LennyBrooks
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Joined 5 years ago
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Re: Pipeline Channels
Hi...I ran into the same problem a couple of weeks ago. They made me upgrade my to the next level of service in order to get access to additional pipelines. Almost doubled the price per month just to have access to the Quickbooks Online pipeline. ------------------------------ Lenny Brooks ------------------------------6Views0likes2CommentsQuickbooks Pipeline
I've recently started working on setting up a Quickbooks Online pipeline. I started with creating a vendor in Quickbase and then triggering an event to create the vendor in QBO. That worked just fine. Next, I'm trying to create a pipeline that will fetch the vendor and then create a bill under that vendor. When I try creating the pipeline, the fetching seems work just fine, but under the create bill section, it asks for me to manually put the vendor in pipeline itself. That means I would need to create a separate pipeline for every vendor, which makes no sense. Can anyone give me some guidance? I thought because of the lookup, it would basically know where to create the bill. UGH! ------------------------------ Lenny Brooks ------------------------------39Views0likes1CommentHelp if Formula Rich Text
I'm trying to use an IF statement in a Formula Rich Text formula field in a report. I want a yellow triangle to populate of a certain date is or before today. Here is my formula, which seems fine until I save the report, and then I get the attached warning. If([Collections_Lien Review Date]<=Today(),"<img src='https:\\images.quickbase.com/si/16/241-triang_yellow.png'>","") This is the warning I get, and I'm not sure why it refers to CASE when I'm using IF. Formula error -- Bad or missing arguments in function call The types of the arguments or the number of arguments supplied do not meet the requirements of the function Case. The function is defined to be Case ( x, val1, result1, ..., else-result) . You may need to do one of the following to fix the problem: Choose the right number and type of arguments. Use a type conversion function to convert the arguments you are using to the correct type. Choose a different function. ------------------------------ Lenny Brooks ------------------------------Outlook Pipeline
Hello, I've created a pipeline to Outlook that sends out our billing invoices. All of the emails are being sent from my account. I want to make it so that the emails actually come from the account of the person initiating the email. If that can't be done, I'd at least like to specify a different email account instead of mine. Is there a way to do this? ------------------------------ Lenny Brooks ------------------------------13Views0likes1CommentPipeline to Outlook
Hello, I have a pipeline created that sends a email with links to our billing documents, since we can't actually attach documents to the email. For any given job, we may have six to eight different documents. For the jobs that have fewer documents, I have dead links showing up in the email. Is there a way to only have the links show up if there is in fact a valid link in the field? ------------------------------ Lenny Brooks ------------------------------2Views0likes2CommentsFranchise Locator
Hello, I am with SERVPRO. We have just under 2000 locations in the United States. Im looking for a way to enter an address, or zip code, into a field and have Quickbase give me a list of all locations within a set parameter. Has anyone created anything like this? ------------------------------ Lenny Brooks ------------------------------14Views0likes3Comments