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Creating a new record using Automation

  • 1.  Creating a new record using Automation

    Posted 03-04-2019 21:54
    I have a table in two apps, App X and App Z, that when a record is submitted, I need to use the Automations to make a new record in the other app copying the information over. The issue is that the consumer data field, which looks at the consumer's name and creates a relationship to another table called ticket, references only the same app. So if I make a record in App X, then the relationship between the table, and the ticket table will be all within App X. The person will have a ticket in App Z as well, but there is a very low chance of them both having the same record ID. 

    Is there a way for App X to know which ticket to send to App Z when doing the Automation of creating a new table in the other app. This process should be repeatable in both directions.

    Also, we only want to use native QuickBase, and avoid the use of code pages.

  • 2.  RE: Creating a new record using Automation

    Posted 03-08-2019 22:37
    If I'm understanding your question correctly - it sounds like what you have is a consumer table and tickets table in App X, and then a similar consumer and tickets table, but unrelated in App Z. Is that correct?

    Are these apps in production? Your best bet if you want to stay out of the weeds is to consider making your 'key' field in your consumer table(s) into something like an 'Email'. That way - if the same consumer exists in App X, as well as App Z, you don't have to worry about having to locate the record ID# to relate the tables, you can send the email as the reference field and relate them that way

    Chayce Duncan | Technical Lead
    (720) 739-1406 | chayceduncan@quandarycg.com
    Quandary Knowledge Base

  • 3.  RE: Creating a new record using Automation

    Posted 03-11-2019 19:53
    Thank you, we decided to approach how this is going to work in a slightly different way to avoid this issue.