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Client portal/App setup help
I would like to create an app that is specific to a Client, I can use paid seats for the users logins. Specifically, there are 2 main functions I need. The ability for submission of request and then once reviewed, the ability to view/access the requested information from the Client specific App. I do not want to give any access to our main application, which is why I was thinking the client specific app would be best to build. I want to set the new app up similar to a “portal”, where this Client can log in and do/see several things such as: Submit an estimate request through a form Check the status of this request Provide updates for the request Add authorizations and scheduling updates Send message or make notes Upload attachments I am thinking I could create tables in the Client App that will mirror the tables/fields etc. that are in the main app, thus assisting in relating the data. Then have some type of notification set up when a new submission is made. Our teams would then review any new submissions etc. prior to using a pipeline to import the information into our main app. Once we have reviewed and approved the data in our main app, then I would like to have the client app updated to reflect the “same” details. I know this is possibly, I am just not sure the best way to set it up. Does QB have any prebuilt apps like this I could customize to our needs??? Any suggestions are appreciated!!Derive the Year from another field
Hi, What I want to do: I want the "Year" fields to derive which year it is based on the Business Case Start Date. but I don't want the year to be static. The fields I feel are important: [YEAR 1] [YEAR 2] [YEAR 3] [YEAR 4] [YEAR 5] [BUSINESS CASE START DATE] - The "YEAR" fields are called just that. They are Formula-Numeric (currency) to let us know how much an employee will cost for that year. The Business case can start at any time during the year, and they go on for 5 years. So really I would need to know the Year of [YEAR 1], and then need to know how I add 1 year for each year after.9Views0likes2CommentsURL Syntax using updated addresses?
What syntax will people use now that QB has updated their URLS? ie, a redirect to a record used to look something like: URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & URLEncode([Record ID#]) Now, will it be like this? URLRoot() & "nav/app/" & AppID() & "table/" & Dbid() & "action/dr?rid=" & URLEncode([Record ID#] That can't be right.....do we just stick with the original?4Views0likes0CommentsSave & Redirect in a Formula URL Using API_GenAddRecordForm
Hi. I have a need to "duplicate" the record and populate some fields on the new record (from the original record). It's not saving my current record before adding the new record, how do I get it to save first? I have the advanced setting turned on. This is my Formula URL Button: If( [Request] = "Include Existing Contractor + Add NEW FTE for Conversion", URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm" & "&_fid_53=" & URLEncode([Related Business case]) & "&_fid_129=60" & // Softcode the Months Needed to 60 FTE "&_fid_68=This Request is related to " & URLEncode([Request]) & "&_fid_123=14" & // Sets Request to "New FTE (Related Conversion)" "&_fid_127=FTE" & // New Employee Type "&_fid_43=" & URLEncode([Contractor PID - Dept]) & "&_fid_139=" & URLEncode([Related Level]) & "&_fid_138=" & URLEncode([Related Role]) & "&_fid_140=" & URLEncode([Related Hiring Manager]) & "&_fid_171=1" & // Start Date Override Checkbox to Yes "&_fid_259=" & URLEncode([Record ID#]), If( [Request] = "Add New Contractor + Add New FTE for Conversion", URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm" & "&_fid_53=" & URLEncode([Related Business case]) & "&_fid_129=60" & // Softcode the Months Needed to 60 FTE "&_fid_68=This Request is related to " & URLEncode([Request]) & "&_fid_123=14" & // Sets Request to "New FTE (Related Conversion)" "&_fid_127=FTE" & // New Employee Type "&_fid_84=" & URLEncode([Related Role]) & "&_fid_29=" & URLEncode([Related Level]) & "&_fid_38=" & URLEncode([Related Hiring Manager]) & "&_fid_43=" & URLEncode([New Dept1 #]) & // Dept #: sets field 195 to field F "&_fid_259=" & URLEncode([Record ID#]), "" ) )27Views0likes4CommentsOld form: label on the left side instead above an input field.
I want my Alt Text field label to show above the field on the form instead of on the left side of it. I know there is a way I just cant remember. I am using the old forms. I've attched a photo. The part highlighted in green is what I am aiming to do. The part in red is what I need to fix. Please help :)Solved10Views0likes1CommentStatic Number Field
Easy question here, but for some reason I am struggling. All I want is to create a number field that has a static numeric value that is not editable. This is being used in a calculation. Hoping this field can show as view only with the static value displayed. Thanks, Brian14Views0likes1Comment(Pipelines) Get Users in Role / Process XML from HTTP API
Hello, any help/advice would be much appreciated. I'm trying to send a reminder email to users in a specific Role, in a specific App, using Pipelines. As far as I can tell, there is not a JSON RESTful API call that does this (Get Users only returns all users for an App, with no info on Roles). However, API_UserRoles returns each user from an app with what Roles they have. In theory, I could somehow loop over this and send the email to only those users with a specific role. I can successfully use the Quickbase Channel -> 'Quickbase APIs' -> 'Make Request' step to call API_UserRoles and get this data. Here's where I run into trouble: How do I process this XML into a form that another step could use (e.g. loop over it and send emails)? I found this question: "To capture an XML response from an API in Pipelines" but I can't seem to figure out how get {{a.json.qdbapi.value}}. When I try to view its contents (emailed to myself) it is blank. There isn't any "Result" field or something like that from this request step available in subsequent steps. Only URL, Method, Headers, Content Type, & Body. For instance, if I want to get the JSON out of the XML (using {{a.json.qdbapi.value}}) with the JSON Handler Channel -> 'Iterate over JSON Records', the 'JSON Source' field states 'No json sources in the pipeline' Thank you for any help you can offer, ~Daniel ------------------------------ Daniel ------------------------------118Views0likes8CommentsAverage last 30 days
Hello, I have a table with a field Date-Consumption (Date) and Quantity-Consumption (Numeric) and I want to obtain the average consumption of the last 30 days, for example if my consumption begins in MAY/01/2024 to today You should obtain the sum of the last 30 days and divide it by the days that have passed, which for this example would be 2017Views0likes1Comment