Using Quick Base Action to copy file attachment

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I currently have a Quick Base Action set up that does the following:
 - Creates a new record in a different table when a certain box is checked
 - Copies several fields from the original record to the new record

How can I get this to also copy a file attachment to the new record, whether using Quick Base Actions, Webhooks, Formula fields, or anything else? I cannot seem to find a solution to this exact scenario.
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Chelsea Harmon

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Posted 1 year ago

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QuickBaseCoach App Dev./Training, Champion

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That cannot be done by mere mortals.  You would actually need to engage with a Quick Base Solution provider to do that.

But how about just putting a link on the new record.

The formula for such a link would be

URLRoot() & "up/" & [_DBID_my table name where the file] & "/a/r" & [Record ID# of the record with the file] & "/e30/v0"

Change the e30 to exx where xx is the field ID holding the file.
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Stephanie

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Michael,  I believe I am trying to accomplish the same thing however my [File Attachment Field] is on table A and the formula URL field is on Table B.  I don't believe I can include a field from table A in a formula on Table B.
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Stephanie

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Michael,  I believe I am trying to accomplish the same thing however my [File Attachment Field] is on table A and the formula URL field is on Table B.  I don't believe I can include a field from table A in a formula on Table B.
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Michael Barrow

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Is there a relationship between the two tables? You will need that. Once it's in place, you can create a lookup field to copy the field from one table and make it available in the other.

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Stephanie

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There is however when I tried to create a lookup to the attachment field it wasn't in the list of options.  The name of the File Attachment field is "Attachment 1" and when I select Add Lookup this field isn't shown in the multiple choice drop down.
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QuickBaseCoach App Dev./Training, Champion

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Make the formula field I suggested and look up THAT field.
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Chelsea Harmon

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I thought I was going to get away with not doing this, but I have rolled out my Quickbase app at my company and not so much.

For some reason I cannot wrap my head around this formula. Am I putting this in as Formula - URL or some other type?
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QuickBaseCoach App Dev./Training, Champion

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This will be a URL formula field.
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Chelsea Harmon

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Ok so I am confused about the [Record ID# of the record with the file] part of the formula. It would need to copy a different record each time, so this doesn't seem like it would work?

Each record in the destination table would need to have a link to a corresponding record in the original table, but they will be different attachments for every record.

Is this possible? Or is the only way to do this manually in every record?
(Edited)
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Ⲇanom the ultimate (Dan Diebolt), Champion

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Jeff

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I am trying to access the related record's attachment with Zapier. A URL to the related record's attachment does not let Zapier pull the attachment properly. Any thoughts on how to do this? If I could copy the attachment when creating the new record it would not be a problem.
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Keith, Champion

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Hi Chelsea/Jeff,
  we have a file attachment sweep add-on that will do exactly what you are looking for.  It can sweep the file from a record in one table and either update a record in another table or add a new record into the table. It will also either move into the other table or just copy it if you want it in 2 places.

You can demo it here:  https://juicedtech.quickbase.com/db/bmzi5qjk7

When a new record is added, the sweep process can:
  • Sweep the file and DELETE it from the record
  • Sweep the file and KEEP the original file on the record
Additionally it can be scheduled to run daily/weekly/monthly to sweep records controlled by a Quick Base report.

Keith
(Edited)