Forum Discussion

JulieMeeker's avatar
JulieMeeker
Qrew Trainee
12 months ago

Import From CSV File Attachment

I have a PO app that I would like to create child "item" records from a cvs file that is a file attachment on the parent record.  I imagine this would be a Bulk action in a pipeline.  Does the file attachment actually a URL to reference?  Has anyone done something like this?  Could this also be done with a Formula URL button?  



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Julie Meeker
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3 Replies

  • I have been meaning to test this myself, but I believe this person be done with a Pipeline. There is supposed to be a step in the QuickBase channel to import from CSV. So you should be able to trigger when the file is uploaded on a parent and then use the native QuickBase pipeline step to create the children. Let me know if you're successful because it's on my to do list to try this myself. 



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      ... actually, I think it's done with the CSV handler channel and then iterate over CSV to create the children.



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      Mark Shnier (Your Quickbase Coach)
      mark.shnier@gmail.com
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      • JulieMeeker's avatar
        JulieMeeker
        Qrew Trainee

        This amazingly WORKED!  I used the trigger On New Event in case they add the csv later or when they actually added the PO Header.  Then I used the Import with CSV step under Bulk Record Sets.  There is a field for the URL of the file attachments.  I did have to then search the Items records to find the new ones and then Update to relate the PO parent record.  I could not see a way around that step.  Anyway, pretty slick.  You should definitely give it a try! 



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        Julie Meeker
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