Forum Discussion
MarkShnier__You
4 years agoQrew Legend
Can you tell me if your target table has a custom key field that is not the native record ID?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- HannahDrake4 years agoQrew TraineeIf target table means import destination, it does. This custom key field is a numeric string.
------------------------------
Hannah Drake
------------------------------- MarkShnier__You4 years agoQrew LegendYes, this is easy. Make a Staging table by copying the Real table so that the field names match. There is an option for that on your current table under the More menu.
Create a field on our real table called [Record Already exists?] with a formula of true.
Import some sample data.
Make relationship where one Real record has many Staging records based on the matching field on the Staging table.
Lookup the field for [Record Already exists?]
Make a saved table to table import to import the records from the Staging table to the Real table where [Record Already exists?] is unchecked.
OK now that you have this setup, what i do for this technique is to make table to hold a single admin record.
Create a buttons to really dumb down the import process.
1. Button to purge the import table. Hide when the staging table is empty.
2. Button to land the user on the native import screen to import into the Staging Table. Hide when the staging table is loaded.
3. Button to run the saved table to table import. Show when the staging table is loaded.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------