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 a...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendI 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__YouQrew Legend
Qrew 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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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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