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Having visibility into what changed, when, and by whom, and being able to restore previous values is essential to every software we use nowadays. This is even more important for maintaining trust, ac...
VentsislavTasev
Quickbase Staff
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June is heating up with many Qrew events and activities to fill your days with learning new tips while connecting with other builders and admins. This month we’ve got four virtual Qrew Meetups coming...
EstherLaVielle
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A Problem That Had Me Pulling My Hair Out
In working on Version 2 of Realm Insights (one of the applications that makes up the Governance Core Apps), which is slated to release June 13, 2...
JoshMillerQB
Quickbase Staff
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How to create a pipeline to count records in a table
I want a pipeline to do the following: Go to a table in an application A Search for records meeting a certain criteria in that table (specifically, the number of records that were completed in the previous month) Count the number of records found Go to application B Create a record in a table in application B Put the count of the records found in application A in a field on the form (fields: 1 application A name, 2 is count of records found, 3 date the pipeline ran) I want the pipeline to run this monthly on a scheduled date. Can someone kindly tell me the steps I would need to include in the pipeline to make this work? High-level is all I'm looking for. Thank you!Solved1like5CommentsPipeline after import (heavy traffic/transient error)
I am trying to improve pipeline performance and need guidance on the best approach please. When approx 1000 records are created from csv import using ImportExport action in TABLE A, the pipeline should look for TABLE B ID based on a text field in TABLE A and relate. Attached sample pipeline. When records are imported, the pipeline runs, but noticed the traffic warning. Bulk upsert may not work as each pipeline trigger is on single record update.Solved0likes4CommentsDropdown Choice Update force reselection
Hi all, I have a drop down field with choices for a 'job status'. I've recently refined the list of choices, and I want to know if there's a way to force a user to have to select one of these new choices next time they update the job record. Currently, they can leave the existing status in place and save the record anyway, with the choice highlighting in red in the report. Is there a way to do this? Thanks in advance.Solved1like2CommentsRedirect after API_EditRecord
Greetings, everyone! I'm at my wits end trying to get a redirect to properly fire in a Formula URL button. I'm using the URL as a "Submit" button that changes the phase of the record, then I want the app to redirect to a report. All I can get is a redirect to the app homepage which is not intuitive and undersirable. Here is the URL Formula: var text submitURL = URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid=" & [Record ID#] & "&_fid_34=Items&apptoken=<token hidden>"; var text redirectURL = URLRoot() & "db/" & Dbid() & "/a=q&qid=7"; $submitURL & "&rdr=" & URLEncode($redirectURL) Can someone help me figure out what's wrong with this implentation? Thank you!Solved0likes4CommentsSection Headers on New Forms
Hello, It seems like there isn't any way to add a "Section Heading" element on QuickBase's new forms. On the legacy forms, I can add a section heading element as way to divide fields with a blue line (see the "Legacy Form" screenshot I've attached). On the new forms, I can't find any way to add a section heading. See the "New Form" and "New Form (Editor)" images I've attahced for reference on how the new forms I created look. Are section headings not available on QuickBase new forms? Please let me know. Thanks in advance!Solved1like7CommentsMuliple Choice field set with Form URL?
I am wanting to place an image on a form. I have many forms and each version may have a different image. I was wondering if it is possible to set a Multiple Choice field to a specific value using the URL the user clicks on to open the form? My thought is that if I can set the field to the correct value then I can determine which image to show on the form based on the field value that has been set. Is there a better way to accomplish this? Thanks, BrianSolved1like3CommentsWhy no Reply-To Header Functionality?
I have a client that receives donation inquiries via a webform that posts to Quickbase and sends individual notifications to the relevant client personnel. Their prior system was through their website hosting vendor, which sent an e-mail to a shared e-mail account. However, the vendor's e-mail protocol included a Reply-To header that allowed them to reply to the e-mail address of the donor rather than the generic notify@ account that sent the email. For those that are unfamiliar, email clients use the Reply-To header to pre-populate the "To" field when a user clicks "Reply." If the Reply-To header is not present, the client will typically default to the "From" address. As best I can tell, Quickbase's e-mail protocol and notifications do not support Reply-To, which is a major headache for this use case where I would like the Reply-To value to be the e-mail address of the donor submitting the form. Does anyone know why Quickbase does not support Reply-To or if it is on the roadmap? Also, what do you think the best workaround options are as of today?Solved0likes3CommentsUser to Name
I'm trying to use"UserToName([Current PR Assigned], "LF"))", however if there is no user in the field, it comes back with invalid. How do I get it to just be blank if there is no user? I have tried this and it says expecting user but found text for the UserToName part. If([Current PR Assigned Is null]="yes",[Blank User],UserToName([Current PR Assigned], "LF")) Any ideas?Solved0likes2CommentsRadio Buttons
Hello, I've inherited an app that utilizes radio buttons and now needs new questions added to the current numbered questions in the form. However, when I add these new radio button fields it is showing them as "answered" in the legacy records. I don't have a default set to these fields but somehow they are all defaulted to "yes" in the legacy records that didn't even have this question prior. Not sure how to remedy this. LBSolved0likes3Comments