File Attachment to Multiple Units Pipeline
Hello Everyone, I am looking to see if there is a solution for uploading files and having them auto populate records on a join table that links my sales order units with document files. I would like...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendCan you clarify if you are trying to use data in the name of the file attachment, or text within the document?
Hi Mark,
trying to use data in the name of the file attachment... i do have formula cells that classify the document type based on abbreviations in the file name however i am trying to see it can trigger uploaded records to a project on a separate join table so it connects certain files to multiple units within a project. (not all units in a project have the same blueprints in example.) Units also has its own table
- MarkShnier__You
The low tech solution is to make a field in native Quickbase to calculate the [Unit#].
Can you post what the file name syntax looks like and I can help with that formula to parse out a clean unit# field from the file name.
our file attachment syntax would be something like this
14810 - 215 WEST 84TH STREET - PE2 & PE3 - LISTING.pdf
Sales order # - project address - Unit #s - document type.pdf
- MarkShnier__You
We are getting closer, but I'm still not quite understanding what you're trying to do here. In the example you provided are you trying to create two records in the join table? What would be the syntax if there were three unit numbers? And then is it just the unit number phrase that you need to extract in order to make the join table Record? Or do you also need to extract the Sales Order number and the Project Address.