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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 table that will contain only unique "Company name". (Group method does not work for me, it should be ANOTHER table, synced with the first one).

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Andrew S
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Pipelines
Tables and fields

7 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    3 years ago
    Can you tell me if your current table is populated manually or is it routinely populated through some kind of automated process like an import.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • AndrewS's avatar
      AndrewS
      Qrew Trainee
      3 years ago
      Hello Mark,
      my first table is created using connected data to the QuickBooks.

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      Andrew S
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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew Champion
        3 years ago
        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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