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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.Solved41Views0likes4CommentsUsing 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?Solved101Views1like9Comments
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.Solved112Views1like9CommentsCompile 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 }Solved63Views0likes3CommentsSkipped because set values are the same as in source object.(Error in Pipeline)
I have a pipeline which is supposed to update kanban columns. Am doing a search in the first step which has the filters and then a condition to check if a condition is met with the criteria I have set. When I run it I can see the green tick which make me smile but when I go to the kanban report there is nothing happening. The only message being displayed is " Skipped because set values are the same as in source object." I've tried even creating a datetime field to use to update the search and update but nothing works. Any remedy for this?Solved62Views1like3CommentsQuery 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."Solved75Views0likes3Comments
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!Solved104Views0likes7CommentsInspection 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, LandonSolved137Views0likes8Comments
Adding child records that rely on lookups in new forms
I have a new-style form that displays pages as steps. The user clicks the button (Formula URL) under step #3 to add a child record. Once they save that record, they're redirected back to the form, but on step #1. How do I bring the user back to the last step they were on? URLRoot() & "db/" & [_DBID_TABLE_ALIAS_HERE] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#])& "&z=" & Rurl() The app uses New Grid Reports. I tried having the user add records in-line, however those rely on lookups to the parent and they won't save, saying that the lookup value is not set. I created a new Formula URL button to redirect back to that specific tab. It works when editing/viewing records but not when adding. URLRoot() & "db/" & [_DBID_TABLE_ALIAS_HERE] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#]) & "&NextURL=" & URLEncode(URLRoot() & "db/" & Dbid() & "/form?a=er&rid=" & [Record ID#] & "&page=2")Solved94Views1like4Comments
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?Solved56Views0likes2Comments
