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Question

Pipeline that creates a record and retrieves the record ID for use in the next step

  • January 21, 2024
  • 0 replies
  • 187 views

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I have a pipeline that verifies whether 2 records exist in separate tables, if not the records are created, and then I need the record ID for each to add to a 3rd table because it is a 'many to many' relationship. I have the record ID for the first record, but not the second. Here is an outline of what I have...

Record added to Google Dropbox  imports into a Connected Table in QB (Trigger)

Search Customer Records -> if empty, create new record, and then...

Search Customer Rep Records - > if empty, create new record, and then...

Search CRM Records -> if empty, create new record using key field, provided in the original import. However, the Customer Rep goes by the record ID which was not provided , and must be retrieved from the record that was created.

How can I retrieve the record ID of a record created in a previous step?



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Kelly Bianchi
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This topic has been closed for replies.

MarkShnierYou
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It should be easy.  You should be able to refer to the Record ID# in the step that created the record.



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