Forum Discussion

AndrewS's avatar
AndrewS
Qrew Trainee
3 years ago

Sort records with unique value and copy them to another table.

Hello everybody, I have a table: Customer name   |   Email   |   Phone   |   Company name   |   ID   | Customer name - unique Company name - repeatable so, I would like to have another tabl...
Pipelines
Tables and fields
MarkShnier__You's avatar
MarkShnier__You
Qrew Champion
I suggest that you create your new table and set the key field to be the company name. Initialize that table by running a summary report on your QuickBooks connected table and use the option to copy these to another table.

Then on that table create a field called [Company Exists?]  as a checkbox field with a formula of true.  Relationship from your company table back down to the QuickBooks table based on the company field and then look up that field for [Company Exists?] 

Then Pipeline to add a record to the companies table when I record is created or edited in the QuickBooks table and the company does not exist.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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AndrewS's avatar
AndrewS
Qrew Trainee
3 years ago
Thank you for the help Mark,
unfortunately this approach does not work.
Update, Create record trigger in the pipeline does not recognize 'Refresh Data' process in the QuickBase.

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Andrew S
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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    3 years ago
    It can trigger when records are edited or added.  That's all that the Refresh process does, edit, add and delete records.

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