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Sorting high to low within a Pipeline search
I am trying to create a dynamic report that will stay updated with our top 25 clients based on their ACV. I have a checkbox field on each account labeled 'Top 25'. My goal is to have this automatically updated based on each account’s ACV. Ideally this proccess would: Look at all eligible Accounts Rank them by ACV from highest to lowest Identify only the top 25 Check the Top 25 checkbox for those Accounts Uncheck Accounts that fall out of the Top 25 Recalculate this automatically on a schedule The main issue I'm having is the Search Records step lets me set a record limit of 25 without giving me an option to sort the results by ACV. Because of that, I’m concerned that limiting the search to 25 records would not necessarily return the 25 highest ACV accounts. Any help will be appreciated. Thanks!Solved0likes1CommentHow to group a report by individual values in a Multi-select Text field?
I have a Multi-select Text field on my Projects table called Project Products. A project can have multiple products, for example: Product A; Product B; Product C I’m trying to build a report that groups/counts by each individual product, but when I group by the multi-select field, Quickbase groups by the entire combination of selected values instead. For example, I’m getting groups like: Product A; Product B Product A Product B; Product C Instead, I want the report to display: Product A — 2 projects Product B — 2 projects Product C — 1 project Is there a way to “explode” or separate the values from a Multi-select Text field so each individual product can be grouped and counted within one report?Solved0likes3CommentsEvents Website Link is gone?
I came here to sign up for some of the monthly events and discovered the link to the Website is no longer available from here. I am looking at the Events drop down in the header bar, all I see are Empower and Qrew Events. Luckily Ben left a breadcrumb in the calendar comments which I have pasted below. Am I missing something? https://www.quickbase.com/eventsSolved0likes2Comments
Workaround for 20 Option Max in Multi-Select Text field?
I found this thread from years ago (https://community.quickbase.com/discussions/quickbase-discussions/multi-select-fields-max-100/76382) that demos a really clever method to get around QB's limit of 100 options in a multi-select text field, but I have sort of the opposite issue where I have a multi-select text field that contains a list of all 50 states, and I want users to be able to select potentially up to all 50 options, but currently they're limited to 20. There are a handful of workarounds (breaking the states list into multiple fields, creating 50 individual checkboxes for each state, setting up a sub-table with an embedded grid report on the form where the user would create 1 record/state), but none of those options are nearly as elegant/intuitive/UX friendly as just a single multi-select that lets you pick more than 20 options. Anyone have any ideas? This is for a project where the intended users are external users who have 0 QB experience and would only ever fill out this form once and then be done, so it has to be really easy/intuitive; there won't be any time to train users on how to fill out a form using any of the other options I considered above. Thanks!Solved0likes1Comment
Sync table and pipelines
Hello, I have a sync table to salesforce, and I have another table called projects. I've created a pipeline when the trigger is record added to SF table, then it must create a record into projects table. I tested this in sandbox and it works, but I manually created the record in SF tables (trying to mimic the behavior in live). So, I created another pipeline for "live", but this doesn't trigger. Now I know that sync table doesn't works the same as a normal table, so I need to change the logic of my trigger. SF table refresh the data once every day. I was thinking in add a "schedule", and search when "Creation Date" is the date of "today", like: If CreationDate = today AND flag = unchecked Create record in projects flag = Check End if But I don't know how accurate this logic is. I want to create a record in project with the new sync data and not with old values. Any suggestion will be appreciated :)Solved0likes6Comments
Trouble with URL button to copy a record with custom GUID (key) field
Hi, I'm trying to create a button that will allow users to copy a record but I'm using my own key field so I need to increment that automatically in the process. Context: We have an online form for employees to created 'SDO Requests'. These get transferred from the resulting spreadsheet to a Quickbase 'helper' table where some transformations happen and a new GUID is assigned before a pipeline sends them to the master table. The custom GUID is necessary to weed out duplicate entries on import and transfer. Since these requests involve dates and time periods they sometimes span two pay periods. I'm trying to provide the people that approve and audit the requests an easy way to 'split' a request by making a copy of the original so that they can just edit the end date of the original and start date of the copy (one day I'll dig into how to automate that as well since I have a table of pay periods to reference but I digress). I have no idea if I'm even on the right path here but my thought was to pass the original GUID (e.g. key) field to the new record and just add the Quickbase generated Record ID# to the end of it to ensure a new unique value. I've tried variations of this: URLRoot() & "db/" & Dbid() & "?a=GenCopyRecord&rid=" & [Record ID#] & "&_fid_6=" & URLEncode([SDO Request GUID]&"-"&ToText([Record ID#])) And so far I either get the same GUID as the original record or it momentarily populates the original GUID but goes blank (I suspect this is a result of me trying to add a concatenated value to the field. Fid_6 is the id of my GUID field. URL coding is certainly not my strong suit in Quickbase to date so any help would be greatly appreciated. I'm not married to this idea either, I just need to be able to allow users to copy a record and generate any kind of new unique value for fid_6.Solved0likes4CommentsUsing one field to collect data multiple times.
In quickbase, I have a field for user and datetime. There are several project status like pending, submitted, review,approved and denied. Everytime in the status field change I want to record who did the change and date time. I want to use the two buttons. submitted by and submitted datetime field to track the audit history or logs. I did try with a pipeline but there is no data being recorded. Anyone done this before?Solved1like9Comments
Numeric Fields Show Separator After 4 Places
Curious to get other's thoughts. We have not enabled the new Grid Reports in our primary application. We have one application used by a small group that does have new Grid Reports enabled. This application (with Grid Reports enabled) has summarized data from our primary application. I was updating the data today and noticed the totals have the comma separator after 4 places. So, 100000 is displayed as 10,0000. When last updated, I'm pretty sure the comma separator was after 3 places. I see in the field properties a select of Show separator after 4 places or Show separator after 3 places. This appears to be a new option with the default of 4 places. For all the numeric fields, I'll need to manually change to 3 places. I could not find anything in the release notes about this option. Has anyone seen anything related to this? Is there any way to change the default to 3 places? I have a feeling this is going to be overlooked quite a bit when adding new numeric fields.Solved1like9CommentsCompile a custom raw bulk api string based off a bulk event trigger
I am attempting to store changes from a table to a dedicated "change records" table. There are a handful of specific fields I want to store changes for and I need to store both the new and previous values in these fields. So I have some complex filtering logic that can't be captured in the initial filter. At the same time, the source table can have hundreds or even thousands of records changed simultaneously or near-simultaneously, so I can't be making separate API calls for each change record to be created. And I need to be able to conditionally store a payload if the bulk creation step fails, so that I can rerun it manually/by another scheduled process. The native Bulk Upsert step does not allow for this if I'm not mistaken. For these reasons, I would like to trigger my pipeline off a bulk event, skip the default For pipeline step, and put all my filtering logic within a loop in my jinja expression for my (QB channel) Make Request step. I feel like this should be possible but I'm getting responses saying my record payload is empty. Is there a problem with the way I'm trying to access the bulk event data, or is this just not possible? { "to": "bqxxxxxx", "data": [ {% ns namespace(record_count=0) %} {% for row in a.records %} {% if complex_filter_logic_here(r) %} {% if ns.record_count > 0 %},{% endif %} { "6": { "value": "{{ r['value_1'] }}" }, "7": { "value": "{{ r['value_2'] }}" }, "10": { "value": "{{ r['value_3'] }}" } } {% set ns.record_count = ns.record_count + 1 %} {% endif %} {% endfor %} ], "mergeFieldId": 10 }Solved0likes3CommentsQuery giving values of zero
What's wrong with this query format. I have checked all the values and I should be getting values other than zero. SumValues(GetRecords("{80.EX.'"&[Concate Distance]&"'}and{47.EX.'Shipping'}and {66.XEX.0}",[_DBID_DISTANCES]),66) If I don't have the "and' filters QB gives me the error"Uh-Oh! The way this formula is built will take too long to process. Please try refining your formula."Solved0likes3Comments
