Add/Edit depending on information

Question

Hello,I'm working on a workflow that will populate another table, and I want to either add records if not there, or update if fields match...If Month and Name match, update record that matches... if not, add a record...I can't just get the Rec ID of the destination table, as the source table doesn't have a relationship with it. To add to the complexity, one of the things for me to add is a file attachment.------------------------------Ryan Stanford------------------------------

ryanpflederer3 · Answer

Hey Ryan!Is the field that you're trying to match designated as Unique?If so, I'd approach this with a webhook using API_ImportFromCSV:&nbsp;https://help.quickbase.com/api-guide/importfromcsv.htmlYou'd want to set the unique field as the mergeFieldId. Doing this will update records if they exist, but add them if they don't, just like importing from a spreadsheet.As for the file attachment, API_UploadFile is probably your best bet for a native solution.&nbsp;https://help.quickbase.com/api-guide/uploadfile.html------------------------------Ryan Pflederer------------------------------

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Add/Edit depending on information

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