Join the Conversation!

Hi folks. I am trying to get an advanced filter to work in a pipeline so that I don't have to enter all 81 combinations in.I don't speak Jinja (yet), so I used AI to help me code this. It looks good to me, but when we ran a test, the pipeline did not trigger. I assume it has to do with the way which the Jinja is written. Can anyone help me understand what I did wrong, here?Here is the offending code. It's also been tried without the various cleanup filters on the fields (trim, float, string).All string values for these fields come from pre-defined lists, and the two hours fields are numerics. I think the problem has to be either the syntax or references; I don't think the actual logic is bad.{{(a.Req_Status|string|trim) == 'Submitted'and (a.Requested_Hours|float) < (a.Provider_Expected_Hours|float)and (a.Approv_Mgr1_Response|string|trim) in ['Approved', 'Not Available', 'Not Required']and (a.Approv_Mgr2_Response|string|trim) in ['Approved', 'Not Available', 'Not Required']and (a.App

Ok... loving the new form builder BUT.... I can't see how to make an embedded report editable. Basically, what's the new version of this:  Is this possible? ------------------------------Matt Stephens------------------------------

Hello, This is my first time reaching out for some help on hear so apologies if this is a bit long. I have a pipeline set up in quickbase to stamp an unqiue PO Number to a purchase order after final approval  occurs. The PO numbers are set up as [Location Code]-[Order Department]-Date Approved in YYYYMMDD format-[Occurrence]For each order approved in the same day with the same Location Code and Department the occurrence will increment by 1. Right now the pipeline stamps the first PO of a given location/department/day correctly with an occurrence of 1. My trouble is getting the search step (d) to find the previous matching POs from that day, lookup the latest ones occurence #, and add 1 to it. I have copied below the filter I put on my search step (d). This references the info from step c which is a lookup of the current PO that needs stamped.[Location Code] (Field 25) is type Formula - Text[Order Department] (Field 21) is type text but is a lookup field[Ap Date Approved] (Field 16

I am working on a quickbase where people will go and rate thier competence on about 75 different items on a 0-5 scale. i want to be able to create a report where i can select one of these items from a dropdown list and display the people who are rated 5.   I made a table with the label and column ID for all the fields that i want to display.  Is it possible to write a formula query that will return the list of names for anyone that meets the criteria, using the reference id on each row to point to the coulmn on the rating table?  

Hello, I would like to add a save and keep working button in the middle of my form. This would be used for new records that have yet to be saved before. Is that possible and how can I do it? I can get it to work for existing records but not new ones that haven't been saved yet.

I am trying to pull out a record ID # from an email subject or email body.I want:Input -     Re: 4793 - New Ticket -...Output - 4793OrInput - Should be handled by: MaintenanceRecipients: MaintenanceTicket #: 4793Asset ID: empty Output - 4793 How can I accomplish this with jinja in a pipeline?

I have a rich text button for the user to click to make a quick edit, which opens a popup window that leverages a code page to close automatically when saved (following the "CloseWindow.html" pattern illustrated here).I am attempting to also hide the normal qb UI in the popup window utilizing an ifv parameter, but when I do this the window no longer closes automatically. My base url is in a field [Edit User Alert]:URLRoot() & "db/" & Dbid() & "?a=er&rid=" & URLEncode([Record ID#]) & "&dfid=11" & "&z=" & Rurl()My rich text button adds the ifv (currently commented out) and NextURL parameters to the url and sets the class:var text url = "'" & [Edit User Alert] & //"&ifv=10" & "&NextURL=" & URLEncode(URLRoot() & "db/" & AppID() & "?a=dbpage&pageid=5") & "'" ; ... var text class = "'OpenAsPopup' data-height=600 data-width=850 data-refresh=true "; ...The window closes correctly without the ifv parameter

I am working on a new application which will act as our recruiting/employee management system but will not be an HRS platform. This application will handle all the activities that occur before they become an employee.In our IT environment we use security groups to help provision employees into groups that grant them access to data, programs, digital locations, etc. These security groups are rule based and are used to examine an employee's Company, Department, Job Title, and Office Location to determine their group membership.I'm trying to build an interface in QB which would display to the user the various security groups the employee will be placed in based on the selections made in the fields referenced above. An employee will be in at least 1 group but could be in multiple groups and we currently have about 175 different groups configured.I considered creating a single formula field in the Employees table, called Security Group, which would hold all the various security group rule f

I updated a form to the new version, and some users keep getting this error when trying to edit and save.  I was able to reproduce it, but I can't find any reason for it.I've carefully gone over all of the form rules and there don't seem to be any conflicts.Has anyone run into this and successfully solved it?

I'm trying to do this the easiest way possible and could use some advise.I have 4 tablesMarket, Activites,Base Agreements, AdmendmentsThe activities table can be related to one or more of each of the other tables but don't have to be related to all of the other tables.I was hoping that I could for example in the Activities table have a field named Market and it be a multi select field.  Then on the Market form, I could show all of the Activities that have that market selected.  I don't know how to filter that report to only show the activity records that have the market name.I appreciate any assistance. 

I have this daily report (see attached) that changes every day.  I would like to email this automatically each evening at 4:00 PM to myself, but, want each project number to have its own separate email with the job number in the title of the email.  Any suggestions on how to go about this?  (Ex.  using the attached document, for this particular day, I would have 3 emails total:  project 12346 with 1 ticket listed, 199990 with 1 ticket listed and 12345 with 2 tickets listed.)

Hi everyone, I had a user request a line chart that is filterable by contact showing the Total Opportunities Created as one line and another line showing the total revenue generated. The idea is the lines would have 2-3 colors per set (YTD, last year, 2 years ago) and would be filterable by the contact they select. The challenge is to my knowledge you cannot dynamically filter formula queries. So how would you go about this? Basically when he does his quarterly business review meetings with clients he wants to pull up a chart showing how many opportunities we generated and how much revenue generated for that person. Than switch to another person for the next meeting

Hello, I'm wondering if there's any clever solutions to route to the file manage plug-in so end users can add documents to child records when they are also adding a parent record. I know natively that's not available due to lack of RID on the parent.But I was hoping to leverage some other formulas I've used in the past to circumvent this issue, but I'm getting syntax errors when I attempt to combine elements - I'm curious if this is user error or due to the plug-in it's simply not adaptable?general use case:User adds accounting record for invoicing, as a legal requirement in 2026 they have to now add several large documents for which I would like to leverage the file manager plugin. Samples of what I've concocted:The intention is to save before navigating/opening the file manager and/or use the %%rid%% to provide a new RID for the parent record so the user can bulk add documents with the parent form submission - I think I've scrambled somethings://original plug=in URL. do not tamp

Our next in-person Philly Qrew meetup is happening on Thursday, March 19, and we’d love to see you there! This meetup will be interactive, collaborative, and community-driven, designed for builders, admins, and everyday Quickbase users who want to connect, share ideas, and learn from one another. What’s on the agenda? 🔹 Workshop-Style Discussion with Laura Natal (Qrew Leader)Laura will lead a conversation on best practices for planning and executing large-scale development projects, sharing real-world examples and lessons learned along the way. 🔹 High-Level Jinja Discussion + Open Q&AOur Lead Quickbase Technical Consultant, Christine Suarez, will join us virtually for an approachable, high-level Jinja discussion - with plenty of time for your questions. Whether you're deep in development or managing your realm day to day, this is a great opportunity to collaborate with fellow Quickbase builders in the Philly area. 📍 Location: Bond Collective - Center City1 Penn Center, 1617 John

Hi all:My non-profit in Detroit is looking to develop a job description to hire an individual to manage our Quickbase work.  I am looking for sample job descriptions that we could build off of. We are specifically looking to develop a job description for an individual who my not have QB experience but has low code or just good experience with technical problem solving. Specifically a more junior level person. Is anyone willing to reply and share their organizational job descriptions? 

Is there any way to programmatically interact with a field type Address when lat/long (coordinates) option is selected on the form? Neither Pipelines nor Form Rules seem to be able to cope with this. I believe I can populate these Address subfields programmatically but that's not an option in this case because street addresses are not applicable (there are none on this large site).In Pipelines, Latitude / Longitude fields do not appear in the schema and you cannot directly update the Address primary field. You must choose a subfield, none of which are lat/long.Form Rules is even worse in that it doesn't recognize any other valid fields with which to change the Address field value to. Presumably the only valid option would be some other address field which is not very useful.The goal is to not have users input lat/long but instead look those values up after a user has selected a friendly name (like a building number).Screenshot: https://i.imgur.com/hA1WASz.png 

Attempting to build a link that would navigate users to a google map page.  What am I doing wrong? Using the logic below results in an "http://<a href=" ahead of the url. i.e. http://<a href=http://:www.google.com/maps/search/?api=1&query=> Street 1 City State Zip</a>var text Words = ([Account - Venue Address: Street 1]&" "&[Account - Venue Address: City]&" "&[Account - Venue Address: State/Region]&" "&[Account - Venue Address: Postal Code]);var text URL = ("http://:www.google.com/maps/search/?api=1&query="); "<a href=" & $URL & ">" & $Words & "</a>" ------------------------------Ryan Parr------------------------------