File Attachment to Multiple Units Pipeline

Question

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 to know if it is possible to have the file attachment text contain the necessary info for a pipeline to read and perform the needed tasks. here is what i am currently trying.using file manager plugin i upload docs through sales order table(projects table)then it uploads to its documents tabletesting a pipeline that can read unit# on the attached file once it is uploaded however i seem to get an issue when pipeline goes to create the records in the docs join table, the error message is below so at the moment i cant even tell if it can read the unit# and create a link for each unit per attachment.Validation error: Incorrect template "{{b.id}}{{b.related_sales_order}}". ValueError: invalid literal for int() with base 10: 'id'

markshnier__you · Answer

Can you clarify if you are trying to use data in the name of the file attachment, or text within the document?

jpol · Answer

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 · Answer

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.

jpol · Answer

our file attachment syntax would be something like this14810 - 215 WEST 84TH STREET - PE2 &amp; PE3 - LISTING.pdfSales order # - project address - Unit #s - document type.pdf

markshnier__you · Answer

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.

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File Attachment to Multiple Units Pipeline

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