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Using Total in a child table embedded in a form
I have a form (based on a parent table) with 3 embedded reports (based on the same child table). The children reports are the same except that they have one different filter each. I need the Total of a column to calculate another column (class % in my picture). If I use the summary field in the parent table, it gives the total of the all three tables. (See first picture) I also tried with the report formula but I have the same issue. Do that Total field have a name that we can re-use in the formula ? You will find attached some pictures of my form for your understandingSolved0likes2Comments
On Form Open, populate an User and Timestamp field. No way to trigger rule on Form Open?
Hi! Use case: On opening a form (new or existing record) I want to auto-populate a field (e.g. timestamp field with now() and a user field with currentUser()) when the fields are currently empty. I tried the following: ❌ A trigger that is just user == <other> with a blank field --> should be true on open but does not do anything ❌ A custom when formula with the content `true` --> definetly true on open, but does not do anything ❌ Record ID != -1 (also always true) does not do anything ✅ A trigger "when checkbox is checked" using a helper checkbox: As soon as user checks, checkbox, the field fills correctly. But this is not the intended behaviour 🤔 The options to change field value after save and validation also seems to work (mostly) But this is not the intended behaviour. Any way of enabling this pattern of "fill a field when form is opened (and field is empty)" would be helpful.Solved0likes4Comments
Link to Record in Outlook Pipeline
Hey Qrew, I have an app tracking employee safety reports. I have Pipeline emails that send out when a new report is submitted, when it's assigned to someone for follow up, and when that person has submitted the response. I need it to be a Pipeline email instead of a native notification because I need it to send as an email thread to everyone instead of to each person individually. I'm trying to add a link that says "Click here to open the record" in the email so the person it's been assigned to can open the form and modify the fields their role has access to. Can someone help me create that jinja code? I've tried to find it somewhere in the ether and can't find anything that's specific to what I need. Thank you!!Solved1like2Comments
Interview form using multiple tables
Hey there. I'm trying to build a form that would be used during interviews with customers that represent ISPs or "networks." Each customer would be a new Network and that Network can have many Communities, Activities, Statistics, or Payments Plans associated with it. I'm running into several issues: When a network is new at the start of the interview, a record will not exist yet, so there cannot be a recordID yet. So, let's say an Interviewer enters information for Network X on page 1, then moves to page 2 to enter Communities affiliated with Network X. They would hit on the "Add Community" button page 2. A pop up opens but there isn't a network affiliated with the new Community record. I'm pretty sure I can get around this by making a rule or a button that forces the Network entry to be saved before moving to page 2. But I can't find a conclusive way to make a Save and Keep Working button and the default button is hidden at the end of the form. Let's say I save the network before moving to the next page. Now on Page 2 (Communities), if my interviewer hits a button to add Community, a pop up appears, they enter the information, and hit save. The pop up does not automatically redirect to the original interview form. It seems I would need to make a custom save button to do that. Is there a more efficient way to build a data entry form in Quickbase that involves multiple tables without needing to build a bunch of custom buttons? I feel that I might be missing something obvious here. Thank youSolved0likes5CommentsAdd new record button
At the top of the app there is a button that says "Add new record in any table". When a user clicks this button a drop down of every table is shown to them, even tables I have hidden from their role. Is there a way to remove this button completely or at least hide the tables I don't want them seeing?Solved0likes2Comments
Formula to calculate hours
Please help write a formula to take estimated hours time different frequencies (daily, weekly, monthly) and calculate monthly hours. I currently have box for estimated hours, and radio buttons for different frequencies (daily, weekly, monthly, quarterly, yearly).Solved0likes8CommentsFormat Numeric Value 2 Decimal Places
Hello, I have a Formula Text that calculates and displays data based on the numbers users enter in two other numeric fields. Example: When a user enters a number in my Numerator and Denominator fields, my formula field divides those numbers and then displays the answer in the Percentage field (as shown in the screenshot below). Is there a way to format the answer to two (2) decimal places, so it's shown as something like 7.33 and not 7.3333333 ? Please let me know. See the code I used for my formula field below: var Number Numerator = [Numerator] ; var Number Denominator = [Denominator] ; ToText(($Numerator / $Denominator) & " %")Solved0likes4CommentsCode Page Formula Button
I have a formula button whose intended purpose is to check a box on the record (to start a pipeline) then redirect to a code page that is coded to pause, then check if a status field has changed, if not, pause again. If the field is changed it returns the user to the form originally launched from. I'm trying to cobble together different posts/search results as I haven't been able to find any direct examples of my need. This formula works to open the code page and passes the correct parameters for checking the status, but it doesn't check the box and thus the pipeline never runs and the page never closes. var text codePageID = "6"; // Replace with your actual code page ID var text recordID = ToText([Record ID#]); var text currentStatus = URLEncode([Charges Pipeline Status]); // Replace with your field's name var text url = URLRoot() & "db/" & AppID() & "?a=dbpage&pageid=" & $codePageID & "&rid=" & $recordID & "&initialStatus=" & $currentStatus; "<a style= \" text-decoration:none; background: #b4b55d; border-radius: 15px; color: #fff; display: inline-block; padding: 10px 10px 10px 10px; width: 100%; font-size: 14px; text-align: center;\" href='" & $url & "'>Create New Charges</a>" This formula correctly edits the checkbox but doesn't pass the status parameters (I do have the correct app token inserted in the field - replaced with [apptoken] here for reference: var text urlToExecute = URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&apptoken=[apptoken]" & "&rid=" & [Record ID#] & "&_fid_12=true"; "<a style= \" text-decoration:none; background: #b4b55d; border-radius: 15px; color: #fff; display: inline-block; padding: 10px 10px 10px 10px; width: 100%; font-size: 14px; text-align: center;\" href='" & AppID() & "?a=dbpage&pageid=3" & "&url=" & URLEncode($urlToExecute) & "'>Create New Charges</a>" This is my attempt at trying to combine the 2 formulas above: var text codePageID = "6"; // Replace with your actual code page ID var text recordID = ToText([Record ID#]); var text currentStatus = URLEncode([Charges Pipeline Status]); // Replace with your field's name var text url = URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&apptoken=pamm2bcsqv939bufwq8hwzvwx4" & "&rid=" & [Record ID#] & "&_fid_12=1" & AppID() & "?a=dbpage&pageid=" & $codePageID & "&rid=" & $recordID & "&initialStatus=" & $currentStatus; "<a style= \" text-decoration:none; background: #b4b55d; border-radius: 15px; color: #fff; display: inline-block; padding: 10px 10px 10px 10px; width: 100%; font-size: 14px; text-align: center;\" href='" & $url & "'>Create New Charges</a>" When I use the third formula, I get an error that says the XML file does not appear to have any style information associated with it and shows the following tree: <qdbapi> <action>API_EditRecord</action> <errcode>0</errcode> <errtext>No error</errtext> <rid>7</rid> <num_fields_changed>0</num_fields_changed> <update_id>1757601111721</update_id> </qdbapi> Here is the script for the code page: <script> // Configuration const recordId = new URLSearchParams(window.location.search).get('rid'); const initialStatus = new URLSearchParams(window.location.search).get('initialStatus'); const dbid = 'bvcwn2ues'; // <<< REPLACE WITH YOUR TABLE'S DBID const appToken = 'pamm2bcsqv939bufwq8hwzvwx4'; // <<< REPLACE WITH YOUR APP TOKEN IF NEEDED const statusFieldId = '40'; // <<< REPLACE WITH YOUR STATUS FIELD'S FID const checkInterval = 120000; // 120 seconds in milliseconds function checkStatus() { $.ajax({ url: window.location.origin + '/db/' + dbid + '?a=API_DoQuery&qid=1&options=csv&apptoken=' + appToken + '&query={' + recordId + '.EX.' + recordId + '}', type: 'GET', success: function(response) { const lines = response.trim().split('\n'); if (lines.length > 1) { const data = lines[1].split(','); const currentStatus = data[statusFieldId]; if (currentStatus !== initialStatus) { // Status has changed! Redirect to the updated record. window.location.href = window.location.origin + '/db/' + dbid + '?a=dr&rid=' + recordId; } else { // Status is the same. Pause and check again. console.log('Status has not changed. Checking again in ' + checkInterval / 120000 + ' seconds.'); setTimeout(checkStatus, checkInterval); } } else { console.log('Record not found or API error. Retrying...'); setTimeout(checkStatus, checkInterval); } }, error: function(xhr, status, error) { console.error('API Error: ' + status, error); setTimeout(checkStatus, checkInterval); } }); } // Start the check after a brief initial pause setTimeout(checkStatus, checkInterval); </script> I'm thinking I might need to add another const under the Configuration, but I just don't know enough to determine that. Or, I'm thinking that the structure of the button formula itself is where adjustments need to be made.Solved0likes16CommentsPipeline Help
I am working on connecting MethodCRM to Quickbase so that I can pull field data from a MethodCRM form and replicate it in a Quickbase form. I have attached images showing my current pipeline setup. The challenge is building the URL for retrieving records. Right now, the URL will pull the first 100 records from MethodCRM, but I have to manually change the URL to get the next batch of records. Example: rest.method.me/api/v1/tables/Contacts?skip=10&top=10 This works, but after pulling the first 10 records, I want the pipeline to automatically update so the next run changes top=10 to top=20 (and so on), allowing the pipeline to continue pulling subsequent batches without manual edits.Solved0likes3Comments
