Relate the inbound message to the master record
If you want your inbound records to be related to the master record you sent the text from, you can create a pipeline to handle this.
Follow the guide here to import the below pipeline YAML.
# Text My Quickbase Inbound
## Account slugs:
# - quickbase[*******]: App Name
# <None>
---
- META:
name: Text My Quickbase Inbound
- TRIGGER quickbase[*******] record on_create -> a:
export_fields: '"Related Client" <15, 12, 17>'
table: '"App Name: Text Activity" <bbbbbbbbb>'
___: ___
FILTERS:
- AND:
- inbound_outbound equals Inbound
- QUERY quickbase[*******] record search -> b:
export_fields: '"Message ID" <353>'
table: '"App Name: Clients" <ccccccccc>'
___: ___
FILTERS:
- AND:
- message_id contains {{a.unique_message_id}}
- b<>LOOP:
- DO:
- a<>ACTION quickbase record update -> c:
___: ___
related_client: '{{b.id}}'
...
Once you've pasted this in, you'll need to replace some of this data.
Replace the text that's highlighted green with your own account slug.
Then replace the three numbers in purple with the fids for the Unique Message ID, the Related Client, and the Inbound/Outbound fields from the Text Activity table.
Change the text in red with the dbid of the Text Activity table.
Next, change the value in light blue to the fid of the unique message id in the client's table.
After that, replace the value in orange with the dbid of the client's table.
Replace the name in light green with the name of the field in the client's table that stores the unique message id. Remember to replace any spaces with _ and capitals with lowercase letters.
Also, replace the name in yellow with the name of the field in the text activities table that stores the unique message id. Remember to replace any spaces with _ and capitals with lowercase letters.
Finally, change the name in blue with the name of the field in the text activities table that stores the related field to the clients table. Remember to replace any spaces with _ and capitals with lowercase letters.
Select the Import Pipeline button, then turn the pipeline on.