Hi,
I have a table called ORDERS. When an order is created I want the system to find a record from a separate table, RATES, which matches the values of several fields from that order. I then want to make that rate a parent record of the order.
At first I thought I could do this using a webhook that triggers an EditRecord action whenever an order is created, but I need to point it at the correct rate.
I have a fairly limited knowledge of the API, but it seems like I should be looking at a DoQuery to find the correct rate. I think I get how I would structure the query itself to find the correct record, but I don't know how to take that response and then use it in an Edit action.
I have a table called ORDERS. When an order is created I want the system to find a record from a separate table, RATES, which matches the values of several fields from that order. I then want to make that rate a parent record of the order.
At first I thought I could do this using a webhook that triggers an EditRecord action whenever an order is created, but I need to point it at the correct rate.
I have a fairly limited knowledge of the API, but it seems like I should be looking at a DoQuery to find the correct rate. I think I get how I would structure the query itself to find the correct record, but I don't know how to take that response and then use it in an Edit action.
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1,462 Points
Posted 7 months ago
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1,070 Points
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1,462 Points
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1,070 Points
QuickBaseCoach App Dev./Training (Mark Shnier), Champion
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75,144 Points
Another approach which would be totally automatic and zero code at all, would be to set the Key field of your rates table to be a concatenated field of the fields which make the rate unique.
You can either have a scalar data entry field as the Key field and a form rule to mirror a formula field into that scalar data entry field, or if you are not doing imports, in fact you can set a formula field to be a key field via an API typed into the browser URL.
Surprisingly, while undocumented, you may have a formula field be a Key field. The only problem I have had is when importing into the table.
You can either have a scalar data entry field as the Key field and a form rule to mirror a formula field into that scalar data entry field, or if you are not doing imports, in fact you can set a formula field to be a key field via an API typed into the browser URL.
Surprisingly, while undocumented, you may have a formula field be a Key field. The only problem I have had is when importing into the table.
QuickBaseCoach App Dev./Training (Mark Shnier), Champion
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75,144 Points
Then you make a relationship down to your detail table based on a formula field to construct the a value matching the Key field of the Rates Table.
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1,462 Points
I appreciate the tip. I may end up doing just this but it's not the ideal solution. The app is pretty built-out and these particular tables see pretty regular use. From experience, changing a key field can end up being a big hassle.
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1,462 Points
Your tip gave me an idea. I created formula fields on both the order and rates tables to concatenate the different field values that need to match. I then created a report link field on the orders table which looks for a rate using those formula fields.
From there, I created a simple QB action on the orders table which targets the correct rate using the report link and copies the order ID# into a numeric field on that rate.
Changing that numeric field triggers a second action on the rates table which then modifies the order matching that numeric field to have the rate as a parent.
It's awkward that it requires two actions but it works. Thanks for your help.
From there, I created a simple QB action on the orders table which targets the correct rate using the report link and copies the order ID# into a numeric field on that rate.
Changing that numeric field triggers a second action on the rates table which then modifies the order matching that numeric field to have the rate as a parent.
It's awkward that it requires two actions but it works. Thanks for your help.
QuickBaseCoach App Dev./Training (Mark Shnier), Champion
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75,144 Points
.. so do you kick off the Acton by pushing a button?
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1,462 Points
No, the first action triggers when an order is added.
