RickShurtliff1
Quickbase Staff
Joined 6 years ago
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Re: PDF Document Generator, automatically attached to a record
Take a look at this and see if this fits the need. I think it will work for you. https://community.quickbase.com/discussions/quickbase-discussions/document-creation---save-pdf-to-field-in-record/88553/replies/88554674Views1like0CommentsRe: Document creation - Save PDF to field in record
Yes, I'll give you the info but I can't take the credit. Taylor Hardy at Quickbase did the work. In this case, we use it to send to Outlook, but you can change it to a file attachment field. Here is the yaml: # Doc Gen Testing # # Account slugs: # - quickbase[CHANGE ME]: Realm Default Account <None> # - microsoft-outlook[CHANGE ME]: # <None> --- - META: name: Doc Gen Testing - ACTION quickbase[CHANGE ME] quickbase_api make -> a: inputs: method: GET url: https://api.quickbase.com/v1/docTemplates/1/generate?tableId=DBID_CHANGE_ME&format=pdf&pageSize=Letter&filename=Invoice&margin=1 1 1 1&unit=in&orientation=portrait&recordId=1 name: Generate Doc - ACTION quickbase[CHANGE ME] quickbase_api make -> b: inputs: body: "{\n \"to\": \"CHANGE_ME_TABLE_ID\",\n \"data\": [\n {\n \"6\"\ : {\n \"value\": {\n \"fileName\": \"{{a.json.fileName}}\"\ ,\n \"data\": \"{{a.json.data}}\"\n }\n \ \ }\n }\n ],\n \"fieldsToReturn\": []\n }\n }\n }\n \ \ ]\n}\n \"fieldsToReturn\": []\n }" method: POST url: https://api.quickbase.com/v1/records name: Save File to a Table note: 'Write the record ' - LOOKUP quickbase[CHANGE_ME] record look_up -> c: inputs-meta: table: '"Demo App: Invoice Files" <CHANGE_ME>' export_fields: '"File" <6>' inputs: id: '{{b.json.metadata.createdRecordIds[0]}}' - ACTION microsoft-outlook[CHANGE_ME] email send_email_attachment -> d: inputs-meta: attachments: name: '{{c.file.file_name}}' url: '{{c.file.file_transfer_handle}}' inputs: body: Testing writing doc to QB table, looking up that record to get the file transfer handle, then emailing it using the outlook channel subject: Doc Gen Testing to_addresses: CHANGE_ME ...7Views3likes3CommentsRe: The Automatic Formula Machine
There are a couple of button builder apps in the exchange. It would be a nice expansion of this app to include styling of buttons for formula rich text fields. One example: YOURREALMHERE.quickbase.com/db/main?a=AppDetail&ID=3780&app_name=Rich%20Text%20Button%20Tool%20Box%20(Empower%202019)14Views0likes0CommentsQuick Base Platform Developer
A Quick Base Customer is looking for a Platform Developer. Interested? Let me know and I'll connect you: Looking for very skilled(with scripting experience [js/php] and integration experience desired)… certified… someone that can think outside the box when necessary. A fully remote job… anywhere in the US lower 48… maybe 10% travel a year… those typically include quarterly onsite sessions. Fosters a collaborative work environment and team. Global Operations team with Global applications. https://www.hitachivantara.com/en-us/company/careers/job-details.html?gh_jid=4659169002#jobid=4659169002 ------------------------------ Rick Shurtliff ------------------------------2Views0likes0CommentsRe: issue with table home and search engine.
Hello, At the moment tables can only display reports as a default page and not a home page / dashboard page like what you have shown. Multiple pages can be set up for the dashboard and those pages could also be accessed by using a button, but it wouldn't be from the table. Happy to brainstorm if you can give some background on this and what the user need is. Rick ------------------------------ Rick Shurtliff ------------------------------3Views0likes0CommentsRe: Welcome to the Community Introduce Yourself Here!
I am Rick. I'm a CSM at Quick Base starting this year. I love Quick Base as a company and software platform. 1. The biggest challenge I have accomplished so far is becoming expert certified. I was able to pass the exam 2 months after joining Quick Base. There is still a lot to learn! 2. I think I'd go with the skill of a mechanic. I would love to know how to fix a vehicle and do more on my own. I enjoy fixing and building things. 3. I'm looking forward to learning more about API's and integrations. There is a lot of power in those functions and I know I've only scratched the surface. ------------------------------ Rick Shurtliff ------------------------------18Views5likes0Comments