ContributionsMost RecentMost LikesSolutionsRE: Introducing Pipelines - Webinar Q&AHi Evan, Just finished the webinar and really excited for pipelines! Just curious what integration to O365 will look like and if this will replace the need for add ons like SendToQuickbase? ------------------------------ Michael Santiago ------------------------------ Re: Automatically Add Records in Associative Table based on Matching Values in Non-Key FieldInteresting... I've dabbled in PHP but far from an expert. I'll hold out for the webinar tomorrow and explore Juiced if Pipelines doesn't cover it. Thanks again. Michael Santiago ------------------------------ Michael Santiago ------------------------------ Re: Automatically Add Records in Associative Table based on Matching Values in Non-Key FieldDon, Thanks for the suggestions- I'm not familiar with Juiced and looking into their solutions now. I ditched the multi-select fields and normalized with a few more tables (also added Department Training Materials for potential material sharing among depts). Sadly, this still doesn't provide a way to natively add multiple attendance records and assign each employee with a corresponding "related department" automatically when a new session is added. The challenge is that even with the new architecture, Employees and Departments are not directly related, due to the M:M relationship (i.e. Department Employees) so I can't leverage a Related Department field. I registered for the pipelines webinar this Wednesday hoping that it will address this snag. If I could somehow run a API_DoQuery on the Department Employees table and then API_ImportFromCSV based on the query results, I think I could return related employees and add a new record in my attendance table for each. I just don't know exactly how to pull it off and if a Formula-URL or Webhook would be capable of the sequence of events. Any thoughts on that? Thanks again for your help! ------------------------------ Michael Santiago ------------------------------ Automatically Add Records in Associative Table based on Matching Values in Non-Key FieldI'm attempting to make a training app with the following ERD: Training Materials has a Multi-select Text field called "Required Departments" that gets passed to Training Sessions child records via lookup field ("Training Materials- Required Departments"). Meanwhile, an identical Multi-select Text field exists in the Employees table called "Department(s)". My goal is to automatically add multiple Training Attendance records when a Training Session record is created, for each employee that has one or more "Department(s)" that overlaps with any of the "Training Materials- Required Departments" from my Training Sessions record. That is, automatically assign the same Record ID# (from the newly created Training Session) in "Related Session" and associate each corresponding Employee in the "Related Employee" for each of the automatically created Training Attendance records. I've tried both the native "Quickbase Actions" and "Quickbase Automations" but neither was capable of querying my Employees table, comparing it to my Training Sessions table, and adding a Training Attendance record to connect the two, for each Employee that has a Department included in the Required Department fields. I think the solution may lie somewhere between a Webhook and Formula URL. Any thoughts are greatly appreciated! ------------------------------ Michael Santiago ------------------------------ Re: How can I add a custom message and logo to my sign in page?Ah! I suspected that may be the case :( . Thanks for the reply!How can I add a custom message and logo to my sign in page?I have a premier subscription and I am trying to follow the instructions to add a Custom Sign In Message listed here:https://help.quickbase.com/user-assistance/?_ga=2.226310426.105621529.1535643166-1082726460.15338427... However, I can't seem to find the "UI tab" referenced in step 2 (nor can I find anything that resembles the following steps throughout app settings). This seems so simple and yet, I am unable to figure it out! I've customized headers, footers, etc. but can't locate a place to format the sign in page at all. I'm optimistic this can be done (especially given the section in Quickbase help). Please help!Re: How can I use ""Copy Master & Detail Record"" function in Quickbase to only copy a specific subset of child records from a master template?Thank you for the reply. My conditions for copying child records are fairly simple and flexible. There are 3 different phases of a project and 3 corresponding departments for each phase. The child records have a drop down field called [Department]. I'd like to dedicate a button to each of the 3 departments/project phases (i.e. I'd like to create a button that just copies the 5 tasks that have "Department A" in the [Department] field and another button that just adds the 15 tasks with "Department B" in the [Department] field...) Alternatively, I have a field called [Task Order]that is numbered 1-40 for each task, which I use to sort the embedded task report in the project record. So I could elect to copy child records where [Task Order]<6 for the "Department A" button and copy records where ([Task Order]<21 AND [Task Order] >=6) for "Department B"... As a last resort, I could create multiple templates and use the wizard in "Copy Master and Details Records" to create different buttons for each template but my gut tells me there is a cleaner and more streamlined way to do this. Would hate to have to update and maintain multiple templates and protect them all from being tampered with when my app goes live. Thanks again and look forward to your thoughts. MichaelRe: Trying to use the Copy Master-Detail function, but only to copy detail records and not the parent record.Is there a way to further manipulate the Copy Master Detail function to copy over only certain child records based on certain criteria? More specifics on this questionhere:https://community.quickbase.com/quickbase/topics/how-can-i-use-copy-master-detail-record-function-in...Re: How can I use ""Copy Master & Detail Record"" function in Quickbase to only copy a specific subset of child records from a master template?Thanks for the quick reply Chuck. That solution sounds pretty dynamic and may be more robust than I need. I'm just looking for a way to loop through the children records of my master template and copy only the ones that have 1 or 2 specific field values over to my new record. For example, if([Department] = X, copy and relate that task record with the new project record). Just not sure if that can be done with CMD or another function or if it requires more customized API calls via webhooks?How can I use ""Copy Master & Detail Record"" function in Quickbase to only copy a specific subset of child records from a master template?How can I use the "Copy Master & Detail Records" function in Quickbase to only copy a specific subset of child records from a master template? I have a Master Project record with 40 child records and I have a button with the following URL formula, that copies and relates all 40 child records (tasks) to a new project record: "javascript:void(copyMasterDetailButtonHandler('&relfids=72&recurse=false&sourceRID=3&destrid=" & [Record ID#] & "', 'bmzg6sw35'))" I would like to create 3 buttons that copy and relate only the tasks associated with a specific field value (for button 1, [Department] = X and for button 2, [Department] = Y, etc.). I suppose I could create multiple templates and use the wizard in Home -> Settings -> App Management -> "Copy Master and Details Records" to create different buttons for each template but that seems messy. Any ideas on how I can use the "Copy Master and Details Records" wizard with a more specific criteria or create a custom URL? Thanks for your help!