Import source file tag
Hello all, I have a need to do recurring file imports. I want to tag each new imported record with the file that it came from. I've searched and cannot find any help. So let's say I want to im...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendI have three ideas, but the third one is the best.
1. Add a column to the csv with the name of the file and before each import manually fill that in using excel.
2. Create two new tables. The first will be a scratchpad import table where the csv will be imported into as a first step of the import. Then create a second table called Import file name and create a field there where you have hand typed the file name. This 2nd table will only have 1 record. It will be Record ID# 1. Make a relationship to the scratch file import table using a reference field with a formula of 1. Look up the file name down to the scratch file import table.
Then make a saved table to table copy to import the data, including the file name into the real table.
3. Do as above but in the Import File name table make a file attachment field where you will attach the import file. The only purpose of this is to be able to get at the the file name without needing to type it. I suggest
Then make a formula URL button which will do all these successive actions in one click.
A. Run the saved table to table copy.
B. Erase the scratch table
C. Erase the file attachment.
I can help with that URL formula button if you want to go that route.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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1. Add a column to the csv with the name of the file and before each import manually fill that in using excel.
2. Create two new tables. The first will be a scratchpad import table where the csv will be imported into as a first step of the import. Then create a second table called Import file name and create a field there where you have hand typed the file name. This 2nd table will only have 1 record. It will be Record ID# 1. Make a relationship to the scratch file import table using a reference field with a formula of 1. Look up the file name down to the scratch file import table.
Then make a saved table to table copy to import the data, including the file name into the real table.
3. Do as above but in the Import File name table make a file attachment field where you will attach the import file. The only purpose of this is to be able to get at the the file name without needing to type it. I suggest
Then make a formula URL button which will do all these successive actions in one click.
A. Run the saved table to table copy.
B. Erase the scratch table
C. Erase the file attachment.
I can help with that URL formula button if you want to go that route.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
