ContributionsMost RecentMost LikesSolutionsWorking with %%rid%% and checking a box I know this has been probably answered before, but I just can't get this formula to work. I want it to save a record (even a new record or already created one) and check a box. I am going to use that box in a pipeline. Here is my formula. Can anyone see what I am doing wrong? It does not check the box (fid is 599). var text RID =If(IsNull([P-Referral Record ID#]),"%%rid%%", ToText([P-Referral Record ID#])); var text URL = URLRoot() & "db/" & Dbid() & "?a=er&rid=" & $RID & "&_fid_599=1"; var text LABEL = "Send Consent to JotForm"; "<a class='Vibrant Success SaveBeforeNavigating' data-replaceRid=true href='" & $URL &"'>" & $LABEL & "</a>" Re: Jinja Templates to isolate a token Mark! Why didn't I just do that? I used chatGPT to write a power automate for a series of excel files.....I should have just applied the same problem solving!. Hope all is well with you! Melissa ------------------------------ Melissa Freel ------------------------------ Re: Jinja Templates to isolate a token Prashant: Thanks! This is what I was thinking, but was unsure of the "seperator" to join the two splits. You gave me the "." and that is what I needed. ------------------------------ Melissa Freel ------------------------------ Re: Adding Multiple Child Records with CB in Parent and Lookups in ChildMark: Thanks for the help. I got it to "slightly" work. I think the place where I am struggling is with your fid10 and fid 11. I think I am misunderstanding what you mean by "5". Here is what I have so far: //Add Utility Allowances var text LABEL= "Add Allowance"; var text Dummy = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [HH Record ID#] & "&_fid_3037=1"; // make the Dummy checkbox true var text URLONE = If([Heating Natural Gas]=false, $Dummy, URLRoot() & "db/" & [_DBID_TEST] & "?act=API_AddRecord" & "&_fid_3=" & [HH Record ID#]// Record Id of Parent & "&_fid_33=" & 5 // Related Record in Child & "&_fid_8=" & [Structure]// change the structure field in child to the selected information in parent [Structure] & "&_fid_11=" & "Heating Natural Gas"//change the utility type field in child to utility type identified with check box 1 & "&rdr="); //Put 9 more in var text URLTEN = URLRoot() & "db/" & Dbid() & "?a=dr&rid=[ & [Record ID#]"; // redisplay the Parent record var text URLALL=$URLONE & URLEncode($URLTEN); "<a class='Vibrant Alert' href='" & $URLALL & "'>" & $LABEL & "</a>" ------------------------------ Melissa Freel ------------------------------ Re: Adding Multiple Child Records with CB in Parent and Lookups in ChildHi Mark: I edited my original post and yes a formula url could do it too, just unfamiliar with nesting all action steps to do it particularly with the child field being "lookup" type fields ------------------------------ Melissa Freel ------------------------------ Adding Multiple Child Records with CB in Parent and Lookups in ChildHi all: (edit for more clarity) I would like automatically add between 1 and 9 new records to a child table when a modification has been made to the parent record using 1-9 check box fields. I tried to do this with automations and with a rich text field button with some code in it. The challenge is that the fields that need selecting on the child table are lookups from another table. I can't "populate" the child "lookup fields" either with the automation or with my rich text button on my parent table. Couldn't get anything to generate but "blank" child records. I am sure this is a simple one for folks out there and I am missing something obvious. Please and thank you ------------------------------ Melissa Freel ------------------------------Re: Dealing with "Zero"Thanks Mark! I thought this was the process. Was just trying to save myself some steps if there was a more simple way! Thanks again! ------------------------------ Melissa Freel ------------------------------ Dealing with "Zero" Hi all: I have a client id that is 7 numbers long and sometimes starts with Zero. Is there a way to "force" QB to recognize my ids that start with 0. Right now, after saving the record, it will truncate it to six digits if the first one is 0. Sometimes I have ids that begin with two zeros. Please advise. Thanks. ------------------------------ Melissa Freel ------------------------------ Pipelines, Data Transformation, and Jinja!Hi all: Native QB builder here! Don't know code but I am a certified app builder. I have been trying out pipelines and I have a use case that I am not sure pipelines is appropriate but I think it is. Here it is, I have multiple reports that I must export regularly from an application. I figured out how to Define a a Table, Search Records, and Add Conditions and Download the CSV file in a my first pipeline. For example, I was able to create a CSV of a table that originally has 275 records in it. With the first few steps, I was able to query this down to 12. Now, here is where I get stuck. 1. I want to repeat the above process with a total of 69 separate reports that I have in QB, do I need to build 69 separate pipelines? 2. I don't necessarily want all the records but I want the summary of those records. So if I have 12 records that meet condition X. I simply want a single record in my CSV that "totals" those records. I think I have to use some kind of computation in Jinja to make this happen, but just not sure what that is? So two separate problems here and I would love to have help on either of them. Thanks. Melissa ------------------------------ Melissa Freel ------------------------------ Re: Non-Profit Networking: Achieving Your Mission while Faced with ChallengeHi Evan! Thanks for doing this! I have yet to get into SLACK all the way, so please keep posting in both? I was part of the non-profit break out and YES I want to spend more time with my nonprofit colleagues on QB. I am employed by Kids' Health Connections (formerly WCHAP, Inc.) in Detroit which I help start eight years ago. We are tiny but scrappy. Through community health workers and our Executive Director/Pediatrician we work to connect families in southeastern Michigan to primary care. We also provide home-based services for asthma and group-based services to combat childhood obesity. What tech gaps have you had trouble filling with traditional point solutions?---Answer: Most specifically our "electronic charting." Too many of the off the shelf solutions did not meet our needs to record what was happening with our clients. Too many of the custom ones were not "customizable" enough and cost way too much money. I started us on the QB path in 2017 after having previous exposure to it when it was part of Intuit. We now record data related to more than 4,000 clients in our case management application. What types of approaches have you taken to work through these struggles? Answer I became a certified app builder in December 2019 and it has helped "gel" all my learning since we began working with QB. We are a really team-based nonprofit too and having those team member contributions is so important to improving and modifying our applications. As a Non-Profit how are you using tech to deliver on your mission? Answer: With Covid-19, we were able to quickly add a COVID-19 screen within our case management application, like within a couple of days! No other SAAS would have been able to respond given the crisis, but being an in-house citizen developer, I was able to move us quickly to this place. Being a nonprofit in Detroit Michigan, it was beyond critical. Because of my success with QB, I have been asked by two other non-profits in Detroit to build QB apps for them. One is an app to collect data on a homelessness program and the other was an incident response app (with COVID-19 questions) for a community mental health agency. I don't know where these requests will take me per se, but I have been happy to help my fellow nonprofits "off the side of my desk" and maybe some day this is what I will do full-time. I would loooovvveee that! If you could have a super power what would it be? Answer: It's hard to pick one! Obviously if I could automatically heal the world from COVID-19, climate change, and racism, that would have to be it. Massive healing powers is my answer. But maybe collectively we have that superpower, just need to "activate it"! What is a song/album that you use to help you get pumped up or focused when taking on a new project? Anything from Imagine Dragons right now. ------------------------------ Melissa Freel mfreel@khcmi.org ------------------------------