Discussions

  • 1.  Automation

    Posted 26 days ago
    I've added new fields in one of my (records) tabs that has an automation to an overall reporting tab. How can I have the new fields I added to my records tab feed into the reporting tab?

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    Iris Garcia
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  • 2.  RE: Automation

    Posted 26 days ago
    I am having a hard time understanding what you are doing here. Can you try describing what is happening again in a different way? I think when you say tabs you mean tables in the table bar.

    Here is my assumption of what you mean:

    You created a new field in a table, we will call this Table A.

    You would like to have this new field added to a specific report that is on Table B instead.

    Is that accurate? If so, can you let us know what relationships you currently have set up and also detailing the tables you have may help.


  • 3.  RE: Automation

    Posted 26 days ago
    Hi Austin, 
    Table A has an automation to feed data into Table B.
    Since I've had a few new fields to table A. How can I ensure the data in the new fields automate to Table B?
    (I've also manually added the fields I've added in Table A to Table B)

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    Iris Garcia
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  • 4.  RE: Automation

    Posted 26 days ago
    Edited by Mark Shnier (YQC) 25 days ago
    Iris. Did you edit the automation to populate the additional fields in Table B

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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  • 5.  RE: Automation

    Posted 25 days ago
    Can you explain how to do so? Is there a guide?

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    Iris Garcia
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  • 6.  RE: Automation

    Posted 25 days ago
    https://help.quickbase.com/user-assistance/about_quick_base_automations.html

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