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Can I use API_DoQuery to automatically relate records to different parents?

  • 1.  Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-15-2019 16:43
    Hi, 

    I have a table called ORDERS. When an order is created I want the system to find a record from a separate table, RATES, which matches the values of several fields from that order. I then want to make that rate a parent record of the order. 

    At first I thought I could do this using a webhook that triggers an EditRecord action whenever an order is created, but I need to point it at the correct rate.

    I have a fairly limited knowledge of the API, but it seems like I should be looking at a DoQuery to find the correct rate. I think I get how I would structure the query itself to find the correct record, but I don't know how to take that response and then use it in an Edit action. 


  • 2.  RE: Can I use API_DoQuery to automatically relate records to different parents?

     
    Posted 01-15-2019 18:41
    I don�t know if you are comfortable with JavaScript, but if so, there is a pretty good example of that use case in the example use code for this QuickBase Module.

    https://www.npmjs.com/package/quickbase

    Maybe that will help you.

    ~Rob


  • 3.  RE: Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-15-2019 19:07
    Thanks for the link Rob. I'm familiar enough with javascript to get the general gist of what's going on in that code. What I don't understand is how I fit that sort of thing into my app. Until now I've been using the API in a fairly limited fashion, with simple webhooks and url fields and I just don't get how I go from there to using that javascript code in any practical fashion. 


  • 4.  RE: Can I use API_DoQuery to automatically relate records to different parents?

     
    Posted 01-15-2019 19:20
    I have found luck with code pages. Sorry I can�t expand. I�m on my phone. If no one jumps in I�ll elaborate later when I�m back near my station.


  • 5.  RE: Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-15-2019 19:25
    Another approach which would be totally automatic and zero code at all, would be to set the Key field of your rates table to be a concatenated field of the fields which make the rate unique.

    You can either have a scalar data entry field as the Key field and a form rule to mirror a formula field into that scalar data entry field, or if you are not doing imports, in fact you can set a formula field to be a key field via an API typed into the browser URL.  

    Surprisingly, while undocumented, you may have a formula field be a Key field.  The only problem I have had is when importing into the table.




  • 6.  RE: Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-15-2019 19:26
    Then you make a relationship down to your detail table based on a formula field to construct the a value matching the Key field of the Rates Table.


  • 7.  RE: Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-15-2019 19:31
    I appreciate the tip. I may end up doing just this but it's not the ideal solution. The app is pretty built-out and these particular tables see pretty regular use. From experience, changing a key field can end up being a big hassle.


  • 8.  RE: Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-15-2019 21:44
    Your tip gave me an idea. I created formula fields on both the order and rates tables to concatenate the different field values that need to match. I then created a report link field on the orders table which looks for a rate using those formula fields. 

    From there, I created a simple QB action on the orders table which targets the correct rate using the report link and copies the order ID# into a numeric field on that rate. 

    Changing that numeric field triggers a second action on the rates table which then modifies the order matching that numeric field to have the rate as a parent. 

    It's awkward that it requires two actions but it works. Thanks for your help. 


  • 9.  RE: Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-15-2019 21:47
    .. so do you kick off the Acton by pushing a button?


  • 10.  RE: Can I use API_DoQuery to automatically relate records to different parents?

    Posted 01-16-2019 15:02
    No, the first action triggers when an order is added.