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Question

Update Parent Table key field when importing the datas in child table using Automation

  • March 24, 2019
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Hope someone can help me.  I have been tried.
I have the parent table and set up the PO number is the key id.  When I export from our ERP system it has all the PO details including PO number field.  I import PO details datas into child table and create relationship using the key id - PO number.  Is it possible to auto create the PO number which are new and never have in parent table when I import the PO details report?

Thank you
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  • March 25, 2019
Are you doing this manually?  If so; can you create a unique-list of PO#s and first import the PO# into the parent-PO table?  The problem with creating the record in the Parent table without something "pinging" Quick Base is that your import is a multi-record action.  Automations will not read each record individually and evaluate whether the parent exists to create the missing parent.

If you are not doing your imports manually; then I recommend a google-script solution that pings your table periodically to generate a list of unique PO#s.  Then using that unique list, the google script can import your PO#s to the POs table; and anything that does not already exist will get created.