SolaceSonder1
2 years agoQrew Member
Automation to create record if does not exist
I have a table that imports Patient Labs via a Google sync. We may get these labs from multiple vendors, and each vendor uses their own test and result codes. So, when we see a new lab imported where source-testcode-resultcode is unique, we want it to be entered in a new table (that then will serve as a way to link the two results together as parent child). A Lab table can have many Patient Lab records. The fields that overlap between them would be source, testcode and resultcode.
I have a table that has Labs in it. What makes a row non-unique is a unique combination of Source (where the lab is from), test order code (string) and result code (string). QB does not support assigning formula fields as a key field, but I would like the key field to be source&testcode&resultcode. Ideally, I would like the Google Sync to import, and would create a formula field that is the reference field to Labs without any automations. I cannot set the key field to a formula field, and I cannot create a dynamic form rule because these records are only ever edited by a Google/QB sync, not a form.
Any suggestions on how to get around this? I tried searching for similar items, but couldn't find the answer specific to QB Sync.
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Solace Sonder
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I have a table that has Labs in it. What makes a row non-unique is a unique combination of Source (where the lab is from), test order code (string) and result code (string). QB does not support assigning formula fields as a key field, but I would like the key field to be source&testcode&resultcode. Ideally, I would like the Google Sync to import, and would create a formula field that is the reference field to Labs without any automations. I cannot set the key field to a formula field, and I cannot create a dynamic form rule because these records are only ever edited by a Google/QB sync, not a form.
Any suggestions on how to get around this? I tried searching for similar items, but couldn't find the answer specific to QB Sync.
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Solace Sonder
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