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Pipeline - Add Year from Record Created to a field
I am trying to write a simple pipeline that once a record is saved to the Transactions table a pipeline runs to modify the transaction name and add to end " - " and the year the record was created. I can use the record created field but that is inclusive of the full date and time and I am only looking for the year. Thanks, Eric
Solved
Efixman
9 hours ago
Pipelines
0likes
4Comments
Child 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?
Solved
JeffHughes
3 days ago
Forms
0likes
2Comments
Posting from an HTML form directly to Quickbase
I would like to make a very simple HTML form (i.e., first name, last name, phone number, email address) that posts directly to a non-sensitive QB app. I am doing this in lieu of a mobile form in order to make it appear seamless on the related website, vs the more clunky mobile form link or iFrame window. I have no access to server-side configurations, so I am prepared to expose a user token in the HTML. Does anyone have any code that they could share that would give me an example of how to do this? Thank you in advance for your assistance.
Solved
FloridaBase
5 days ago
api_addrecord
0likes
3Comments
Report Formula - Combine some, exclude some, and include others.
I have a field [Types]. there can be A, B, C, D, E, or F. I need a summary report about these [Types] but the output needs to show, A, B, C+D, and exclude E and F. I'm using filters to exclude E and F. So I'm trying to use the Report Formula to create a new field [Performance] and using an If statement to say: if( [Type]="A","A", [Type]="B","B", [Type]="C","G", [Type]="D","G") The hope was that by renaming C and D to G, it would add those counts together when I add this Report Formula to the Column Group. but its only adding "C" not "D". Is this possible and I just have the wrong formula, or am I just going about this all the wrong way? Thanks, A
Solved
AudraMickles
5 days ago
formulas
0likes
3Comments
Duplicating Page/Dashboard on New App
Hello, I was wondering is there a way to create a copy of a Dashboard I have in one app and move it to another new app I created. Example: In App 1, I have a page/dashboard named "Clinical Admin Dashboard" with various widgets and images. I would like to copy and use that same dashboard as a template in App 2 so I may revise and update it for the new app. Is there a way to do this? Please let me know what suggestions you may have. Thanks in advance!
Solved
CBH_Service_Acc
5 days ago
Dashboards
0likes
3Comments
Proxy fields
Is it possible to have fields built in a table be used as individual options based off selections in another table? For example - would it be possible to have a table that houses the item and options and additional options based on the option selected and then relate this have this table relate to another table to display and allow the user to select only certain options and additional options? I've tried to visualize this in a spreadsheet...in the example below if the user selects pink from the options in the proxy field it won't provide any additional options, however if they select green then they will be able to select additional options and so on... Goal options additional options Pick a color? Pink Green Blue Purple Orange Pick another color? Black Red White Pink Teal Hopefully this makes sense... - LB
Solved
LB
8 days ago
Forms
0likes
2Comments
Can I create a single field that displays record owners from a child table
Hi, The use case for my application is for users to track their testing results - there is a parent table for requests and a child table for activities (i.e., test results). I am wanting to create a field within the Parent table that lists all of the people who have submitted an activity for the parent request. Any ideas?
Solved
hheckert
10 days ago
Relationships
0likes
3Comments
Delete Formula Button Error
Hello, I have a URL Formula field I created that I'm trying to use as a Delete button on one of my tables, but I keep getting this "A formula cannot end with an assignment to a variable declaration." error message when I try saving it. The formula I am using is this: var text Delete = URLRoot() & "db/" & Dbid() & "?a=API_DeleteRecord&apptoken=*XXXXXXX*=" & [Record ID#]; Does anybody know what I should change? Please let me know.
Solved
CBH_Service_Acc
11 days ago
formulas
0likes
2Comments
Multi-Select Fields with Commas in Pipelines
I have a text field in one table that I need to use to populate a multi-select text field in another table via Pipelines. The text field contains a semi-colon-delimited list of people, including their name and title separated by a comma (Person 1, AA; Person 2, BB). This format is required for our purposes and cannot be changed. I have already created a multi-select formula helper field in my original table using the Split() function to translate these values to the correct format prior to using Pipelines to copy them to the other table. In my original table, the formula multi-select values appear correctly: Person 1, AA Person 2, BB However, once Pipelines copies the value, it seems to be exploding and recreating the multi-select options and now also considering the commas to be a delimiter, so my resulting values look like: Person 1 AA Person 2 BB I assume this is a bug and not intended behavior so I will submit a support ticket, but in the meantime, does anyone have a workaround for how to get the result to populate correctly without seeing the comma as a delimiter?
Solved
OanaWhalen
11 days ago
Pipelines
0likes
2Comments
Restful API Report digesting JSON
I really want to batch UPSERT to a unique field in Pipelines. I am using RestfulAPI to get a report ~ the data is filtered at the source. ChatGPT has shown me {{b.json.metadata.totalRecords > 0 }} is how I know my report has values. I want to iterate over the JSON, Restful API returns JSON ... I cannot select the Restful API as an input for the iterate step. Why must I add a FetchJSON step in front of the iterate step and essentially move the values from the Restful output to the fetch and then to the iterate?
Solved
JimHarrison
16 days ago
Pipelines
0likes
1Comment

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","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})@stringLength":"457","kudosSumWeight":0,"repliesCount":3,"readOnly":false,"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuMnwyLjF8b3w1fF9OVl98MQ","node":{"__typename":"Tag","id":"tag:Dashboards","text":"Dashboards","time":"2024-04-03T08:20:37.435-07:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":1,"images":{"__typename":"AssociatedImageConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"videos":{"__typename":"VideoConnection","edges":[],"totalCount":0,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"Conversation:conversation:90187":{"__typename":"Conversation","id":"conversation:90187","topic":{"__typename":"ForumTopicMessage","uid":90187},"lastPostingActivityTime":"2025-03-21T09:21:41.825-07:00","solved":true},"User:user:34434":{"__typename":"User","uid":34434,"login":"LB","registrationData":{"__typename":"RegistrationData","status":null},"deleted":false,"avatar":{"__typename":"UserAvatar","url":"https://community.quickbase.com/t5/s/kqufx49752/m_assets/avatars/default/avatar-2.svg?time=0"},"id":"user:34434"},"ForumTopicMessage:message:90187":{"__typename":"ForumTopicMessage","subject":"Proxy fields","conversation":{"__ref":"Conversation:conversation:90187"},"id":"message:90187","revisionNum":1,"uid":90187,"depth":0,"board":{"__ref":"Forum:board:quickbase-discussions"},"author":{"__ref":"User:user:34434"},"metrics":{"__typename":"MessageMetrics","views":17},"postTime":"2025-03-21T09:04:35.980-07:00","lastPublishTime":"2025-03-21T09:04:35.980-07:00","body@stripHtml({\"removeProcessingText\":true,\"removeSpoilerMarkup\":true,\"removeTocMarkup\":true,\"truncateLength\":-1})":" Is it possible to have fields built in a table be used as individual options based off selections in another table? For example - would it be possible to have a table that houses the item and options and additional options based on the option selected and then relate this have this table relate to another table to display and allow the user to select only certain options and additional options? I've tried to visualize this in a spreadsheet...in the example below if the user selects pink from the options in the proxy field it won't provide any additional options, however if they select green then they will be able to select additional options and so on... Goal options additional options Pick a color? Pink Green Blue Purple Orange Pick another color? 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I am wanting to create a field within the Parent table that lists all of the people who have submitted an activity for the parent request. Any ideas? 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The formula I am using is this: var text Delete = URLRoot() & \"db/\" & Dbid() & \"?a=API_DeleteRecord&apptoken=*XXXXXXX*=\" & [Record ID#]; Does anybody know what I should change? Please let me know. 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The text field contains a semi-colon-delimited list of people, including their name and title separated by a comma (Person 1, AA; Person 2, BB). This format is required for our purposes and cannot be changed. I have already created a multi-select formula helper field in my original table using the Split() function to translate these values to the correct format prior to using Pipelines to copy them to the other table. In my original table, the formula multi-select values appear correctly: Person 1, AA Person 2, BB However, once Pipelines copies the value, it seems to be exploding and recreating the multi-select options and now also considering the commas to be a delimiter, so my resulting values look like: Person 1 AA Person 2 BB I assume this is a bug and not intended behavior so I will submit a support ticket, but in the meantime, does anyone have a workaround for how to get the result to populate correctly without seeing the comma as a delimiter? 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I am using RestfulAPI to get a report ~ the data is filtered at the source. ChatGPT has shown me {{b.json.metadata.totalRecords > 0 }} is how I know my report has values. I want to iterate over the JSON, Restful API returns JSON ... I cannot select the Restful API as an input for the iterate step. Why must I add a FetchJSON step in front of the iterate step and essentially move the values from the Restful output to the fetch and then to the iterate? 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