CarrieKrakowski
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Joined 5 years ago
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Re: Updating predecessors in a pipeline
This is actually how we have this set up now in Projects app, but we have a lot of tasks that are done in multiple templates and done in different order, so I was trying to make the template/task associations easier to manage outside of Projects. Maybe I can update with a new Associations table in the Projects app. Let me try this out and I'll respond again. I, too, am not getting notifications on responses :)43Views0likes0CommentsRe: Updating predecessors in a pipeline
OK so I might need some help. The 3 Template tables above are in one app (let's call it the Template App) and the Project and Tasks table is in another (Project App) I get this error: Quickbase reported an error: 2 : Invalid input : Source record does not exist Below is the URL I'm using in that request. What could I be doing wrong? I was playing around with the source ID and this is where I ended up... https://xxxxxx.quickbase.com/db/table_project_id? a=API_CopyMasterDetail &destrid=project_record_id &sourcerid=template_app_id:template_table_id:template_record_id &destApp=project_app_id &sourceApp=template_app_id &ticket=auth_ticket &apptoken=app_token Does this look right? Am I completely off here?42Views0likes2CommentsUpdating predecessors in a pipeline
Hi all, I am creating templates for our projects that contain a set number of tasks done in a specific order. I want to use a pipeline to create and schedule tasks when a new project is created. I'm running into a roadblock where I can't figure out how to keep the predecessors of the tasks so we can set a start date when the project is created, and it will populate all future task dates. I hope that makes sense. The pipeline is working fine to create the tasks, but I can't figure out how to set the predecessors. Here is my table structure (simplified): [TABLE] Template Projects - Project Name [TABLE] Template Tasks - Task Name - Duration [TABLE] Template Project/Tasks Associations - Related Project - Related Task - Predecessors [TABLE] Project - Select Template (Related Template Project) - Start Date [TABLE] Tasks - Related Project - Task Name - Duration - Start Date - Project Finish - Predecessors (Please be kind, I am new to this) Thanks in advance!143Views0likes6CommentsHelp with Pipeline, loops and emails
Hi there, Please be kind as I am very new at this :) I'm in need of sending an email to clients with a list of time entries for the month (up to the current date). I am trying to use Pipelines to accomplish this and can't seem to figure it out. Here are the basics of the setup: TABLE 1 - CONTRACTS Contract Name Status TABLE 2 - Time Cards Related Contract Time Card Date # of Hours STEP 1: Quickbase Search Records on Contract table (Query - a) Filtering by Status = Active STEP 2: Loop through records STEP 3: Quickbase Search Records on Time Cards table (Query - b) Filtering by Time Card Date between {{(time.now).replace(day=1)}} and {{ time.now }} STEP 4: Condition If Quickbase Search Records on Time Cards table is not empty STEP 5: IF condition is met, Outlook Send an Email (Action - c) Here is where I don't know how to get the records found from Step 3 into that email body. I would like to put the data into a nice html table format, but I just don't know how to loop through that data. Attaching screenshot in case that is of use. Any help is much appreciated! Thank you! ------------------------------ Carrie K ------------------------------211Views0likes4CommentsRe: URL formula to edit a record and ""refresh the page
Hi there, I realize this is a very old post and my issue may be because of this, but hoping to get some insight into how to do this. I have a number field I'm trying to increase in a Kanban report with a button click, then refresh the data on the page (even better if we could use Ajax). I'm trying to create this in a Formula - URL button but when I go to save , I get the error: There are one or more problems with your entry Only text, Quickbase-accepted functions, fields, variables, and certain HTML tags are allowed in this field. JavaScript is not supported. Here is my code: var text URL = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Task ID] & "&apptoken=XXXXX" & "&_fid_76=" & [Duration Plus One]; "javascript:" & "$.get('" & $URL & "',function(){" & "location.reload(true);" & "});" & "void(0);" Any help is much appreciated! Thanks! ------------------------------ Carrie Krakowski ------------------------------7Views0likes2Comments