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Action If Record Already Exists

  • June 6, 2020
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I have a Meetups table and a Check Ins table related to each other, where the Meetups is the parent table.  I am looking to add the following functionality:

1)  If the Check Ins record does not exist, add the record to the table and send a notification (there's an email address field in another table that is also a parent to the Check Ins table).

2)  If the Check Ins record already exists, just send the notification (same email address as the #1 above).

I would like users to be able to click a custom designed button that will take the necessary action but, if the actions need to take place after clicking Save & Close (or whatever), I am okay with that.  I don't know if I need to create another relationship to get a count of the Check Ins and add that summary field to the Check Ins form, or if I should be using one of the API's like API_DoQueryCount and taking action based on that result, or what.  I am interested in the Formula Url and making it a button but, I don't fully understand the structure of the formula for doing this.  The URL Formula for Dummies app only explains but so much.  It would be great if someone gave a detailed example(s) of how to use he URL Formula for each API that is available.  QuickBase's instructions aren't that helpful in this regard.  

I hope what I am aiming to do is clear and that someone is able to help me figure out how to proceed.  Thanks in advance for anyone who attempts to assist.

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James Carr
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  • JamesCarr
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  • June 6, 2020
Update:  I have managed to get results using API_DoQuery and, from what it looks like, API_DoQueryCount.  My dilemma, though, is I am getting a link that is taking me to an XML page.  I don't know how to capture the resulting count from API_DoQueryCount in my Formula Url field.  The next step, of course, would be to Save and Send a notification or just simply send a notification depending on whether or not that value is greater than 0.  I am still open to taking a completely different direction from using the API_DoQueryCount call, if someone has a viable suggestion for me.   I will keep digging and will advise if I get any more results before someone else helps me produce a solution.  Thanks, again (and in advance), for any assistance.

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James Carr
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