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Pipeline Create New Record, only if it does not exist?

  • 1.  Pipeline Create New Record, only if it does not exist?

    Posted 10-26-2020 15:28
    Honestly, I haven't dug deeply into this question yet.  Is it possible to use a pipeline to create a new project only if that project number does not exist?

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    Paul Peterson
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  • 2.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 10-26-2020 20:40
    Can you explain your use case?  Are you adding a child record and want a Project # created automatically?​  Does the Child know the project # or is the Project # just the Record ID# of the Project.​​

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 25 days ago

    In the proverbial nutshell, I have a table with project data and would like to create a new record in a related table but I want to make sure that there is not currently a record in the second table with that same project number.  A supporting team needs to examine some of the project data and verify the order is ready to proceed.  I have created automations and webhooks to create a new record or update an existing record if a record is created or modified.  But before pipelines I couldn't see a way to conditionally create a new record.  My question is more of an is it possible type rather than how to do it.  



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    Paul Peterson
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  • 4.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 25 days ago
    Can you tell us what the key field is in the other table? It's a project number? Is it possible to change the key failed to be the project number? Or is that not a possibility?

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



  • 5.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 25 days ago
    This is more of an explorative question than procedural.  I really haven't taken this beyond the is it possible phase and that is all I am asking.  Can this be done?

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    Paul Peterson
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  • 6.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 25 days ago
    If the key field of the other table is, or can be Project #, then it's easy to do.  If the key field needs to be a different  field, then it still can be done, but a bit more complicated.​  It will not require Pipelines to solve this.

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



  • 7.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 25 days ago

    Ideally, I would like to have the key field in the second table the project number, but I have a feeling the key in the destination table will either be a ticket number or the record ID.

    How would you suggest tackling this?



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    Paul Peterson
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  • 8.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 25 days ago
    You can have a table with one record in it called Automation Focus.  The field will be called [Focus Project Number].

    Make that the Key field.

    Make a relationship down to Table 2 based on a field in table two called [Project Number mirror] with a formula of Project Number.  One Automation Focus will have many table 2's.

    Summarize the # of table 2's up to  Automation Focus.

    Make an Automation that when Table 1 is saved, edit the Automation Focus with the Project Number.

    Make another Automation that will trigger when Automation Focus is modified and the number # of Table 2's is zero.  The action will be to create Table 2. 

     
    ​​​

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



  • 9.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 24 days ago
    That approach would work, if the project number was the key, but that is not likely to be the case.  That is why I want to check to see if the project number exists before trying to add a new record.

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    Paul Peterson
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  • 10.  RE: Pipeline Create New Record, only if it does not exist?

    Posted 24 days ago
    The Method I suggested above is actually designed specifically to work for the situation where where the project number is not the key to the Table 2.

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