Setting a status field on exporting data

Question

Hello Smart QB Folks!I have a lengthy process tracking the status of a commission sale within Quickbase.&nbsp; The final step is to export (i hope!) t all the records into a csv or etc that meet some condition so the folks can get paid.&nbsp;&nbsp;I can write the report, no problem .. I can export the data using the button on the report .. easy! But have all that automated so that the records' status gets changed to 'paid' (for eg), without having a number of manual steps, I don't even know where to start.------------------------------Malcolm McDonald------------------------------

matthardy · Answer

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.------------------------------Matt Hardy------------------------------

jeffpeterson1 · Answer

How are you doing the export?&nbsp; &nbsp;If it's driven by a URL button it'll be very easy to change a field to 'Paid'.------------------------------Jeff Peterson------------------------------

malcolmmcdonald · Answer

Hi Jeff --&nbsp;Been chasing this thread through the forums with your hints, but I'm not coming up with answer.&nbsp;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&amp;qid=13&amp;opts=csvBut 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 = ... ;$URLONE&amp; "&amp;rdr=" &amp; URLEncode($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?&nbsp;Thanks!M------------------------------Malcolm McDonald------------------------------

markshnier__you · Answer

The first step should be to get the button work on a form on a record.&nbsp; Once you have working code, you can copy and paste the exposed URL code to&nbsp; 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#].&nbsp; You would create a field called [Paid Words] with a formula of&nbsp;"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.&nbsp; One option is to have the button mark as paid and then redirect the user to that CSV Report.So the code might be likevar text MarkAsPaid = URLRoot() &amp; "db/" &amp; [_DBID_my_table_name_here] &amp; "?act=API_RunImport&amp;ID=10;var text ExportToCSV = https://[myrealm]/db/[mytable]?a=q&amp;qid=13&amp;opts=csv;$MarkAsPaid&amp; "&amp;rdr=" &amp; URLEncode($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.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

malcolmmcdonald · Answer

Thanks Mark for this and for your many many contributions to the QB community. I see your name popping up all over and it's appreciated. And thanks to the other folks who jumped on as well -- Jeff &amp; Matt..To close the thread -- I ended up going a different way entirely to achieve what I wanted. Found an article on QB Junkies on how to use Pipelines Buckets, Pipelines QB Record functions, the QB table notifications together to create a CSV, make the edits I wanted and email out a link to the result. Did the trick perfectly, and less fiddling with URLs.Thanks everyone!------------------------------Malcolm McDonald------------------------------

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Setting a status field on exporting data