We use a table to keep track of devices. One field is the serial number of the device (Unique). Another field is the date the device was last seen on the network. This date is exported from another app, and saved in a .CSV file. How can I update the Last Seen" field with the new date?
You have several options, the most basic would be to use the import the data from the clipboard. For this you need:
- admin access to your QuickBase(QB) app.
- Make sure the device serial number is the key field in your table.
Copy the data from your CSV and paste it in the box provided. Then follow the instructions to get your data into your table (make sure you select the right fields).
- If you can get the other app to export the .CSV file to either dropbox, box.com or google drive, you can connect your QB app to that: http://www.quickbase.com/sync
- If your other app is a QuickBase app, you can create a relationship directly to it, so it's automatically up to date all the time: http://help.quickbase.com/user-assistance/connecting_to_other_quickbase_apps.html
If the serial number is always unique, then you can set that field as the "Key Field" for the table, then any imports you do from the other system will always use that unique serial number and then the "Last Date Seen" will be updated during the import.
if you need more help of how to import the records let me know.
Thank you for the quick responses. They are good ideas, and the other app is a non-QuickBase app (so, no direct relationship...). I have no problems Importing from a file or the clipboard when I want to create new recordsin a table. The problem is that QuickBase wants to create a new record instead of overwriting the existing "Last Seen" field - even when I have set the, unique, Serial Number as a key field. I have even tried importing where those are the only two fields being imported, and it still wants to create new records. Of course, it can't since the Serial Number is set as Unique. It gives me errors stating that the serial number already exists. Is there a way to keep it from trying to create new records every time? A setting that I'm missing?