n

The settings of the \u201cCopy Details\u201d action are shown on this screenshot:<\/p>\n

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

In the first assignment you may see the ParentKey()<\/a> function, which locates a key of the last created Master record. Also, don\u2019t forget to add an assignment where the \u201cOriginal Detail\u201d text column is filled in.<\/p>\n

6. \u201cCopy Subdetails\u201d workflow action.<\/h3>\n

The last workflow action<\/a> that you need to add to the \u201cCopy\u201d custom button is the \u201cCopy Subdetails\u201d action.<\/p>\n

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

Please note that this action includes an assignment, where the \u201cNew Detail Key\u201d column value is assigned to the \u201cDetail\u201d reference column.<\/p>\n

As the result, we created a \u201cCopy\u201d custom button containing three actions.<\/p>\n

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

Please explore Copy Record with Details and Sub-Details<\/a> pre-configured sample database to review the described mechanism in action.<\/p>\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

It\u2019s a trivial situation when you need to copy a master record, including details and sub-details. For example, your database stores records of specific products, each product consists of many parts and every part includes many components. In this case you are dealing with 3 level cascade relation. This blog post describes the settings allowing […]<\/p>\n","protected":false},"author":3,"featured_media":1955,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[169,156,127,150],"class_list":["post-1954","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tips-tricks","tag-copy-master","tag-copy-master-details","tag-online-database","tag-record-copy"],"yoast_head":"\nCopy Master records with Details and Sub-Details - TeamDesk Blog<\/title>\n<meta name=\"description\" content=\"If you need to copy Master records with Details and Sub-Details you are dealing with 3 level cascade relation. 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