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Question

Setting a status field on exporting data

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Hello Smart QB Folks!

I have a lengthy process tracking the status of a commission sale within Quickbase.  The final step is to export (i hope!) t all the records into a csv or etc that meet some condition so the folks can get paid.  

I can write the report, no problem .. I can export the data using the button on the report .. easy! But have all that automated so that the records' status gets changed to 'paid' (for eg), without having a number of manual steps, I don't even know where to start.


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Malcolm McDonald
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  • MattHardy
  • Registered
  • March 9, 2022
Are these records related in any way? ie all children of a parent record?

Here's what I have in mind, hopefully this makes sense for your scenario:
  • Parent table, let's call it Exported
    • This table has a field called Paid, probably a checkbox
  • Child table has all your sales, lets call that Sales
    • This table pulls the Paid checkbox from the parent
Now, when it comes time to export a set of records, relate them all to one parent. Export the data. Then mark the parent as Paid, which will cascade to the children. If that works, I think a formula url could do it all in one shot.

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Matt Hardy
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