Automatically Add Records in Associative Table based on Matching Values in Non-Key Field
I'm attempting to make a training app with the following ERD:
Training Materials has a Multi-select Text field called "Required Departments" that gets passed to Training Sessions child records via lookup field ("Training Materials- Required Departments").
Meanwhile, an identical Multi-select Text field exists in the Employees table called "Department(s)".
My goal is to automatically add multiple Training Attendance records when a Training Session record is created, for each employee that has one or more "Department(s)" that overlaps with any of the "Training Materials- Required Departments" from my Training Sessions record.
That is, automatically assign the same Record ID# (from the newly created Training Session) in "Related Session" and associate each corresponding Employee in the "Related Employee" for each of the automatically created Training Attendance records.
I've tried both the native "Quickbase Actions" and "Quickbase Automations" but neither was capable of querying my Employees table, comparing it to my Training Sessions table, and adding a Training Attendance record to connect the two, for each Employee that has a Department included in the Required Department fields.
I think the solution may lie somewhere between a Webhook and Formula URL. Any thoughts are greatly appreciated!
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Michael Santiago
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Meanwhile, an identical Multi-select Text field exists in the Employees table called "Department(s)".
My goal is to automatically add multiple Training Attendance records when a Training Session record is created, for each employee that has one or more "Department(s)" that overlaps with any of the "Training Materials- Required Departments" from my Training Sessions record.
That is, automatically assign the same Record ID# (from the newly created Training Session) in "Related Session" and associate each corresponding Employee in the "Related Employee" for each of the automatically created Training Attendance records.
I've tried both the native "Quickbase Actions" and "Quickbase Automations" but neither was capable of querying my Employees table, comparing it to my Training Sessions table, and adding a Training Attendance record to connect the two, for each Employee that has a Department included in the Required Department fields.
I think the solution may lie somewhere between a Webhook and Formula URL. Any thoughts are greatly appreciated!
------------------------------
Michael Santiago
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