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AdityaBhandar's avatar
AdityaBhandar
Qrew Member
3 years ago

Key field

Hello
I remember QB asking if the field I am creating is a key field or not; but I am not able to get back that option. I can go to fields and change the key field.

But I want to concatenate 2 fields and make it a key field. I saw this option too but I am not able to find it again.

Region      Customer   Sales
NA             1001              200
NA             1002             300

Key: Region + Customer

If I upload a file with NA and 1001, I expect QB to not to create a new record or say duplicate but overwrite NA 1001 combination.

Thanks!

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Siva
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Quickbase Sync
Tables and fields

3 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    3 years ago
    Quickbase does not allow a formula field to be a Key field.  If you are uploading you would need to build that concatenated field at the source before importing.  If some entry is by data entry on forms, you can have a formula field to build the concatenated field and then use a form rule to populate the scalar data entry field as the Key field by copying the value of the formula field into the Key field.

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    Mark Shnier (YQC)
    mark.shnier@gmail.com
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    • AdityaBhandar's avatar
      AdityaBhandar
      Qrew Member
      3 years ago
      Thank you for the reply Mark!

      So, QB does not give me an option while adding a field if I want to make that field a key in combination of other field? I remember seeing that option. Is it never there to start with?

      In my example, 
      Step 1: There is a table with 3 fields: Region      Customer   Sales

      Step 2: user loads 10 records say as below from excel
      Region      Customer   Sales
      NA             1001            100
      NA             1002           100
      NA             1003           100
      Eur            1004           100
      Eur            1005           100
      Eur            1006           100
      Asia            1007           100
      Asia            1008           100
      Asia            1009           100
      Aus            1010           100

      Step 3: User loaded another excel file as below
      Region      Customer   Sales
      NA             1001            200
      NA             1011           100

      QB has to update one record and append one more record.

      Is that possible?




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      Siva
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      • MarkShnier__You's avatar
        MarkShnier__You
        Qrew Champion
        3 years ago
        You may be thinking of a Connected Sync table which is pulling in a CSV file from a cloud storage location like dropbox, box or google drive, or an SFTP path.  When you do that, yes, you may specify from 1 to 4 of the CSV columns  to use as the Refresh Key.  QuickBase will automatically concatenate them together to make a "Refresh Key".

        So, yes if you set up a table which is a Connected Sync table then it is very easy to upload CSV files because you just drop it into the file path and every hour Quickbase will go off and find any new files there and merge or add new records as required. The admin can also manually force a refresh of the Connected Sync table.

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        Mark Shnier (YQC)
        mark.shnier@gmail.com
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