Copy Parent and child records in one action. No API

I’ve managed to develop a way of copying a row from a Parent table along with its Child records.

It uses a number of actions and a workflow, triggered when a new parent record is created.

It takes a few seconds to update the children as the app syncs, but the main functionality is there.

I’m going to be using it to copy the parent and child records so that it’s possible to create a historic record of reports that can be secured as un-editable for record keeping. By creating a new copy of the parent record, new details can be added and a new record created.

There will hopefully be umpteen other uses.

You can see a copy of the app here
Parent and child App

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Awesome!!! I copied the app and trying to fully understand it and it may have been the thing I have been looking for and trying to get to work. Thank you very much for your sample app!!!

Jason

The process is a bit of a head scrambler. I’ve tried to a label all but the Prominent copy actions and the workflow in a numerical order so you can understand the order they occur in.

The workflow relies on the Parent record having a Trigger column that gets given values by the actions. This then fires the workflow, triggering more actions.
In addition The Old Parent is given a UNIQUIEID to assign to the New Parent’s Key column. When the New Parent is created it records its previous Old Parent Key. This ensures that the New Parent and Old Parent are linked and that an action to copy the child rows of the Old Parent can then give them references to the New Parent.

I’m not sure if this explains things any clearer but I hope it helps.