Hello
I am in the process of creating a table by automatically uploading from SFTP server.
Assume that I have a table with 1000 Customers X 10 Column with customer details. Say these 1000 customers are from 10 states and I want to give the user an ability to mass change customers in his/her state.
Say, the user filters Texas and would like to mass change address of 20 out of 100 customers in Texas. How can one copy and past from excel into QB table that can allow updates of multiple customers at the same time.
Thanks!
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Sivaram Bhandaru
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Question
Mass change multiple rows based on a filter
This topic has been closed for replies.
+22Can you tell us the Key field of the Customer table. Is it just Record ID# or or perhaps a Custom Key field such as Customer Account #.
But I guess regardless of your answer the system would need to have a way to match up your copy and paste from excel so it knew which records to update. If your Excel sheet could have the key field of the customer table included either the Record ID or the custom Key field then you could simply import the Excel sheet being careful only to import fields that you want changed because if you include fields and put a blank value for those fields then it will blank out the value in that field.
If Excel sheet does not have the key field of the QuickBase table then it gets a little more complicated. You would need to match on something else like the customer name. That would assume that the customer name is spelled absolutely perfectly the same as in QuickBase. If you went that route you could import data into a temporary table and run a pipeline to search for matching customer accounts and do the update. But of course that starts to get more complicated, specially if you want flexibility as to which fields the user is updating.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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But I guess regardless of your answer the system would need to have a way to match up your copy and paste from excel so it knew which records to update. If your Excel sheet could have the key field of the customer table included either the Record ID or the custom Key field then you could simply import the Excel sheet being careful only to import fields that you want changed because if you include fields and put a blank value for those fields then it will blank out the value in that field.
If Excel sheet does not have the key field of the QuickBase table then it gets a little more complicated. You would need to match on something else like the customer name. That would assume that the customer name is spelled absolutely perfectly the same as in QuickBase. If you went that route you could import data into a temporary table and run a pipeline to search for matching customer accounts and do the update. But of course that starts to get more complicated, specially if you want flexibility as to which fields the user is updating.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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