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Recent Content

Add button in embedded report
Good evening, I have tabs set up in my parent table records, and in one of those tabs the information is a parent to a child table. I want the purple button to not show for certain case types in a drop down field in the parent record, or if the record has meet the outcome of having 2 reviews completed. Is there a way to do this?
LB
9 hours ago Place Quickbase Discussions
Forms
5Views
0likes
1Comment
Nested API Button open form to add input, check box and redirect back to original form
I have another API Button question...similar to my last question. Using the same table set up (below), but this time the button would be selected if it's for a license that would not be applicable and input from the User would be required. I created a simple table that would pop up when the button was pushed asking the User to add information into the field. It would also check the [Not Applicable] button, then refresh back to the original page. However, I get the attached error page. Any thoughts? License Master(parent table) Pending Locations(parent table Suggested Licenses(a child (many to many table) to both above) Licenses (child (many to many table) to both License Master and Pending Locations / unrelated to Suggested Licenses) var text UpdateSuggestedLicense=URLRoot() & "db/" & [_DBID_SUGGESTED_LICENSES] & "?act=API_EditRecord" & "&rid=" & URLEncode([Record ID#]) & "&_fid_18=true" //Check Not Applicable to this Location & "&apptoken=MY TOKEN" & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#]); var text OPEN="<a class=\"OpenAsPopup\" data-height=900 data-width=900 href='" & Dbid() & "?a=API_EditRecord&rid=" & [Record ID#] // Suggested License ID & "&dfid=11" // Not Applicable form ID & "&apptoken=MY TOKEN"; var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl();//refresh and redirect back to License page $OPEN &"&rdr=" & URLEncode($UpdateSuggestedLicense) & URLEncode("&rdr=" & URLEncode($RefreshPage))
Kelly-AnnTainto
12 hours ago Place Quickbase Discussions
api
2Views
0likes
0Comments
Report widget not showing available reports
On our app home page, when I try to update an existing report using the widget, or add a new report using the widget, our reports are not showing up in the report dropdown. Even the report that was already previously added via the widget is not showing up in the report dropdown. I am the app manager and have administrator access. We have a number of existing reports for this table, and several are used on the app home page, and have been there for at least a year. All are shared reports with no access restrictions. They are not grid-edit reports. I have not made any changes to the type or location of our reports. I have 3 apps where I'm the manager/administrator, and the issue is happening with all of them. How do I make them show up again? And could this be tied to the recent QB update that changed some UI (tables now listed in a left sidebar instead of on top, etc.)? This is the first time I've tried to change reports since that UI update. Thank you for your help! These are the reports as shown from the table page: This is what I see in edit mode on the home page. These 2 items are the only things that show up and neither are clickable and a search does not find the reports:
DianeSinawi
13 hours ago Place Quickbase Discussions
reports
47Views
0likes
8Comments
Trigger RULE is there is a change in an attachment field
I have RULE that says when "Ready for Approvals" is checked and an attachment has been added, it triggers an email. Now I want that email to be triggered again if the attachment is modified, that is someone saves over the attachment again (they may or may not change the name). How do track that an attachment has been modified? Thanks! Deepa
DeepaPrashant1
13 hours ago Place Quickbase Discussions
formula query
6Views
0likes
1Comment
Welcome New Admins! Ready to get Started?
Hello New Admins! Are you a new Account Admin who needs help getting started? Please join us at Orientation Office Hours to ask us anything! What?Orientation Office Hours Why?New Customers and New Account Admins need help getting started! When?Tuesdays and Thursdays at 2 pm EST Who?Simon Lindquist and Esther LaVielle will be hosting How? Customers can register on our events page: https://www.quickbase.com/events Anticipated Topics Admin Console User Management Branding Quickbase Resources Governance Best Practices App Planning Best Practices App Building Standards Exchange and SmartBuilder Platform Analytics We look forward to having you join our AMA Orientation Office Hours!
EstherLaVielle
14 hours ago Place New Admin Qrew Discussion
11Views
0likes
0Comments
Home Page Reports
I am simply trying to add a report widget to the home page and it is not allowing me to select or even view any reports. There are well over 50 reports in the app, and I am an administrator with full access to all reports. Please see attached. Any help would be greatly appreciated!
benrizz17
17 hours ago Place Quickbase Discussions
Dashboards
13Views
0likes
1Comment
Nesting API Button Help (Add record and update another)
I have 4 tables I'm working with: License Master (parent table) Pending Locations (parent table Suggested Licenses (a child (many to many table) to both above) Licenses (child (many to many table) to both License Master and Pending Locations / unrelated to Suggested Licenses) I have a pipeline that searches criteria in the License Master to see if it matches criteria in the Pending Location. If any License Master records match they are copied to the Suggested Licenses table. On the Licenses main form the Suggested License embedded report has the API button I'm trying to create. I want to be able to click the button to Add the Suggested License record to the Licenses table if it is applicable for that location. Then edit the Suggested License record by checking the box "Added to Location" to then filter it off of the Suggested License report for that location. This is the formula I currently have and I'm so close. It adds the record and refreshes back to the Licenses page, but it does not perform the 2nd API to check off the box in the Suggested License record. var text ADD=URLRoot() & "db/" & " [_DBID_PERMITS_LICENSES]" & "?act=API_AddRecord" & "&_fid_95=" & URLEncode([Related Pending Location]) & "&_fid_44=" & URLEncode([Related License Master]) & "&_fid_8=" & URLEncode([License Master - Related Issuing Authority]) & "&_fid_21=" & URLEncode([License Master - Related Remittance Agent]) & "&apptoken=XXXXXX"; var text UpdateSuggestedLicense=URLRoot() & "db/" & [_DBID_SUGGESTED_LICENSES] & "?act=API_EditRecord" & "rid=" & URLEncode([Record ID#]) & "&_fid_17=true" & "&apptoken=XXXXXXX"; $ADD & "&rdr=" & URLEncode($UpdateSuggestedLicense) & URLEncode("&rdr=" & URLEncode($RefreshPage)) var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl(); Any help to what I'm missing would be awesome! Thank you.
Solved
Kelly-AnnTainto
17 hours ago Place Quickbase Discussions
api
10Views
0likes
2Comments
Find Multiple Dates older than 2 Weeks and not blank.
For future me. Leaving this here because I was unable to find any reference using the Khoros Search or Google Search. If((ToText([Email Date]) <> "" and [Email Date] <= (Today()- Days(14))) or (ToText([Instructions Send Date]) <> "" and [Instructions Send Date] <= (Today()- Days(14)) or (ToText([Verification Email Date]) <> "" and [Verification Email Date] <= (Today()- Days(14)))),true,false) This formula defines a checkbox formula field. The Checkbox formula field is used in a Pipeline to filter records meeting the criteria. The entire purpose of the Pipeline is to clear the dates from these records once they are older than 14 days in the past. I add this formula field to a report with the fields being evaluated and then look at the report. Only the ones that meet my criteria should be checked. I can use the report to verify it is working or make changes as needed. Once satisfied with the results, I add the formula checkbox to the Pipeline as a single filter. In case you're wondering, I also put in a Give Feedback asking to grant rights to use reports as a filter in a Pipeline.
JimHarrison
19 hours ago Place Quickbase Discussions
formula query
10Views
0likes
2Comments
Why isn't there a Save in Pipelines?
I am coming here to express my frustration. It has been quite a while since I have ventured into Pipelines. I just spent 15 minutes adding all the fields one at a time to the search step and none of them show up in the loop step. I don't want to loose any changes so I am opening all the steps and hoping that moving things around will finally add the fields I selected in the first step so I can pick them in the loop step. Doing this for a while, no fields appearing, I give up and refresh the page. EVERYTHING IS GONE!! Now I start over. PipeLines : if I cannot trust you to save my work, can I please have some indication you are paying attention!!! What is wrong with a save button? Going back to cave.
JimHarrison
2 days ago Place Quickbase Discussions
Pipelines
17Views
0likes
2Comments
Jinja Code to Check for Empty String
Hello, I received technical support from QB to modify a Pipeline that looks for dates when several conditions are met. The automation searches previous records for the same Employee name, same Topic and Same Category. If any of those records have a date in the Coaching Counsel Field Enter the most recent two into the Coaching_pipelineText field into the new record that also has the same Employee Name, same Topic and Same Category. Currently, the pipeline works when there are available dates. However, when there are no dates I receive the Pipeline Error email. In trying to rectify the issue with QB they state I should do the following: The error you encountered can be addressed using a Jinja conditional statement to clear the field or to input an empty string ("") when the JSON is blank and the data from the JSON when it's available. Please refer to the article below. The Update code currently is this: I am unsure on how to write the Jinja If statement to accomodate for the event that the is either No dates or maybe only one date that meets the criteria. Would someone help me write the Jinja statment to make this work? Brian
BrianDunk
2 days ago Place Quickbase Discussions
Pipelines
23Views
0likes
1Comment

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