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Sort records with unique value and copy them to another table.

  • 1.  Sort records with unique value and copy them to another table.

    Posted 09-15-2021 08:35
    Hello everybody,

    I have a table:
    Customer name   |   Email   |   Phone   |   Company name   |   ID   |

    Customer name - unique
    Company name - repeatable

    so, I would like to have another table that will contain only unique "Company name". (Group method does not work for me, it should be ANOTHER table, synced with the first one).

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    Andrew S
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  • 2.  RE: Sort records with unique value and copy them to another table.

    Posted 09-15-2021 08:38
    Can you tell me if your current table is populated manually or is it routinely populated through some kind of automated process like an import.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 3.  RE: Sort records with unique value and copy them to another table.

    Posted 09-15-2021 08:43
    Hello Mark,
    my first table is created using connected data to the QuickBooks.

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    Andrew S
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  • 4.  RE: Sort records with unique value and copy them to another table.

    Posted 09-15-2021 08:47
    I suggest that you create your new table and set the key field to be the company name. Initialize that table by running a summary report on your QuickBooks connected table and use the option to copy these to another table.

    Then on that table create a field called [Company Exists?]  as a checkbox field with a formula of true.  Relationship from your company table back down to the QuickBooks table based on the company field and then look up that field for [Company Exists?] 

    Then Pipeline to add a record to the companies table when I record is created or edited in the QuickBooks table and the company does not exist.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 5.  RE: Sort records with unique value and copy them to another table.

    Posted 09-15-2021 08:57
    Formula Queries are expected to go to Open Beta in the next month or two.  It will be much easier to identify duplicates. So you may want to just do this manually for a while and then do it using formula queries. If you had a formula query that would you identify the unique companies then you would not to have to have a relationship to see if the company existed.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 6.  RE: Sort records with unique value and copy them to another table.

    Posted 09-15-2021 09:55
    Thank you for the help Mark,
    unfortunately this approach does not work.
    Update, Create record trigger in the pipeline does not recognize 'Refresh Data' process in the QuickBase.

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    Andrew S
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  • 7.  RE: Sort records with unique value and copy them to another table.

    Posted 09-15-2021 10:01




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    Andrew S
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  • 8.  RE: Sort records with unique value and copy them to another table.

    Posted 09-15-2021 11:27
    It can trigger when records are edited or added.  That's all that the Refresh process does, edit, add and delete records.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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