Forum Discussion

JeremyCohen2's avatar
JeremyCohen2
Qrew Trainee
5 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
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
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. "


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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
5 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!


------------------------------
Jeremy Cohen
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 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
      5 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!

      ------------------------------
      Jeremy Cohen
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        I'm travelling now, but even from Ireland I could see the light bulb light up in your head.  So that s great.
        You can use this syntax here to do do two successive actions.

        $URLONE
        & "&rdr=" & URLEncode($URLTWO)

        For URLTWO, this can be to land the user on any record, report or Dashboard page.  So you can make either a regular table report and instruct the user in the report description on how to export to Excel using MORE .. and save as spreadsheet , or else I suppose that you can actually make a table report, but there is a somewhat obscure option to format the report in CSV.  That will actually download a CSV.  I would personally find that "off-putting" but you could do that if it would not confuse your users.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        markshnier2@gmail.com
        ------------------------------