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

Question

Hello everybody,I have a table:Customer name&nbsp; &nbsp;|&nbsp; &nbsp;Email&nbsp; &nbsp;|&nbsp; &nbsp;Phone&nbsp; &nbsp;|&nbsp; &nbsp;Company name&nbsp; &nbsp;|&nbsp; &nbsp;ID&nbsp; &nbsp;|Customer name - uniqueCompany name - repeatableso, 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).------------------------------Andrew S------------------------------

markshnier__you · Answer

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 · Answer

Hello Mark,my first table is created using connected data to the QuickBooks.------------------------------Andrew S------------------------------

markshnier__you · Answer

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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markshnier__you · Answer

Formula Queries are expected to go to Open Beta in the next month or two.&nbsp; It will be much easier to identify duplicates. So you may want to just do this manually for a while and then do it using formula queries. If you had a formula query that would you identify the unique companies then you would not to have to have a relationship to see if the company existed.------------------------------Mark Shnier (YQC)mark.shnier@gmail.com------------------------------

andrews · Answer

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.------------------------------Andrew S------------------------------

Forum Discussion

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