Recent Discussions
Sharepoint pipeline channel add list item issue
Hi all, Great meeting the other day, hearing everyone talking and on the chat, I'm hoping there are some real experts here as I'm having some trouble with the sharepoint channel in pipelines. I'm trying to create a new sharepoint list item when a record is created with a pipeline. Right now, it works fine to create the item, using some fields. However, if I try to send any data to a Hyperlink field in sharepoint the api request to sharepoint fails. Also, if I send email address to a person field in sharepoint it doesn't error but also it doesn't get filled out. I know in a normal api request to sharepoint the hyperlink field is special in that it wants a url and link text, so I'm not sure if I'm supposed to do something special in pipelines to get it to work. ------------------------------ Greg Vasquez ------------------------------
insert newline into API downloaded text
A Pipeline API successfully retrieves text into the QuickBase Rich text field. The sometimes-lengthy text does not have any CRLF so the text is all run together. The User will be editing the text so it would be helpful to pre-insert the new line for them as the text can be long. The new line needs to go before any single or multiple digits followed by a period & 1 space, ex. "1. " or "11. " or "215. ". There can be just a few to over 50 or more instances. A Regex seems to identify the places in the text but have yet to be able to prepend the "\n" or "<br>" in subsequent pipeline steps. 'Find All Matches to a RegEx' has been used to find the areas. In (1) pipeline the Rich Text field was being updated w/ the new line using the QuickBase Update step but each subsequent regex update wiped out the previous change. {% set claimTxt = d.group_0 | replace(d.group_0, '<br>'+d.group_0) %} {{ c.claim | replace(d.group_0, claimTxt)}} Would think that the 'Apply Regular Expressions" should work but have not been able to find examples on how to set that up (below is one example). Several other variations than the one shown above were used but did not get the new line to insert. replace([\d][0-9]{1,4}[.],\n$&) replaceAll([\d][0-9]{1,4}[.],\n$&) substitute([\d][0-9]{0,4}[.],\n$&) ------------------------------ Gabe Figueroa ------------------------------
Pipeline Create Record with Today's Date in Date Field
Hello All, I'm building a pipeline and having a hard time telling whether or not I'm limited to picking a specific date or if I can have it generate today's date. Here's how the pipeline works: A. Pipeline triggered by a record being updated in table 1. Trigger is a formula date field with a custom date in the future. B. Look Up this record in table 1 and pull field information. C. Copy table 1 field information into table 2: event name, start date, notes, and relate record in table 2 to record in table 1. Just ran the pipeline and it worked great. However, it looks like I can only set the date to a preset date, rather than have it auto-generate today's date, since the task should be generated the same day the pipeline triggers. Anyone have a recommendation for this? Screenshot attached. ------------------------------ QB Admin Pentastar ------------------------------
September Meeting Notes
Hi Pipelines Peeps! Thanks for joining us at the September meeting this past Tuesday, 9/26. It was a great call with the focus being on the intersection of AI tools (like Chat GPT) and Quickbase. Pipelines Product Updates w/ Edi Evstatiev First up Edi Evstatiev provided an overview of the new Pipelines Designer for those on the call that weren't familiar with it. He also asked for feedback from people on why they were not using it and their experiences with using it. Edi shared that there are plans to address the top feedback the product have received: The slower performance & not being able to add Jinja expressions to date fields. The latter issue should be address this week. Another improvement coming soon is new indexes & increasing the number of steps. If you would like to be included in the Private Beta for this please reach out to Edi directly. What's Available in the new Pipelines Designer & Updates The ability to move one or multiple steps by dragging and dropping Customizable step names The ability to add a step note A new action bar on the top right New activity tab that shows when there are errors, when a pipeline has triggered and other activities Right now you can toggle between the legacy builder and the new designer If you build a Pipeline in the new Designer you can then toggle to the legacy builder and view and edit the Pipeline there but you won't be able to see the customer step names or step notes In October the new Pipelines Designer will be the builder by default Leveraging ChatGPT for Jinja Expressions w/ We McAda Wes McAda, Quickbase Developer @ Louis Berger lead a discussion & share his tips on leveraging ChatGPT to help with Jinja expressions It is a helpful tool to use because there is not a lot of documentation out there about Jinja It's all about the quality of the inputs (or prompts), responses can vary Pro-tip: include "In Quickbase Pipelines" at the begining Pipeline Built w/ OpenAI & General Discussion around AI capabilities coming to Quickbase w/ Alex Pederson Alex Pederson, Sr Manager Solutions Consulting @ Quickbase shared a Pipeline he created integrating a Quickbase App with OpenAI where he wanted to see if he could get a "sentiment analysis" to help determine sentiment (positive, negative, neutral) asking OpenAI to evaluate. This Pipeline demostrated what is possible to build between Quickbase and an AI tool to help with in-app analysis and assistance. On the call people asked for the YAML of this Pipeline and I have attached the YAML and additional information he sent me to this post and it can also be found in the document library of this community . He also demonstrated a new builder experience that will be released soon called the "AI Smart Builder" that leverages AI for building new apps and can help cut down the amount of time required for building new apps. ------------------------------ Caroline Stuart-Freas ------------------------------August meeting notes & follow-up
Thanks so much for joining us for the August Pipelines Customer Network Meeting! We had a great session that included: A product update from Edi Evastatiev who covered the latest updates coming to the new Pipelines Designer details here.Updates include: The ability to add notes to your steps Export step notes to YAML In September all channels will be available to all customers in public beta! Coming soon: a Jinja Library with commonly used complex expressions Don't know what the new Pipelines Designer is? Check out more information about Pipelines Designer here Our product team has been hard at work addressing the builder experience for Pipelines which historically has been a more advanced part of the product. We are calling it the new Pipelines Designer and it has been developed based on feedback from our group members to significantly improve the experience of building and managing Pipelines. The latest updates in Pipelines Designer bring a range of new features, including an infinite canvas workspace, an enhanced step configuration process, the ability to rearrange steps using drag-and-drop, a new code editor, a step reference validator, and numerous other additions. Right now the new Pipelines Designer is in beta. If a customer wants to join the beta before it's available in Sept you can email Edi at EEvastatiev@quickbase.com We had a great discussion where Edi collected feedback on why customers are not currently using the Pipelines Wizard to build. We then went into breakout rooms with 2 Quickbase experts in each room where customers could ask any Pipelines question they wanted! Attached is the slides from the meeting. Below is the recording information: https://quickbase.zoom.us/rec/share/ogneVi-Cq7JNBswWYHUePo6D5VmICh8T6hjIuc7Ib-UvVRg-6weqo7hnbUrXRReS.ZdIF4uAvINVvqYAh?startTime=1692719537000 Passcode: tX!*9KJb ------------------------------ Caroline Stuart-Freas ------------------------------
Great Meeting Today
I really enjoyed hearing from the product team. As a customer, I am impressed at how much they engage customer feedback. I also loved getting inspired by the customer demo. I have been wanting to do the same thing but I have been intimidated by the Outlook channel. Our system admins are not very keen on letting Quickbase access a mailbox directly, so I need to understand more about how that channel works before I can approach them. I'd love to hear your experiences with the Outlook Channel. ------------------------------ Tammie King ------------------------------
