Recent Discussions
Showing dynamic fields on a report?
My app has a number of dynamic fields that show based on a location field. Everything is working properly. Except, when I just click the eyeball to view the record, I only see the fields that are mandatory on the default report. I know I can open it to see it all, but is there a way to get these additional fields to show? Ideally only fields that are either populated OR the dynamic fields from the actual form that show based on that location. I do see the location as being set on the default report. Can this be done with a report at all? If not the default can I create a new report that will allow me to show these fields and link to it from another report? I have a report on the front page for all new entries and another for new entries that week.
difficulty in contacting QB?
I have been using QB for nearly 20 years. It's a great product, so much better than salesforce. However, I am finally beginning to understand why it's not doing as well as SF. Their atrocious communication. NOT customer support, which is awesome. But their basic communications. I submitted two session proposals for Empower and apparently at least one of them got accepted, no idea which one. The email said to reply to empower@quickbase.com to confirm but I've emailed them 3 times now and it's bounced back. Emailed pr@quickbase.com as well and that bounced back even though that's the flipping email on their website! Called up the contact number and you can't even talk to sales which is ostensibly what that phone number is for. The options are employee HR (why on earth is that a choice for their public number?) or sales. When you select sales, it goes straight to a voicemail. How many potential customers have they lost over the years with this nonsense? Quickbase is fantastic product that should be DESTROYING salesforce if their sales/comms teams can get basic things correct. very frustrated right now.
Parse Through Rich Text Field
Hello, I have a pipeline question and am hoping someone much smarter than I can help. I have read other discussions on this matter such as: @markShnier_You and @KristofferKeen1 Collaboration: 'Looping through field values in Pipeline | Qrew Discussions' as well as @ChayceDuncan response: 'How to iterate through the fields of a single record in a Quickbase pipeline? | Qrew Discussions' I am thinking this may be a combination of both? I have a field called [FAILURE DETAILS] and it's formatted like this: ps. I can change this to look however I need it to for this solution to work as it is just a rich text formula field consisting of if statements with html outputs to add underlining and line breaks. My question is, how would I have pipelines parse through a rich text field such as this and create a record per line, separating the title from the description. Example: Table Name: Failures [record id#]: 1 [Field Label]: TYPE OF PROVIDER [Failure Description]: MISSING [record id#]: 2 [Field Label]: TYPE OF OWNERSHIP [Failure Description]: MISSING Thank you in advance for any and all recommendations. I look forward to seeing what the community can come up with
Inventory Tracking
I have these tables: Trailer Trailer Inventory Item Item Usage Currently my structure is set up like this: Each Trailer has many Trailer Inventory records Each Trailer Inventory has many Item Usage records Each item has many Item Usage records Each Item has many Trailer Inventory records This is what I am trying to do: Enter in an item usage record and subtract from Trailer Inventory. When the item usage record is entered, I know the Trailer ID & The Item ID. I need these two IDs to match to a record in the Trailer Inventory table and subtract the quantity used from the Starting Quantity in that line. Example: In Trailer Inventory, I know that my starting quantity for Item #1 on Trailer #1 is 10. I then go enter in an item usage record and I enter that I am using Item #1 on Trailer #1, and I'm using 5 of them. I want that to go match up to the Trailer Inventory record using those two IDs, and subtract the 5 used from the original 10 that we started with. I have a summary field on the relationship between Trailer Inventory & Item Usage that summarizes the "quantity used" from the item usage table. I was trying to add criteria to this summary field to say only summarize the records where the Trailer ID & the Item ID match on both tables, but I can't seem to get it to pull in the correct fields in the drop downs so I don't think my connections are set up properly. Can anyone help with this?
Rich text field html whitelist
In our application we use QuickBase APIs to pull in the data from rich text fields and insert them into a database. However, we would like to limit the html tags that the user can use to make storage into the database easier. For example, is there any way to whitelist out images so that the user cannot select and try to enter images. We can add a text note on the form "Do not add images" and then filter it out in the PHP code that we use for the APIs and DB writes. However, its much cleaner to simply have some way of whitelisting out the images tab (either remove it from the options or gray it out). Thank youCan I Import Credit Card Transactions from Quickbooks?
I am trying to build a connected table between Quick Base and Quickbooks Online and I specifically want to sync my credit card transactions. I see that I can sync bills, but I can not find a way to sync other expenses, like credit card line items or checks. Am I missing something simple? Any insight or ideas would be greatly appreciated! Thank you!
how to change formatting on embedded report in quickbase created pdf
I just created a purchase order system in quickbase and I'm using quickbase to generate the PDF document that is sent to the vendor. To pull in the PO line items I'm using a line item table and that is added to the PDF document template with a report. Works perfect but from a formatting perspective I changed all the fonts to 12 pt and added some color to match company branding. The challenge that I'm running into is the embedded report for the PO lines, I don't see a way to change the font or the table colors. It looks like the default is a 14pt font and it is using a grey color. I can live with the color but the font is too large. Is there anyway to control the font? Thanks
Table Comparisons
I have two tables, both of which contain parts inventory information. One table is called "Inventory" and is my master table for parts info. I have another one that each night is pulling parts info from another software via Webhook (this part is working just fine) and creating entries for parts inventory in a table called "Temp Inventory". My question is if there is a way to take each entry from the Temp Inventory table, compare with all entries of the Inventory table (using the part # as the comparison), and if no match to the part # is found, create a new record with that Temp Inventory info. If a match is found, then no action is required. After this comparison is completed, the Temp Inventory records are deleted until the next day when the process is redone. Any help would be greatly appreciated!
