Discussions

Expand all | Collapse all

Method for auto generating X # of records?

  • 1.  Method for auto generating X # of records?

    Posted 11 days ago

    I'm dealing with 2 tables: Opportunities & Orders.

    Current Functionality: Opportunity Status = 'Closed Won' triggers QB action to create an Order.

    I've added a field '# of Orders' to the Opportunity form. And I'd like to (somehow) use that field to be a variable for creating X quantity of Orders.

    How is this best accomplished?

    Thanks!

     



    ------------------------------
    Ryan Parr
    ------------------------------


  • 2.  RE: Method for auto generating X # of records?

    Posted 11 days ago
    The only thing I've come up with is to create a second application to send Opp Data to, whenever there's a value other than Null in the # of Orders field.  Then have that second app run a specific webhook, based off of the # of Orders field, to write records back into the originating app.  If there's an easier way, let me know!​​

    ------------------------------
    Ryan Parr
    ------------------------------



  • 3.  RE: Method for auto generating X # of records?

    Posted 11 days ago
    see my post below

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 4.  RE: Method for auto generating X # of records?

    Posted 11 days ago
    I'm sure that there are several ways.

    One way is to have an Automation trigger with say up to 49 almost identical steps (of course) fewer if you would never need 49 orders.   Each step of the Automation would create 1 record and would number [Sequence Number] field from 1 to 49 as they are created.

    Then the last step would compare a lookup value of the # of orders to be created to the sequence number for the orders just created and delete all the ones that are too high. 


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Method for auto generating X # of records?

    Posted 10 days ago
    Ryan,

    The new pipelines tool will supposedly do a For Next loop.  It is not clear when that will be available to everyone.  Check out the recorded webinar from Wednesday for some glimpses.


    ------------------------------
    Don Larson
    Paasporter
    Westlake OH
    ------------------------------



  • 6.  RE: Method for auto generating X # of records?

    Posted 10 days ago
    I saw that during the webinar. I need to understand what sort of pricing will be tied to it before we bank on it. But I loved what i saw.  At least there are a few options for pulling it off. Thanks for all the help, guys!!

    ------------------------------
    Ryan Parr
    ------------------------------



  • 7.  RE: Method for auto generating X # of records?

    Posted 10 days ago
    Ryan,

    I am very curious about the pricing.   I have no insight. 

    However if it is less than writing and hosting a single PHP script per month, then I say buy it.


    ------------------------------
    Don Larson
    Paasporter
    Westlake OH
    ------------------------------