AndrewPatricio1
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Joined 4 years ago
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difficulty in contacting QB?
I have been using QB for nearly 20 years. It's a great product, so much better than salesforce. However, I am finally beginning to understand why it's not doing as well as SF. Their atrocious communication. NOT customer support, which is awesome. But their basic communications. I submitted two session proposals for Empower and apparently at least one of them got accepted, no idea which one. The email said to reply to empower@quickbase.com to confirm but I've emailed them 3 times now and it's bounced back. Emailed pr@quickbase.com as well and that bounced back even though that's the flipping email on their website! Called up the contact number and you can't even talk to sales which is ostensibly what that phone number is for. The options are employee HR (why on earth is that a choice for their public number?) or sales. When you select sales, it goes straight to a voicemail. How many potential customers have they lost over the years with this nonsense? Quickbase is fantastic product that should be DESTROYING salesforce if their sales/comms teams can get basic things correct. very frustrated right now.134Views1like4CommentsReporting/managing users for realm
We have 300+ client orgs with multiple users of our QB realm per org and need to ensure only authorized users access the system. We know that across our 3000+ users, there are some who are no longer with their organizations but yet still have access since the password is managed by QB. In the long term we're going to be moving to using Okta and integrating with our partner org IDPs. But for now I want to know if there is a way to use the QB API to download reports of users automatically and send those out to the client orgs on a periodic basis so that old users can be removed. Maybe starting with this call: https://developer.quickbase.com/operation/getUsers And then iterating. Is this feasible? Any other ideas for managing users from so many different external orgs?25Views0likes1Commentcan no longer use record ID when not key field when importing data from file?
Did quickbase make an update in ltierally the last 24 hours? I have a table with a key field that is not the record id. I am importing a data file which has the record id but not that key field but it is saying I cannot use record id when it's not the key field. This despite the fact that when I choose the merge field, I select "record id" and not the actual key field. And even stranger, I literally just imported a similar file with the same exact record ids just yesterday and it worked fine. Do I have to vlookup in the actual key field? That's a hassle but not difficult. ------------------------------ Andrew Patricio ------------------------------48Views0likes1CommentRe: "save and keep working" rich text button working in add but not edit form
Thanks, I will try this but another odd thing is that this is not an issue using the same form with an admin role. Plus it also works with the built in green button "save & keep working" at the bottom of the form. Though if what you describe is true, the if I edit any other field it should "dirty" the record and the file attachment should save. I'm pretty sure that is not happening, the file attachment just won't save when I use the custom button. Having said this, really appreciate your pointers. I will play around with your suggestion and see if I can get it to work. Andrew ------------------------------ Andrew Patricio ------------------------------89Views0likes0Comments"save and keep working" rich text button working in add but not edit form
I used the code sample from this QB resource site link to create a custom formula rich text field that allows me to place multiple "save and keep working" buttons throughout my form. Works like a charm as an admin but for a more restricted user role it has consistently weird behavior. For this other role it works fine when I'm adding a new record but when I'm editing a record, it doesn't work for file attachment fields only. ie, any other regular field works fine and file attachment fields work fine when I'm adding just not editing. Even stranger, the standard built-in save and keep working drop down in the green button at the bottom of the form works fine in both edit and add modes for this role. Only in edit mode for this role does this behavior occur and it occurs consistently. For a minute it seemed to work okay in Chrome but not MS edge but now it exhibits this odd behavior for any browser. It also works fine as an admin for any browser. Any suggestions? I submitted a support case but am also asking here. thanks for any help. Andrew code from the link above in case it doesn't work. Using this exactly. var text rid = If([Record ID#]>0, ToText([Record ID#]), // Record ID already exists "%%rid%%" // New record, no Record ID exists yet ) ; var text url = URLRoot() & "db/" & Dbid() & "?a=er&rid=" & $rid; "<a class='Vibrant Primary SaveBeforeNavigating' data-replaceRid=true href='" & $url & "'>Save & Keep Working - Rich Text</a>" ------------------------------ Andrew Patricio ------------------------------165Views0likes2CommentsRe: webhook pipeline headers
Thanks! That didn't quite work because it just gave me "none, none, none..." but it pointed me down the right track. Here's what I ended up doing: {% for h in a.headers %} name: {{h.name}}, value {{h.value}} -- {% endfor %} ------------------------------ Andrew Patricio ------------------------------42Views0likes0Commentswebhook pipeline headers
I created a webhook pipeline endpoint (for use with paypal payflow link silent post to get me the results of a successful transaction). I am trying to capture the headers of the incoming request but putting "{{a.headers}}" is not working, presumably because it's an actual array. I want to loop through the headers, concat them into one string, and paste that into a text field when I call create record. How do I do this? ------------------------------ Andrew Patricio ------------------------------45Views0likes2Commentscross-app relationships and performance
Hello, I've been using QB for 15+ years. About 12 years ago I was working for an organization that made heavy use of QB. We had the idea to have a central hub of our core data that would feed to other team apps via cross app relationships. It was something like 10 apps connected to that central data hub app. When we did this, all the apps slowed to a crawl. Literally minutes to respond to clicks etc. We contacted technical support and they told us that each app runs on a single thread on a server and when you use a cross-app relationship, all the apps tied together like that run on that same single thread. Where I am now we are potentially looking to do something similar and I figured that 12 years later we hopefully wouldn't have the same issue. However, when I checked with tech support they said that though the engineers have made performance tweaks to the cross-app relationships, apps still run on a single thread. Don't know if that means that all the tied together apps run on that thread or just each app. So my question is does anyone here run a lot of cross-app relationships, especially in this kind of central core data app, and if so do you see any performance issues? A cross app relationship would be easier but if it's going to degrade performance I'm likely going to just use a pipeline or external script to update the child tables instead of an actual relationship. thanks! Andrew ------------------------------ Andrew Patricio ------------------------------85Views0likes3Commentsreturn value from quickbase webhook pipeline
I have a pipeline that is triggered via a webhook. That is, when I call a URL like "www.pipelines.quickbase.com/hooks/webhooks/XXXXXX" it runs the pipeline. The issue is that I am calling this via a popup window and when it runs the window remains completely blank so the user has no idea if something is happening. I can write some html/javascript to print something out and call the webhook but I need a way to return a response object or something like that when the pipeline is finished so that I can display "all done" or something like that to the user. Is there any way to do this? ------------------------------ Andrew Patricio ------------------------------56Views0likes1CommentRe: Difference between "Apply Regular Expression" and "Find all matches to Regex" in pipeline text stage
Hi Rob, The odd thing is that when I use the same regex in the "find all matches" action, it parses correctly and I can see the "group_1", "group_2" etc variables filled in the activity log but when I use them via "{{b.group_1}}" etc to set the value of a quickbase field I get nothing. When I use the same regex against the same email text in the "Apply Regular Expression" action, I get no output object at all. I will put in a support ticket for this. thanks! ------------------------------ Andrew Patricio ------------------------------86Views0likes0Comments