How to imitate Pipeline search results in text field?

Question

Hey all,As the title says, I'm trying to replicate the format of what is returned from a pipeline search in text fields inside Base. Here's the scenario:I'm making invoices in QBO via a pipeline, but all of the information for the line items is on the same record as the header spread out over different fields. QBO requires I pass lines as a list, which is normally done via searching through the line items, but that's not possible in this case. I have anywhere from 5-10 fields on the invoice in Base that need to each become a different line item in QBO, so how do I make fields to mimic that list output to pass over?

MarkShnierYou · Answer

Not sure if this is helpful, but I did an Quickbase to QuckBooks integration (with VARC on the Quickbooks side) and the process that we used was to have our users push a button which created the exact lines which we wanted to see on the QBO invoice.  So One solution is via a URL formula field or a Pipeline to create a set of lines in a new table called QBO Invoice lines. That also gives transparency to the users as to what QBO will generate.  Then the QBO side will be simpler to pull the data from QBO Invoice lines.

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