Forum Widgets
Recent Discussions
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
Save and New Button on Legacy form
I'm trying to build what I thought would be a simple button for saving the current child record and adding a new one to the same parent record. I'm essentially just trying to duplicate the native Save & New button so I can place it next to the native Save and Close button. Will I need a code page for this? I have programs that have many program charges and the Users want separate buttons for adding additional records and saving the record when done adding multiple charges. FID_6 is the related Program RID in the child table, Program Charges. Any thoughts would be appreciated!Solved0likes7CommentsInspection Sheet Possibilities
I am attempting to build an inspection sheet that will state if the dimension entered is within the specified tolerance. I have attached a screenshot of how I would like it to function, however after a week of reading the community pages. I have had little success in making it operational. Current Setup(see attached): Column #1 (Data Entry-Multi Choice or Numeric). Column #2 (output based on Column #1, OK/Green, Out of Tolerance/Red) Column#3 (Section view, visual reference only) I have had varied success with Column #2 as Text-Formula or Rich Text Formula using If statements with Greater Than, Less Than, and Equal to statements. ie. it does something but not the desired outcome. Questions: Is my idea possible? If so, Is Numeric/Multi Choice the correct choice for Column #1? Am I missing a step where I need to change the numeric into text and then apply the formula? Any help or ideas on how to accomplish this would be greatly appreciated. Regards, LandonSolved0likes8Comments
Required Field Default Lookups SSN
how would i make a fake social security number when the data entry doesn't have it at the time? it would need to lookup in the SSN field for 999-99-9999 999-99-9998 999-99-9997 etc. and the next auto entry would be 999-99-9996. I could create a table with all the possible values or maybe there's a formula to use somehow?Solved0likes2CommentsIdentifying differences in a copy app?
As a solo developer often tasked with taking over ongoing projects in various stages of completion with either poor documentation or none at all, I spend a lot of time comparing copy apps with their originals to find the differences in order to inform how to proceed with a project. Is there a way that I'm missing to not have to do this manually? For even a moderately sized app it is extremely time-consuming to have to check every single field, pipeline, etc in two places to see if they differ. I don't need to see how they differ (manual review for that is reasonable), just whether they do. Essentially just a list of elements modified/created/deleted since the copy app was created is what I'm looking for. Is there a way to obtain this info?Solved0likes2CommentsDynamic Reminder: Recipients Based on Field Value
I’m setting up a 60-day reminder in Quickbase with additional conditions, but I need the email recipients to vary depending on the value in the “Short Title” field. For example: • If “Short Title” = HYHOPE → users A, B, and C should receive the reminder • If “Short Title” = RTOG 920 → users B, D, and F should receive the reminder There are many possible “Short Title” values, so creating a separate reminder for each one isn’t realistic or maintainable. Is there a way to dynamically assign reminder recipients based on field values like this without building a separate reminder for each case? (see screenshot). I’m worried this may require using Pipelines. I’ve tried Pipelines before for other things and haven’t been able to get them to work reliably or accurately, so I’m hoping there might be a simpler or native approach within reminders or formulas before going down that route. Or, if Pipelines is the best option here, I’d really appreciate a step-by-step example of how to build it for this use case. Thank you!Solved1like3Comments
