Key field

Question

HelloI remember QB asking if the field I am creating is a key field or not; but I am not able to get back that option. I can go to fields and change the key field.But I want to concatenate 2 fields and make it a key field. I saw this option too but I am not able to find it again.Region&nbsp; &nbsp; &nbsp; Customer&nbsp; &nbsp;SalesNA&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1001&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 200NA&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1002&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;300Key: Region + CustomerIf I upload a file with NA and 1001, I expect QB to not to create a new record or say duplicate but overwrite NA 1001 combination.Thanks!------------------------------Siva------------------------------

markshnier__you · Answer

Quickbase does not allow a formula field to be a Key field. If you are uploading you would need to build that concatenated field at the source before importing. If some entry is by data entry on forms, you can have a formula field to build the concatenated field and then use a form rule to populate the scalar data entry field as the Key field by copying the value of the formula field into the Key field.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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adityabhandar · Answer

Thank you for the reply Mark!So, QB does not give me an option while adding a field if I want to make that field a key in combination of other field? I remember seeing that option. Is it never there to start with?In my example,&nbsp;Step 1: There is a table with 3 fields: Region&nbsp; &nbsp; &nbsp; Customer&nbsp; &nbsp;SalesStep 2: user loads 10 records say as below from excelRegion&nbsp; &nbsp; &nbsp; Customer&nbsp; &nbsp;SalesNA&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1001&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 100NA&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1002&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100NA&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1003&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Eur &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1004&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Eur &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1005&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Eur &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1006&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Asia &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1007&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Asia &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1008&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Asia &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1009&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Aus &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1010&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100Step 3: User loaded another excel file as belowRegion&nbsp; &nbsp; &nbsp; Customer&nbsp; &nbsp;SalesNA&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1001&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; 200NA&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;1011&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;100QB has to update one record and append one more record.Is that possible?------------------------------Siva------------------------------

markshnier__you · Answer

You may be thinking of a Connected Sync table which is pulling in a CSV file from a cloud storage location like dropbox, box or google drive, or an SFTP path. When you do that, yes, you may specify from 1 to 4 of the CSV columns to use as the Refresh Key. QuickBase will automatically concatenate them together to make a "Refresh Key".

So, yes if you set up a table which is a Connected Sync table then it is very easy to upload CSV files because you just drop it into the file path and every hour Quickbase will go off and find any new files there and merge or add new records as required. The admin can also manually force a refresh of the Connected Sync table.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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Key field