Forum Discussion
Hi Chayce,
Thanks for the reply. I feared this may be more complex and I was hoping to avoid "2-way " data uploads. That being said I haven't used the Pipelines or Table to Table imports functions but will educate myself further to see if this automation is doable for day to day users.
That being said, is there perhaps any way to create a Third table in Quickbase (ie. Join Table) that summarizes the Order field and via formula populates the Parent Record ID. Then the Third Table is related to the Parent Order table via that record ID? Brainstorming here. Maybe its not possible.
Thanks!
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Yurij
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You could, sure. It's a bit redundant in nature to solve the 2-way data upload as you called it, but not unheard of given the importance that QB puts on its key field. It's a round about way to get there but you'd still need some automation to get it populated. If I understand what you're saying correctly - you'd be creating what essentially amounts to a copy of the orders where you flip the key field to be Order # and have a field for Order Record ID#, and you simply import those two fields into that table so that you have your table where the primary key is Order # that you can then make a relationship to the Actuals using the Order # as the Reference / Foreign Key field. In that relationship you can then add a lookup or the Order Record ID# and then point the 'Related Order' field to it so that you've closed the gap.
I personally wouldn't go that route - I would instead recommend if you're wanting to leave the structure and key fields as they are that you create a formula query in your Actuals Table that uses the Order # to search for the Record ID# of the Order. With that value you can do a table to table import or a simple pipeline that just copies that formula query into the value of Related Order in your actuals. This is the same idea as the vlookup just in an automated way. I recommend that over the first option as you suggested given that you still have to make a pipeline and do an import - the only addition is the formula query which would essentially look like the below as a starting point:
ToNumber(ToText(GetFieldValues(GetRecords("{'FIELD ID OF ORDER # in ORDERS'.EX.'" & [Order #] & "'},[_DBID_ORDERS]),3)))
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Chayce Duncan
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