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Question

Automation to create record if does not exist

  • October 12, 2022
  • 0 replies
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I have a table that imports Patient Labs via a Google sync. We may get these labs from multiple vendors, and each vendor uses their own test and result codes. So, when we see a new lab imported where source-testcode-resultcode is unique, we want it to be entered in a new table (that then will serve as a way to link the two results together as parent child). A Lab table can have many Patient Lab records. The fields that overlap between them would be source, testcode and resultcode. 

I have a table that has Labs in it. What makes a row non-unique is a unique combination of Source (where the lab is from), test order code (string) and result code (string). QB does not support assigning formula fields as a key field, but I would like the key field to be source&testcode&resultcode. Ideally, I would like the Google Sync to import, and would create a formula field that is the reference field to Labs without any automations. I cannot set the key field to a formula field, and I cannot create a dynamic form rule because these records are only ever edited by a Google/QB sync, not a form. 

Any suggestions on how to get around this? I tried searching for similar items, but couldn't find the answer specific to QB Sync.


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Solace Sonder
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    This topic has been closed for replies.

    MarkShnierYou
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    I read your post through a couple of times but never could quite figure out your question. Can you add an update to your post and then fewer words say

    when XYZ happens as a result of a Sync record added,  I want to do this. What is this?

    Also keep in mind that if you want a child record to automatically connect to a parent record then that can be done with a reference field which is a Formula.  It is sounding like to me that you want to create a parent record automatically if needed. Please explain what the Keyfield would be to the parent record.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    Mark Shnier. Your Quickbase Coach
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