SeanConnaughto1
Qrew Cadet
Joined 5 years ago
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Re: Errors in a pipeline (see screenshot)
If you remove the spaces and change all the uppercase to lowercase it should solve the issue. Addresses can be weird to work with in pipelines. I've noticed that you usually need to adjust it a little, let me know if that solves it. ------------------------------ Sean Connaughton ------------------------------Re: Pipelines step limitation
I haven't personally tried this, but I will have to in the near future. My first guess would be to have as many steps as possible on the first pipeline, then create a second, callable, pipeline to complete the rest of the steps. Once the first pipeline completes as much as it can, have the last step be to call the next pipeline. Just a thought, let me know if it works! ------------------------------ Sean Connaughton ------------------------------Re: QuickBase API Query - filter results based on User Emails
Hi Beau, If you have the email address you want to filter with using field ID 35, you can use the HAS query: { "from": "TABLEIDHERE", "where": "({36.IR.'today'}OR{36.IR.'yesterday'}) AND ({35.HAS.'rudolphemail@email.com'}OR{35.HAS.'jackemail@email.com'})", "select": [ 3, 3148, 3143, 3133, 36, 35, 401, 3149, 3147, 3130 ], "sortBy": [ { "order": "DESC", "fieldId": 36 } ], "options": { "top": 0, "skip": 0, "compareWithAppLocalTime": false } } I hope that works! Let me know if not. Here is a snippet of the documentation on the HAS Query: HAS Contains a specific set of users. Used with list-user fields only. For each user you are trying to find, you must enter the user's ID, user name, or email address. You can also enter placeholder names. Be sure to surround placeholder names with double quotes. The query parameter must be surrounded by single quotes. Separate users in the list using a semi-colon. For example: <query>{'6'.HAS.'-8675309; -9873297'}</query> ------------------------------ Sean Connaughton ------------------------------Re: Automatically save a form page as PDF and insert into attachment field?
Like I said before, this isn't the prettiest, but it worked for me! This should loop through and save each form within the range you enter in the popup. Formula Rich-Text Field: var text usertoken = "enter_user_token_here"; // Enter the form ID to save in myFormID var text myReq = "&myDbid=" & Dbid() & "&recId=" & [Record ID#] & "&myFormId=10&usertoken=" & $usertoken; var text apptoken = "app_token_here"; var text url = URLRoot() & "db/" & AppID() & "?a=dbpage&pageID=10" & "&apptoken=" & $apptoken & $myReq; "<a class='OpenAsPopup' href='" & $url & "'data-height=600 data-width=600>Print as HTML</a>" HTML: <html> <head> <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script> <script src="https://cdnjs.cloudflare.com/ajax/libs/html2pdf.js/0.9.2/html2pdf.bundle.js"></script> </head> <body> <h1>Saving Forms as PDF</h1> <p>Records will populate below when completed.</p> <p>Depending on the size, it may take longer than expected to start. Check the console for more details.</p> <div id="dbPagePayload"></div> </body> <script src="https://yourRealm.quickbase.com/db/yourAppID?a=dbpage&pageID=YourJSPageID"></script> </html> JavaScript Page: let urlParams = new URLSearchParams(window.location.search); let lowRec = prompt("Enter the low Record ID#"); let highRec = prompt("Enter the high Record ID#"); let countLength = 0; let dbid = urlParams.get("myDbid"); let myForm = urlParams.get('myFormId'); let usertoken = urlParams.get('usertoken'); let apptoken = urlParams.get('apptoken'); let root = location.protocol + '//' + location.host; const myHostName = "EnterHostName.quickbase.com"; const myDiv = document.getElementById('dbPagePayload'); var headers = { 'QB-Realm-Hostname': myHostName, 'User-Agent': 'Find_Records', 'Authorization': `QB-USER-TOKEN ${usertoken}`, 'Content-Type': 'application/json' } var body = {"from": dbid,"select":[3],"where":`{3.GTE.'${lowRec}'}AND{3.LTE.'${highRec}'}`} fetch('https://api.quickbase.com/v1/records/query', { method: 'POST', headers: headers, body: JSON.stringify(body) }) .then(async res => { if (res.ok) { return res.json().then(res => { console.log(res) countLength = res.metadata["numRecords"]; if (countLength > 1) { myDiv.innerHTML += `Found ${countLength} records within the entered range.<br><br>` }else if (countLength == 1) { myDiv.innerHTML += `Found ${countLength} record within the entered range.<br><br>` }else { myDiv.innerHTML += `Found 0 records within the entered range.<br><br>` }; console.log(countLength) myData(res.data) }); } return res.json().then(resBody => Promise.reject({status: res.status, ...resBody})); }) .catch(err => console.log(err)) const myData = (resOriginal) => { var counter = 0 resOriginal.forEach(ele => { let val = ele[3].value; console.log(`Done - Rec ID Level: ${val}`) let myURL = `${root}/db/${dbid}?a=API_GetRecordAsHTML&rid=${val}&dfid=${myForm}&apptoken=${apptoken}`; $.post(myURL, {}, function (response) { let myDoc = response; var opt = { margin: 1, filename: 'myfile.pdf', image: { type: 'jpeg', quality: 0.98 }, html2canvas: { scale: 2 }, jsPDF: { unit: 'in', format: 'letter', orientation: 'portrait' } }; html2pdf().from(myDoc).set(opt).outputPdf('dataurlstring').then(async res => { var base64result = res.split(',')[1]; console.log(val); var headers = { 'QB-Realm-Hostname': myHostName, 'User-Agent': 'File_Upload', 'Authorization': `QB-USER-TOKEN ${usertoken}`, 'Content-Type': 'application/json' } body = { "to": dbid, "data": [{"3": {"value": val}, "59": { "value": { "fileName": "FormPDF.pdf", "data": base64result }} }], "fieldsToReturn": [ 3, 59 ] } fetch('https://api.quickbase.com/v1/records', { method: 'POST', headers: headers, body: JSON.stringify(body) }) .then(async res => { if (res.ok) { return res.json().then(res => { console.log(res) counter++ myDiv.innerHTML += `Record ID#: ${val} - Complete - ${counter}/${countLength}<br><br>` }); } return res.json().then(resBody => Promise.reject({status: res.status, ...resBody})); }).catch(err => console.log(err)) }); }); console.log(`Done - getURL Record: ${val}`) }) }; ------------------------------ Sean Connaughton ------------------------------Re: Automatically save a form page as PDF and insert into attachment field?
Hey Tyler, I messaged you yesterday and was able to clean it up this morning. This should work for clicking a button and having it save to the original record. I was thinking of working on an idea to loop through and have it save all the records in a table, but haven't gotten to it yet. Here is the button, or rich text in my case, formula needed: var text usertoken = "enter_user_token_here"; // Enter the form ID to save in myFormID var text myReq = "&myDbid=" & Dbid() & "&recId=" & [Record ID#] & "&myFormId=10&usertoken=" & $usertoken; var text apptoken = "app_token_here"; var text myURL = URLRoot() & "db/" & Dbid() & "?a=API_GetRecordAsHTML&rid=" & [Record ID#] & "dfid=10&apptoken=" & $apptoken; var text url = URLRoot() & "db/" & AppID() & "?a=dbpage&pageID=10" & "&apptoken=" & $apptoken & $myReq; "<a class='OpenAsPopup' href=" & $url & ">Print as HTML</a>" Here is the html page: <html> <head> <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script> <script src="https://cdnjs.cloudflare.com/ajax/libs/html2pdf.js/0.9.2/html2pdf.bundle.js"></script> </head> <body> <h1>Record as HTML</h1> <p> A Quickbase table embedded in a page of HTML</p> <div id="dbPagePayload"></div> </body> <script src="https://yourRealm.quickbase.com/db/yourAppID?a=dbpage&pageID=YourJSPageID"></script> </html> Here is the javascript page: let urlParams = new URLSearchParams(window.location.search); let dbid = urlParams.get("myDbid"); let recId = urlParams.get('recId'); let myForm = urlParams.get('myFormId'); let usertoken = urlParams.get('usertoken'); let apptoken = urlParams.get('apptoken'); let root = location.protocol + '//' + location.host; let myURL = `${root}/db/${dbid}?a=API_GetRecordAsHTML&rid=${recId}&dfid=${myForm}&apptoken=${apptoken}`; let myHostName = "EnterHostName.quickbase.com"; const getURL = () => { $.post(myURL, {}, function (response) { $("#dbPagePayload").html(response); }).then(getDom); }; const getDom = () => { let myDoc = document.getElementById("dbFormContainer"); console.log(myDoc); var opt = { margin: 1, filename: 'myfile.pdf', image: { type: 'jpeg', quality: 0.98 }, html2canvas: { scale: 2 }, jsPDF: { unit: 'in', format: 'letter', orientation: 'portrait' } }; html2pdf().from(myDoc).set(opt).outputPdf('dataurlstring').then(async res => { var base64result = res.split(',')[1]; var headers = { 'QB-Realm-Hostname': myHostName, 'User-Agent': 'File_Upload', 'Authorization': `QB-USER-TOKEN ${usertoken}`, 'Content-Type': 'application/json' } // 59 is my attachment field. Replace it with yours. body = { "to": dbid, "data": [{"3": {"value": recId}, "59": { "value": { "fileName": "FormPDF.pdf", "data": base64result }} }], "fieldsToReturn": [ 3, 59 ] } fetch('https://api.quickbase.com/v1/records', { method: 'POST', headers: headers, body: JSON.stringify(body) }) .then(async res => { if (res.ok) { return res.json().then(res => { console.log(res) window.close() }); } return res.json().then(resBody => Promise.reject({status: res.status, ...resBody})); }) .catch(err => console.log(err)) }); }; getURL(); I can admit it is not the prettiest, nor the most optimized solution. But, it works and should get the job done. I will probably work on this in my free time later this week/weekend to have it loop through each record, so I will update this thread when/if I finish. ------------------------------ Sean Connaughton ------------------------------Re: Question on a Formula Query
Hey Chad, One last stab at it, see if this works: SumValues(GetRecord(108, [_DBID_TITAN_TIMBER_ITEMS]), 159) That worked for me when trying to pull a numeric field from another table, so hopefully it works ------------------------------ Sean Connaughton ------------------------------Re: Contract start date is not completely sorted by latest date.
Hi Bob, To get the sorting options, you will need to do a few steps: 1. Navigate to the report you wish to adjust 2. Click on "Customize this report" (Top right of screen) 3. Scroll down to "Sorting and Grouping" (Near the bottom) 4. Once you make the changes, click save in the top right of your screen I hope that helps! ------------------------------ Sean Connaughton ------------------------------
