Discussions

 View Only
  • 1.  Sharing Data accross realms

    Posted 01-14-2020 13:55
    Edited by Michael Tamoush 01-14-2020 13:58
    Is there a way to automatically share data across realms (if you have admin rights to both)? Preferably with an automation...
     
    *Edit* I'm going to try the synced table method. Please let me know if there are other methods as well. Would love it if I can run an automation cross realm.
    ------------------------------
    Mike Tamoush
    ------------------------------


  • 2.  RE: Sharing Data accross realms

    Posted 01-14-2020 15:16
    Hi Mike,

    Currently you aren't able to use Automations to pass data from one realm to the other, you can use Webhooks to move some data between two QB accounts though if you want to do something like import from one account to the other. Though personally in that instance I find Sync tables to be an easier option if you are just wanting to take data from one account and have it show up in another with less API writing.

    ------------------------------
    Evan Martinez
    Community Marketing Manager
    Quick Base
    ------------------------------



  • 3.  RE: Sharing Data accross realms

    Posted 01-14-2020 18:32

    Evan,

    Synced tables works great. Is there any way to actually automatically transfer files across the realm? Right now I do it via rich text formulas, but that requires users to have access to both realms



    ------------------------------
    Mike Tamoush
    ------------------------------