Update Parent Table key field when importing the datas in child table using Automation

Question

Hope someone can help me. I have been tried.
I have the parent table and set up the PO number is the key id. When I export from our ERP system it has all the PO details including PO number field. I import PO details datas into child table and create relationship using the key id - PO number. Is it possible to auto create the PO number which are new and never have in parent table when I import the PO details report?

Thank you

LauraThacker · Answer

Are you doing this manually? If so; can you create a unique-list of PO#s and first import the PO# into the parent-PO table? The problem with creating the record in the Parent table without something "pinging" Quick Base is that your import is a multi-record action. Automations will not read each record individually and evaluate whether the parent exists to create the missing parent.

If you are not doing your imports manually; then I recommend a google-script solution that pings your table periodically to generate a list of unique PO#s. Then using that unique list, the google script can import your PO#s to the POs table; and anything that does not already exist will get created.

Sign up

Login to the community