Forum Discussion

AndrewS's avatar
AndrewS
Qrew Trainee
4 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
AndrewS's avatar
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's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew 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's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew 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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  • AndrewS's avatar
    AndrewS
    Qrew Trainee
    4 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
      Icon for Qrew Legend rankQrew Legend
      4 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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  • AndrewS's avatar
    AndrewS
    Qrew Trainee
    4 years ago




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    Andrew S
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