Unanswered questions

I have three tables in Quickbase:EmployeesTrainingsProfilesI’m trying to build a Pipeline that automatically assigns trainings to employees based on their "profile".Example:The "profile" called “Basic”requires:CPR TrainingFirst Aid TrainingIf John Doe is assigned the “Basic” profile, the Pipeline should automatically add John Doe to the existing CPR and First Aid training records.A few important requirements:The Pipeline should only add trainings where the Employee Profile matches the Training Profile.The Pipeline must check for duplicate trainings and NOT add the employee to a training if they are already associated with it.If this can be done without a Pipeline I am all ears.

My parent table is "Change Requests" and child table is "Prompts." The prompts tables houses prompts to a chatbot and the Change requests table houses all change requests (bugs found, knowledgebase expansion etc) that stem from prompts that have a negative feedback.So each prompt could have a change request. I created a Related Change request numeric reference  to link the two tables and a corresponding Change Request (Text (reference proxy) ) and this allows me to look up and choose a parent record to assign the child to.However, I first need to create the parent record before it shows in the drop down menu of the Change Request (Text (reference proxy)) field. Further, I would like to filter this drop down to only show Change requests related to that particular Bot (as the Prompt table houses data for multiple Bots).Is there a way to create a new 'Change Requests' record from within the Prompt's table?I have Prompts collected for two Bots - Is it possible to filter the Change Req

My app has a few different role, the main ones being admin and business. as of now the admin role is behaving exactly how i would expect it to, (i.e., records are read only based on certain flags) but the business role (the one the actually users will use) is not behaving the same way as it is allowing edits. I dont have any form rules at the role level, the tables used have no restrictions on which fields to modify. How can i get the business role to behave the same as admin so records are read only based on certain flags?

When a parent record is added, and a specific "issue type" is selected from the drop down list is there a way to require a task record to be created. The add task is a linked table within the parent record. 

I have a pipeline with a search records step using an advanced query. It is successfully returning the records I'm after, but I would like to also sort the results so I can grab a particular one.Is it possible to specify options for an advanced query within a pipeline search records, or am I limited to just a simple query string? The documentation doesn't mention how to incorporate other params in a pipeline just the query string.My current query string:{'3'.XEX.{{a.id}}}AND{'16'.EX.'Update'}Thanks!

I have a pipeline which has a search step from a list of students. In the filter I want to include the names I want and not the entire list.  SchoolName is xxx ANDStudent Name contains John  OR Student name contains Michael ORStudent Name contains Joan OR.......they are 24how can I approach this using using advance filters

I have a pipeline that when an attachment is saved in QB, then it takes that attachment moves it to SharePoint and then retrieves the SharePoint Link and updates the quickbase record with that link.Now I want to know is there a way for an email that has attachments, to save the attachment also.  Right now when they open the email, in order to see the attachment, they have to open the email in Outlook.Thanks,Carol

I am trying to access the XML API from Excel. If I embed my User Token in the request URL, things work fine: I go to Data -> From Web, paste in my query URL, and after a little drilling down, I got my data.HOWEVER: The spreadsheet that calls the API is to be passed around, and word on the street is that leaving my User Token in a shared document is Not A Great Idea(tm).If I use the query URL without my User Token, I get an authentication window of sorts from Excel, but if I select the Basic tab and enter my credentials, I get a message "We couldn't authenticate with the credentials provided. Please try again".My goal is to have every user enter their own QuickBase credentials when refreshing the data in the spreadsheet. I can't use the QuickBase add-on for Excel, and I can't create a shared account to access the data.Is there a good way to do this? Thanks! 

Hi folks. I am trying to get an advanced filter to work in a pipeline so that I don't have to enter all 81 combinations in.I don't speak Jinja (yet), so I used AI to help me code this. It looks good to me, but when we ran a test, the pipeline did not trigger. I assume it has to do with the way which the Jinja is written. Can anyone help me understand what I did wrong, here?Here is the offending code. It's also been tried without the various cleanup filters on the fields (trim, float, string).All string values for these fields come from pre-defined lists, and the two hours fields are numerics. I think the problem has to be either the syntax or references; I don't think the actual logic is bad.{{(a.Req_Status|string|trim) == 'Submitted'and (a.Requested_Hours|float) < (a.Provider_Expected_Hours|float)and (a.Approv_Mgr1_Response|string|trim) in ['Approved', 'Not Available', 'Not Required']and (a.Approv_Mgr2_Response|string|trim) in ['Approved', 'Not Available', 'Not Required']and (a.App

Wanted to see if I could get report records using JSON Fetch step. I get a response but there are no records in the response, just headers and metadata.  Method: POSTURL: https://api.quickbase.com/v1/records/queryAuth schema: Quickbase UsertokenHeaders:QB-Realm-Hostname: yourrealm.quickbase.comContent-Type: application/jsonAccept: application/jsonGet a report.For future me.

In quickbase, I have a field for user and datetime. There are several project status like pending, submitted, review,approved and denied. Everytime in the status field change I want to record who did the change and date time. I want to use the two buttons. submitted by and submitted datetime field to track the audit history or logs. I did try with a pipeline but there is no data being recorded. Anyone done this before?

Looking to have a gauge chart with 0 entries being what good looks like. We are using it to identify action items for our team. As QuickBase won't allow you to have your start larger than your goal, and results displaying based on a percentage, it makes setting the colors for the gauge super challenging as well. Any suggestions? 

Hi,Is there a way for my app settings to automatically default to 'open in the same page' when editing a report? I know how to change the setting within the field itself but not when editing a report record. This ends up with a host of tabs open in my browser vs. staying within the project record itself. 

Hello Qrew!Day 1 of EmpowerPro had a lot packed in, from the vision and roadmap to new AI features, Pipelines and grid report upgrades, and FastField with Extensions. What clicked for you? What can’t you wait to try?The roadmap: What from this morning got you excited, and does it change how you’re thinking about your work?   The AI features: Chat history, session memory, and the data analyzer skill are all new. Which would you try first?   Fixing and building: Pipelines can now resume from where they failed, and FastField and Extensions make paper processes easier to move online. Which would save you the most headaches in the future?Based on what you saw on day 1, what do you want to see next? More educational resources or courses? Meetups or webinars on certain topics? Is there something that you want to flag for us to be aware about? Jump in, and if someone’s answer sparks an idea, reply to them too. I’d especially love to hear from anyone who’s already tried something from today. Th

Hello all, does anyone if it's possible/how to dynamically hide/show reports and other information in document templates? I have a case where certain reports are needed for one common type of report, while other types of reports I need to generate use different reports. At the moment any time I want to include/exclude data for a report I would have to make an entirely new document template, and then manage that going forward. All help is appreciated, thanks!

Hi,We're currently exploring ways to integrate Outlook with our Quickbase CRM to make it easier for our Account Managers to log and track client email communications.Previously, we used Salesforce, which offered an Outlook integration that allowed users to select an email directly from their Outlook inbox and choose which Salesforce record (Account, Opportunity, etc.) they wanted to associate that email with. This made it easy to log relevant client communications without having to manually enter the information into the CRM.In SF, their integration allowed:  Click an option such as "Log to Salesforce" Search for and select the appropriate Account and/or Opportunity. Save the email, including its subject, sender, date, and body in the Account or Opportunity. Have the logged email automatically appear under the selected Account or Opportunity Our goal is to allow users to selectively log emails and determine which records they're associated with, rather than automatically logging

Is it possible to run a table Refresh/Sync, for a Google Drive Connected Table,  within a pipeline?  I want to refresh a table at a specific scheduled time and then run a Table to Table import job.  The refresh scheduling on the connected table is not specific enough since it is anytime within a one hour period. Thank you in advance for any help that you can provide.------------------------------Christine Carpentier------------------------------

Does Quickbase offer a way to give non-technical team members view-only access to Pipelines?

I’m working in Quickbase and need help building a Formula–Text field based on selections in a Multi-Select Text field.RequirementThe formula should return one of three designations based on a strict priority:Tier 1 — highest priorityTier 2 — medium priorityTier 3 — lowest priorityWhen selections from multiple tiers are present, the formula must return the highest-priority tier.Current setup:The source field is a Multi-Select Text field(20 options). I created a helper Formula–Text field using:Lower(ToText([Multi-Select Field]))The helper field correctly displays the selected options as semicolon-separated text.However, formulas using the following methods do not consistently recognize all selected values:Contains, Find,  Trim,  RegexMatchEven a basic test such as this returns the false result, although the helper field visibly contains the phrase:var text Criteria = Lower(ToText([Multi-Select Field])); If( Contains($Criteria, "example selection"), "MATCHED", "NOT MATCHED" )I a

I’m loving the new community. Is it possible for the engineering team to give us a dark mode/light mode button? 

How do I change the document template format to single line spacing and also justified text alignment? Neither are options from the formatting menu but I'm assuming there's a way to do it in the source code? Thank you.

Hello,I have a fairly simple question. I'm currently learning how to use Solutions API / ALM. My plan is to create a copy of one of my applications and then use that copy to test creating and deploying solutions in it.As shown in the screenshot I've attached, before I create the copy application, I'm prompted to select options for my Cross-App Relationships. I just want to confirm that the option "Remove Cross-App Relationship" is the option that will not interfere with the original app(s). My goal is to create a copy of an app that is pretty much disconnected to other app(s), so I can rest assured nothing will be affected once I start testing things in the copied app.Please confirm. Thanks in advance! 

I want to see if this posts, and if someone replies, do i get notified.

I have a form with a basic rule that says "if this field has a value, then set this other field's value to another value". This is based on a relationship, but it works just fine when using the regular form. The issue is that when I click the "New Record" link at the top of an embedded Report which opens a modal instead of a new window the form rules don't apply the same way they do when using the full form.Here's the specific example. I have a parent "Job" record. In this record is a field called "Contract Type". When I create a new Project from that record using the embedded report, it automatically links the Job it was created from. I want the "Project - Contract Type" field to match what's in the Job record. But it needs to be possible to have a completely different "Contract Type" in the Project than what is in the Job. I just want it to default to that value.I'm using a basic form rule that says "if Job - Contract Type" is not empty, then fill that value into the "Project -

To turn it on, do you toggle to the left or right?