AnthonyGuillen1
Qrew Cadet
Joined 6 years ago
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Fuzzy Match / Approximate Match in Pipelines?
Is there any functionality in Pipelines or the QB API that allows for fuzzy matching? I've been reading that there some APIs that have built-in fuzzy matching (Reltio, Search - Get Search Fuzzy - REST API (Azure Maps), Fuzzy matching | Dialogflow ES | Google Cloud), but could not find any such mention in the QB API documentation. I have a table of Vendors (about 4,000 records) that is being updated from our ERP using the key field, Internal ID. We often have to manually add "prospective" vendors to the QB application that haven't yet been added to the ERP. For those, an Internal ID well beyond the range of actual Internal IDs is used. A fraction of those "prospective" vendors get added as actual vendors to the ERP, which end up being duplicates in QB since their Internal IDs won't match. Yes, one option is to create the prospective vendors to the ERP first, but that's just not an option with our company's established controls. So, I was hoping I could build a pipeline that retrieve the list of vendors from QB vendor table, that are in that special Internal ID range, and compare their "Name" to the "Name" of vendors under the Internal ID range, and generate an exception report of potential duplicates that would go to and admin, to then be manually merged if appropriate. But of course the match shouldn't be exact, because it's not likely we'd have the vendor's name during the "prospect" phase. E.g: 3 Margaritas Restaurant Three Margaritas Restaurant Three Margaritas Restaurant, LLC Margarita's Restaurant Absent a built in fuzzy match operator in the QB API, anyone know of any other ways of doing this? Apparently there's code code scripts that can do it, but not sure if pipelines has the ability to run code. -Anthony ------------------------------ Anthony Guillen ------------------------------Re: Copy Text Field to Clipboard
I was looking for this solution, so that I could quickly copy the value of a field into clipboard, to then paste into a procurement system during data entry. This solution from the Code Page Samples worked perfectly. For others who, like me, may not be very skilled at these kinds of things, here's some additional steps. Took me a while to figure out, so maybe this will save someone some time: The code linked by Nicodemus (https://resources.quickbase.com/db/bq8meiyhh?a=dr&key=22) utilizes javascript, which can still be used in QuickBase in "code pages." Go to your app's "Home" and click on settings icon. Go to Pages > + New Page > Code Page "Page Name" should be as the code page sample advises, "CopyText.html" Copy-Paste the sample code directly into the page, no modifications needed Save and make note of the "Page ID" of this new page Go to the table in the app where you want the Copy Button Create a new field of type Formula -URL Paste in the Formula URL from the sample code You only need to change two things in the formula: 1) The page ID to match your code page's ID, and 2) Replace [text] in URLEncode([Text]) with the actual field you want to copy Change Link text to something short like "Copy" or "To Clipboard" Change Open Target to In popup. Place the field wherever you want it, in a form or a report When you first try to use the button, your browser may ask for permission to access the clipboard. Say yes, and that's it! ------------------------------ Anthony Guillen ------------------------------New Dashboards - Pass Filter Values via URL
Does anyone know if there is (or will be) a way to pass filter values to the new dashboards via URL? Use case: I have a Project Dashboard that has numerous widgets summarizing data from various tables, with all related to a Project ID. I'd like to have a URL button on a Project Record that gets clicked, which would then open a new tab with the Project Dashboard, already filtered to that Project. But it doesn't seem that the URL changes when filters are applied to a dashboard. Any thoughts? Anyone read from QB release notes if this is a feature in the roadmap? ------------------------------ Anthony Guillen ------------------------------Default field value inherited from parent
I have a parent table called "Requests" and a child table called "Request Items." In the Request Item table, there is a field, "Billable?" For any particular Request, the related Request Items would all be either "Yes" or "No" in the Billable field. If this were always the case, I know that I could just put the "Billable?" field in the Request table and do a lookup on the child Request Item records. However, there are sometimes exceptions where some of the items are Yes and others are No on the same request. Question: I would like to put the "Billable?" field on the parent and also "Billable?" on the Request Items table. The value of the "Billable?" field in the parent would become the default value of the "Billable?" field in the child Request Items record. So that user could change that value for each child Request Items record if needed. Is this possible?Re: Exact Form Page Break
When I invoke the exact form from QuickBase, the format is completely screwy, but when I actually print (either to hard copy or to PDF), the page breaks work. If you share your exact form code (just a few lines before and after where you put your page break) from settings-->pages, I can tell you if I see anything amiss.View Cross-App Relationship in other App
I created a cross-app relationship within App A to App B. It is a one-to-many relationship B-->A, which is what I want. However, when I look at records in App B, I would like to see a link to the related records in App A. The relationship I created in App A doesn't show up in App B. Should it? I then tried creating a relationship in App B back to App A, but then this would create a one-to-one, right? What am I missing here?Add Attachment Button in List Report
For a list report (that lists multiple records), is there a way to add a column with "Add Document" to add an attachment, kinda like what happens when you have a child table and can add child records? Instead of having to open up the individual record and attaching the document from there? Thanks!Re: How to embed customized reports instead of Default report settings when embedding reports in an Exact Form
Amanda, on my exact form, it shows up as a simple table with no edit/view icons at all. See below. Here is my query: ~=qdb.GetURL("tokenidhere", "API_GenResultsTable^query={'36'.EX.'"+ field["Work order ID#"]+"'}AND{'40'.LT.'20'}^clist=26.22.24.17.19^slist=40^ts="+ new Date().getTime());~ Again, I could never figure out how to call a specific report by ID because the example query doesn't have it and customer service could not help, and so I replicated the report. The first part of the query uses a boolean to match field 36 with the record ID (Work order ID# in my case) AND field 40 being less than the value 20. Clist calls fields 26,22,24,17, and 19; which are the 5 fields you see below. And slist sorts by field 40 which i don't even use in the table, but it works nevertheless. No edit/view icons show up. Perhaps you were using a simple call for the related table like ~Orders~ where "Orders" is the report link field? If I recall, that does give you a full table, but my problem with that was that it had all the columns and maybe it did have edit/view icons, too. Which is why I had to use a custom query to show the table the way I needed it.
