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Upsert based on Condition
Hi All, I have three tables. First is basic information, where people are marked as type A, B, or C. Second is the question bank table, containing all the questions for them. There are two columns for weight. If they are type A or B, they will see the column "weight - A or B", but if they are type C, they see the column "weight - C" Every time I create a new person record in the first table, I want to pull the questions and corresponding weight from the question bank to another table. I have created a pipeline (search records - add a bulk upsert row) to pull all the questions, but when it comes to the weight, how could I pull the corresponding weight based on their type? Thanks!Including two classes in one button
I'm working with a rich text button. The button is on a parent record. The user clicks the button, the parent is saved, and then a popup opens to add a child record. When I add the savebeforenavigating class, the button stops opening the window in a popup and instead opens in a new tab. Is it possible to include both classes in the same formula? var number rid = [Record ID#];var text url = URLRoot() & "db/" & [_DBID_CHILDREN] & "?a=nwr" & "&_fid_10=" & URLEncode($rid) & "&ifv=1" & "&hs=1"; var text color = "#228B22"; var text txtcolor = "White"; "<a class='SaveBeforeNavigating' & \"OpenAsPopup\" data-height=\"800\" data-width=\"1000\" data-refresh=\"true\" " & "style=\"text-decoration: none; text-align: center; background:" & $color & "; color: " & $txtcolor & "; border-radius: 5px; margin: 2px; padding: 5px 5px; width: 100px; display: inline-block; font: 14px/ 'Calibri', 'Segoe UI', sans-serif; text-shadow: none;\"href='" & $url & "'>Add Child</a>"
Unduplicated people summary report
I built this summary report and need help filtering out duplicated clients. This report is built on the "Case Clients" table that is the many-to-many table connecting "People" to "Cases". I need this report to only show unduplicated people within each column. I have not used Help!
Pipeline Error trying to Create a Record
I am not a fan of Pipelines. I miss Automations. I used to be able to build an Automation in like 30 min and it did what I wanted. I've been working two days to build this Pipeline, even using the AI to do the framework, and I get nothing but errors or issues like this one. The intent of this pipeline is, if a record is created/updated in one app, it will look to see if there is a matching record in another app. If there is a matching record in the other app based on a site # & uniquely created identifier, it will update any modified changes in the second app. If there is not a matching record, it will create one in the second app. After tweaking several different things, I finally got it to create the record. At first, it was saying it was finding a record that matched the criteria despite no record being present. But now, whenever it does the search for a "Matching Record" based on the criteria I asked it to look at (site & unique identifier), it continues to have a FALSE finding and just creates a duplicate instead of updating. And the Activity log seems to say that it couldn't find the record based on the search criteria but created duplicate records with the exact criteria it was asked to look for. (I now have 5 records with identical site #s and unique #'s. What am I missing to get it to have a TRUE finding of the record. Also, is there any way to change the "Query" to look at anything besides the Record ID??
