ContributionsMost RecentMost LikesSolutionsPipeline Creation Tracking I have an app with ~100 active pipelines performing all sorts of different actions, but there are some performing similar actions that sometime run in parallel and occasionally run into each other, causing debugging issues trying to figure out which pipeline most recently performed an action on a record & why. Is there a way to create a pipeline that could create a record in a Pipeline Tracking table anytime a new pipeline is created or modified, and what update was made, or is pipeline auditing something that would have to be done manually by our team anytime they made a new one? Just trying to think of ways we can better organize how these are being used so we can see potential issues ahead of time. Tagging pipelines only goes so far. ------------------------------ Harrison Smith ------------------------------ Re: Import Pipeline Workflow Thanks Chayce. Your understanding of the issue is correct. Interesting idea to split this out into 2 steps instead of trying to handle it all at once during the import. I think I'll try that & see how it goes ------------------------------ Harrison Smith ------------------------------ Import Pipeline Workflow Hi, I have a spreadsheet from another database I need to import into Quickbase on a recurring basis & need help coming up with the right steps/ if logic. Spreadsheet contains a unique ID from the other DB, as well as a unique ID from a soon to be parent record already in QB. The majority of the records will have a 1:1 parent-child relationship, in which case it's easy to import the records & use the existing QB ID to create the parent-child relationship. However, there will be some records (roughly 5-10% of my spreadsheet) that contain matching soon-to-be QB parent RIDs. In these instances, there will usually be 2 records with matching RIDs but could be as many as 4 or 5 I believe. In this situation, I need a couple things to happen: All records containing matching parent RIDs should be associated to the existing parent, AND of those records, I want to find the record with the highest numerical "other database unique ID" & create a new parent record for it. This parent record will have most of its fielded data populated based on data from the child. Child record then needs to be associated to the new parent. Step 2 would repeat with the next highest numerical "other database unique ID", creating a new 1:1 parent-child relationship with each subsequent record with a matching QB parent RID until all records w/ matching RIDs have 2 parents: the original that already existed before this process began, and a new parent that's been created as part of this process. The only child record that would have a single parent would be the first record, the one with the lowest numerical "other database unique ID" The context of this setup is that I have "timecard" records where employees track how they bill their time, which are created in Quickbase. These records have to get exported to an external accounting software. Once imported into the accounting software, sometimes timecard records will get split in half, in the case where time is billed to multiple clients (i.e. employee creates a time entry accounting for 4 hours, client A pays for 2/4 hours, client B pays for the other 2 because we're working on a joint project of some sort). This splitting process creates a new record that never existed in Quickbase. The newly created record gets stamped with the original QB RID from the split record.I'm working on a project to get that data back from the accounting software & into Quickbase to have better access to the data, knowing when/if we got paid, whether some of the time wasn't actually billed to the client for a particular reason, etc.When receiving this data back, I'm importing it to a new child table, with the original timecard record being the parent. In the case of split time entries, we want to know which new child record(s) are tied to the original parent, AND we want to be able to see that actually it got split during the billing process, so we need a new parent record associated to the 2nd client to be able to track what actually got billed to whom. Hope that makes sense. ------------------------------ Harrison Smith ------------------------------ Re: Trigger Pipeline Based on Formula Checkbox Changing Ah good idea, seems pretty straightforward. Thanks Mark! ------------------------------ Harrison Smith ------------------------------ Trigger Pipeline Based on Formula Checkbox Changing I want to trigger a pipeline 3 months after a record is created. I have a formula checkbox that looks to see if today() is 3 months after record is created & if it is, it gets checked; but I'm not sure if the pipeline will actually trigger off of that changing. I've seen discussion posts saying it won't, only when the record is actually edited. Does anyone have an idea for how to trigger this? ------------------------------ Harrison Smith ------------------------------ Re: Pipeline Trouble with Iterate over CSV records. I'm running into this issue right now w/ a pipeline. The trouble is I don't have direct control over the CSV I'm receiving so inserting a dummy column isn't as easy as it would be normally. Did anyone find a solution to this? Is it a known bug that just hasn't been fixed yet? Oddly enough it seems... inconsistent? I'm working on building a few different pipelines with the same framework, just for different CSV files. My 1st pipeline had this issue, but it seems to have fixed itself? I added a dummy column to a fake version just to see if that fixed it & it did, but I'm not able to add the fake column as easily to the real file. However, it seems to be working anyway now with the real file, despite no dummy column? Subsequently, My 2nd pipeline is now having the same problem. I'm about to upload another fake version w/ a dummy column just once to see if that forces the pipeline to recognize the 1st column & start behaving the way it should moving forward. ------------------------------ Harrison Smith ------------------------------ Calculate Hours/Day Remaining Needed in Year I'm trying to set up a formula field that will calculate the # of hours remaining needed for each employee to hit their target hours for the year. I have a static field w/ their goal target (e.g. 2000 hours for the year), & a field that calculates the# of hours already worked for the current year. I need to take the # of hours remaining needed (eg. 2000 goal - 500 worked = 1500 remaining) divided by the # of working days left in the year (# of days remaining in the year - weekends - holidays). I have a calendar table that contains a list of records designated as company holidays (4th of July, New Years, etc.) so I can use the start/end date for those records to count the number of holiday days remaining, but I'm not sure how to count the number of weekend days remaining, or how to put it all together. I'll also need this to be dynamic, so doing ToDays(Today - 12/31/23) to get the raw number of days left won't work. Is there a non-static way to code for the last day of the year? ------------------------------ Harrison Smith ------------------------------ Calculating Billable Hour Avg/Day Remaining for Year I'm trying to set up a formula field that will calculate the # of hours remaining needed for each employee to hit their target hours for the year. I have a static field w/ their goal target (e.g. 2000 hours for the year), & a field that calculates the# of hours already worked for the current year. I need to take the # of hours remaining needed (eg. 2000 goal - 500 worked = 1500 remaining) divided by the # of working days left in the year (# of days remaining in the year - weekends - holidays). I have a calendar table that contains a list of records designated as company holidays (4th of July, New Years, etc.) so I can use the start/end date for those records to count the number of holiday days remaining, but I'm not sure how to count the number of weekend days remaining, or how to put it all together. I'll also need this to be dynamic, so doing ToDays(Today - 12/31/23) to get the raw number of days left won't work. Is there a non-static way to code for the last day of the year? ------------------------------ Harrison Smith ------------------------------ Re: Date Modified Formula I see, thanks Mark. I'll look into adding today's date to the import file. ------------------------------ Harrison Smith ------------------------------ Date Modified Formula I have a 2 part question: A) Does the Date Modified field value update if a record is simply "read" during an import, ie after a CSV import occurs, you see the screen that says "500 rows read, 100 records added, 100 records modified". Would those last 300 records in this example have their Date Last Modified value change or does it only change when a substantive data change occurs? B) if those records that are read do have their Date Last Modified value change, I'm trying to come up with a checkbox formula that says: If Date Last Modified is during the past 10 days, true, otherwise false Essentially, I'll have a weekly automated import process, & I want to ensure any records that are included in the import are marked as active. Nothing about these records will change, the only way to determine if they're inactive is if they're no longer in one of the weekly imports. If the "read" records don't have their Date Last Modified value updated, do you have any recommendations for determining if a record is still active or not? ------------------------------ Harrison Smith ------------------------------