Recent Discussions
syntax help with formula
I am making a formula and I am having trouble with syntax I want the statement to say If([Sale]="Yes", than show [Manifest Price] but if ([sale]="cancelled" show 0.00) I need the syntax for "than show" "and but if" Edit I got some of that formula to work If([Sale]="yes",[Manifest price w/o iva],([Sale]="Cancel"),(0)) all it give me is the Cancel ones at 0 The manifest price one is blankChild Table - Grid Edit Issues
On the old style forms, I could show child records and say "allow edit". Then, when I clicked edit on the parent, it opened the child record grid edit table for me to add many new records. They all carried down and created a parent relationship. In the new forms, it doesn't do that. I can hit Grid Edit and it pops up a new window which lets me add records, but the parent relationship isn't auto created. I'd have to go carry down that field. Both the pop out and needing to carry down that relationship are a huge pain. Is there a work around?
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]}}'
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!
