SteveLaurel
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Joined 7 years ago
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New form rules - tagging
In the old form builder, I can create rules that allow to use data from any other fields, just like how you build email notifications. I used this to update a logging field. ie.. User [userfield] changed the status to [statusfield] Attached is an example Is this still not possible in the NEW form rules?Solved124Views0likes2CommentsXML email
Anyone know the settings I can use to send an email notification like this? I have tried everything. ------------ <?xml version="1.0" encoding="utf-8"?> <?adf version="1.0"?> <adf> <prospect status="new"> <id sequence="1" source="Aimbase">aimbase_manitou-209168</id> <requestdate>2024-05-31T04:05:57+00:00</requestdate> <vehicle interest="buy" status="new"> <year>0</year> <make>Alumacraft</make> <model>Uncategorized</model> </vehicle> <customer> <contact primarycontact="1"> <name part="first" type="individual">Jason</name> <name part="last" type="individual">Chaffin</name> <address type="home"> <street line="1">8220 E Oxfard Cir 2105</street> <city>Wichita</city> <regioncode>KS</regioncode> <postalcode>67226</postalcode> <country>US</country> </address> <email>[email protected]</email> <phone type="cellphone">(316) 285-5068</phone> </contact> <timeframe> <description /> </timeframe> <comments>Comments: None </comments> </customer> <vendor> <id sequence="1" source="Aimbase">0432</id> <vendorname>BLACKBEARD MARINE VI, LLC</vendorname> <contact primarycontact="1"> <name part="full" type="business">BLACKBEARD MARINE VI, LLC</name> </contact> </vendor> <provider> <name part="full">Aimbase</name> <service>Request Quote</service> </provider> </prospect> </adf>34Views0likes0CommentsNew Forms - dynamic text
In the old form builder with rules, you could use text like this to update fields. The Status was changed to [Status], and delivered date set to [Delivered Date] This does not work in the new form rules unless I am missing something. Thanks ------------------------------ Steve Laurel ------------------------------37Views0likes1CommentPipeline error - Duplicate Key - does not exist
I am getting errors on a few pipelines saying it can't add to the table due to duplicate key values; however, these values do not exist in the table. QB support is basically saying this is what sometimes happens in a DB with no solutions. Today I completely deleted the entire table and ran the pipelines again - the same errors. ------------------------------ Steve Laurel ------------------------------93Views0likes3CommentsString of Pipelines
I have 7 pipelines that all do the same thing but connect to separate end points. These separate pipelines insert data into a single QB app. They are all set to run at different times within the same hour. Question: Is it possible to string these together so one automatically runs after the other? Start Pipeline 1 runs, pipeline 2 runs, pipeline 3 runs, pipeline 4 runs, pipeline 5 runs, pipeline 6 runs, pipeline 7 runs, Finish Thanks ------------------------------ Steve Laurel ------------------------------114Views1like1CommentRe: How to Email all Application Users?
You can also add a new table, call it something like 'Change Log' or whatever you want. For me, I added a text field called "Type" - Feature update, General communication Another field of text multi-line for the info being communicated. Then add a notification on this table for when a new record is added and have it send to all your users. You could even take this a step further and allow other users to add records that can then be sent. ------------------------------ Steve Laurel ------------------------------71Views1like0CommentsIncrement over time
I have a numeric field used to track the PTO hours for each employee. I need to increase this value every two weeks which is our payroll period. For example, the current value is 24. At the end of the payroll period, this value should increase by 4 automatically. What are the options? Thanks Steve ------------------------------ Steve Laurel ------------------------------15Views0likes1Comment