Importing Records Question

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  • October 25, 2019 at 10:29 AM #37371

    Rocky Machado
    Participant

    Hi – I actually have two questions about Recalculating. I currently have an import form that I used to review transactions (data scrubbing) before I put them into the final form.

    My First question, I have a Purge All Transactions function that cycles through all the records and deletes them so I can begin a new import (usually 10-20 transactions a day). I notice when I do this it appears that the records are not deleted, but when I click the refresh record list button then the go away. Is there a method that would allow me to refresh the list? or will I always need to click on the refresh record list button to refresh the form?

    My Second Question, In my import form I have several scripts that I created to parse certain fields in the import process. I noticed when I import my records I have to click on the refresh record list form for my scripts take affect. Is there a method or process to force a recall or do I also need to click on the refresh record list button to refresh my records?

    thanks,
    rocky

    October 30, 2019 at 10:56 AM #37574

    Rocky Machado
    Participant

    Hi – Not sure if you missed these questions, resending. Also, is it possible to call the recall (refresh a record). I did not see it in the API.

    Your help is greatly appreciated,
    rocky

    October 30, 2019 at 11:52 AM #37575

    Daniel Leu
    Participant

    I’m missing an API refresh call as well. I have asked for record.refresh(), form.refresh(), search.refresh(). Hopefully one day we’ll get something like that.

    In my testing, scripts are not executed upon record creation. I have created a testcase for Brendan to review. I would assume that this is related to what you see.

    October 30, 2019 at 11:54 AM #37576

    Rocky Machado
    Participant

    Hi Daniel – That is exactly what I am looking for. Thank You for the response, rocky

    October 30, 2019 at 3:14 PM #37584

    Daniel Leu
    Participant

    Well, my answer doesn’t really help that much…. as I don’t have a solution.

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