ContributionsMost RecentMost LikesSolutionsWebhook to copy record with file attachment from one table to another (No Pipelines) Hello, I've been trying to figure this one out, and I'm a little new with Webhooks, so bear with me. A little background, I have a main app with projects, and I set up a Pipeline to copy a template of a "project app" for a specific project that can be customized and tailored to that single project while still syncing certain fields with the main app. One of the tables in this newly-created project app is an Attachments table. I want to set up a Webhook so that whenever records in this table (which have file attachments) are added, they are copied to the main app's Attachments table. I know there is a simple way of doing this in Pipelines. However, the problem is that I would have to create a new Pipeline for each project app because the triggering event would be from an unknown app until it's created. I wouldn't have this problem with a Webhook since the Webhook would be copied and just needs to be activated. I just don't know how to get a Webhook to do what I want it to do. I know I can create records with an API, but I would need the Base64 encoded content of the file attachment, and I don't know how to retrieve that. Any assistance would be greatly appreciated. Thank you! ------------------------------ Brian ------------------------------ Use "Fetch JSON" in Pipeline to copy Multi-line Text value from one app to anotherHello! I'm starting to learn how to use APIs, and I'm running into a bit of a snag. We create new apps for particular projects because we want to add additional fields customized to that specific project without having to add those fields to our main app. I set up a Pipeline that uses RESTful JSON APIs to copy a template project app and add records from our main app to this newly created project app. I have to use APIs because I can't select the new app in the Pipeline since it's a brand new app. I need to just use the table IDs that I get from the API response. However, I came across an issue when trying to copy over multi-line text fields. If the value of the multi-line text field being copied has a line break, I get a "Bad Request" error from the Fetch JSON step. Is there something I'm missing either on the JSON request or the Jinja to format the text to tell it to recognize the line break as a line break and not something that causes it to error out? Thanks! *EDIT - SOLVED* The issue was that the Jinja output of the field value does not match the JSON formatting. Support helped me find the |tojson filter for Jinja. This ended up working out perfectly. The only issue I initially ran into is that the JSON text string needs quotes around it, so I typed in "{{a.field|tojson}}", but the |tojson filter already includes the quotes. So I just had to make it {{a.field|tojson}} to make it work. ------------------------------ Brian ------------------------------Edit Child Reference Fields When Parent's Text Key Field Changes (with API?)I have two tables: Projects and Service Appointments, and a project has many service appointments. The key field for the Projects table is the Project Name, a text field. This allows for an easier end-user experience when they're importing service appointments, so I'm not looking to use the Record ID# as the key field (even though I know this would solve my problem.) While rare, there are instances where the Project Name might change. When that happens, the service appointments are orphaned because they retain the old Project Name in their reference field. I want to automate the process to update the child records' Project Name reference field when the parent Project Name changes. I know this can be done easily with Automations or Pipelines, but I sometimes have several thousand service appointments for a single project which won't work for Automations and might eat through more Pipeline step runs than I'm comfortable with (unless the Pipeline can be set up to do a bulk update?) I've just started getting familiar with APIs and have implemented a couple Webhooks in my app recently using the PurgeRecords and ImportFromCSV APIs. I would like to see if I can accomplish what I'm looking for with APIs somehow. Because I'm still a novice when it comes to APIs, I was wanting to see if there's a way to query the orphaned child records, format them into a CSV, and use the ImportFromCSV to update the records. I really like how ImportFromCSV will update all the records at once, but if that can't be done, that's fine if records need to be updated one at a time. ------------------------------ Brian ------------------------------ Conditional Drop-Down Help: Display Same Choice for More Than 1 Condition I'm going to try to explain the basics of what I'm trying to accomplish with a simpler example than what I'm actually working with. Let me know if you would like more details, but I think my question can be answered with the simplified example below. Let's say I have three tables: Projects, Service Appointments, and Choices. The relationships are as follows: OneProjecthas manyService Appointments OneChoice has manyService Appointments I created the last relationship so I could make a conditional drop-down field where only certain choices show up for a particularservice appointment depending on theproject. For now, I'm avoiding relatingProjectsto Choicesuntil we find out if this is part of the solution. Let's just say the conditional drop-down field is "Status" and we have two projects. For Project 1 the options for our "Status" field areActive and Complete, and forProject 2, the options for "Status" areActive and Cancelled. I wantActiveto show up as options forboth projects. However, I don't want to have to make two records in theChoices table to complete this because I want the choice text (Active, Complete, Cancelled,etc.) to be the key field to allow for easy importing. So the main question is this: Is there a way for me to allow one record to show up as an option for a conditional drop-down for multiple conditions? In this case, we want the status ofActiveto show up for bothProject 1 andProject 2. ------------------------------ Brian ------------------------------ Re: Find where reports are embedded, when they're usedThank you for the tips! ------------------------------ Brian ------------------------------ Find where reports are embedded, when they're usedHello, As I've been building my app up, I've been making lots of relationships and trying out different things with reports, and now I have a lot of reports that I don't use anymore. It's a little difficult sometimes to determine if the report is still being used on a form due to different forms for different roles, dynamic form rules that may show or hide a report, etc. Is there anything in Quick Base that can show you where a report is being embedded if you are not looking at that form specifically? Also, when you look at the reports and charts for a table and see the "Used Count," what does that refer to? Is it any time someone viewed that report, including embedded? Thank you! ------------------------------ Brian ------------------------------ Re: Import Reference Fields Based on Proxy Got it. It would be done every time we start a new project which would typically be a few times per month. Usually it's hundreds of locations at a time. I think for now, VLOOKUP would work for what we do. Thank you! ------Original Message------ Brian, Is this a onetime import of data? If you are not going to repeat it, then the VLookup is the quick way to go. If this is going to be a regular occurrence there is two ways to tackle. 1) Write an script to find the Record ID and then import the data. I am guessing the PHP would do this in a couple paragraphs of code. 2) Build a separate Import Table. Use a Trigger from Juiced to search the Parent Table and find the Record ID. Then the Trigger will copy that record to the real child table and relate it to the parent. The last part of the Trigger deletes the information in the Import Table. www.juicedtech.com; Their Triggers tool is awesome. ------------------------------ Don Larson Paasporter Westlake OH ------------------------------ Import Reference Fields Based on ProxyHello, Is there a way to import records into a table and use the proxy value for a reference field? I have a field that is generated by a formula which cannot be designated as the key field even though it is the primary identifier of the record, so I have set this formula field as the proxy when adding child records. However, when importing, it seems to only allow for the Record ID# to be imported rather than this proxy that was set. Is there any workaround for this? The only thing I could think of was to export the parent table and perform a VLOOKUP in Excel with the table I want to import into the child table to import the reference field values. This will work, but I'm hoping for a native solution or simpler workaround within Quick Base. ------------------------------ Brian ------------------------------