Forum Discussion

MathewCrist's avatar
MathewCrist
Qrew Member
5 years ago

Need help with Automation tool on editing new entries only

Hi QuickBase Community,

I'm not entirely sure how to describe this best, but I'll give it  a shot.

I have a field called "How did you hear about us?"

I also have a field called "CampaignID" in the same table. If the CampaignID field is blank, I want to do nothing at all. If the CampaignID matches a specific keyword, however, I want to override whatever is in the "How did you hear about us?" field and force it to use what I tell it to use (i.e. Facebook Ad). 

I only want to do this with new entries, and never with existing data, (unless maybe a CampaignID is added manually, then it would be okay)

I can't seem to get this Automation to work.

Any suggestions?

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Mathew Crist
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Mathew Crist
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Quickbase Automations
  • MathewCrist's avatar
    MathewCrist
    Qrew Member
    5 years ago
    I noticed if I switch to Record ID, and select 'equals Record ID' as the conditional (as opposed to contains "keyword"), it worked fine, so it appears to have something to do with the filed type, but this is a text field. I assumed that Automations would work with text fields, no? 

    In this case the text might be a CampaignID such as Tshirt-FacebookAd-101010, and the rule is 'contains Facebook.'

    The weird thing is that the text seems to be treated as a single entity, as opposed to a combination of characters.

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    Mathew Crist
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    I would not mess around with Automations to solve this.

    i would just make a new formula field which would use the raw data as it comes in and resolves the result by a formula.

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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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    • MathewCrist's avatar
      MathewCrist
      Qrew Member
      5 years ago
      Hi Mark,

      Thanks for your suggestion! I'll explore that as an option.

      Matt

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      Mathew Crist
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