ShaneSelasky
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Joined 6 years ago
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Re: Lookup Fields Not Available in Pipeline
ok. so played around with this some more and I found the action "Lookup Record". Add this to my pipeline and now I see the lookup field "# of Cases in the Last Month Form". Created the following: followed by: And now I am getting data in the field "Support". The data looks off but I am at least getting data!! ------------------------------ Shane Selasky ------------------------------Lookup Fields Not Available in Pipeline
Using Pipelines for the first time to have a record automatically be created. The creating of the record is no problem. However, I can't get the fields to update with data. After looking how the fields were updated manually, I see there are rules created to update the fields. Here is a pic of one of those rules: So when the numeric field called " Support" is blank, it will get updated by a numeric lookup field called "# of Cases in the Last Month Form". When I got to create my pipeline, I am not seeing the field "# of Cases in the Last Month Form" or any of the other lookup fields available for selection in the pipeline. Below is the pipeline I created to create the record: When selecting a field for "Select Fields to Specify Values", the field "# of Cases in the Last Month Form" is not available to select. I tried to update "Support" with the field ID, the field name, and a.# of Cases in the Last Month Form" (along with all the brackets / paranthesis / etc needed) but the "Support" field was empty. Then I added an action to update the record once it is created. See below: Again, I tried to update "Support" with the field ID, the field name, and a.# of Cases in the Last Month Form" but the "Support" field was empty. I figured out you can drag a field into "Support" from the inbox to the right of the "update record" but the field "# of Cases in the Last Month Form" is not available to do that. Are fields that were created for a relationship between tables not available for pipelines? If these are, how do I make these fields available to select? And if not, then how do I update "Support" with the data I need to be in it if this field is reliant on a lookup field? Thanks!! Shane ------------------------------ Shane Selasky ------------------------------Automatically create a record
Been racking my brain on how to do this for a while but not seeing anything helpful on how to do this. I have a Table called Daily Action Log. A record is created to keep totals on the number of tickets that were completed in a day, month, year, etc. Right now, we manually and daily create the record with all this data for each employee. Which isn't a problem however we don't do it on the weekend so the data isn't collected. Trying to figure out how this record can automatically be created in the table with the data. Looked into pipelines but this seems to be to create a record based off a third party application so doesn't seem like what I need. I see Quickbase Actions, which replaced automations, but it seems it would create the record when an action is done in another table, which won't help since I need the action to be done in the same table. Am I missing something on how to do this easily? Just want to automatically create the new record with the data each day. Thanks!! ------------------------------ Shane Selasky ------------------------------Use on app to check on records from another app
I have two app, one called "QA" with a tabled called "QA Management" and another app called "Support" with a table called "Support Tickets". I created a relationship between the two apps so that way from the support ticket, i can add a new quality control record (created a URL Formula through the relationship). I also created a report call QA Records in the support ticket through the relationship. The issue i'm having is figuring out out how to sort the support tickets that haven't been reviewed for quality control. Below is a pic of a support ticket that has been quality reviewed. Below is a pic of the quality control record I tried to changing multiple field properties in the support table to show in QA managment table so i can use them in a reoprt but the field property isn't showing up to select it in the report (regardless of the type of field it is). See pic below: I also tried a rule in support ticket to mark a checkbox that when the "QA record" report is not empty or the report doesn't say "No qa records found" then a check for "Ticket coded" would occur. see pic below: I'm out of ideas to try. Any help will be greatly appreciated. Thank you. ------------------------------ Shane Selasky ------------------------------Re: Creating a new record in a new app from an existing record and app
I figured it out. I had to create a relationship with the button in order for the record ID to transfer from one app to another. Thanks for responding back Mark!! ------------------------------ Shane Selasky ------------------------------Creating a new record in a new app from an existing record and app
i have an app called "support" and a table within here called "support tickets". I have created a record "1" in this support ticket table. I need to quality control this ticket so i created another app called "Quality Control" and a table called QA Grade". When i want to QA the support ticket, i created a formula URL field in support ticket which will add a QA record to QA Grade table. Want i want to do is automatically have the support ticket record ID ("1") added to the QA record so i don't have to search for the support ticket record again. Not sure how i need to code for this to happen. Thank you. ------------------------------ Shane Selasky ------------------------------Re: Timestamp a field when it isn't blank
i figured it out. Had to create a text - formula field called Full Name in the table that converted the user field into a text. Used the command UserToName. Then i created the relationship between the employee table and onboarding table. User Field as the reference and the Full name field as reference proxy. Lastly i have to recreate this relationship several times so i have multiple fields i can select the user. ------------------------------ Shane Selasky ------------------------------Re: Timestamp a field when it isn't blank
So i had a table in which all the employees were listed. Tried to create a relationship and it only work once. By this i mean when i built my relationship between the two tables (employees and onboarding), and made the employee field a proxy reference, then i could create a rule that if the employee field was not equal to blank, then the field date and time would change. However, i will have multiple fields in which i need to select an employees name to be assigned a task. So this won't work. ------------------------------ Shane Selasky ------------------------------Timestamp a field when it isn't blank
I have two fields, employee (which is field type user) and Date and time (which is field type date and time formula). My objective is that when an employee is selected from the drop down of the employee field, then i want the date and time field to automatically timestamp the date and time. Creating a rule wasn't working because the only option is if the employee is equal or not equal to a specific employee. This won't work because the employee field may be different all the time. Am i on the right path of creating a formula for the date and time? I was thinking using an if statement (if employee is not blank then timestamp date and time) but couldn't get it to work. was getting a syntax error. if there is a better way then i am open to that. Want to make this as dynamic as possible and least management in the future as possible. ------------------------------ Thank you. Shane at Synergy Fiber ------------------------------
