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Can I use API_DoQuery to automatically relate records to different parents?

  • Jan 15, 2019 9:43 PM UTC
  • 0 replies
  • 81 views
Hi, 

I have a table called ORDERS. When an order is created I want the system to find a record from a separate table, RATES, which matches the values of several fields from that order. I then want to make that rate a parent record of the order. 

At first I thought I could do this using a webhook that triggers an EditRecord action whenever an order is created, but I need to point it at the correct rate.

I have a fairly limited knowledge of the API, but it seems like I should be looking at a DoQuery to find the correct rate. I think I get how I would structure the query itself to find the correct record, but I don't know how to take that response and then use it in an Edit action. 
Thanks, Alex
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    • RobIV
    • Qrew Cadet
    • Jan 15, 2019 11:41 PM UTC
    I don�t know if you are comfortable with JavaScript, but if so, there is a pretty good example of that use case in the example use code for this QuickBase Module.

    https://www.npmjs.com/package/quickbase

    Maybe that will help you.

    ~Rob
    • AlexGale
    • Author
    • Qrew Corporal
    • Jan 16, 2019 12:07 AM UTC
    Thanks for the link Rob. I'm familiar enough with javascript to get the general gist of what's going on in that code. What I don't understand is how I fit that sort of thing into my app. Until now I've been using the API in a fairly limited fashion, with simple webhooks and url fields and I just don't get how I go from there to using that javascript code in any practical fashion. 
    Thanks, Alex
    • RobIV
    • Qrew Cadet
    • Jan 16, 2019 12:20 AM UTC
    I have found luck with code pages. Sorry I can�t expand. I�m on my phone. If no one jumps in I�ll elaborate later when I�m back near my station.
    Another approach which would be totally automatic and zero code at all, would be to set the Key field of your rates table to be a concatenated field of the fields which make the rate unique.

    You can either have a scalar data entry field as the Key field and a form rule to mirror a formula field into that scalar data entry field, or if you are not doing imports, in fact you can set a formula field to be a key field via an API typed into the browser URL.  

    Surprisingly, while undocumented, you may have a formula field be a Key field.  The only problem I have had is when importing into the table.


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