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A form button that will force record add on a specific form.
I have a tasks table, but I want to allow users to enter simple tasks or complex tasks. One form for simple tasks and another for complex tasks. This works for complex tasks and is the default form for all roles. URLRoot() & "db/" & [_DBID_TASKS] & "?a=API_GenAddRecordForm&_fid_145=" & URLEncode ([Project Number])& "&z=" & Rurl() I am trying this one for simple tasks, but it still loads the complex tasks form (ID=11) even though the URL says form ID 16. URLRoot() & "db/" & [_DBID_TASKS] & "?a=API_GenAddRecordForm&_fid_16=" & URLEncode ([Project Number])& "&z=" & Rurl() Also, this latter one is not loading the related project like the first one does. There has to be a simple way to load form 16 even though it is not the default for all roles.
Dynamic Filter - Default Date Range? (without filtering)
Good morning! I have a dashboard I built with a field called CLOSED DATE. I set this date as searchable and then as a dynamic filter. It works as is, but the date range in the filter is pretty large. 2018-2025. Is there a way to set a default date range that isn't dictated by additional filters? I set filter rules to be from Jan 1 2025 - Dec 31 2025 and that is the new default for the filter, but I can't select anything outside these dates. I would love to set the default to 2025, but have the ability change this to later or earlier if needed. Any suggestions are appreciated!
Help Creating a Complex Filter Condition
I have a table that contains payment transactions. The fields in the table that I need in my report include Vendor Name, CardTokenNumber, PaymentStatus. I did not design this table and the issue I'm having is that there is a record for each CardTokenNumber (unique value but not unique in the table) and if the payment is successful, the PaymentStatus will be TRUE and there will only be 1 record in the table for the CardTokenNumber. If a payment fails, the 1st record's PaymentStatus will be FALSE and another record for the CardTokenNumber is added to the table for the payment to be tried again. Records will be added for the CardTokenNumber until the payment is successful at which point the last record added for the CardTokenNumber will be TRUE or eventually it will be determined that the payment cannot be made and the last record for the CardTokenNumber will be FALSE. I need to generate a report that shows the success rate (regardless of how many attempts there are) for a Vendor. I want to filter the data so it only shows the most recent record for a token and then I can group by the Vendor Name which I can then count the number of PaymentStatus = TRUE (for successful payments), number of PaymentStatus = FALSE (for unsuccessful payments (ignoring the number of tries)), and generate a successful percentage rate (Count of PaymentStatus = TRUE / (Count of PaymentStatus = TRUE + Count of PaymentStatus = FALSE). I need help creating the filter. This report is needed quickly so any help the community can provide will be greatly appreciated. I've spent hours using Gemini to try and solve for this but it turned into a complete waste of time :-(Limiting selection choices on a multi-choice field based on what has already been selected
I am trying to create a rule on a form that will compare the entries for multi-choice fields and if a choice is already selected, then it is not available for the current field selection. This way, a choice is not selected twice. These are 5 ranking fields ( 1 - 5) - all with the same picklist. For ranking field 2, I want the rule to compare fields 1,3,4 and 5 and only display the picklist for 2 with the remaining available options. Greatly appreciate any and all help and suggestions for doing this. Thanks, MonicaLooping through field values in Pipeline
I have a record that contains a text field with multiple values separated by commas (which I can also turn into a multi select field if that makes things easier). I want to loop through the values in the field and within each loop perform a QB record update. In pipelines, I understand how I can perform a loop based off a list of records, but in this case I need the loop to be based off a list of values in a field.... any way to do this? Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------YAML Document Template - Save PDF to field in record
I saw this YAML on another discussion board but it throws a jinja error in the Body of the HTTP request that says "This field contains invalid jinja references" # Doc Gen Testing # # Account slugs: # - quickbase[CHANGE ME]: Realm Default Account <None> # - microsoft-outlook[CHANGE ME]: # <None> --- - META: name: Doc Gen Testing - ACTION quickbase[CHANGE ME] quickbase_api make -> a: inputs: method: GET url: https://api.quickbase.com/v1/docTemplates/1/generate?tableId=DBID_CHANGE_ME&format=pdf&pageSize=Letter&filename=Invoice&margin=1 1 1 1&unit=in&orientation=portrait&recordId=1 name: Generate Doc - ACTION quickbase[CHANGE ME] quickbase_api make -> b: inputs: body: "{\n \"to\": \"CHANGE_ME_TABLE_ID\",\n \"data\": [\n {\n \"6\"\ : {\n \"value\": {\n \"fileName\": \"{{a.json.fileName}}\"\ ,\n \"data\": \"{{a.json.data}}\"\n }\n \ \ }\n }\n ],\n \"fieldsToReturn\": []\n }\n }\n }\n \ \ ]\n}\n \"fieldsToReturn\": []\n }" method: POST url: https://api.quickbase.com/v1/records name: Save File to a Table note: 'Write the record ' - LOOKUP quickbase[CHANGE_ME] record look_up -> c: inputs-meta: table: '"Demo App: Invoice Files" <CHANGE_ME>' export_fields: '"File" <6>' inputs: id: '{{b.json.metadata.createdRecordIds[0]}}' - ACTION microsoft-outlook[CHANGE_ME] email send_email_attachment -> d: inputs-meta: attachments: name: '{{c.file.file_name}}' url: '{{c.file.file_transfer_handle}}' inputs: body: Testing writing doc to QB table, looking up that record to get the file transfer handle, then emailing it using the outlook channel subject: Doc Gen Testing to_addresses: CHANGE_ME Any help is appreciated. In essence I am trying to save a document template for a record to an attachment field in that record. Thank you!
