Curtis_M
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Joined 6 years ago
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Pipeline Bulk Upsert Unique Values Only
Hi, I have a table of Account_Templates. It is a many to many table where many Templates have many Accounts. The Account has an associated lookup value, we'll call Question. Many accounts might have the same value for this Question field. I want my pipeline to search these Account-Templates and create a record on table Template_Questions. A new record should be created for only the unique combinations of field Template and field Question ([Template]-[Question]). My pipeline is currently structured as: 1. Prepare Bulk Upsert to Template_Questions 2. Search Account_Templates for all records Loop{ 3. For each search record found, add an upsert row where the key field equals "[Template]-[Question]". }Loop End 4. Commit Upsert When I run this pipeline, I get an error of duplicate values trying to be created. Is there a way to trim the upsert of duplicates before committing it? Alternative ideas are welcome. Thank you, CurtisRe: Looping through field values in Pipeline
Thank you for this! It worked wonderfully! I had a problem where I have Record A with children, and those children have children. I have record A pulling all the grandchildren they are related to into a summary field. I used your regex match solution to generate a table based on those values. This all ties into a rather complex cross-reference conditional selection workflow. The only change I made was the order of where the Prepare Bulk Upsert step went: A: Search Records in Table 1; Filter: [Multiselect field] IS SET B: Prepare Bulk Upsert for Table 2 Loop FOR EACH A:Search Record C: Match Regex to look at the multiselect field Loop FOR EACH C:Match Regex Create Upsert for Step B D: Commit Upsert This way I only have a single upsert action that happens outside the loops. This works very well for what I need to do since I'll want the table to reflect daily what the updated grandchild list for the Records A in Table 2.Re: Embedding Report Link in Rich Text Field
After further testing, I created a field to just see if I could display the link via ToText([Report Link Field]) and it is displaying blank. This is indicating to me that I might not be able to pass a report link field into a rich text field. Curious if others have experienced something similar?Embedding Report Link in Rich Text Field
Hi, I have an embedded report and each record on the report has a bunch of children records that feed up to it's total dollar amount. That dollar amount is represented as a rich text field. I want the number to be a clickable hyperlink that pulls up the Related Records. This Related Records field name is "Monthly Accounting Review - CM - Related Actuals Records." I've referenced this field in the rich text field via this: "<a href="&[Monthly Accounting Review - CM - Related Actuals Records]&">"&$SummaryNumber&"</a>" This does the job in making the number a hyperlink. But the problem I'm running into is that the link is now operating differently in the rich text field than how it does as it's own field. Here is the report view: But here are the URLs I get for them (top link is the rich text field and the bottom link is the report link field): Thanks in advance for any help on this!Re: Bulk Add Children Records
Apologies, I may have miscommunicated. User accesses system A to download a list of drawing #s and sheet #s; 2 fields total. They do not have permissions in this system to check out the actual drawings themselves, so they need to contact our team via Quickbase (previously done via email). To do so, they go into Quickbase filling out request details and then there is an "Add Drawing" button where they can add children records for each drawing they are wanting out of system A. Sometimes they only need a handful of drawings, so the "Add Drawing" button is sufficient. But occasionally the list of drawings can get to 100+ and that would be very tedious for them to add a child record 100 times. So I'm trying to figure out how to enable them to do a bulk import using their excel sheet (or a template provided to them) so they can create these 100 children records and have them all be related to the same parent. The only inbetween solution I can think of is to make the children report a grid editable report. But if I remember correctly, the new forms in Quickbase do not support that feature currently. I'd really like to avoid the bulk import if possible because that can just lead to a number of issues and would require instructions and training for users who are not familiar with Quickbase; which would be most of them. But I'm thinking that (or some variation of it) is the only solution, unfortunately. ------------------------------ Curtis Middleton ------------------------------Re: Bulk Add Children Records
Thanks for looking at this, Mark! They would likely have an Excel file. To give you some more context, the end-user has read-only access to a separate system that doesn't communicate with Quickbase. They can export a list of drawings they want from this system, then submit a request to our team to check out the drawings for them to complete edits. Prior, they would just attach this downloaded list to an email, but we are trying to get better tracking on these documents and the system they are held within can't manage a tracking funcitonality. Hence the need for a Quickbase solution. ------------------------------ Curtis Middleton ------------------------------
