Forum Discussion
MCFNeil
8 years agoQrew Captain
Maybe a workaround to make it automatic still, is to use a QB Action to take copy the proper values.
Have the Zap write the values to regular text fields, and then have the action copy the values into the address sub-fields..
Just an idea to try.
Have the Zap write the values to regular text fields, and then have the action copy the values into the address sub-fields..
Just an idea to try.
- MatthewMatthew38 years agoQrew CadetSo... When I went to make the action, it won't allow me to modify the record that triggered it. Only add a record to a different table, or a related record in a different table.
Is there some way around this or something I might be missing? I've created all of the sub field text values that can be copied over to the address field within quickbase already and setup the zap successfully to dump into those fields.
(still don't like the idea of this "workaround" but its better than nothing until this can get resolved. in my honest opinion this convoluted address field has caused me nothing but problems, from importing csv's to zaps to just simple data entry not being "compatible" due to formatting or the way the state name is used) - QuickBaseCoachD8 years agoQrew CaptainAn ACTION can in fact edit the record its triggered by. There is a "cheat" for this. When it says edit related records, in fact it means edit the records defined by this report link field.
So the trick is to make a report link field which maps the [Record ID#] of the record you are on to the same app, then same field [Record ID#]. Obviously there can only be one record with the same record id that you are on.
Be careful in setting up the ACTION that you do not create a loop as an ACTION editing a record can trigger an ACTION to do that same edit again if you are not careful. It will error out after 10 loops, but still have set up the conditions so that it does not loop. - MatthewMatthew38 years agoQrew CadetSo I make a RecordID Report Link field that goes...
Locations Table > Record ID to (Parent App) Locations Table > Record ID
Then I go into the action... And use that in the related record... - QuickBaseCoachD8 years agoQrew CaptainYes indeed. That was a trick from Kirk Trachy at EMPOWER.
- MatthewMatthew38 years agoQrew CadetSo.... you seem pretty nifty with tips and tricks...
I've got two forms. (Ninja Forms on a website) Connected to the app with Zapier as mentioned before...
Form 1 - Agreement Form between Business A & B to deliver services with X number of locations.
Form 2 - Site Survey Form for specific location or entity under that Business 1+ more depending on the number of stores that sign up.
I have Organizations that parent the locations (1 to many) and contacts that connect to each location and/or organization.
Without changing the signup process... I would like to automatically detect the organization that is tied to each location (before I had each submission coming in it was doubling up on locations and organizations so I had form 1 do organization and 2 do locations and I'm manually linking all related records) and connect them together.
I doubt this is possible without knowing the RID. But I'm hopeful in case there is a way to maybe blanket most submissions with automation, leaving some user error or mistypes to manual correction. - MatthewMatthew38 years agoQrew CadetAlso... What about auto-deleting an entry that was created if the first name is equal to 0 or last name is equal to 0. A side effect of using Ninja Forms and conditional fields.
When you do actions, you only have the option to Add a Record or Modify a Record. And only modify values of fields within that record. Not delete or modify the actual record itself. - QuickBaseCoachD8 years agoQrew CaptainI think that you need to post a new question.
- MatthewMatthew38 years agoQrew CadetProbably. I was just hoping you might have some insight really quickly without having to make a new thread. I'll repost at a later date. Right now I'm filtering out the 0 results using Zapier. So I'm bypassing the need for any additional modification.