Probably a two part question:
1. Uploading a schedule via CSV import. I want to capture the initial completion date on the schedule, so I can monitor for changes. Some items are added to the schedule without a completion date set yet. Aha, I thought, a great opportunity to try a webhook, since I can't use a form rule.
(Q1: is a webhook the best solution?)
2. I am not an API guy, but I was able to learn and build the webhook. Here is what I've got, filling fid_35 with [Prod Ship Date] using XML API_EditRecord
<field fid="35">[Prod Ship Date]</field>
You'll notice the Repeat on/off tags ... I have no idea what to do with them. They don't cause an error in this case, but they don't seem to work. Testing finds that only one record gets updated. Leads to two questions, then:
Q2: What is the format of the RepeatOn/RepeatOff and where should they go? I don't see much to help me with this.
Q3: Will the trigger be evaluated for each record? I suspect it only is done for the first record it encounters. (Mine tests to see if the target field 35 is empty.)
Or is there a fancier way to code the webhook that I wouldn't be aware of?
Thanks for the help.
However, a webhook could call a saved table to table import with API_RunImport&ID=10. That saved Import could import the table into itself to map one field into another. Is there a clean hook in your date so that Saved Import could know which records to update?
From a day-to-day sync process, I'm not at much risk of 10 records at one time, but I get your point. Doing this at the source data (excel) seems like a reach to do, as much as with QB.
The basic logic I want is: If [init sched] is empty and [ship date] is not empty, then put [ship date] in [init sched]. Feeling stumped.
Is there a reason that this import table cannot be a child of the orders? Does it know the order#?