Recent Discussions
Pipeline: Create a parent record if one does not exist
I have a child table (created by form engine) which contains a field that will be the (custom) key to its parent. The child table may have one or several records which should relate to one parent record. I created a pipeline that does correctly create the parent records, but it seems slow, and we could have many people entering these child records at one time. It is using an upsert (on rows created in the last five minutes, currently) to handle the fact that if there are multiple child records, only the first one should create a parent. I saw this discussion, below, and that's what led me to use the upsert - because of the comments about contention causing pipeline errors in this scenario if another strategy was used. Automation to create record if does not exist | Qrew Discussions This discussion is from several years ago though - is an upsert still the best way to go in this scenario? And is there any way to make it faster?
Time Zone change
Good morning, I am building a Transportation application for my team to use. When we request a pickup time from our transportation vendor, it is always in central time since we are based in Texas. Can QB convert the central time to local time based on my selected city? For example, I have an employee who needs to be picked up at LAX at 10 a.m. Pacific time, but we can only enter 12 p.m. Central time. How can I build a formula in QB that will convert noon central to 10 AM when I select LAX as a city? The same goes for all the cities we service. How can I make sure Daylight savings are accounted for? I have attached a spreadsheet of the cities we service regarding their summer and winter times.
Formula Query for a related record's file attachment URL
Hey Community! Does anyone have a formula for a query to pull the URL of a related record's file attachment field? I'd like the URL to appear on the parent form and the user can click to download the file. Thanks! ------------------------------ Raymond Sakar ------------------------------
QR Code to form
I am trying to Make a QR Code Using the quickchart.io formula I have made one that will take me to the inventory part. Is it possible to have it take me directly to making child record ( Inventory Usage ) form for that record??? its setup as Inventory > Inventory Usage i would like to have a binder with all the parts that can be scanned to "Check out" the part(s) and take the user directly to the form so they can deplete the inventory. Any help on this would be greatly appreciated.Pipelines bug: Not able to parse JSON when JSON records path defined
Hello, I bought up this very issue 2 years ago, but it now looks like the solution is no longer working. https://community.quickbase.com/discussions/quickbase-discussions/pipelines-bug-json-value-not-being-parse-when-specifying-the-json-records-path/20129 Steps to reproduce: Insert a fetch JSON and iterate JSON steps. In the Iterate JSON step, I've defined the JSON Records Path as: /response/results. I've included an example JSON response below. Inside the Iterate JSON loop, I'm tried using the following variables to refer to the custom_id parameter: {{c.raw_record.custom_id}} {{c.raw_record.['custom_id']}} However, I keep getting this error when the pipeline is run: Validation error: Incorrect template "{{c.raw_record.custom_id }}". ValueError: invalid literal for int() with base 10: 'raw_record' This is very strange as this method to refer to a JSON path used to work perfectly. I also doubled checked the activity log and using raw_record in the variable should be correct, because when you define the JSON Records Path, Quickbase uses "raw_record" to refer the defined path as shown in the activity log for the Iterate JSON step with the records path defined. (see attached screenshot) Example JSON response { "status_code": "200", "response": { "batch_id": 123", "created_at": "1740504520", "expires_at": "1740590920", "completed_at": "1740504923", "status": "completed", "results": [ { "custom_id": "123", "result": { "text": "text", "type": "text" } }, { "custom_id": "test_0", "result": { "text": "text", "type": "text" } } ] }, "error_message": null }
Document Template creation - Save PDF to field in record
Hi, I basically imported the following YAML. And everything is looking ok until it comes to the Body of the “Save File to a Table” Where I am getting a “This field contains invalid jinja references” error. Thank you so much for helping! Below is the Body (image also below): { "to": "bts4ydgrs", "data": [ { "340": { "value": { "fileName": "{{a.json.fileName}}", "data": "{{a.json.data}}" } } } ], "fieldsToReturn": [] } } } ] } "fieldsToReturn": [] } The Below is the YAML I imported: # 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]}}'Move attachment to SharePoint error
I'm trying to set up a pipeline to move a file attachment to a folder in a SharePoint when a record is created. On the SharePoint step, I'm getting this error. Does anyone know what is causing this? Remote API returned authentication error: (invalid_grant) AADSTS700003: Device object was not found in the tenantStacked Column Chart Output
Hello Everyone, I created a SCC where the X Axis shows Supervisor Name and the Y Axis shows a stack of 5 different Formula Fields we'll call CB1, CB2, etc. My Filters are set to Status = Approved AND Eval Date Is During the Current Month. The chart can shows up to 5 columns 1 per Sup. What I want to do is create the chart to show 2 columns for each Sup. where 1 is data from the Prev. Month and the other for Current Month. Any help would be greatly appreciated.
