EricMohlman
Quickbase Staff
Joined 6 years ago
User Profile
User Widgets
Contributions
Re: Zap - Create/Update from Array option
Unfortunately, I didn't get the "array" option to work. Instead, I still have the "placeholders" table, but now the Zapier action is to add a record to placeholders, and I'm using a Quick Base Automation to feed the information correctly into my Leads table from a newly added Placeholder record. ------------------------------ Eric Mohlman ------------------------------16Views0likes0CommentsRe: Lookup field for child table report link
Mike, Thanks for clarifying. I apologize if I misunderstood the original request. For report link fields, they simply need a "local" field and the "target" field on the table you're matching against. Based on your updated description, you should have a field on the Assets table labeled something like "Related Service Order". If you create a report link field on the Asset table, the in its field settings choose the Related Service Order as the local field, and the Assets: Related Service Order for the foreign field, it should show all Assets part of that same Service Order. If that's not the actual setup you want to accomplish, keep in mind that the local field matches the target field as a general rule. This means you can display grandchild records on a table, or something with no relationship at all (i.e. I have a Widgets table with a "color" field, and as I'm looking at a product I can show all widgets with that same color). ------------------------------ Eric Mohlman ------------------------------10Views0likes0CommentsRe: Zap - Create/Update from Array option
I actually have a customer experiencing the same issue right now. She shared their Zapier login credentials and I'm working to build a workaround today for her. After verifying the issue that you described, my current plan is to setup a "Placeholders" table in the app, setup one record on that table, and the Zap will update the single record there. I'm then going to setup an Automation so as the Placeholder record is modified that it will add the record to the main table. If it's useful for you, I can post screenshots from this setup once I have it in place ------------------------------ Eric Mohlman ------------------------------29Views0likes0CommentsRe: Lookup field for child table report link
I taught how to do that at our Empower conference earlier this year if you'd prefer to watch a video:https://university.quickbase.com/empower2019-course/342287. If instead you're like me and prefer text information, the details here: https://help.quickbase.com/api-guide/filemanagement.html show how file attachments can be accessed. That then allows us to create a formula rich text field, with a formula like this: If([Image]<>"","<img src=\"" & URLRoot() & "up/" & Dbid() & "/a/r" & [Record ID#] & "/e8/v0/" & URLEncode([Image]) & "\" height=\"50\"></img>") Your version will most likely have a different number instead of 8 and your file attachment field will have a different label, but beyond that you can copy/paste this example. ------------------------------ Eric Mohlman ------------------------------2Views1like4CommentsRe: API to change "follow realm rules" option for user
API calls do not use SAML for authentication. For more details, please see this help article: https://help.quickbase.com/user-assistance/saml_api_access.html ------------------------------ Eric Mohlman ------------------------------16Views0likes0CommentsRe: Email Subscription Setup
The short answer, unfortunately, is "no". Now for the longer explanation. Quick Base will look at the expected volume across all subscriptions/reminders when you set yours up to find the least utilized time for performance reasons, and insert it into the queue for a specific time. As you noted, that typically means sometime in the middle of the night. From that point forward, it will trigger at that time of day each time it is sent. The only trick I've found is to setup 10 or so subscriptions with a title that helps me identify which was sent when. After each triggers tomorrow morning, I'll delete the 9 furthest away from the time I want and keep the one I need. ------------------------------ Eric Mohlman ------------------------------12Views0likes0CommentsRe: API_ImportFromCSV Question
Welcome to the Quick Base family Walker! In my experience, validating what data is sent can be tricky. I assume within your Python script you can write to a console log or inspect the message that's sent. If that's not available, the tool I use to troubleshoot my webhook payloads could be useful here. Requestbin (link) allows you to setup a temporary URL to point a message at, then see what data comes through the call. With this, you can determine the formatting of your data body and hopefully see where the extra line is coming from. Outside of the details above, I suspect that since a CSV file typically denotes separate records via a carriage return that the API is reading all four of your entries which includes the column header information. With that you could either remove that portion of your API call, or insert carriage returns for each line and the "skipfirst" parameter would then apply. For an example, see the details at the bottom of the API_ImportFromCSV documentation: https://help.quickbase.com/api-guide/importfromcsv.html ------------------------------ Eric Mohlman ------------------------------34Views0likes0Comments