Forum Discussion

NateKurtz's avatar
NateKurtz
Qrew Trainee
5 years ago

Bulk Add Records with Two Parents

I have three tables that are related. Tickets have many Ticket Assets Assets have many Ticket Assets We did this to let us have an Asset with many tickets and a Ticket with many assets. This is w...
App builders
Relationships
BlakeHarrison's avatar
BlakeHarrison
Qrew Captain
5 years ago
There are a couple of ways you could go about this. Probably the easiest would be to switch around your process a bit. Here's how I would work through this process:

Application Changes:
  1. On the Assets table, add a numeric field called 'Temp Ticket'
  2. Create a Table to Table import using the Asset table as the Source and the Ticket Assets table as the Destination 
    1. Filter on the 'Temp Ticket' field
    2. Record ID# from Assets should be 'Related Asset'
    3. Temp Ticket from Assets should be 'Related Ticket'

Process:
  1. Create a Ticket and note the Record ID#
  2. On the CSV for the Assets, add a column for 'Temp Ticket'
  3. Enter the Record ID# from the Ticket into the 'Temp Ticket' column
  4. If any Assets are existing, be sure to have the Record ID# for the Asset also on the CSV in a column named 'Record ID#'
  5. Upload the CSV to the Assets table
  6. Run the Table to Table Import created previously
  7. Clear the 'Temp Ticket' field on the Assets table


------------------------------
Blake Harrison - DataBlender.io
Quick Base Solution Provider
------------------------------
  • NateKurtz's avatar
    NateKurtz
    Qrew Trainee
    5 years ago
    Thank you for this!  I ended up using part of this for the solution but you lead me to it!

    If it helps anyone else, what i did was.

    Created the Temp Ticket Field
    Created an automation to run when a new asset record is created and the Temp Ticket field is empty.
    Had the automation create Ticket assets where the "Related Ticket" ="Temp Ticket" (it relates the asset automatically)
    Then to keep it clean i had the automation clear out the Temp Ticket field. 

    This runs a bit slower however it makes it easier for my users as they would only need to create the csv and upload it.

    Thanks again for the help!

    ------------------------------
    Nate Kurtz
    ------------------------------