NicholasGeer
Qrew Trainee
Joined 6 years ago
User Profile
User Widgets
Contributions
How do I create a Pipeline that makes the owner of a child record the owner of the parent record?
If I have tables Table A and B how do I create a pipeline that changes Table B's owner to match Related Table B's Owner? Example Start: Table A Record Owner: Jim Table B Record owner Jerry Table B Record is updated by a user End: Table A and B Record Owner: Jim ------------------------------ Nicholas Geer ------------------------------32Views0likes2CommentsRe: Easiest way to auto-upload PDFs from Google Drive?
I understand what you are saying about attachment storage. Currently, we barely use our storage capacity but with time that could obviously change. So something like Pipeline Trigger: File Created (uploaded to Google Drive folder) Action: Create a new entry on Documents table with a link to the Google Drive document ------------------------------ Nicholas Geer ------------------------------22Views1like1CommentEasiest way to auto-upload PDFs from Google Drive?
The title says it all. I have an APP that manages prospective and ongoing projects most of which have a dozen or so PDFs generated from other companies/clients and currently these go into a google drive automatically upon receipt and are sorted from there to the appropriate project. It would be much easier (and stop people from not adding them to the APP if they were automatically uploaded to the Documents table of the APP. What is the easiest method to achieve this? ------------------------------ Nicholas Geer ------------------------------12Views0likes3CommentsRe: Estimated call volumes in a chart.
That was my assumption. The next step would be to create a series of child records between two dates that each contains the (estimated call value/number of days). I don't know how to do this inside QuickBase but I assume you would create an automation that: Creates a new Day based on the formula Date=(Start Date + Automation Counter) Adds 1 to Automation Counter if the counter doesn't equal the number of days between End Date and Start Date And the automation ends when the Automation Counter equals the number of days between End Date and Start Date Am I going in the right direction? ------------------------------ Nicholas Geer ------------------------------10Views0likes3CommentsEstimated call volumes in a chart.
I have been asked to create a chart estimating the call volume from various clients per day in one graph. I have the total calls over a period of time. How can I display this on a graph without manually putting each date into the CRM? For Example, how would I display the following info per day? Client: Barbara Calls: 206 Start Date: 10/13/2020 End Date: 10/23/2020 Client: Steve Calls: 102 Start Date: 10/07/2020 End Date: 10/14/2020 Is this possible? ------------------------------ Nicholas Geer ------------------------------1View0likes5Comments