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Quickbase Admin Getting Started Guide
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Convert Email Lookup Key to Text
I feel like I'm going insane this should be extremely easy. I'm trying to make a formula email field that simply gets populated with 1 email field (primary contact) if that's in fact filled out. Otherwise, populate with the referring attorney email field value. Both are lookups from two different tables. The email field for the referring attorney lookup is the key field for that table. For some reason QB is expecting a textlist, not text. I've tried all sorts of type conversions, as well as part/split functions (since Split is what comes up under Textlist Functions, though the email field would never have more than a single value in the first place). I know this is going to be ridiculously simple in the end.Quickbase AI Beta Tools Now Available - Contest!
https://helpv2.quickbase.com/hc/en-us/articles/31162224971284-About-Quickbase-AI Check out this new Quickbase Help Article that showcases new AI Features for our builders. I'm going out on a limb to try something new and see if I could get some responses by running a fun little contest. Please respond to the following questions below: If you have tried the new Beta AI features, what is your first impression of it? What AI features mentioned in the article will be useful to you? What features mentioned in the article would you like to see additional updates to that will make even more useful to you? Do you like trying out new Beta features or do you wait until they are officially released to the general audience (GA)? Any other comments to share? Folks who can respond to all 6 questions on this thread are eligible to be part of a contest where the most helpful response(s) will receive a $25 discount code to the Quickbase Swag Store.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!
Trying to build connected records
Table 1 - Requirements Table 2 - Meetings For each requirement there can be multiple meetings, owned by separate sales rep. I already have these two tables, Now if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2 - Meetings, but if the same SalesPerson_A has 5-7 follow up meetings for the same Requirement_1 then 5-7 more separate associates records are created and we have created a field dropdown - Round of meeting where we are manually managing, 1st, 2nd, 3rd, etc to keep track, then we are manually copy pasting the previous meetings links in the coming up meeting to access them. this is too outdated and time taking. Also SalesPerson_B can also have a Meeting_1 for Requirement_1 then another new record is created in Table 2 - Meetings n for further follow ups its same manual way. What i want to achieve is that if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2, Called Record 1, then I can have someway to keep all the next rounds of meeting under the same, each meeting is different, we have different agenda, people we are meeting, meeting links to join so for each record here there is a lot of information we need to enter, also various fields about how that meeting went, etc. need to manage this separately for each round. what can be the best way to achieve it. we never know we will 1 only or 7 or 10 meetings for a requirement.
Assigning User to Group if Not in Group
Hello, I would like to set up a pipeline to call API_GetUsersInGroup when a record is created and check to see if the user in a particular user field is in the group and if not, add them using API_AddUserToGroup. I am struggling to find a way for it to see that the user is in the group and stop the pipeline if they are not. Instead, it always shows they are NOT in the group and tries to add them, erroring out when they are already in the group. I'm fairly new to all of this, so apologies if it is a silly question - but how can I have it search through the results of API_GetUsersInGroup for my user and correctly identify if they are already in the group? I appreciate any assistance!
Minimum role permission level needed to toggle/adjust notifications
Is there a way to give permission to users who are not app administrators to create and update notifications? I'd like to have my future-anticipated team be able to create and manage notifications, however it seems that my current end users who have nearly universal access to my app but are not administrators can not get to that section. If it's not possible, I'd love to suggest that to be incorporated if possible since it would not interfere with the app's architecture in any way!Office Hours Cancelled Tuesday 5/13 to Tuesday 5/15
Hello Everyone! Just wanted to give folks a quick update: Quickbase Office Hours will be available only on Monday and Friday this week. No office hours Tuesday-Thursday of this week. If you need technical support, you can post on the discussion board here, the Discord channel, or contact our support team by clicking the "?" on the top right corner within Quickbase to open up a support case. Click here to learn more.Reminder: Pipelines Qrew May Meet Up on 5/14 at 1pm EST
Hello Pipelines Qrew! Just wanted to put out a reminder of the time change for our Pipelines Qrew Meet up this Wednesday. When: Wednesday, May 14th, 1:00–2:00 PM EST IMPORTANT: Please note the special time-this session starts at 1:00 PM EST, not our usual 12:00 PM! Agenda: Michael Frishman (MJF Technology Solutions LLC) will lead a hands-on session on using APIs with Quickbase Pipelines and Postman, perfect for beginners and intermediate users. Register or login here Office Hours Update Quickbase Office Hours will be available only on Monday and Friday this week. No office hours Tuesday-Thursday of this week.
