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

AndrewS
Qrew Trainee
4 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
  Qrew Legend
  4 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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  - MarkShnier__You
    Qrew Legend
    4 years ago
    Formula Queries are expected to go to Open Beta in the next month or two. 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.
    
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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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Forum Discussion

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