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How to use GetRecords()
var text QUERY = "{9.EX.'" & ToText([Person Assigned]) & "'} AND {3.NE." & [Record ID#] & "} AND {11.LE." & [End Date] & "}AND{10.GE." & [Start Date] & "} AND{13.NE.'Completed'}"; var recordList overlappingTasks = GetRecords($QUERY); var number conflictCount = Size($overlappingTasks); If( $conflictCount > 0, "Not Available", "Available" ) I have used the above query to configure any existing records but the comaprison is not done in the way expected like the number 9 gets compared not the value like that in everything.May 2025 App Builder Qrew Meet Up Recap
Hello App Builders Qrew! Thank you all who were able to attend yesterday’s App Builders Qrew Meet Up. Here’s what we discussed: Certifications & Community: Over 163 new Quickbase user earned certifications from Jan 2025 to present! We’ll will be doing monthly recognitions, raffle drawings, and more to celebrate this great achievement. Click here if you want to get Quickbase Certified. Four use cases from Krishna Beads, Inc. (Minute 5:37) Excel to Quickbase Migration Prashant Maheshwari demoed how his organization moved from “Excel hell” (sprawling, multi-tabbed spreadsheets and endless emails) to a centralized Quickbase app, making weekly updates, handoffs, and history tracking seamless. Living Images for Status (Minute 9:21) Prashant showed off dynamic “living images” using rich text formulas-visual status indicators that update in real time and can be referenced across tables, streamlining production meetings and status checks. ChatGPT for Formula Generation (Minute 12:43) Next, he walked through using ChatGPT to generate Quickbase rich text formulas for status indicators, enabling non-coders to create and tweak visual workflows fast. HTML Tables in Reports (Minute 17:05) Prashant also demonstrated embedding HTML tables in reports to consolidate multiple data points and images into a single, visually organized space-especially useful for image-heavy workflows. ChatGPT & Code Pages (Minute 38:35) Dwight Munson from Signa Health jumped in on the fly to share his experience using ChatGPT to build custom code pages with JavaScript in Quickbase. He noted it can take 30–40 iterations to get production-ready code, but it’s a great starting point for custom solutions. Missed the meeting? Here’s the recording link Resource links shared from the audience: Prashant Maheshwari https://community.quickbase.com/discussions/quickbase-discussions/video-become-multi-select-hero-by-automating-multi-to-multi-relationships/20580/replies/20584 https://www.loom.com/share/70446b1889394803b9afa6a029ab2307 Sharon Faust https://www.quickbasejunkie.com/html-formula-crash-course https://www.quickbasejunkie.com/blog/mini-query-table Ben Simon https://www.thebrain.com/ Mark Lind https://www.youtube.com/watch?v=EeLipPBTOv4 Please congratulate the App Builders Raffle drawing winners from the User Focus App download contest: Amy Gosz Amanda Thomas Nichole Braswell Each will receive a $50 gift card from Quickbase. This was a jam-packed session with tons of valuable real-life use cases and information you don’t want to miss out on. When I get Prashant’s document, I’ll share in the App Builder’s Qrew group. A huge thank you to Prashant Maheshwari (who presented from the hospital room and made it work) and Dwight Munson for jumping in to share a valuable use case as well. I have created a Kudoboard that folks can thank Prashant for sharing his use case from the hospital and join in to wish Prashant’s wife a speedy recovery. Be sure to join in and send him a message! June Agenda: Join Nichole Braswell, Quickbase Developer at Sympo,to learn an easy way to manage multiple forms for a single record, all with one button. Plus, Lyla Rozelle, Sr. Product Manager, will give a quick tour of the updated admin console account summary page to help you review usage, get support, manage your account, and understand your Quickbase plan. Link to register or loginMay 2025 Pipelines Qrew Meet Up Recap
Hi Pipelines Qrew! Thank you to all who were able to attend the 1pm EST session of the Pipelines Qrew yesterday. Here’s what we discussed: API Fundamentals & Postman Testing Mike Frischmann walked through how to set up and test APIs in Quickbase using Postman, focusing on foundational concepts for new and intermediate users. He explained how to authenticate using API keys, review API documentation, and test both GET (listing templates) and POST (creating PDFs) requests with the Craft My PDF API. Mike emphasized using Postman to troubleshoot and validate API calls before moving them into Quickbase Pipelines. This was an eye-opener for many! Automating PDF Ticket Generation & Upload Mike demonstrated how to automate the creation and upload of PDF tickets for Quickbase records. He showed how to trigger a pipeline when a record is updated, pass Quickbase data into the Craft My PDF API, and automatically upload the resulting PDF back into the correct Quickbase record. The demo included mapping dynamic fields from Quickbase, building the JSON payload, and handling the API response to store the PDF. Translating Postman Workflows into Pipelines After validating API calls in Postman, Mike showed how to replicate the workflow in Quickbase Pipelines. He covered setting up triggers, using the JSON handler, mapping variables, and configuring the “iterate over JSON records” step to process multiple responses. Many folks commented how they appreciated Mike’s way of walking through each step, not getting deterred when things didn’t work, and working through the solution by using Postman and Quickbase to figure out errors, and rerunning Pipelines until it worked in his live demo. It was well-paced and easy to follow. These are some great best practices for making the process repeatable and scalable for various API use cases. Missed the meeting? Here’s the recording! I highly recommend giving it a listen-through and trying out the resources he recommended. Mike uses most of the hour, but it’s filled with valuable information and step-by-step guidance along the way. Pipelines Raffle Entry: We have a raffle drawing for those who listen to the recording or attended the meeting. You can enter by logging into the Qrew Discussion site and share what you learned from Mike’s session, share an additional useful tip, or ask a question about what you watched to the group. Winners will be selected at the next Pipelines meeting! Open until May 28 th so get your entries in! Agenda for next Pipelines Qrew Meet Up Wednesday June 25 th at 12pm: We are back to our regularly schedule meet up time next month and Wes McAda from Versar Inc. will be doing an Empower encore presentation with a new Pipelines twist for his EOTI app. I already have a fun raffle idea that I’m looking forward to deploying alongside Wes’s presentation. Check out the events page for more details and to register or login. If you use a calendar, please be sure to update it based on what we’ve posted on the events page. We’re cooking up four meet ups for June 2025 including two that are special that I’m excited to tell you more about very soon! Thank you and have a good evening.
Formula needed to pull out most recent status of a logged multiple choice field
I have a multiple choice field, PICC Request Status, that is also a logged field. Most recent choices are at the top and on their own line. Trim(Right([PICC Request Status],"]")) pulls out the first logged status with the dashes: --------------Needs Review The current field contains -- [MAY-13-25 Molly Smith] -------------- Closed -- [MAY-12-25 Molly Smith] -------------- Action In Progress -- [MAY-12-25 Molly Smith] -------------- In Review -- [MAY-12-25 Molly Smith] -------------- Needs Review The end result of the formula should just be Closed. What do I need to adjust in my formula?
CSV Import - Check Records
I am looking for help in importing a CSV file to a Company table that will check if the Company Name if it exists (text only as complete match) before importing. This pipeline imports company data from a CSV file into a Quickbase table. It checks if a company already exists before creating a new record to prevent duplicates. It fetches the CSV file (all+1300 rows) - This is test file and only has 3 rows I receive the following error Validation error: Incorrect template "{{c.company}}". ValueError: invalid literal for int() with base 10: 'company' Attched are the pipeline steps Thank you, Eric
Document Generation - Filename
I started playing with the Document Generation in Quickbase this week which is amazing! I am curious to know if there is a way to set the filename of a Document that is generated in a custom email notification from a Quickbase application? I know that when you use the Generate Document code to create the document for a record in the application, it does allow you to set the title/name of the document specifically. However, using the same option as a part of the custom email notification sends the notification with the PDF attached and named Document 1, rather than any name you specify in the code that is attached the Formula URL field.Raffle Entry for Pipelines Qrew Meet Up May 14th, 2025
Enter the Pipelines Qrews Raffle by answering the following question in the thread below: "What helpful tip or resource did you learn from Mike Frishman in today's Pipelines Meet Up? Or: Share a helpful tip or resource that is related to today's Pipelines Meet Up. Or: Ask a question about what you saw in the meeting or recording." Enter by May 28th be part of the raffle. We will pick winners at the next Pipelines Qrew Meet up in June. Thank you for participating!
Provide Link to New Record on Predecessor Record
I've created a system where when a user clicks "Create New Agreement" URL button, a new record will be created that brings over key information, including the "predecessors" record ID so that the new record can capture that this previous agreement is a "predecessor". However, I'm trying to figure out a way on how to link the "predecessor" record to the newly created agreement as I want a user to actively see in the "predecessor" record that this work has already been completed. Any recommendations on how to do this? Thanks!
