YordanPetrov1
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Joined 5 years ago
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Re: New Email Notifications and Formula URLs
Can't you just reference the formula URL field in the body of your email? Example if your formula - url field is called requestInQuickBase. Click [requestInQuickBase] to add Response In the field settings you can populate the Link text property as 'here' or 'Click here' or something of that nature so that it fits the rest of the text.29Views0likes0CommentsOptimize Scheduling Process for Appointments
Hey everyone, For quite some time now, I have been in charge of developing and maintaining an app which among other things facilitates scheduling of appointments for estimators. Outline of what was actually needed: A form where call agents record customer relevant data; Based on the data, call agent selects an estimator; Depending on the data, the system determines the duration of the appointment (in the background); Based on the duration and estimator, through dropdowns we show the available dates and start times in 15 minute increments. After spending quite some time on it I figured out a way to build in such a way that has all the functionalities needed however app is quite heavy and does not have great performance. Here is a brief outline of how everything is structured: We have an employees table where each estimator has a defined work hours by day Mon-Fri; Each week a Pipeline runs and creates 15 minute slots for each estimator within the duration of their workday. At all times we have this prepopulated for 3 weeks ahead so when the Pipeline runs it creates the slots for current week +4 (Pipeline runs for a very long time creating many records as you can imagine); When call agents get a call, they select a date from a dropdown which opens a second dropdown where available start times are filtered. Complex formulas in the slots table determine if there are enough free 15 minute increments after each slot as we have different duration of appointments depending on the customer data. Duration of appointments are either 45, 60 or 90 minutes plus one 15 minute slot for travel time before each appointment; After the record is saved, a Pipeline runs, relating each of the needed 15 minute slots to the newly created parent so that we know those are booked; Whenever something is rescheduled or canceled another Pipeline runs and it clears the originally booked slots and blocking the new ones in case of modification; There is a different form where estimators put in abscences to block slots when they are away from work during their standard office hours. To sum up, function wise this works, however it's very heavy and start time dropdown takes a long time to load and sometimes it does not load and shows no results. I can't stop thinking that there is a much simpler solutions to all of this that I can't think of, so if somebody is interested or needs something similar, I will gladly work with to potentially come up with something better. I have an ERD and Pipelines process maps documented on Lucid as a starting point. Regards, Yordan45Views0likes1CommentHeight Parameter not Working in RT Formula
Hey everyone, I am trying to embed an image in an attachment field from a parent record in the the form of a child with a rich text field formula. I have created a URL field of the attachment in the parent table (Picture URL) and added it as lookup in the child (Product - Picture URL). Embedding the image works, however I need it more as a thumbnail and not full res so I added a height parameter but it does not work for some reason, the picture appears full size. "<img src=" & [Product - Picture URL] & "height=50>" Any help with this will be greatly appreciated. Regards, Yordan9Views0likes2CommentsButton that creates and saves a record in a child table
Hey guys, I am looking for a way to create a button that creates and saves a child record in another table and then opens it in edit mode in a specific form. So far I've managed to create a button that creates and saves the record but opens it in view mode. That's the field code: "<a class='Vibrant Success' href='" & "my foreign table ID" & "?a=API_AddRecord&apptoken=myapptoken&_fid_9=" & [Record ID#] & "&disprec=1" & "'>Continue</a>" I played around with the disprec parameter with values different than 1 but to no success. I am trying to do this possibly without code pages as I am trying not to use JS. Your inputs will be greatly appreciated! Regards, Yordan ------------------------------ Yordan Petrov ------------------------------11Views0likes0CommentsUploading HTML to QuickBase with REST API
Hi guys, I am producing some Plotly charts and reports in Python by pulling raw data from QuickBase with the REST API. I would like to return the output (the reports and charts) to QuickBase so they can be displayed in pages. I can produce the output in HTML format in Python which I know can be displayed in a code page on QuickBase but I really don't have an idea on how to make the Python script update the HTML code within the page when a new run of the report is created. Manually pasting the HTML code everytime in the page is not really an option as I have a number of charts and reports with high update frequency. If you have any ideas, please share. It doesn't have to be a direct update to the page, if that needs to go through a QB table field and then the code page to somehow read the content of the field, that's also fine. As a last resort, I can export the reports/charts as images and somehow get them onto QuickBase, which I am not sure how to do best either. However, this approach will make the charts static, without ability to use filters and drilldowns. Any help will be greatly appreciated! Regards, Yordan ------------------------------ Yordan Petrov ------------------------------18Views0likes5Comments