VARCSolutions
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Re: How to imitate Pipeline search results in text field?
Thanks Mark, but unfortunately the client we're working with now doesn't want to carve out these fields into a child table, which is why I'm trying to figure out how to get the result of that search array into Base. The way you're describing is the default way and that works great, I just have to work around that and mimic it due to everything being on the one table.24Views0likes1CommentHow to imitate Pipeline search results in text field?
Hey all, As the title says, I'm trying to replicate the format of what is returned from a pipeline search in text fields inside Base. Here's the scenario: I'm making invoices in QBO via a pipeline, but all of the information for the line items is on the same record as the header spread out over different fields. QBO requires I pass lines as a list, which is normally done via searching through the line items, but that's not possible in this case. I have anywhere from 5-10 fields on the invoice in Base that need to each become a different line item in QBO, so how do I make fields to mimic that list output to pass over?59Views0likes3CommentsQBO Custom Fields in Pipelines
Hey all, Running into an issue when trying to assign any data to created custom fields in QBO via a Create or Update Estimate step in Pipelines. No matter what I try to pass, it errors out on me with the following: Remote service reported an error: Property Name:failed to parse json object; a property specified is unsupported or invalid intuit_tid: 1-6785955b-5d1bbc6935b5cc642b5ee13e Now, there is no Property Name on an Estimate in QBO, and none of the custom fields set up are titled Property Name. All I've been trying to do is figure out which of the 3 custom fields are which, since the names of the field don't show up in Pipelines and I only want to pass information to one. Any idea what restrictions there are on utilizing these custom fields here?29Views0likes0CommentsIs it possible to manually trigger a connected table refresh using an API call?
Hey all, Have a client who's trying to kick off a reporting process and wants to make sure their data in the necessary connected tables is fully present by the time the EFPs are built. Part of that process is having multiple connected tables refresh, but they don't want to have to do this on the hour or go through each table and hit the button before starting the rest. Is it possible to have one custom button trigger those refreshes as part of its arguments? Thanks!144Views0likes3CommentsOrdering Results from Pipeline Search
Greetings all, I've got a case where a client is trying to search a batch of records and perform the resulting actions on them in a particular order, based on a date field in those searched records. For example, let's say they have 5 sales orders with 5 different due dates - they want the search to pick up all 5 SOs but perform the following actions on the one with the earliest due date first, then run up the list in ascending date order. Melissa Doran's post in this thread works wonders for one-off grabs, but doesn't quite get what I need in this case. How have you all handled this thing in your development? Thanks! ------------------------------ VARC Solutions ------------------------------94Views0likes1Comment