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VARCSolutions's avatar
VARCSolutions
Qrew Member
10 days ago

How to imitate Pipeline search results in text field?

Hey all,

As the title says, I'm trying to replicate the format of what is returned from a pipeline search in text fields inside Base. Here's the scenario:

I'm making invoices in QBO via a pipeline, but all of the information for the line items is on the same record as the header spread out over different fields. QBO requires I pass lines as a list, which is normally done via searching through the line items, but that's not possible in this case. I have anywhere from 5-10 fields on the invoice in Base that need to each become a different line item in QBO, so how do I make fields to mimic that list output to pass over?

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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    10 days ago

    Not sure if this is helpful, but I did an Quickbase to QuckBooks integration (with VARC on the Quickbooks side) and the process that we used was to have our users push a button which created the exact lines which we wanted to see on the QBO invoice.  So One solution is via a URL formula field or a Pipeline to create a set of lines in a new table called QBO Invoice lines. That also gives transparency to the users as to what QBO will generate.  Then the QBO side will be simpler to pull the data from QBO Invoice lines.

    • VARCSolutions's avatar
      VARCSolutions
      Qrew Member
      10 days ago

      Thanks Mark, but unfortunately the client we're working with now doesn't want to carve out these fields into a child table, which is why I'm trying to figure out how to get the result of that search array into Base.

      The way you're describing is the default way and that works great, I just have to work around that and mimic it due to everything being on the one table.