Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
If I had to have this run automatically would suggest contracting with a QSP to write a script.
But for a semi automatic update, I would set the Sync for new data to come in daily over night.
I would then have a subscription email come to me each morning (as a reminder) which would be a Summary report of Unique Order#s. I would use the More button to copy these records to another table and populate a table of orders where the key field was Order#.
I would then push a formula URL button which would purge out the data in three tables for the lines and the Shipments and the payments, ands then it would run saved table to table imports to re-populate those tables.
So the daily manual work would be to update the Orders table using that More button and then click one button to do the rest of the work.
I have long searched for a native way to auto update an Index table with unique values, such as your order# with a single button click, but as far as I know, that requires script or manually copying a summary report.
But for a semi automatic update, I would set the Sync for new data to come in daily over night.
I would then have a subscription email come to me each morning (as a reminder) which would be a Summary report of Unique Order#s. I would use the More button to copy these records to another table and populate a table of orders where the key field was Order#.
I would then push a formula URL button which would purge out the data in three tables for the lines and the Shipments and the payments, ands then it would run saved table to table imports to re-populate those tables.
So the daily manual work would be to update the Orders table using that More button and then click one button to do the rest of the work.
I have long searched for a native way to auto update an Index table with unique values, such as your order# with a single button click, but as far as I know, that requires script or manually copying a summary report.
RicardoSendra__
7 years agoQrew Trainee
Could you give me a bit more detail on the Semi-automatic process.... I did not quite follow you through all of the steps.
This is what I understood:
This is what I understood:
- Get Data in Connected Table
- Create a Summary Report of the Unique Order ID's ( w/ Email Subs...)
- Then copy the List of Order #'s to the Final Order Table(Key: Order_UID ). Then an Automation will grab the new Order ID's and populate Order Data.
- I did not follow you here ??? "... a formula URL button which would purge out the data in three tables for the lines and the Shipments and the payments, ands then it would run saved table to table imports to re-populate those tables."