JimHarrison
Qrew Champion
Joined 7 years ago
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Setting Default Report Row Colors based on Date Modified
I just spent several hours trying to come up with a creative solution to a problem. We want a record where the Date Modified is on or before a specific Date to have a different color, in this case grey. Easy we thought, this should work. - It doesn't. If(ToDate([Date Modified])=ToDate(6/22/21),"#666666","") Tried to add a formula check box field to get an idea what was happening. Check box field namd [Date Formula]: Part(ToText([Date Modified]),1, " ") this works when used in the color formula. Then in the Default report in the Color formula: - kinda seems to work but not really. If([Date Formula],"#666666","") Tried this one and no luck If(Part(ToText([Date Modified]),1, " ") < "06-22-23","#666666","") I asked ChatGPT and this came out: If([Date Modified] <= ToTimestamp(Date(2021, 6, 23)),true,false) So I was trying my best to convert Date Modified to a Date and failing. Instead by converting the static date I wanted to use as my filter to a Timestamp everything fell into place. Leaving this here because I couldn't find anything similar. Please let me know if there is a solution already in this forum and I will link it here.August 2025 Qrew Meetup Event
Portland Qrew is meeting Wednesday, August 27th, 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll look at DocGen lessons learned. We will also check in on moving Pipelines and setting up a separate Notification. Additional performance improvements will be shared. Finally a look at Grid Reports for those who don't have beta. We will talk about current projects, new changes and challenges. Anyone can show off work and cheer each other on. We ask attendees to bring problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email jharrison@harder.com directly and he will send you a Teams invitation.July 2025 Qrew Meetup Event
Portland Qrew is meeting Wednesday, July 23rd, at 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll look at DocGen lessons learned and alternative solutions. We will also check in on moving Pipelines and setting up a separate Notification. We will talk about current projects, new changes and challenges. Anyone can show off work and cheer each other on to higher heights. We ask attendees to bring problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email jharrison@harder.com directly and he will send you a Teams invitation. Near Laurel Hill, ORDoc Gen Replacing filename error
Leaving this here for you. Ran into a problem where when I printed the Doc, it showed this crazy error. {"message":"Bad Request","description":"This document template has field markers that require a Record ID."} What does that mean? If you look at the two URL's of the Print button below, the second is cut off. var text fileName = "template"; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&filename=template&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364 var text fileName = [Override Template Name]; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&filename=512604-19254.Oregon.Summit this one is missing all this stuff at the end: "&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364" Here is how I fixed it. I moved the filename variable to the end of the URL. var text url = "https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=" & $tableId & "&realm=" & $qbRealm &"&format=" & $format &"&pageSize=Letter&margin=" & $margin &"&unit=in&orientation=portrait&recordId=" & ToText([Record ID#])&"&filename=" & $fileName; Not sure if this is known or not but leaving it here for future me.Re: Document Template Save PDF to field in Record API Pipeline
In the Print formula the var can look like any of these: var text fileName = [Override Template Name]; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364&filename=512604-19254.Oregon.Summit var text fileName = ""&[Override Template Name]&""; (this is not needed but it works) https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364&filename=512604-19254.Oregon.Summit var text fileName = ""& URLEncode([Override Template Name])&""; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364&filename=512604-19254.Oregon.Summit%20Contracting%20LLC Also update the var text url line to look like this: (look, the filename is at the end) var text url = "https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=" & $tableId & "&realm=" & $qbRealm &"&format=" & $format &"&pageSize=Letter&margin=" & $margin &"&unit=in&orientation=portrait&recordId=" & ToText([Record ID#])&"&filename=" & $fileName;June 2025 Qrew Meetup Event
Portland Qrew is meeting the forth Wednesday at 3PM PST at Harder Mechanical Contractors and also on Teams. This month we'll look at DocGen lessons learned and alternative solutions. We will talk about current projects, new changes and challenges. Anyone can show off work and cheer each other on to higher heights. We ask attendees to bring problems to solve and then work together to provide a solution. Anyone willing to share is welcome to have a problem solved by a team of very nice people who all love helping. Afterwards I suspect we will go out somewhere and welcome recommendations. If you would like to join remotely email jharrison@harder.com directly and he will send you a Teams invitation.Re: Document Template Source Engine?
I have a support ticket open with Quickbase, they won't tell me what they are using to render the source code. I cannot research what is allowed and what is not allowed. They are telling me they "sanitize" some elements. What does that mean in terms of which elements are allowed and not allowed?
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