FranciscoOjeda
Qrew Trainee
Joined 2 years ago
User Profile
User Widgets
Contributions
Quickbase DBA
Hi, I have developed a project management application in Quickbase for my company. As our company continues to grow, more business units are being created, making it essential to integrate them into the application. This growth has highlighted the need to standardize our database. I am seeking guidance on Quickbase best practices for database administration. Any advice or resources would be greatly appreciated. Thank you.48Views0likes1CommentRe: Multiple Tables Report
Hi Mark, I understand this idea, and I also read about Mike's option. I find your option more complex, and I'm not clear on the benefits compared to Mike's approach. Could you help me understand the advantages? Is the other method less scalable? Thanks!161Views0likes1Comment- 284Views0likes0Comments
Multiple Tables Report
Hi all, I have three project tables from different business units, each with fields for contract value, contract date, and other details. We want to create a dashboard with reports combining the data from all three tables. What is the most efficient way to achieve this? Does anyone have any suggestions? Thanks!375Views0likes8CommentsImpersonate User Permissions - Test as another user
Hi all, I wanted to know if it is possible to share permissions of the feature "Impersonate User - Test as another user". I need my operations manager to see our app as other users see it in order to understand how the different people interact to it. ------------------------------ Francisco Ojeda ------------------------------76Views0likes1CommentError within a pipeline - docusign
I am having an error within a pipeline, I think that is the email of the recipent. the error message is this: "Remote service reported an error: The email address for the recipient is invalid. The recipient Id follows. Recipient Id: 1" I am populating the client email (recipient) with quickbase information. Please if somebody could solve something like this, I need your help. Thanks! ------------------------------ Francisco Ojeda ------------------------------13Views0likes0CommentsDocusign pipeline
Hi all, I want to create a pipeline that sends a template to be signed by our clients and the sales rep. I dont know how to populate information of my quickbase tables in the documents, not in the signer information, but in the information of the document to be signed. Does anybody did this? I need some help! Thanks! ------------------------------ Francisco Ojeda ------------------------------85Views0likes3CommentsRe: Automated Task creation with different Responsibles
Hmm, I have more doubts now. So, I have a task template table, and I create tasks associated with the project depending on the project's stage using the pipeline. However, there is no relationship between the Task Template table and the Jobs table. Are you suggesting the use of formulas instead of a pipeline? I understand that if I have the "assigned to x role" in the project record, then with the pipeline, I could populate the "assigned to" field in the tasks based on the role. Perhaps I'm not grasping it fully; if you could provide further clarification on this concept, I would be grateful. The pipeline will help me to create the task, associated with the project, when the Proyect is changed to that corresponding stage, but the "Assigned to" will be a formula and not be populated by the pipeline itself? Thanks! ------------------------------ Francisco Ojeda ------------------------------6Views0likes2CommentsRe: Automated Task creation with different Responsibles
Thanks! I think that that a case statement for the "Assigned to" field in tasks level might be the solution. In the project level I will have, as you said, different roles that will be assigned like the field "PM Assigned" as a user. But, I will have more than one responsible per project. So maybe I can assign in the tasks another field that is Type of Task, and the CASE STATEMENT do it with that field. I dont really imagine how can I do this in an automated way, with the Tasks templates and the pipeline. I will define the assigned to in the task teemplates level? or you think that it will only be a field in the Tasks table? thanks! ------------------------------ Francisco Ojeda ------------------------------16Views0likes4Comments