Can somebody walk me through a recipe setup with more than one condition?
I just created a recipe from Quick Base to Quick Books and it works well. However, I did notice that my recipe did not take into account certain aspects of past invoices and need help re-writing the conditions to include this. Basically, I have it set up that the recipe will search for a customer name and one is not found it will make a new one. I need a condition to be written that states if a customer is found (which is a vendor) then I need to use that name and create a new invoice. I have no idea what I'm doing and could use all the help I can get. please and thanks!
Best Answer
P
Patricia Guevarra
said
over 7 years ago
I need the formula to be able to search for customers/vendors in quick books, and if they are found I need them to use that customer/vendor and create a new invoice with their name. It's the same person just a new invoice--a different service.
Is it that you either wanted to use the found customer that is updated, or the customer that is created, when you are creating an invoice? For this, you can map both Display Name pills from the Create and Update Customer steps into the Display Name field in the Create Invoice step. It should look like this:
Also, I need to know if this new formula will allow the missing invoices to be added without duplicated the exact same ones a second time. Meaning, there are 68 invoices that needed to be uploaded to QB, only 64 went. I want to add the 4 missing ones using the above criteria, but do not want the other 64 to add a second time. Can that be included in the formula as well?
I need the formula to be able to search for customers/vendors in quick books, and if they are found I need them to use that customer/vendor and create a new invoice with their name. It's the same person just a new invoice--a different service. I also need it to fix the last item in the formula, the Hotel Tax did not come through the formula and I do not know why. I need to be able to have the entire thing work smoothly and right now I'm missing invoices because of past vendor/customer names already in quick books. Also, I need to know if this new formula will allow the missing invoices to be added without duplicated the exact same ones a second time. Meaning, there are 68 invoices that needed to be uploaded to QB, only 64 went. I want to add the 4 missing ones using the above criteria, but do not want the other 64 to add a second time. Can that be included in the formula as well?
Answer
Patricia Guevarra
said
over 7 years ago
I need the formula to be able to search for customers/vendors in quick books, and if they are found I need them to use that customer/vendor and create a new invoice with their name. It's the same person just a new invoice--a different service.
Is it that you either wanted to use the found customer that is updated, or the customer that is created, when you are creating an invoice? For this, you can map both Display Name pills from the Create and Update Customer steps into the Display Name field in the Create Invoice step. It should look like this:
Also, I need to know if this new formula will allow the missing invoices to be added without duplicated the exact same ones a second time. Meaning, there are 68 invoices that needed to be uploaded to QB, only 64 went. I want to add the 4 missing ones using the above criteria, but do not want the other 64 to add a second time. Can that be included in the formula as well?
Ryan Wianecki
Can somebody walk me through a recipe setup with more than one condition?
I just created a recipe from Quick Base to Quick Books and it works well. However, I did notice that my recipe did not take into account certain aspects of past invoices and need help re-writing the conditions to include this. Basically, I have it set up that the recipe will search for a customer name and one is not found it will make a new one. I need a condition to be written that states if a customer is found (which is a vendor) then I need to use that name and create a new invoice. I have no idea what I'm doing and could use all the help I can get. please and thanks!
I need the formula to be able to search for customers/vendors in quick books, and if they are found I need them to use that customer/vendor and create a new invoice with their name. It's the same person just a new invoice--a different service.
Is it that you either wanted to use the found customer that is updated, or the customer that is created, when you are creating an invoice? For this, you can map both Display Name pills from the Create and Update Customer steps into the Display Name field in the Create Invoice step. It should look like this:
You can see more information about that here: https://support.workato.com/solution/articles/1000168373-formula-mode-how-do-i-handle-blank-or-null-data-in-my-input-I also need it to fix the last item in the formula, the Hotel Tax did not come through the formula and I do not know why.
I see in this job that the Hotel Tax was passed in: https://www.workato.com/recipes/557650/job/61538680. Were you still facing this issues.
Also, I need to know if this new formula will allow the missing invoices to be added without duplicated the exact same ones a second time. Meaning, there are 68 invoices that needed to be uploaded to QB, only 64 went. I want to add the 4 missing ones using the above criteria, but do not want the other 64 to add a second time. Can that be included in the formula as well?
Once you start the recipe, it will continue where it left off. If you rerun the recipe, as long as you have duplicate checks in your recipe, it will not add the same invoice again. You can see the following article for guidance on that: https://support.workato.com/solution/articles/1000200234-general-best-practices-how-to-prevent-duplicate-records-from-being-created
I hope this helps!
Patricia Guevarra
Hello Ryan,
Thanks for reaching out! May I know what formula you are currently using? If you can give us a link to the recipe, that would be helpful too.
Ryan Wianecki
https://www.workato.com/recipes/557650-sand-dollar-invoices-to-quick-books#recipe
its needs more conditions than i listed
Ryan Wianecki
I need the formula to be able to search for customers/vendors in quick books, and if they are found I need them to use that customer/vendor and create a new invoice with their name. It's the same person just a new invoice--a different service. I also need it to fix the last item in the formula, the Hotel Tax did not come through the formula and I do not know why. I need to be able to have the entire thing work smoothly and right now I'm missing invoices because of past vendor/customer names already in quick books. Also, I need to know if this new formula will allow the missing invoices to be added without duplicated the exact same ones a second time. Meaning, there are 68 invoices that needed to be uploaded to QB, only 64 went. I want to add the 4 missing ones using the above criteria, but do not want the other 64 to add a second time. Can that be included in the formula as well?
Patricia Guevarra
I need the formula to be able to search for customers/vendors in quick books, and if they are found I need them to use that customer/vendor and create a new invoice with their name. It's the same person just a new invoice--a different service.
Is it that you either wanted to use the found customer that is updated, or the customer that is created, when you are creating an invoice? For this, you can map both Display Name pills from the Create and Update Customer steps into the Display Name field in the Create Invoice step. It should look like this:
You can see more information about that here: https://support.workato.com/solution/articles/1000168373-formula-mode-how-do-i-handle-blank-or-null-data-in-my-input-I also need it to fix the last item in the formula, the Hotel Tax did not come through the formula and I do not know why.
I see in this job that the Hotel Tax was passed in: https://www.workato.com/recipes/557650/job/61538680. Were you still facing this issues.
Also, I need to know if this new formula will allow the missing invoices to be added without duplicated the exact same ones a second time. Meaning, there are 68 invoices that needed to be uploaded to QB, only 64 went. I want to add the 4 missing ones using the above criteria, but do not want the other 64 to add a second time. Can that be included in the formula as well?
Once you start the recipe, it will continue where it left off. If you rerun the recipe, as long as you have duplicate checks in your recipe, it will not add the same invoice again. You can see the following article for guidance on that: https://support.workato.com/solution/articles/1000200234-general-best-practices-how-to-prevent-duplicate-records-from-being-created
I hope this helps!