Recent Discussions
Many to Many too Many...
I've searched through the QB discussions and couldn't find a good example of creating a many to many relationship where I can select records from the same table. I have the relationship working from one table to another and visa versa but I'm stuck now when trying to pull a record from the same table (see attached). Here's an example of what I'm trying to do... I have one table named Guests and a second table called NonGuests. Both have a relationship setup to a third table called, "Related Guests". The Guests will have either family members, friends, etc... who are NonGuests. But, there are Guests who have family, friends, etc... that are also Guests. The issue I'm having is, when I create a Related Guest I need to pull a record from the same table because there are Guests who are related to other Guests. Am I overlooking the obvious? Any suggestions would be great as from what I've read you shouldn't create relationships with "Guests with many Guests". Thanks!Solved0likes2CommentsHow to Force Index of File Attachment Field for Advanced Search?
How to Force Index of File Attachment Field for Advanced Search? Can't See <Some Attached File> Option Hi Folks, The availability of the advanced search option <Some Attached File> seems random. Has anyone pinpointed how this works? I need to search within file attachments stored in a single QB table and have tried without success: Loading a single ocr pdf, setting the "Include this field when searching/filtering this table" option, then waiting 24 hours for indexing. No search option for "<Some Attached File>". Creating the file attachment field and setting the "Include this field when searching/filtering this table" BEFORE adding files. Then adding files and waiting 24 hours+ for indexing, but no search option for "<Some Attached File>". Removing other file attachment fields in the table. No change. One table has the search option for some reason, but I can't get the option to appear on any other table. Thanks!Solved0likes1CommentAPI_GenAddRecord then redirect to a report
Hello all! This is my first post in this forum. I am trying to create a formula URL field that displays as a button on a table report that is filtered by a single date. This button when executed should add the record, save it and return to the report with the same filters that the user started on. This is what I have set up: var text urlone = URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm&_fid_6=" & [Related Placement] & "&_fid_12=" & [Week Ending Date] & "&_fid_504=" & [Job Notes] & "&_fid_505=" & [Placement Notes] & "&apptoken=(my app token)"; var text urltwo = URLEncode(URLRoot() & "db/" & Dbid() & "/tablereport?a=q&qid=16&nv=1&v0=" & [Week Ending Date]); $urlone & $urltwo This will generate the form with the appropriate field populated, but the user must press the save button on the record to return to the filtered report. I have also tried modifying urltwo to var text urltwo = "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "/tablereport?a=q&qid=16&nv=1&v0=" & [Week Ending Date]); but the user must still manually save the record before the filtered reports displays. Any idea how I can get the newly generated record to save and redirect to the filtered report in one click??Solved0likes2CommentsCalendar Reports not Loading
Suddenly no Calendar reports will load in new forms. Anyone else seeing this? I've been dealing with this issue for most of the day today. I'm hoping it's resolved before I have to switch everything back to the old forms. They either show the spinning loading animation, or it just freezes and never loads like in the attached screenshot. They still seem to be working in the old forms though.Solved0likes3CommentsNew Form - Show Create Record button
I created a form using the new form design option and displayed a report in a section. I selected the option from "Advanced Setting - Show Create Record button". This displays a "New Record button" for me when I tried to open the form. But then its not visible to people with roles other than Admin. How can I make this available to every role.Solved0likes1CommentFilter out some records on related table
I have two tables one called Provider records and one called descriptions. The Provider is the child and the descriptions is the parent. The descrition table has two fields named Record Type and Record Description. There is one Record Type/Description combination that I don't want to appear in the drop down list on the form but I can't seem to hide it. The user picks the Record Type 1st and in a second field is presented with a list of desriptions that match the chosen record type. In the related description field on the form, I changed it from record picker report to another embeded report and I filtered that embeded report to not include the description that I no long want showing in the drop down but it's still there. What am I doing wrong?Solved0likes3CommentsConditional formula url
I'm trying to build a conditional url formula where if a multiple choice field equals a certain person, display this url. Unfortunately, it's not pulling in anything. Here is my current syntax in the formula URL field: If(ToText([Contractor Operations Manager])="Sally Struthers","https://calendly.com/sally.struthers") & If(ToText([Contractor Operations Manager])="Fred Flinstone","https://calendly.com/fred-flinstone") Any thoughts?Solved0likes3CommentsPipeline API Post
I am using a Pipeline to create a single record in a table with a Post Method from a Make a Request step. I cannot use a Create Record Step as the number of possible destination tables is too large. After much trial and tribulation that is working now. The next piece of my workflow I need the Record ID from the record just created. The REST API logic says to use a 'fields ToReturn ' Looking at the Activity I can see that the RID is getting back to the Pipeline. However I do not know how to use it inside of the Pipeline in a future Step. Any suggestions from the Python/ JSON and Jinja wizards?Solved0likes2CommentsCan I use quickbase actions within the same table?
Is there a way to create an action to modify fields in the same table where the action is taking place? For example, when I change the status to XXX, I want the follow up date field to be changed to 45days from the schedule date field.Solved0likes1Comment