Forum Discussion

PaulPeterson1's avatar
PaulPeterson1
Qrew Assistant Captain
5 years ago

Pipeline Create New Record, only if it does not exist?

Honestly, I haven't dug deeply into this question yet.  Is it possible to use a pipeline to create a new project only if that project number does not exist?

------------------------------
Paul Peterson
------------------------------
  • Can you explain your use case?  Are you adding a child record and want a Project # created automatically?​  Does the Child know the project # or is the Project # just the Record ID# of the Project.​​

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • PaulPeterson1's avatar
      PaulPeterson1
      Qrew Assistant Captain

      In the proverbial nutshell, I have a table with project data and would like to create a new record in a related table but I want to make sure that there is not currently a record in the second table with that same project number.  A supporting team needs to examine some of the project data and verify the order is ready to proceed.  I have created automations and webhooks to create a new record or update an existing record if a record is created or modified.  But before pipelines I couldn't see a way to conditionally create a new record.  My question is more of an is it possible type rather than how to do it.  



      ------------------------------
      Paul Peterson
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Can you tell us what the key field is in the other table? It's a project number? Is it possible to change the key failed to be the project number? Or is that not a possibility?

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------