BrianneJacobsen
4 years agoQrew Trainee
Import from Excel into a form
In Quickbase, I have an Estimate table where each record is an estimate. (Record ID# becomes our estimate #) The actual estimate is created in Excel. For tracking and reporting purposes, there are several fields in my Quickbase table that overlap with cells in Excel. Things like the estimate $, travel time charged, local tax rate used, etc. Currently, information is manually entered again into Quickbase after the estimate is created in Excel. What I would like to do is, go to the form associated with that Record/Estimate # and import the overlapping information that is already in the Excel spreadsheet into that Record. Hopefully stream-lining the process and reducing errors.
The problem I am having is everything I find on importing into Quickbase deals with large amounts of information into multiple records from the Home page. Whereas I want to update multiple fields within a single record from the Estimate Record Form. Having to import from the Home page would likely confuse many of the less computer savvy people in the office and I need the end process to be simple. (FYI, I am much more comfortable in Excel and I can easily create a macro to pull out the information from Excel into a Quickbase friendly format. I'm not worried about that end.)
So, in summary I'd like to:
1) Create a record in the Estimate table.
2) Separately create estimate in Excel.
3) Go back to the Estimate Record in Quickbase and import data into specific fields for just that record.
Can this be done? If yes, how would I go about doing it? or is this just a pie in the sky dream?
I really need the end result to be as simple as filling out the info in the record manually and saving.
Thanks,
Brianne
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Brianne Jacobsen
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The problem I am having is everything I find on importing into Quickbase deals with large amounts of information into multiple records from the Home page. Whereas I want to update multiple fields within a single record from the Estimate Record Form. Having to import from the Home page would likely confuse many of the less computer savvy people in the office and I need the end process to be simple. (FYI, I am much more comfortable in Excel and I can easily create a macro to pull out the information from Excel into a Quickbase friendly format. I'm not worried about that end.)
So, in summary I'd like to:
1) Create a record in the Estimate table.
2) Separately create estimate in Excel.
3) Go back to the Estimate Record in Quickbase and import data into specific fields for just that record.
Can this be done? If yes, how would I go about doing it? or is this just a pie in the sky dream?
I really need the end result to be as simple as filling out the info in the record manually and saving.
Thanks,
Brianne
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Brianne Jacobsen
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