Forum Discussion

MalcolmMcDonald's avatar
MalcolmMcDonald
Qrew Cadet
3 years ago

Setting a status field on exporting data

Hello Smart QB Folks! I have a lengthy process tracking the status of a commission sale within Quickbase.  The final step is to export (i hope!) t all the records into a csv or etc that meet some c...
Data import and export
MattHardy's avatar
MattHardy
Qrew Trainee
3 years ago
Are these records related in any way? ie all children of a parent record?

Here's what I have in mind, hopefully this makes sense for your scenario:
  • Parent table, let's call it Exported
    • This table has a field called Paid, probably a checkbox
  • Child table has all your sales, lets call that Sales
    • This table pulls the Paid checkbox from the parent
Now, when it comes time to export a set of records, relate them all to one parent. Export the data. Then mark the parent as Paid, which will cascade to the children. If that works, I think a formula url could do it all in one shot.

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Matt Hardy
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  • JeffPeterson1's avatar
    JeffPeterson1
    Qrew Captain
    3 years ago
    How are you doing the export?   If it's driven by a URL button it'll be very easy to change a field to 'Paid'.


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    Jeff Peterson
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    • MalcolmMcDonald's avatar
      MalcolmMcDonald
      Qrew Cadet
      3 years ago
      Hi Jeff -- 

      Been chasing this thread through the forums with your hints, but I'm not coming up with answer. 

      I can download a csv of the report via a button on the homepage pretty easily now using the opts=csv parameter.
      https://[myrealm]/db/[mytable]?a=q&qid=13&opts=csv

      But once I've downloaded that csv, I then want QB to set field 82 = "Paid" for every record in this report.

      I have tried the formula URL nesting approach Mark Shnier documented in the URL for Dummies app -- eg:

      var text URLONE = ... ;
      var text URLTWO = ... ;
      $URLONE
      & "&rdr=" & URLEncode($URLTWO)

      However, I haven't been able to figure out how to put that onto my home page's buttons and just get a garbage URL instead. My understanding is these buttons are static and don't allow that kind of dynamisms? 

      Thanks!

      M

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      Malcolm McDonald
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        3 years ago
        The first step should be to get the button work on a form on a record.  Once you have working code, you can copy and paste the exposed URL code to  static dashboard button.

        If you want to mass update a field, one method is to make a Saved Table to table copy with correct filters and import the table into itself merging on [Record ID#].  You would create a field called [Paid Words] with a formula of 
        "Paid"
        and import that into that target field fid 82.

        When you make a button you need to also need to decide where to land the user.  One option is to have the button mark as paid and then redirect the user to that CSV Report.

        So the code might be like
        var text MarkAsPaid = URLRoot() & "db/" & [_DBID_my_table_name_here] & "?act=API_RunImport&ID=10;
        var text ExportToCSV = https://[myrealm]/db/[mytable]?a=q&qid=13&opts=csv;

        $MarkAsPaid
        & "&rdr=" & URLEncode($ExportToCSV)


        Once you get that working, you can remove the button label text and expose the code and paste it into a URL Button on the Dashboard.

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