JackFretwell
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Joined 7 years ago
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Re: inventory management
You can do this via the table to table relationship, you can bring a summary field from the child to the parent, you can also define a rule for the summary, I do something with All opportunities and Won opportunities so I can bring 2 figures from the child table.47Views0likes0CommentsRe: Button to Add Child Record, Save it, Display it, Reload, then Edit mode
You may need to look into writing a Java script using Dan Diebolts iol technique. (This is very useful) https://community.quickbase.com/quickbase/topics/how-do-i-setup-the-image-onload-technique-iol https://community.quickbase.com/quickbase/people/dandiebolt Dan has many Java scripts which are available to use but please ask Dan and give credit. 1) Create the new record with AddRecord API. 2) This can give you an XML result with the Record ID# of the new record. The XML reply will look something like: <qdbapi> <action>API_AddRecord</action> <errcode>0</errcode> <errtext>No error</errtext> <udata>mydata</udata> <rid>21</rid> <update_id>1206177014451</update_id> </qdbapi> 3) Grab the Record ID via a Java script (Something like). ... ...then(function(xml){ $("record", xml).each(function() { myvariable = $("rid", xml).text() ... 4) With the record ID you can select, refresh and open in Edit mode. This is something I know I have to do. There may be other methods to do this, this is what I'm aware of at the moment and what I'll be working to.25Views0likes0CommentsRe: Example of Message body for API_DoQuery Webhook
Thank you for the thought put into this. Option one is risky as this database has been in production for over a year so I'm reluctant to change the primary key. Option two, I've arranged a demo with Workato. Option three, I'm writing some Java for a button, but what we want to avoid is any manual intervention which is why we're not looking to use QB relationships as they need someone to click something. I'm using the iol technique and API_DoQuery for the Java script but I'll look into Ruby or Node. Option four, we have a webhook to our front end system, the orders come through to us when the client hits submit. I'd want to keep clear of touching anything here as it all works. One thing I'm surprised about Quickbase is that it is so difficult to update one table from another by using a common field which isn't a relationship, it's baffling, any chance you can ask someone to write the equivalent of an SQL UPDATE query or Excel Vlookup? Jack Fretwell [email protected]9Views0likes0CommentsRe: Example of Message body for API_DoQuery Webhook
Thanks for replying, I've been told now that I can't use DoQuery in a web hook. I have a table which is populated via a webhook from our front end system, call this table sales. What I would like to do is bring in our sales people data based on the email address of the company making the request. We have corresponding email address in our contacts table which can then bring in other fields like sales manager. This will save people updating these manually which is what our manager is after.7Views0likes0CommentsRe: Example of Message body for API_DoQuery Webhook
I have this so far <qdbapi> <usertoken>%user.token.XXXXXXX_XXXX_cgmx.Weebhook 001%</usertoken> <apptoken>XXXXXXXXXXXXXXXXXXXXX</apptoken> <field fid="85"><query>{17.EX.'[email protected]'}</query></field> <clist>108</clist> <includeRids>1</includeRids> <options>num-1.sortorder-A</options> </qdbapi> This is trying to bring in the company name based on the email address. Fid 108 is the company name field. 17 is the email address field. I'm not sure if this is the correct layout as there seems to be little information out there and the example from the api guide looks off. It would be great to see a working example.11Views0likes0CommentsNew fields added to record without human action.
This company has a customer facing website on Big Commerce which customers fill in, there is a webhook between this data and a storage table in Quickbase. The storage table now has a webhook to an Opportunities table (where we keep customer requests and process them). The only reliable field here is the email address. We are wanting to use email address as a key field to take information out of the contacts table. Is there a way I can add additional information (name, company) to the record at any stage which doesn't involve human intervention? Any relationships I have set up all require human action to select a record and draw the additional fields in. We expect volumes to increase and don't want to have someone keying company names in all day if there is an automatic way of adding additional fields. Can any automatic actions complete this for me? Form rules? If this can't be done I'll need some advice to give to my manager.26Views1like4Comments