ContributionsMost RecentMost LikesSolutionsRe: Automating duplication of template Dashboard and Reports/Charts Thanks for an alternate option. Will have to take some time to digest and test out that method. Yes, one concern after reading your first message is what to do if a Project wanted some custom reports/charts instead of the default. Thanks for your input again. ------------------------------ Grant K ------------------------------ Automating duplication of template Dashboard and Reports/Charts When we add a new customer Project to our Quickbase database, we currently have to manually duplicate a "Template" dashboard and the associated standard reports and charts across the various tables. This is very time consuming as you need to manually go in and copy each page/report/chart, rename the copy then link report/charts on the new dashboard pages. Is there a way of duplicating template pages/reports/charts and renaming to a new project name and link on the new dashboard pages? I was thinking of a new table where you could enter the new Project name and a button. I looked at pipelines but that appears to only handle tables. Would this require maybe Javascript or is there another way? Thanks. ------------------------------ Grant K ------------------------------ Grid Edit - How to Scan across then next row I have a situation where we need to scan via a wireless barcode scanner multiple asset/serial information. The problem currently faced is we can scan (and automatically tabs) to the next field on the right, but it won't automatically go to the next row. This requires someone to go back to the PC and hit enter and left a few times to start at the beginning of the next row. Is there a way to get it to automatically go to the the first field in the next row without manual intervention? Thanks. ------------------------------ Grant K ------------------------------ Notifications - Custom internal and external email addresses I have a database setup for multiple projects. Notifications have been setup and works if I configure "Notify whom" to use the names in the field "Project Users (Field type List-Users). The problem with this is I can only include emails with an internal account, whereas I also need to include external emails. I don't want to have to create accounts for every email address who would have no need to access the database. Is there a way I can configure a new field somehow where I can manually enter the email addresses(including distribution list emails) I want to send to for each project and use that field for the "Notify whom"? I know I can request to set permission type to Open to allow external email addresses, but this also means every projects emails goes to one list of people rather than project specific. As there will be hundreds of projects, I don't want to have to duplicate a notification template hundreds of times with a condition on when it is triggered specific to a project ID. In summary what I'm trying to achieve is a way to configure the "Notify whom" field to a field with custom email addresses. Thanks. ------------------------------ Grant K ------------------------------ Re: Manually allow a duplicate entry in a field This should do the job - thanks Mark! ------------------------------ Grant K ------------------------------ Manually allow a duplicate entry in a field Currently I have a Serial Number field which is ticked for "Must be unique". This works 98% of the time in ensuring no duplicate user errors when entering the serial number. I have the situation where that same device may be returned and re-used again elsewhere requiring the need to capture the same serial number against a different job/site. With the "Must be unique" flag this will stop you from saving. Is there a workaround where it can still check for duplicates and if found provide a warning and way to allow the duplication? Thanks. ------------------------------ Grant K ------------------------------ Re: Pipeline - Advanced Query to search for records in the last week The answer seems to be easier to solve by changing to a standard query and comparing to: {{time.now - time.delta(days=7)}} I'm assuming time.delta can't be used in an advanced query?. Also tried OAF instead of GTE. ------------------------------ Grant K ------------------------------ Pipeline - Advanced Query to search for records in the last week Hi All, Just needed some help refining my advanced query to only search for records where a table's date field is from the last week. I have a table which has a "Completed Date" Date field (FID=117). I have a Pipeline where I want to create a report for all matching records completed during the last 7 days. I have the below query where the syntax doesn't appear to be quite right. If I just use {'117'.GTE.('today'} if will pull records successfully matching today's date. {'117'.GTE.('today' -time.delta(days=6))} Can someone help correct my syntax to search records from the previous 7 days? Thanks. ------------------------------ Grant K ------------------------------ Re: Pipelines - Repeat Add record X times Thanks for your assistance. Finally got it working. There is a noticeable delay when adding hundreds of records but since that is a rare situation it should be acceptable. The advance query ended up being a simple: {6.LTE.{{a.job_qty}}} ------------------------------ Grant K ------------------------------ Re: Pipelines - Repeat Add record X times Hi Mark, Thanks for your reply. I've been trying to implement what you mentioned. I could probably get away with option 1 as the vast majority of the time it will be only adding 1-20 records at a time. It's only a rare occasion it will need to be able to handle in the hundreds. I tried the copy records too which seems to copy but having issues with the for loop condition. When doing other coding and For loops, there is normally a variable with the count iteration for the loop - doesn't something similar exist with pipelines so you could do a For loop iteration number <= quantity DO copy record"? I set up a helper table as suggested but having troubles working out the syntax to use it. The current steps I have been testing are (which adds 1 record): A - Record Created (Triggers on the source table action) B - Prepare Bulk Record Upsert C - Search Records (Searches on source table to capture data). Query of Record ID = {{a.id}} For Each loop contains D - Add Bulk Upsert Row End of For Loop E - Commit upsert I wasn't sure about implementing the helper table (or iteration count if possible). With a helper table my thinking is I need to insert an extra Search Record step between Steps B and C with an advanced query? How would I read the counter value to compare in the advanced query? {{b.Counter}}LTE{{a.Qty}}? I did also try to create the second temp table with one record which is fine. The copy record function seems to be able to copy this record to the final destination table but again stuck on the loop query syntax to replicate x times. Thanks. ------------------------------ Grant K ------------------------------