Forum Discussion

JeremyCohen2's avatar
JeremyCohen2
Qrew Trainee
6 years ago

Automation or WebHook to pull all records into one table

I need to get a system in place which allows a single button press that pulls all the records with a designated box not checked into a report and changes all the dates to today.   It would be even ...
Quickbase Automations
webhook
JeremyCohen2's avatar
JeremyCohen2
Qrew Trainee
6 years ago
Thank you for the reply Austin,

I'm not looking to do a ton and it may be able to be done in another fashion. 

There is a table for invoices which get processed and uploaded into another system.  The issue is that when these get processed I need to record the date on all of the records that are uploaded [Change a field from blank to today].  I really need a button that pulls them to a visual place which lists the information (A report would work fine which is already filtered to show anything that has not been processed) and then press a secondary button which adds today's date to all those records.

I have been trucking along with most of my solutions up until here, this one has me stumped.  

I know very basic javascript but even so this would eventually become something which I will not be interacting with to that level and someone else may be taking it from there.  The more intuitive it is the better it is.


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Jeremy Cohen
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
Jeremy, are you looking for the code for a button you can push which will mass update all records on the report to today's date?

if so you can make a saved table yo table import and map the record into itself merging on Record ID. 

Then the the url formula button code button would look like this 

var text URL = Urlroot() & "db/" & [_DBID your Table name here] & "?act=API_RunImport&ID=10;

"javascript:" &
"$.get('" & 
$URL & 
"',function(){" &
"location.reload(true);" &
"});" 
& "void(0);"

Post back with you formula if there are any syntax errors. 

If you have application tokens enabled you will need to add in a line

& "apptoken=Xxxxxxxxx. "


------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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  • JeremyCohen2's avatar
    JeremyCohen2
    Qrew Trainee
    6 years ago
    Hey Mark,

    Thank you for your response yesterday evening.  I have been playing with it here or there when I get time.

    I added, what I thought, was the formula to make this work all across the record but I think I am missing something.

    I created  a URL button that reads as followed:

    var text URL = URLRoot() & "db/" & [_DBID_PREVIOUS_INVOICES] &"?act=API_RunImport&ID=12";

    var text EDIT = URLRoot() & "db/" & [_DBID_PREVIOUS_INVOICES] & "?a=API_EditRecord"&

    "&_fid_55=" &Today()&
    "&_fid_53=" &true;

    "javascript:" &
    "$.get('" &
    $URL & $EDIT &
    "',function(){" &
    "location.reload(true);" &
    "});"
    & "void(0);"

    I was hoping this would go through every record ID on the table and change the record fields to today as well as the checkbox to "Checked".


    Please let me know what I am overlooking or not quite understanding.

    THANK YOU!


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    Jeremy Cohen
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      6 years ago
      So you should stick to the syntax of my response.

      var text URL = URLRoot() & "db/" & [_DBID_PREVIOUS_INVOICES] &"?act=API_RunImport&ID=12";

      "javascript:" &
      "$.get('" &
      $URL & $EDIT &
      "',function(){" &
      "location.reload(true);" &
      "});"
      & "void(0);"

      The trick is that if you want a certain field mapped to be Today, then make a field called Today with a formula of Today() and in the saved table to table import, map that Today field into whatever fid 55 is called.  

      Similarly, if you want to make  field true (checked), then make formula boolean checkbox called perhaps wth a formula of true.  Then map that field into whatever fid 53 is called

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      markshnier2@gmail.com
      ------------------------------
      • JeremyCohen2's avatar
        JeremyCohen2
        Qrew Trainee
        6 years ago
        ok, so I got this working great.

        Saw what you meant by mapping the fields and making sure the records are merged together.  Definitely a huge improvement and allows the user the ability to massively alter a bunch of records with standard information.

        Is there a way to redirect the user back to a home page or conversely take all the records that were altered and spit them into a CSV file that the user can save somewhere?

        Thank you guys so much for the help!

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        Jeremy Cohen
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