How to set up a child record to automatically select its parent?
Hi everyone! I've just started playing with a connected Quickbooks table. I'm trying to find a way to have the records in the Books table automatically select a parent record in my Jobs table. Each Books record has a Job Number field that should associate it with the proper Job record (each Job record has a unique Job Number), but I can't figure out how to create an automation that tells the Books record to "select the job with the matching 'Job Number' as the related Job for this record". I've tried to have it automatically write the Job Number to the Related Job field, but it just inputs some numbers and doesn't select the correct job. Any ideas? Thank you in advance! - Elena ------------------------------ Elena Larrabee ------------------------------Pipelines Quickbooks channel help
Hi everyone! Does anyone know how to add multiple lines to a Quickbooks invoice via a pipeline? Is that possible? For example, I have a Job record in Base that generates a Books invoice via a pipeline. The Base record has multiple child records that I need to be able to insert as multiple line items in the Books invoice. Thank you! #quickbooks#Pipelines #channels ------------------------------ Elena Larrabee ------------------------------Pipelines QuickBooks channel - invoice lines issue
Hi everyone, I have a pipeline that's been working great for about a year and just recently it's broken down and I'm having a really difficult time getting it figured out. Essentially, it's a pipeline that searches through invoices triggered by a button on my Base record - if an invoice exists it updates it, if it doesn't find one it creates one. I have it set up to search Base for several financial summary fields and insert those records as lines in the Books invoice. This has worked wonderfully for a long time, but now it just will not insert that array of records as lines when an invoice is updated (it still works when creating a new invoice). Has anyone experienced anything similar? I've tried copying the whole pipeline, I've tried deleting the "update invoice" step and recreating it, I've tried turning it off and on again, but it still just isn't working. Here it is successfully finding all 7 financial summary records: Here is the input array (with all seven objects): Here is the output array for the same step: Any help would be greatly appreciated, this is driving me crazy! I don't understand where the breakdown is between the input and output... Thank you! #Pipelines #quickbooks ------------------------------ Elena Larrabee ------------------------------Automation to create multiple records based on a multi-select text field
Hi everyone! I have a tricky question for you. I have a parent table (jobs) with a child table (schedule) with its own child table (crew assignments), which in turn has its own parent table (crew) which is just a master list of the staff. The way I have my app designed, users add schedule items in a grid edit within the main Job form. Then within each schedule item in the grid edit, there's a multi-select text field set up to assign crew members to each schedule item. It's fine, but it's just a multi-select text field that pulls crew names from the master crew table, it's not actually associating crew assignment child records with that schedule item. Having users click a report link from each schedule item and add crew assignments in grid edit mode would be adding too many steps. What I think I need is to be able to do is keep my multi-select text field, but create an automation that separates that list and then creates a child record in the crew assignments table for each name on the list. I haven't done much with list fields in automations so I'm not sure where to start. Or of course, if I'm missing something blindingly obvious about being able to create multiple grandchild records within a grandparent form let me know. Any help would be awesome! ------------------------------ Elena Larrabee ------------------------------URL button to add new record and then go to that record
Hi everyone, I feel really silly asking this, but I can't figure out how to use a URL button to add a new record and then simply go to the newly added record. This is what I have currently. And, the only reason I'm using API_AddRecord instead of API_GenAddRecordForm is because I can't get it to set field 18 to what I want, but for whatever reason it does work with AddRecord. URLRoot() & "db/" & [_DBID_CREW_TIME_RECORDS] & "?a=API_AddRecord" & "&_fid_18=" & Now() & "&apptoken=cynqae3bygzqysbuufhnqczijtxn" & "&rdr="&URLEncode(URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl()) Thank you! ------------------------------ Elena Larrabee ------------------------------08/23 Qrew Meeting
Hello All, Looking forward meeting at 3PM Wednesday. Plan for this event is to work on some projects/solutions. We will walk through ideation, planning and implementation with the goal of getting one thing done. Elena do you want to bring a laptop and one thing we can work on? If not the floor is open to requests. If there are no requests maybe we can play with the Pipelines Beta and see what we can break. As usual please RSVP if you are planning to attend so I can plan accordingly. Have a great weekend, ------------------------------ Jim Harrison transparency = knowledge + understanding : The Scrum Dudes ------------------------------October Qrew Meetup Notes
We had another successful Portland, OR Qrew meetup this month. Lee, Jen, Brianna, Ralph and myself attended. This month's meeting was a collaborative session and to that effort we had Rich Text button problems to solve. First Jen wanted to use Grid Edit in a child report on a form and have the grid edit save the edits before navigating to another page. The problem when this is done, is the parent form has no changes and therefore the Rich Text button "class='savebeforenavigating' doesn't save the changes to the child records. The solution is to add a form rule to the parent form that enters the date/time into a field onload and now there is a change. Once there is a change to the parent form, the savebeforenavigating class is called and the child records are saved. Jen was happy with the results and so we moved on to the next problem. Next Lee wanted to display images as icon/buttons from a parent table but couldn't get the image link to work properly. We resolved the problem by adjusting the syntax of the Rich Text field and then went into explaining some of the syntax of Quickbase formula language and how it is separated from Rich Text HTML. We had solved two problems and it was getting close to the 2 hour mark so we called an end to this months meeting. Afterwards we headed over to Izakaya Kichinto for some snacks and a drink or two. Next month we are looking for a presentation. Lee mentioned AI and I think there may be some interest in learning more about how it can be used with Quickbase. Thank you again to everyone for attending. The meeting was successful as we worked together to learn and solve problems, which is always fun. ------------------------------ Jim Harrison transparency = knowledge + understanding : The Scrum Dudes ------------------------------May 22nd Portland Qrew Meetup 3PM
The Portland Qrew is meeting next week on Wednesday at 3PM PST at the Harder Mechanical Contractors offices in Portland, OR. Our goal for this meetup is to collaborate and solve some problems. We have an interesting data model to discuss that looks a lot like an infinite tree structure. Afterwards with the weather being pleasant, it is possible we find ourselves seated outside eating tacos. If you are interested in attending via Teams, please email me directly at jharrison@harder.com and I will send an invitation.
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About Portland (OR) Qrew
Come meet up with members of the Portland, Oregon Qrew here!Owned by: LeeGilmore, LeeGilmore1, and JimHarrisonCreated: 10 months ago
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