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Save & Redirect in a Formula URL Using API_GenAddRecordForm
Hi. I have a need to "duplicate" the record and populate some fields on the new record (from the original record). It's not saving my current record before adding the new record, how do I get it to save first? I have the advanced setting turned on. This is my Formula URL Button: If( [Request] = "Include Existing Contractor + Add NEW FTE for Conversion", URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm" & "&_fid_53=" & URLEncode([Related Business case]) & "&_fid_129=60" & // Softcode the Months Needed to 60 FTE "&_fid_68=This Request is related to " & URLEncode([Request]) & "&_fid_123=14" & // Sets Request to "New FTE (Related Conversion)" "&_fid_127=FTE" & // New Employee Type "&_fid_43=" & URLEncode([Contractor PID - Dept]) & "&_fid_139=" & URLEncode([Related Level]) & "&_fid_138=" & URLEncode([Related Role]) & "&_fid_140=" & URLEncode([Related Hiring Manager]) & "&_fid_171=1" & // Start Date Override Checkbox to Yes "&_fid_259=" & URLEncode([Record ID#]), If( [Request] = "Add New Contractor + Add New FTE for Conversion", URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm" & "&_fid_53=" & URLEncode([Related Business case]) & "&_fid_129=60" & // Softcode the Months Needed to 60 FTE "&_fid_68=This Request is related to " & URLEncode([Request]) & "&_fid_123=14" & // Sets Request to "New FTE (Related Conversion)" "&_fid_127=FTE" & // New Employee Type "&_fid_84=" & URLEncode([Related Role]) & "&_fid_29=" & URLEncode([Related Level]) & "&_fid_38=" & URLEncode([Related Hiring Manager]) & "&_fid_43=" & URLEncode([New Dept1 #]) & // Dept #: sets field 195 to field F "&_fid_259=" & URLEncode([Record ID#]), "" ) )0likes0CommentsMany to Many too Many...
I've searched through the QB discussions and couldn't find a good example of creating a many to many relationship where I can select records from the same table. I have the relationship working from one table to another and visa versa but I'm stuck now when trying to pull a record from the same table (see attached). Here's an example of what I'm trying to do... I have one table named Guests and a second table called NonGuests. Both have a relationship setup to a third table called, "Related Guests". The Guests will have either family members, friends, etc... who are NonGuests. But, there are Guests who have family, friends, etc... that are also Guests. The issue I'm having is, when I create a Related Guest I need to pull a record from the same table because there are Guests who are related to other Guests. Am I overlooking the obvious? Any suggestions would be great as from what I've read you shouldn't create relationships with "Guests with many Guests". Thanks!0likes1CommentSelecting which fields to display from Formula URL searches
I have a number of Formula fields in my database which are searches of my database based on the contents of another field. The general form is this: URLRoot() & "db/" & Dbid() & "?a=QuickSearch2&srchtxt=" & ToText([<SOME FIELD>]) &"&exact=false" (This approach may be out of date now, but it was current when I built the original database in 2017). Here is the problem: The fields that get displayed are determined by which fields are designated as "This field may be used in reports." However, what I want is way to differentially control which fields are displayed, depending on which fields are being searched, whether this is done as part of the formula, or through some other mechanism. For example: Assume I have 4 content fields Category, Manufacturer, Salesperson, Location. And two "search fields" using the approach above: Search_Category: URLRoot() & "db/" & Dbid() & "?a=QuickSearch2&srchtxt=" & ToText([Category]) &"&exact=false" Search_Location: URLRoot() & "db/" & Dbid() & "?a=QuickSearch2&srchtxt=" & ToText([Location]) &"&exact=false" When I search on the contents of "Category" (I.e., looking for all records with the same product category as the current record), I want the Manufacturer field to show up as a column in the search results, but not Location. When I search by Location, I want Salesperson to show up as a column but not Manufacturer. Currently, I have to manually show/hide which fields I want to see after I do the search--very inefficient. For example, is it possible to define a table layout for search results as a form and then indicate the use of that form in the Formula?0likes0CommentsBulk create child records from selection list
Looking for a way to help users customize child related tasks when creating a new parent record. Nothing has been built quite yet but the basic structure would be to have a parent table Transactions which relates to a child table Tasks. Each Transaction could have a dozen or more Tasks. To aid the user in not having to create each Task for each new Transaction, I was thinking I could present to the user a "list" of available Tasks that they could select. Then when the parent record was saved, each of the selected Tasks would be created as new records in the related child table (linked, of course, to the new created parent record). I'm thinking, to start, I will need some kind of field on the parent record which would display the list of available Tasks. I would envision that this field would only be visible when the record is being created and hidden all other times. Once the Tasks have been selected I would need some way of translating each selection into its own child record which relates to the parent record. Does this sound possible? Is there a different/better way to approach this? ------------------------------ Ember ------------------------------Solved0likes8Comments(Pipelines) Get Users in Role / Process XML from HTTP API
Hello, any help/advice would be much appreciated. I'm trying to send a reminder email to users in a specific Role, in a specific App, using Pipelines. As far as I can tell, there is not a JSON RESTful API call that does this (Get Users only returns all users for an App, with no info on Roles). However, API_UserRoles returns each user from an app with what Roles they have. In theory, I could somehow loop over this and send the email to only those users with a specific role. I can successfully use the Quickbase Channel -> 'Quickbase APIs' -> 'Make Request' step to call API_UserRoles and get this data. Here's where I run into trouble: How do I process this XML into a form that another step could use (e.g. loop over it and send emails)? I found this question: "To capture an XML response from an API in Pipelines" but I can't seem to figure out how get {{a.json.qdbapi.value}}. When I try to view its contents (emailed to myself) it is blank. There isn't any "Result" field or something like that from this request step available in subsequent steps. Only URL, Method, Headers, Content Type, & Body. For instance, if I want to get the JSON out of the XML (using {{a.json.qdbapi.value}}) with the JSON Handler Channel -> 'Iterate over JSON Records', the 'JSON Source' field states 'No json sources in the pipeline' Thank you for any help you can offer, ~Daniel ------------------------------ Daniel ------------------------------0likes4CommentsHelp Needed with Quickbase Pipeline to Accumulate Values Instead of Overwriting
Hi Quickbase Community, I am facing an issue with a pipeline designed to add quantities to an existing field in my Quickbase app, but it keeps overwriting the existing values instead of accumulating them. Context: Tables Involved: Transactions: Records of items being added or removed from containers. Containers: Contains fields for tracking quantities of different items in specific compartments. Fields Involved: Transactions Table: Action Type: Indicates the type of transaction (e.g., "Add Item to Container"). Container Compartment: Specifies the compartment (e.g., "Compartment A"). Container ID: The ID of the container to which the item is being added. Item Name: Name of the item. Item Quantity: Quantity of the item being added. Containers Table: Compartment A Quantity: Field to store the quantity of items added to compartment "Compartment A". Current Pipeline Configuration: Trigger: On new or modified records in the Transactions table where Action Type is "Add Item to Container". Condition: The compartment is "Compartment A". Lookup Step: Fetch the current value of Compartment A Quantity from the Containers table. Update Step: Add the new quantity to the existing value of Compartment A Quantity. Issue: Despite various attempts, the Compartment A Quantity field in the Containers table is being overwritten with the new quantity instead of adding the new quantity to the existing value. Here is the current Jinja expression used in the update step: jinja {{ (b["Compartment A Quantity"] | default(0) | int) + (a["Item Quantity"] | int) }} Steps I Have Taken: Verified the field types and names. Ensured the pipeline permissions are correct. Tested with different variations of the Jinja expression to accumulate values. Checked pipeline logs for errors or issues. Request for Assistance: I am looking for a solution to ensure that the Compartment A Quantity field accumulates the new quantity with the existing value, rather than overwriting it. If anyone has faced a similar issue or has any suggestions on how to resolve this, your help would be greatly appreciated. Thank you in advance for your assistance! Best regards, Tom0likes2CommentsCurrent URL Display without JavaScript
Hello! I am trying to figure out a way to capture the URL of an open form when a record is opened in Edit Mode. I need to run numeric calculations differently when a record is in Edit Mode vs. View Mode and thus need a signal to verify which state the form is in. My idea was to capture the URL and use Text functions to identify if the URL contained the "er" vs. "dr" as a signifier of which mode the form was in. Most of what I could find uses JavaScript. Is there a way to do it without JavaScript? I suppose all I need is the URL displayed in a text format, like pictured below. Thank you!0likes2CommentsLast Triggered Timestamp
Hi, I started migrating automations to pipelines. Yesterday, I could easily access the timestamp indicating the last triggering of a pipeline directly on the table. However, as of today, I am not able to see on this table anymore. The only method to view the last triggered time is by clicking on the three dots and navigating to "View Activity." Is this a potential problem for our pipelines?1like3CommentsRemove the save button when from new forms format when applying I-forms (IFV=1) #354382
I posted this feedback in hopes of getting attention of R&D, but it has been more than 5 months since the new forms were released. I'm certain I'm not the only person using Iforms. The failure to make the new forms capable to remove all user access but what is required for better handling of large populations of users for input is inhibiting every Quickbase developer from moving forward with new forms. Any work done to build out new forms results in a backlog to have to either go back and use a legacy form, or simply wait to release the new functionality in our apps. My hope in posting this here is to raise awareness that there is a feedback items out there that needs your support by acknowledging it, and ask you to also comment here to expand awareness. It's best practice to transition to new forms and features to allow Quickbase to grow and improve. It should be best practice for R&D to complete the task in a reasonable period of time when asking customers to use their new features. Please raise your voice and be heard!0likes1Comment