Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
I think that there is a no code solution using the new Automations.
They can run a saved import.
Set up a table with only 1 record in it. Call it Focus Project.
Relate it to all Standard Job Titles with a formula numeric formula field of 1.
In the Automation have the first step to be to edit that Focus Project Record to Record the Project Record ID and the Job Category.
Because of the relationship, now all of the Standard job titles know that information too.
Set up a saved table to table import to import the job titles which match the correct project category and set of the import to map the related project to have the value of the field in the focus project record.
I know that I have not explained exactly every step here but I�m quite sure that it can be done natively in the magic will be to use the first step of the automation to record the information you need from the Project record that was just modified and flow that information to the standard job titles so they know where to be imported into when the Automation runs the saved table to table import.
They can run a saved import.
Set up a table with only 1 record in it. Call it Focus Project.
Relate it to all Standard Job Titles with a formula numeric formula field of 1.
In the Automation have the first step to be to edit that Focus Project Record to Record the Project Record ID and the Job Category.
Because of the relationship, now all of the Standard job titles know that information too.
Set up a saved table to table import to import the job titles which match the correct project category and set of the import to map the related project to have the value of the field in the focus project record.
I know that I have not explained exactly every step here but I�m quite sure that it can be done natively in the magic will be to use the first step of the automation to record the information you need from the Project record that was just modified and flow that information to the standard job titles so they know where to be imported into when the Automation runs the saved table to table import.