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Question

Unable to copy file upload field value to another table in Automation editor

  • January 20, 2020
  • 0 replies
  • 92 views

MattMakris
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I'm creating an automation that copies field values from one table to another. The only field that I am unable to copy is a file upload field. Do automations not allow file upload field copy? Any insight would be very helpful, thanks!

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Matt Makris
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MarkShnierYou
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  • Quickbase Alumni
  • January 20, 2020
Correct, the Automaton will not copy across file attachments.  But It can copy across a link to view the file attachment.

You can make a formula rich text field on the source table called perhaps [View File]

"<a href='"& URLRoot()&"up/"&Dbid()&"/a/r"&[Record ID#] & "/e7/v0' target='_blank' >" & [File] & "</a>"

where you would replace the 7 with the field ID#of the file attachment field.  Get that working on your source table first.

Once that is working, Sync it across to the target table but call it like [View File (raw text)], as it will Sync across as a text field and not a Rich Text field.  

Then create a Formula Rich Text field with the good name of [View File] and the formula will just be

[View File (raw text)]

Lastly, there is the pesky permissions issue. Nothing in Quick Base works without Permissions.  So either you users will need to have access to those Source table records, or else , most conveniently there is a field property on all file attachment fields to allow EOTI access (Everyone On The Internet).

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