JenHamilton_Tye
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Joined 7 years ago
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Re: Using Pipelines instead of Copy Master Detail
Thanks that cleared the error, but new error... Output url: https://mycompany.quickbase.com/db/b*******j status:200 content:<?xml version="1.0" ?> <qdbapi> <action>API_CopyMasterDetail</action> <errcode>22</errcode> <errtext>Sign-in required</errtext> <errdetail>The page you have requested can be viewed only by users who have signed in. Please sign in to proceed.</errdetail> </qdbapi> I tried filling in the username/password fields since those are an option (which I don't really like, if the password changes the pipeline breaks.) Doesn't work :-/12Views0likes0CommentsRe: Using Pipelines instead of Copy Master Detail
I found this in a search and it's exactly what I need... but I get an error. Output url:https://mycompany.quickbase.com/db/b*******j status:200 content:<?xml version="1.0" ?> <qdbapi> <action>API_CopyMasterDetail</action> <errcode>24</errcode> <errtext>Invalid Application Token</errtext> <errdetail>An Application Token must be supplied.</errdetail> </qdbapi> Ok so how do I format the "Token URL" field? I've used tokens before by tacking it onto the end of a URL, so I tried both the QB database URL and table URL... neither work. https://mycompany.quickbase.com/db/b*******d&apptoken=app_token29Views0likes2Comments'Help Desk' type Customer Satisfaction Survey
We have users fill out a request form. (Requestors) Then a team of users do what is requested on the form. (Request Team) When form is marked 'complete' a notification email goes out to the Requestors. The Request Team has asked to add a survey to that notification email. I could just make a Survey table and link to the 'new record' button... but they want to know which Request Form the survey is for. I can do a relationship... but how do I make the button open a new Survey form that has the correct Request Form pre-selected? ------------------------------ Jen Hamilton ------------------------------Re: Capacity/bandwidth planning?
I have something like this in my main app, a summary report predominantly displayed on the homepage so managers and people on the same team have basic visibility to each other's workload. First I made a table called "User Details" to store our team member data. Which team they are on, work location, role, capacities, and of course a "User" field where I select the appropriate Quickbase user. (Notes field is also handy, I log why obscure users have access to our app.) When I make a user drop down in another table (like the Projects table), I make a relationship to the User Details table and use it to select the project member instead of just adding a basic "User" field type. This way I can pull over other data about the project member and can also get fancy, like filtering the list so that the field only shows certain types of users. (I also went and added this to existing tables, used import/export to copy over the username data from the old basic User field.) Then back at the User Details table I add a summary field that counts their number of active items in each relationship (such as projects.) You could setup this basic relationship counting projects, then add project levels with a points system to your Projects table and bring it over to the User Details table as an additional summary field. Finally, make a formula field to compare it to capacity and a summary report to display this data. ------------------------------ Jen Hamilton ------------------------------8Views0likes0CommentsUse text field to define formula
We have a table with a list of unique goals and I would like the users to define how to calculate their goal themselves. (This table has relationships, a bunch of summary fields they can choose from.) Field name: How to calculate Field type: Text Field Name: Metric Result Field type: Formula - Number Formula: [How to calculate] Record #1 How to calculate: ([Fail]+[Pass])/[Pass] Record #2 How to calculate: ([Complete]+[Incomplete])/[Incomplete] Currently the Metric Result field does not work, it gives a save error saying it is expecting a number. If I use ToNumber([How to calculate]) the result is 0. I could setup a notification and go write in a new part of a nested If or Case formula every time a goal is added, but I'd rather make it self-sustaining. Any other ideas? ------------------------------ Jen Hamilton ------------------------------20Views0likes1CommentRe: Subtract business hours from timestamp
I thought that might be the answer. I often feel like I'm making things more complex than they have to be, "WeekdayAdd" works so well on dates that I hoped there was an easier answer. ------------------------------ Jen Hamilton ------------------------------62Views0likes1CommentSubtract business hours from timestamp
I have a time stamp field called "Deadline" and I want to subtract business hours from it (weekday hours.) How? ToWeekdayP([Deadline]-Hours(#)) This doesn't work, it just knocks the result to a Friday if it falls on Sat/Sun. Subtracting 36 business hours from an 8am Monday deadline should return Thursday at 8pm, not Friday at 8pm. ------------------------------ Thanks, Jen Hamilton ------------------------------