Quickbase Actions for Grid edit

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i am adding record from one application to another application by using Quickbase actions, But if i am adding a record by using grid edit .... it is not working....record is not getting added in target application.

May i know the reason ?

Will Quickbase work for grid edit?


Thank you,
sandeep.
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sandeep sandeep

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Posted 7 months ago

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Evan Martinez, Community Manager

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Hi Sandeep,

Actions do indeed work in Grid Edit mode, they are not restricted to Forms like Form rules. They can work when triggered by Grid Edit, Import, and API. You would want to make sure the fields you are using to trigger the Action are also on the Grid Edit report. For example if you are firing your rule off of a Status field, that status field needs to be on the Grid Edit and needs to match your Actions criteria for firing. You would also want to look at the Action and make sure it is Active. I hope this information is helpful. 
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sandeep sandeep

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This reply was created from a merged topic originally titled Quickbase Actions for Grid edit.

We created a quickbase actions for add record to another application , it is working fine in forms , but when we add in grid edit , it is not getting added in another application.

Please can you help me.
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Matthew Neil

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Actions actually don't work very well when you use grid edit, they especially don't work if you are editing more than 10 records at a time.  This is due to the limitation of 10 triggers per second on the actions. 

Its in the documentation, but QB doesn't like to advertise that their feature has a serious flaw in the execution.

If you are going to be using Grid edit, you will need to use a webhook, and a server script that will evaluate all your new records, and run the import to the other application.
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Evan Martinez, Community Manager

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That is actually not an uncommon misconception with Actions that they will not work on over ten records changing via an Import or Grid Edit. Actions make use of the API call ImportfromCSV so when multi record changes take place via Grid Edit a single ImportfromCSV action triggers from a single Action. It is still possible to trigger a number of other Actions and Webhooks all at once depending on how many individual Actions and Webhooks are in your table and overwhelm the rate limitations but Actions were designed to adjust for mass record changes. 

The most common reason that Actions fail in Grid Edit is usually tied to the Actions triggering criteria not being present on the Grid Edit report but it is present on the Form. Alternatively, this can also happen if the Actions firing would cause duplicate records to be created when using Grid Edit, for example if a single Grid Edit would generate two duplicate records in the destination table. If you open up the Action in your table and pull up the Error History does it give you an error message on why the Action is not firing or have you received an email warning you about hitting the Quick Base Action limit? If you are still having trouble troubleshooting your Action I would suggest putting in a support case with our Care team using the link here. That way they can look at the Action itself and see if they can help you troubleshoot what is preventing it from firing. 
(Edited)
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Matthew Neil

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That is not my experience, but good to know.
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sandeep sandeep

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Hi Evan Martinez can you please give me your skype id, I will explain it clearly.


Thank you.
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Evan Martinez, Community Manager

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Hi Sandeep,

If you would like help looking at this issue you would want to submit a case with our Care Team. You can create a case with our Care team using the link here. This will allow you to schedule a time for a phone call and screen share session to take a look at your Actions together and help troubleshoot the issue.