Bulk Import to Numeric Reference Field?
Is there ANY way to bulk import data into a numeric reference field? I have 4,000 activities that I have to "assign" to their respective engagements (which have numeric identifiers) which then populat...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendIs there any way to know by formula or rules which engagements they should be Assigned to. I mean is the correct assignments just based on you own knowledge? Or is there any pattern to it ?
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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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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- MarkShnier__YouThe information only exists in your head, then my suggestion is to make a report of records which need to be assigned so at least the report will get smaller as you process them, and then use imaginative sorts and filters to be able to use copy and paste on larger blocks.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- Thanks very much Mark. The engagement assignment is based on the formula of the combination of the Contact Name and Account Name. Engagements are filtered down using this combination. It looks I will have to slog away and assign them as I've been doing unless you have a brilliant idea.
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Cecilia Mullan
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