Forum Discussion

Qrew Member

2 years ago

Integration of Full Name field

We are using a conference platform for our virtual event. In past years we have had to import all attendees into Quickbase. The platform now integrates with Zapier which we could use to have registere...

ReneeWilliams2

Qrew Member

Thanks, Mark. Our exiting First and Last Name fields are used so frequently throughout Quickbase, that I am reluctant to incorporate new name fields. I haven't created a Pipeline yet, but it appears to function similar to Zapier. Hoping to get one set up soon.

Thanks for all your help.

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Renee Williams
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MarkShnier__You

Qrew Legend

2 years ago

OK, so consider a Pipeline first, I suppose. Imports Zapier records into the Full Name field. Create two formula Fields to Parse out the Zapier First Name and Zapier Last name.

Then a simple pipeline that says when a record is Added and the Zapier Full Name field is populated and the first name and last name fields are empty then to copy those Zapier Parsing formula fields into the first and last name fields, respectively.

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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