Hi Amy, sorry my mistake on the above code! Here's a version that fixes the message displaying for every month:
Also, can you post a screenshot of the error you're seeing in the Pipelines editor? I am not seeing those errors for the quotes around "May":
Original Message:
Sent: 02-10-2023 08:50
From: Amy Gosz
Subject: Pipeline code using 'or' and 'and'
HI Doug...I copied your code, but did go back and shorten the birth month field names. Here is my code that is adding Birthday Month to every record. "May" is in red in the code.
{% if (a.familymem_1_birth_month_3_charac == "May" or a.familymem_2_birth_month_3_charac == "May") and not a.may_touch %}
Birthday Month
{% else %}
{{ a.may_touch }}
Birthday Month
{% endif %}
------------------------------
Amy Gosz
Original Message:
Sent: 02-09-2023 16:14
From: Doug Henning
Subject: Pipeline code using 'or' and 'and'
Hi Amy, can you post your code? The quotes around May are absolutely required for checking equality of strings, so I'm guessing you have another error in your code.
------------------------------
Doug Henning
Original Message:
Sent: 02-09-2023 14:24
From: Amy Gosz
Subject: Pipeline code using 'or' and 'and'
Hi Doug...this did not work. For some reason it got added to every record, not just the ones with a May birthday. Also, the code didn't like the quotes around May so I removed those. I did try a couple other options, but it still isn't populating only when May is the birth month. The other thing for this is that if the 'month field' already has 'birthday' in it, then I don't want it to add it again. This will be a scheduled pipeline to run daily.
------------------------------
Amy Gosz
Original Message:
Sent: 02-09-2023 09:42
From: Doug Henning
Subject: Pipeline code using 'or' and 'and'
Don's original reply is correct, you need to use == for the comparison and put quotes around the value to compare. This will add to the may_touch field if a value exists, or set it to "Birthday Month" if empty.
{%- if (a.account_number_family_1_birth_month_3_charac == "May" or a.account_number_family_2_birth_month_3_charac == "May") and not a.may_touch %}Birthday Month{% else %}{{ a.may_touch }}Birthday Month{%- endif %}
------------------------------
Doug Henning
Original Message:
Sent: 02-09-2023 08:17
From: Amy Gosz
Subject: Pipeline code using 'or' and 'and'
Yes, there is one field for each month. These fields are used as prompts for what type of contact may be needed. We do not capture full dates for the birthday and in many cases only know the month. If there is already text in the month field, then we don't want to overwrite that, only add on additional note about it being a birthday month. If there is no text, then we will just populate it noting that it is a birthday month.
12 Month fields - text, multiple lines
3 charac Month field - text
Family Member 1 and 2 fields - text
I am trying to figure out how the pipeline can check for values in the month field and if no value, populate with 'Birthday Month'. If there is a value, then keep current value and add 'Birthday Month'.
------------------------------
Amy Gosz
Original Message:
Sent: 02-08-2023 13:04
From: Prashant Maheshwari
Subject: Pipeline code using 'or' and 'and'
- Are we implying there are 12 fields for each month Jan /Feb / March and whenever a family member has a birthday , that particular field will get updated each month ?
- All items are stored as text ? Can you give example of one field to gauge ?
- I keep thinking why won't a QuickBase formula achieve this?
I did a simple test with (text)Name - Prashant(date)DOB - 29/05/1985(text)Monthpipeline Jinja{{(a.dob|timezone('Asia/Calcutta')).strftime('%b')}}The advantage of above method is simply referencing the date field and month will be found. Once we are clear with the structure , we could play around
------------------------------
Prashant Maheshwari
Original Message:
Sent: 02-07-2023 09:34
From: Amy Gosz
Subject: Pipeline code using 'or' and 'and'
We need to populate a 'month' field if family member 1 or family member 2 has a birthday that month. Each month has its own field. In this example, I am using the MAY TOUCH field. So, if (family member 1 or family member 2 has a May birthday) and MAY TOUCH is blank, add the value 'Birthday Month' to MAY TOUCH. However, I get the red box around that field which means something isn't right. I have scoured this forum and can't seem to figure out what part of the code is wrong. I have tried many different words like isNull, ="", and using quotes around "Birthday Month", etc, but none of those work. Here is my code:
{% if (a.account_number_family_1_birth_month_3_charac is May or a.account_number_family_2_birth_month_3_charac is May) and a.may_touch is not defined %}
Birthday Month
{% endif %}
The second part of this will be....if MAY TOUCH is defined, then MAY TOUCH value will have 'Birthday Month' appended to the text already in the field.
Step A in the Pipeline is Search Records where account_number_family_1_birth_month_3_charac does not equal 'blank' or account_number_family_2_birth_month_3_charac does not equal 'blank',
step B is Update Record
------------------------------
Amy Gosz
------------------------------