Recent Discussions
Automating Manager Approval via Email
I have a QuickBase table with a 'Manager Approval Status' field set to 'Pending' by default. When a manager selects 'Yes' or 'No' in the approval field, the 'Manager Approval Status' field updates to 'Approved' or 'Denied.' I want to send the manager an email notification (when the field is new or changed) where they can simply click 'Yes' or 'No' in the email to update the table automatically. How can I set this up?
Way to do Editable Lookup Fields?
I was wondering if there is a way to do an "editable lookup field"? I have 52 tables - one strictly for contact information for all US states, and one for each state that has some of that contact information, as well as some added columns for tracking our data on them. These tables do need to be separate with the way our workflow and filters need to be set up. I would like to be able to set it up to where if we are working on the tracking table and we find a better email, if we update it on that document, it updates on the master contacts. And vice versa, contacts updates our state's tracking sheet. I believe lookup fields are non-editable by nature, so I didn't know if you all would recommend something? I have lightly tested out a pipeline method for this, but I would need many pipelines to accomplish this effectively.
Display Thumbnail Image
I have a field to display a thumbnail image;the formula is If([Image File (jpeg)]<>"" ,"<img style='max-height:200px; max-width:200px' src='" & URLRoot() & "up/" & Dbid () & "/a/r" & [Record ID#] & "/e30/v0'/>") The image is not showing in the Form or Report view. Is the formula the issue?
Pipeline Error Emails - There has been an error in your pipeline.
Earlier this year, the people incharge of the development of Pipelines stated on a zoom call, that the Pipeline Error messages would be improved & become more useful. Here were are almost a year later, and I still receive emails with a subject line of "Error on Pipeline 5449755848XXXXXXX" with the generic body of "There has been an error in your pipeline." Unless I click on each email, I don't know if the message is anything we need to worry about. If you are like us, we have a LOT of pipelines. Some that have periodic errors, that we can't control or fix. So basically these emails have gone from "something is broken; look into a fix", to the boy who cries wolf (and are ignored, until someone notices an update hasn't run for over a day!) We have even gone through the trouble of creating our own QB logging table for our pipelines, where we write a log file at the start time of the pipeline, and update that record at the end of the pipeline (so if the record isn't marked completed within 30 minutes, it becomes an "error". ) This allows us to have direct links to the pipeline activity log, record the file that was used to update a record, show how many records were added/updated/processed, and more. Hoping that someone from the Pipelines team sees this, or someone who is better in the know... who can share when this "improvement" to error emails will be realized. Even if they just replace "Error on Pipeline 5449755848XXXXXXX" with the name of the actual pipeline would go a LONG way for most users! ------------------------------ Joe Drosen ------------------------------Ambigious Pipeline Error?
I have created a pipeline with several steps, I have one step that saves a pipeline object which is just saving my api respond and that seems to fail inconsistently while it works other times. The error I get is Something went wrong executing a step. Try modifying your pipeline. What issues could cause this? Could it be a timing it issue in regard to it having to wait for the response?
Lookup Field not pulling Data
very new to Quickbase. I believe I have followed all of the instructions on adding a lookup field to a new record form. I have the relationship between the 2 tables established and am trying to add the field to the child table. It gives me the dropdown list the way I would expect but does not show any of the data that is in the parent table.Add Existing Child Records from New Parent Record
I have an app where people can have many related child documents. Now, the app requirements have expanded, so that documents can belong to many people. I want users to be able to select multiple existing people records when they create a new document record and uploading the file attachment, basically like a multi-select text field but for existing soon-to-be child records. I'd prefer to avoid creating a many:many assignments table for the sake of simplicity but if I have to then I have to. Any ideas?
QBO Custom Fields in Pipelines
Hey all, Running into an issue when trying to assign any data to created custom fields in QBO via a Create or Update Estimate step in Pipelines. No matter what I try to pass, it errors out on me with the following: Remote service reported an error: Property Name:failed to parse json object; a property specified is unsupported or invalid intuit_tid: 1-6785955b-5d1bbc6935b5cc642b5ee13e Now, there is no Property Name on an Estimate in QBO, and none of the custom fields set up are titled Property Name. All I've been trying to do is figure out which of the 3 custom fields are which, since the names of the field don't show up in Pipelines and I only want to pass information to one. Any idea what restrictions there are on utilizing these custom fields here?Dashboard Widget - calculated columns based on a table? Looking for the best way to proceed.
Hi all. I have a request to create a dashboard widget that has potentially 7 calculated columns. I am not sure the best way to accomplish this. I am relatively new to QuickBase and I have taken some of the training, but this seems a little beyond what I learned. Its also only the second app I have worked on. In a nutshell, I have a table we can call DATA, in that table are Market Classes, Close Dates, and $$ Values. Example: DATA Market Class CloseDate $$Value Pepsi 1/13/25 100.00 Coke 1/21/25 85.00 Fanta 6/1/25 200.00 Coke 3/20/25 150.00 Pepsi 2/12/25 60.00 I am looking to put a widget on the front page that shows something like the following: Market Class 0 day 10 days 30 days 70 days 90 days Total Pepsi 100.00 60.00 160.00 Coke 85.00 150.00 235.00 Fanta 200.00 200.00 Totals 100.00 85.00 60.00 150.00 200.00 595.00 Basically, I want to summarize all orders for a class by the date so I can see when certain deals are expected to close. I also want the totals of both for all orders in a class and and also for each time frame. I thought I could use report formulas, but unless I am mistaken, they are limited to 3. I thought about trying to build a new Table, but I am thinking that might be overkill. I am looking for any good suggestions on the best way to proceed here. Any suggestions putting me on the right path would be greatly appreciated.
