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Question

Push Button automated import of all records and fields from a report on a different table

  • December 4, 2019
  • 0 replies
  • 41 views

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I have an application that includes the two following tables.
  1. Customers - contains all of the data related to the customer and the service we provide for that customer.
  2. Plow Orders - Contains all the date specific details on what we have done for that customer.
These two tables are related, so that all I have to add to the Order Table is the Customer Number, the Driver Number, the date of service and the ProcessedRecord flag which is always set to true to create new orders.

Presently, I pull the Customer Export report from the Customers Table, Save it as a Spreadsheet, and then open the plow orders and import the records from that report.  It is a simple process and is working well, but since I am the only person who is always at as PC, I have to do all of these loads.

I would like to create a Push-Button that will automate the process.  i.e. the manager could push a button on his iPhone and all the orders would be created.  I am not sure what API (or if there is one) to use to proceed with this.  Can anyone help me.

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Jeff Mickelsen
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This topic has been closed for replies.

MarkShnierYou
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  • Quickbase Alumni
  • December 4, 2019
Yes this can be done,
So is this a daily thing where you run a report with certain filters save as spreadsheet and directly import that into Orders? ie the report is filtered to know Customers have Orders today?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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