Skip to main content
Question

Bulk Import to Numeric Reference Field?

  • May 23, 2020
  • 0 replies
  • 24 views

Is there ANY way to bulk import data into a numeric reference field? I have 4,000 activities that I have to "assign" to their respective engagements (which have numeric identifiers) which then populates the name of the engagement in a text lookup field. The relationship is conditional to slim down the list of our engagements to only relate to the relevant contact and account. I've removed the condition for now so that I can bulk edit this field. However, it looks like the only way I can do anything in "bulk" is to first select the numeric identifier in the cell in grid edit and then fill down through the relevant activities. But, this is going to take me foreeeeeverrrrrr.  Any insight or trick would be much appreciated! Thank you!

------------------------------
Cecilia Mullan
------------------------------
This topic has been closed for replies.

MarkShnierYou
Forum|alt.badge.img+22
  • Quickbase Alumni
  • May 23, 2020
Is there any way to know by formula or rules which engagements they should be Assigned to. I mean is the correct assignments just based on you own knowledge?  Or is there any pattern to it ?

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------