Forum Discussion

ZintJoseph's avatar
ZintJoseph
Qrew Captain
6 years ago

Using a single file for a connected table

I am setting up a connected  table that is using a connected sheet to a database. I have a auto refresh setup on the sheet to refresh every 30 minutes. The issue is once the data is refreshed in QB, the file goes into a "Done" folder. This is the only file that I want to load and refresh. I want this sheet to be the master sheet that QB looks at everyday. I am not sure how I can make this work and project the same sheet everyday.

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Joey Zint
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  • Joey,
    If that sheet is the single source of truth, then set the Refresh settings to make your Quick Base table match exactly.  Then Quick base will not move the ones that have been processed to the Done folder.

    If the csv fie is meant to update and add to the existing records, but not delete, then it will be moved to the Done folder when processed.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
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    • ZintJoseph's avatar
      ZintJoseph
      Qrew Captain
      Thanks Mark, that did it.

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      Joey Zint
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