Copy Attachment

  • 0
  • 1
  • Question
  • Updated 9 months ago
  • In Progress
Ok so i have a table called line items. Each line item has a record specific attachment. There is a need to create copies of these line items. I know that when you use the master copy record function, attachments dont come along for the ride. So i tried approaching it a different way. Here is what i am doing

1. Using the ToText function to convert the attachment to text
2. Using the part function to pick out the URL of the file attachment
3. Using a QuickBase action to take the URL and copy it into another field.
4. Using a formula URL field to create a button of the field in step 3.

This works. When a record is copied and all of the upstream attachment data is lost, the link lives on and keeps pointing to the attachment in the original record.

The problem i am running into is with the QuickBase action criteria.
I only want the action to fire when the original record is made but not when the record copy is made. If it fires when the record copy is made then all field end up being blank [ because the field in step 2 is blank and the rest just follows ]

My question is
1. Is there a better way to do this?
2. Is there a way you can think of for me descriminate between these two cases?

Thanks a lot for your help!
Photo of Sumedha Weerasuriya

Sumedha Weerasuriya

  • 376 Points 250 badge 2x thumb

Posted 9 months ago

  • 0
  • 1
Photo of Matthew Neil

Matthew Neil

  • 31,498 Points 20k badge 2x thumb
You might need to add an extra arbitrary field that is just used to exclude the new records.

i.e. a checkbox that is only written when you use an action, and then exclude that from the action criteria.