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How can I avoid saving a form if I need the user to create another record in a related table first?
Hi I need support with the following issue, I have created a form. This form contains a button to add more product requests. But many times users do not add products to the request and the request remains open and empty, unattended and incomplete. Until the user comes to upload products and in the form selects that no more products need to be added, Quickbase executes rules and notifications to complete this multiple or single product order as completed and processes the request. The problem is that I don't know of a way to prevent them from creating and saving the empty product order. Is there any way to achieve that result?
Mandatory Multiple Attachment for a Record
Hi, I have a use case where I have to attach the multiple attachment for a record and if the attachment is not attached then it should not allowed user to save the record. However, I have created a separate table for storing attachments and formula url button in parent table which redirects the user to the child table to create the record for Attachment and created dynamic form rule if Attachment required =yes and #of Attachment =0 abort save. But the issue is if user have provided all the details and missed to attach the attachment it is not allowing user to redirect to another page for adding attachment without saving the record and record cannot be saved because user has missed the attachment and if user wants to attach attachment they have to refresh the page first which results in loosing all the data which user has filled in the form. If I change the URL properties to popup window then also attachment will not be visible until user refresh the page. Kindly suggest the better way to add multiple attachment for a record, even user missed the attachment it should not allowed them to save and let them add attachment without refreshing the page. Thanks
How to manage HTTP "accounts" in Pipelines
I'm using the HTTP "Make Request" step in several pipelines to make HTTP calls from Quickbase to my applications API. The way you configure the URL and authentication information for that API is via the "Connection" where you configure an "HTTP account". I can see how to create a new "account" there, but I can't figure out where to update or delete those accounts. I've searched the Quickbase UI and couldn't find anything, and the docs didn't contain anything that I could find. I considered using "variables" to try to specify my URL and reference the variable in the "HTTP account", but that context doesn't seem to support variables, which seem like they were built for use in formulas, not pipelines. Can anyone tell me how to manage (edit, delete) my HTTP accounts used in my pipelines? Thanks!
Embedded Grid Edit Report Pre-filtered Conditional Dropdown
I'm trying to get an embedded (report link) Grid Edit report field to return a pre-filtered conditional dropdown list similar to how a Form field can filter based on a report. This is a Legacy Form. In screen shot 1 one can see a conditional dropdown list of Standard Deliverables (conditional on Discipline) that filters out Obsolete (checkbox field) deliverables by using the Form's "When Used for data entry:" filtered dropdown report. (filtered Obsolete not equal checked) I'm trying to replicate this behavior in an Embedded Grid Edit report, however, the full list of deliverables including the obsolete deliverables are showing up (eg. 3300 Utilities and 3610 Fabrication Drawings) and there doesn't seem to be an obvious method to pre-filter this dropdown list (ie. pre-filtered report). I've done some reading on the subject in these discussions and the following discussion seems closest (https://community.quickbase.com/discussions/quickbase-discussions/embedded-grid-edit-report-help/18372), however, I haven't been able to get any of these ideas to work. Any help would be appreciated. Please let me know if additional information is required. Screen shot 1 - Individual Record Form Conditional Drop Down List Screen Shot 2 - Grid Edit conditional drop-down Thanks in advance for any help!How to display clickable links from two separate tables under one field
I have an app with the following setup. IVRT and ARHIFU are parent tables. All Patients is the child table. In All Patients, I have lookup fields pulling in patient name report link fields from both the IVRT and ARHIFU tables: [IVRT Patient Name Link] (from IVRT) [ARHIFU Patient Name Link] (from ARHIFU) These lookup fields correctly show the patient names as clickable links in the All Patients table. Now, I would like to display the clickable links from both of these parent tables under one field in the All Patients table. (See attachment). The problem I am running into is keeping them as clickable links. How can I display the clickable links from both parent tables under one field in All Patients? If a formula is needed to achieve this, what would that formula look like? Thank you! MeaganHelp with Lookup Fields from Multiple Parent Tables in Quickbase Form
Hello, I have a Quickbase app where a single child table is connected to three separate parent tables. Each parent table represents a different employee group, and the child table is set up to pull employee information from all three. In the form for the child table, I want to be able to look up and select employees from any of the three parent tables. However, I can only select from the first parent table I connected—its lookup field is active. The lookup fields for the other two parent tables appear grayed out and are not selectable, even though they are all connected in the same way, using the employee name as a lookup field. As shown in the screenshot, only the first table’s name field is selectable, while the others are disabled. What might be causing this behavior, and how can I make all three lookup fields usable in the form? Thank you!Email All - Pipelines
I have a table called "Rapid Notification" I have another table called "Water Systems" Within rapid notification, you have an option that says, "Send to Who?" If the option says "POC" (Point of Contact.) Within water systems, there is an email field for our POC's. What I want: When I add a new Rapid Notification, AND Send to Who? is POC, send an EMAIL to ALL water system POC's. I want to set this up through Pipelines. I cannot figure out how to get it to send it to ALL water systems. There is a relationship between the two. Each water system has many Rapid Notifications. I tried going the other way as well. Each Rapid Notification has many water systems, however, when doing that we have to go to each individual water system and assign the related Rapid Notification to each water system every time we add a new Rapid Notification and its too time consuming so I removed that relationship. We use the rapid notification for many reasons - sometimes we send a rapid notification to all the customers assigned to a water system. (Each Water System having many Rapid Notification relationship comes in handy, assign the water system to the one rapid notification and it sends to all its customers on the water system through pipelines) But sending an email to all water systems at once, has been a challenging task for me. Please help!
Printing to Dymo Label Printer
Hello all, I just wanted to share how I was able to successfully set up a print button to print using a Dymo label. I have been searching online for a solution and I was being pointed to Trinity and that just wasn't an option with my organization. So below is the steps I took to get what I needed. Step 1 Create a Formula Rich Text field with the address information. Below is the formula I used to get it my address in one field. Everywhere you see brackets, those are my field names. I have Name, Organization, Street Address, Street Address-2, City, State/Region and Postal Code. You will need to change those names in my formula to fit your field names. Also, we have some [Organization] that are very long so we I had to add some adjustments to the font if the character length got to a certain size. My formula is attached in the word document labelled "Step 1 Formula". Step 2 Create a form on that table that specifically displays only the formula rich text field you created above. My field is named Address Label. The only thing you need to put on that form is the Address Label field you created in Step 1. Remember to hide your label on the form to remove the name of the field. The picture attached labeled "Step 2" shows what my form looks like. It won't be much since its only one field with a hidden label. Step 3 Make note of the Form Id number for your new form. Mine is '10'. Step 4 Create a formula URL field on your table to execute the print. My field is labeled "Print". I also made it a button for a cleaner look. The formula I used for my button is attached labeled "Step 4 formula and field settings" Replace Realm Name, TableID, [Record ID#] and IDofTheForm with your information. Realm Name Located in your URL browser. Mine is dekalbcountyga https://dekalbcountyga.quickbase.com/ TableID Located in your URL on the table you are wanting to access just before the /table. In this example, mine is kdubsk9v kdubsk9v/table [Record ID#] This is the key field in your table. The default for every table is [Record ID#], however, if you changed the name of your key field like I did, you will need to put that field name there. IDofTheForm Located in your main Form page. Previously I showed mine was 10 Change the settings in that field to display a button, open in a new window, etc. Image attached labeled "Step 4" is a screenshot of all my settings in this fieldOnce you have that done, the only thing you need to do is in the print settings, after you select your Dymo printer, you will need to change your margins to None. I am in now way a Quickbase pro but I will help anyway I can. Hopefully you all find this useful. :)
