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 ...
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Thank you, yes, the last paragraph is where I'm struggling.
In my pipeline, I have the following:
Start
1. On New Event - triggers from any field change on the sync table
2. Prepare Bulk Record Upsert - on the lab table, with the merge field the source-test order code-result code field.
3. Add a bulk upsert row - See the screenshot below - it seems like this doesn't return anything. I think this needs to be a loop creating all the new rows we are going to upsert, but I can't figure out how to configure that.
4. Commit Upsert to the labs table.
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Solace Sonder
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In my pipeline, I have the following:
Start
1. On New Event - triggers from any field change on the sync table
2. Prepare Bulk Record Upsert - on the lab table, with the merge field the source-test order code-result code field.
3. Add a bulk upsert row - See the screenshot below - it seems like this doesn't return anything. I think this needs to be a loop creating all the new rows we are going to upsert, but I can't figure out how to configure that.
4. Commit Upsert to the labs table.
------------------------------
Solace Sonder
------------------------------
MarkShnier__You
Qrew Legend
Qrew LegendI'm not seeing any screen shot but.
Start
1. On New Event - triggers from any field change on the sync table (but only where lab exists is NO
2. Prepare Bulk Record Upsert - on the lab table, with the merge field the source-test order code-result code field. Yes, perfect.
3. Add a bulk upsert row - See the screenshot below - it seems like this doesn't return anything. I think this needs to be a loop creating all the new rows we are going to. We are only adding exactly 1 row, from the Trigger step A.
4. Commit Upsert to the labs table. Yes!
I know that it seems like a crazy thing to have to go through all these jumps just to "Upsert" a single row. What we really need from Quickbase is a new kind of Step where we can upsert a record without having to first build a bulk upsert "container".
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------
Start
1. On New Event - triggers from any field change on the sync table (but only where lab exists is NO
2. Prepare Bulk Record Upsert - on the lab table, with the merge field the source-test order code-result code field. Yes, perfect.
3. Add a bulk upsert row - See the screenshot below - it seems like this doesn't return anything. I think this needs to be a loop creating all the new rows we are going to. We are only adding exactly 1 row, from the Trigger step A.
4. Commit Upsert to the labs table. Yes!
I know that it seems like a crazy thing to have to go through all these jumps just to "Upsert" a single row. What we really need from Quickbase is a new kind of Step where we can upsert a record without having to first build a bulk upsert "container".
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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- Whoops forgot to include the screenshot. It is possible that we'd be creating a few records though because we could have a bunch of new lab types on a sync import. See below, source-test order code-result code is blank? What goes here? It doesn't return anything when I trigger the automation.
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Solace Sonder
------------------------------- MarkShnier__YouYou need to have a formula field in the Sync Table called probably
[Source-Test Order Code-Result Code]
with a formula of
List("-", [Source], [Test Order Code], [Result code])
and then drag that field from Step A Trigger down into that box for the Upsert Row.
------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------- Thank you, this worked!
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Solace Sonder
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