Add/Edit depending on information
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...
Forum Discussion
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: https://help.quickbase.com/api-guide/importfromcsv.html
You'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. https://help.quickbase.com/api-guide/uploadfile.html
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Ryan Pflederer
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Is the field that you're trying to match designated as Unique?
If so, I'd approach this with a webhook using API_ImportFromCSV: https://help.quickbase.com/api-guide/importfromcsv.html
You'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. https://help.quickbase.com/api-guide/uploadfile.html
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Ryan Pflederer
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