Automation Filters Multiple Values
The goal is to make updates to multiple values in table A with user input values in table B. The issue I am running into is when the update is provided with any blank values (because they only want t...
Forum Discussion
Hi Mark -
Sure: here is some more background. Hope it helps!
Currently, I have the automation running for 2 fields (the third field requires external data that has not been set up yet). If I put in a value for x or y but not both there is no update made but if I put in a value for both then the fields are updated.
The way this works:
On the same form where the user inputs what data they want to update, there is also an embedded table that pulls in filtered results from table A. They have a checkbox (in the embedded report from table A) where they can indicate which records they want to update. The two automations are both setup to run if the value (x for example) is not blank and the checkbox is checked. The action in the automation copies the value from table B into table A.
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Thanks in advance,
Jennifer Paschal
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MarkShnier__You
Qrew Legend
Qrew LegendThe user does their Updates into Table B. Does Table B know the current value in Table A for those fields? (or if not, is there a way to get those values to table B?
For example, you are trying to gather up any new Mobile phone #s.
Then what you can do is have a formula field called [Phone# to be updated into Table B]
That will be a formula that checks if there is a non blank update to the Mobile phone # and uses that value else uses the original value. So the Automation will always copy the field from Table B into table A, but the formula field will contain the old original value if there was no update.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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For example, you are trying to gather up any new Mobile phone #s.
Then what you can do is have a formula field called [Phone# to be updated into Table B]
That will be a formula that checks if there is a non blank update to the Mobile phone # and uses that value else uses the original value. So the Automation will always copy the field from Table B into table A, but the formula field will contain the old original value if there was no update.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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