Qrew Discussions

It seems that timeline reports are not available to be slected when setting up a document template. Has anyone figured out a workaround for this? 

Good day everyone! This is likely convoluted. I haven't been able to figure a way to actually do this and I feel like I'm missing something obvious. I have a couple of tables that will hold some information.The tables involved: Asset TableAffected AssetTicket Asset The asset table hosts the information of the Asset itself (Serial Number etc). We create a new record in the Affected Asset table based off the information in the Asset table that attaches ticket information to it. I'm trying to add information to the affected Asset Table that when we create that record, it will record what's wrong with that asset and why we are getting it back.What I want to do is.  When we go to add the Asset onto an OOW Ticket, that it populates the Ticket Asset Report with the Latest "laptop Issue" field based off the Assets Serial Number (unique identifier).  I am unsure how to grab the most up to date. I likely skipped a step by cutting out the Asset Table i

Is there a way to open the record in a larger pop-up or to open the record is full view?I have a report on the main from of child records but when you click view or edit it opens in a pop-up and it's just to small.Thanks

I am trying to convert a field that is not a user field to be able to read first name, middle name, last name. I have a field that reads last name, first name middle name/initial (Smith,John Q). I want a field where I can convert it to read as John Q Smith. I have found a formula that I think may work but when I try it, it just shows the original format (Smith,John Q). Is there something I need to update or another formula to use to accomplish this? 

I have a checklist which is 20 or so checkbox questions across 5 different Sections,  to work through a field inspection. I am looking to provide a visual representation of when Section 1s 5 check boxes are not clicked it would show red/ not started, when 1 or more but less than the 5 are checked it would show yellow/ in-progress, and when all 5 check boxes are clicked it would show green/ complete. And I would do this foreach Section. What is the best way to complete this and be able to show it in a Form and on a Report view? Thanks. 

Hello,When I click the button "Submit all Sales offices" it is giving me this prompt tbat is showing in the picture this is the formula - url codevar text markCompleted = URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" & "&apptoken=MyAppToken" & "&rid=" & URLEncode([Record ID#]) & "&_fid_921=1" & "&rdr="&URLEncode(URLRoot() & "db/" & Dbid() & "?a=er&dfid=34&rid=" & ToText([Record ID#]) & "&page=16"); $markCompletedthis form is on edit mode, The button will be use to submit all the sales office that are selected(Checkbox) in the embedded report in the form 34 where this button lives. after the selection the use will click the button and submit all the sales selected office. the next step after that is product page where will do a similar process 

A quick note to say thank you to all who attended the QB Leadership AMA today!  Not just for attending but for engaging and being honest and transparent in your comments and questions.  The more feedback we have the better we can become.  The entire executive leadership team believes feedback is a gift and we thank you for sharing.  Although we'll never be able to action all the feedback, we are always ready to listen and provide and honest response and action what we can.  It's an exciting time at Quickbase as we continue to transform; continuing to put you, the customer, at the center of everything we do, evolving of our products to solve real business problems and setting our sights on ensuring you're deriving value from your investment.Your partnership is what has made Quickbase stronger over the last 20+ years.  Without you, we don't exist.   Thank you!

I have three tables, Audits>Questions>NonconformitiesAudits have multiple questionsQuestions have multiple nonconformitiesI'd like to display the # of nonconformities related to the audit on the audit table without creating a new relationship between audits and nonconformities. I've got this accomplished currently just doing a summary field from nonconformities to questions and then questions to audits but had to disable drill down since clicking it only took you to the 'parent' question table. Is there a rich text formula that could show # of nonconformities related to an audit with drill down that would go to the 'child' nonconformities table?

I have recently closed my business and opened a new one with a new domain name. I already updated my company name in the admin settings, but I have one concern - before I change my email domain... I need to know will changing the email domain in Quickbase break any of my pipelines or my imports?My application relies heavily on imports, which I know from experience will break when I make a new copy of the app. I just need to know before I start, because if it does break I have a lot of work to do before I can do anything else.Thanks!

Has anyone had success with the CopyText.html code page?I have implemented it an application per instructions from the Code Pages app and when I click on the URL button, a new page opens with only this text on it: "This page will close momentarily."This is the URL formula: URLRoot() & "db/" & AppID() & "?a=dbpage&pageID=27&copyText=" & URLEncode([Notes])This is the code page:<!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <title>Title</title> </head> <body> This page will close momentarily. <script> let urlParams = new URLSearchParams(window.location.search); let copyText = urlParams.get('copyText'); navigator.clipboard.writeText(copyText).then(function() { setTimeout(function () { window.close();} , 250) }) </script> </body> </html> <!-- These code samples are provided "AS IS" without any w

My table has a Latest Record checkbox to identify the most recent entry among records with the same email address.  That's the record that I would want updated to trigger a notification when the conditions are met by one ore more of the other records.  I have a pipeline setup with On New Bulk Event as the trigger but the test run lead to the multiple record version of the notification being sent.  Is there a way to only have the Add A Bulk Upsert Row done only if the record id for that row doesn't exist in the "bucket" already?  If so, how do I do that?I figured I would try to see if I could get the pipeline to work before re-engineering my whole approach to avoid the multiple record version of the notification being sent.  FYI - it's possible and likely that multiple records in the trigger array will have different email addresses, thus, multiple records would need to get the update to trigger separate notifications.  Let me know if I need to provide more

Is it possible to dynamically change the title displayed on an add record form (e.g. "Add [single record name]")?In the attached screenshot I have a table called Activities, which has the display name Communications in my sidebar. I would like my primary add form to say "Add Communication" instead of "Add Activity" to match the display name.Of course I could change the table's "A single record is called..." setting, but I'd prefer not to do this for the same reason I'm using a different display name in the first place, i.e. a client requested the change and the app already has a lot of dependencies based on the original name I'd prefer not to have to worry about.I'll change the table name if I have to, but what I really want is to be able to change the text displayed on my add forms dynamically based on the use case.The same table also stores notes which are not associated with an actual communication, but still belong on the same table for simplicity's sake (tl;dr the two types of rec

I am trying to plot a Risk History line chart over time. I want the line to connect from the last known value to the current value, bridging the gap over dates where no record exists.The Setup:Table: Risk History (Child table)Fields: [Snapshot Date], [Risk Name], [Risk Score]Data Structure: The data is "Sparse." I only have a row for a specific date if a snapshot was taken for that specific Risk.Example: Risk A has rows for Jan 1 and Jan 5. Risk B has a row for Jan 3.The Problem: When I use a standard Line Chart, the X-axis includes "Jan 3" because Risk B has data there. However, because Risk A has no record for Jan 3, the chart forces Risk A’s value to 0 (or null), causing the line to plummet to the bottom and then shoot back up on Jan 5.What I’ve Tried:Filtering: I tried filtering the report to [Risk Score] != 0 or null. This didn't work, presumably because there is no record to filter; the chart engine is generating the "0" because the data is missing.Scatter Plot: I switched the ch

While using an iPhone or iPad mobile device, I'm trying to figure out how to display the filter icon on reports, but can't get it to display.   Is the option to change report filters on mobile devices still supported?See the attached screen shot for for an example of what I'm looking for.  I'm using Safari as the browser and also tried displaying the filter icon using the Quickbase mobile app.Thanks, Jim Lieder

I am utilizing the OpenAsPopup class to open a small form as a popup window when a user clicks a button. Is there an attribute for OpenAsPopup (or any other technique for that matter) that will enable me to control the position of the popup window?Ideally the window should appear close to where the button was clicked. Barring this the middle of the screen would be preferable to the default, top-left position.

Quickbase Solution Consultant SamTrachy offers an Office Hours to anyone in The Qrew to join! This is a great resource even if you don't have a question and want to join and listen in.  All questions are welcome! Beginner, Intermediate, Advanced, it doesn't matter. Whatever Quickbase question is on your mind, bring it to Office Hours and go over it with a Quickbase Pro.  Sign up for as many Office Hours sessions as you like here!

Hello,I am kind of a new Admin, so please excuse me if I miss something simple.I have a role I created that should have full permission to add, delete, and edit records in a table.  I am an Admin, so I can edit the field that is giving us problems.  However, the person in that role cannot edit that same field.  For this particular table I checked everything to give him full access, but he still cannot make changes to this field in any given record.Any Idea what I am missing.  Is there a time frame thing I don't know about? 

Does anyone know of a way, via either API or Pipelines themselves, to retrieve a list of Pipelines in a realm?I've built a table of implemented automations in my app, which documents the purpose, functionality, logic, etc. for various automations both within Quickbase and externally and was hoping I could scrape a list of existing pipelines to keep the table current.

I have two tables.  The main table is DSO and the related table is activity.I'm trying to get a report grouped by the DSO Name and bring me back the record ID of the activity where the field Date Roster Reconciled is the greatest.I built a report and have the information like I want it but the link does not take me to the record of the activity.I created a summary field on the DSO table relationship to the activity table that gives me the max of the date field and the max of the record id. I also added the lookup on the activities table.  It's just the link takes me to the DSSO record and not the Activity record.What am I doing wrong? 

Good day! Is there a way to automatically send emails to all records that are 21 days past the [File Date] field? As far as I know, emails only get sent out when a record is modified or added. If it's not yet possible, I will highly appreciate any similar workarounds. Thanks in advance!------------------------------frnmj------------------------------

When bulk records are handled in a pipeline, are all of the applicable records updated simultaneously? Will they have the same modified date and time? I have notifications setup to be triggered when a date field is updated. I have a formula checkbox field used to identify the most recent record associated with an email address field value. The most recent record may not be the one that gets updated along with other records with the same email address field value. I don't want the email notification being sent before other associated records are updated. I am looking at using Bulk Record steps to reduce the number of pipeline steps I am currently using as well as handle everythingmore efficiently. I just need to know if I would be safe having the date field updated on the most recent record with the other potential changes without worrying about the email being triggered before all applicable updates are made.Thank you, in advance for any input. Let me know if I need to provide a v

I have a contact name proxy field on an activity form where I use a filter report to only allow the user to select contacts in a particular status. However I still want to allow users to log activities with contacts in other statuses, so I have given them a button to open a new activity form with the contact preselected for them.The issue I'm having is the field appears empty (shows "Search and Select") when this is the case. I know it isn't empty (I display the related record id itself on an admin section elsewhere in the form, and if I edit the name field and hit backspace it changes to indicate it has been edited), but it is very confusing to the user because it looks like it is.I thought a good way to get around this would be to use a form rule to make the field read-only since users won't need to change it in this scenario; however this results in the field displaying the record ID instead of the actual field value!So in either case using a filter report seems to cause a problem f

Good day everyone!I'm pretty sure I know the answer to this, but I wanted to reach out to see if anyone figured something out. Searches thus far has proven unfruitful.  Is there a way to combine information on a single calendar view?For reference. We are adding a subsection for jobs that need to be related to the job but tracked separately. This sub job will have a start/stop date and time like the regular jobs, but at different dates. My end user would like for this sub job to show on his Job Calendar. The only way I can think of this is by making it a different form under the job table and have it show that way. Would this be the only way?

Hello, this is my first time here. I was wondering if somebody can help me with a Pipeline, Make a Request (Api_DoQuery)a. Search Recordsb. Make a Request (Api_DoQuery - Method: POST - Content Type: Application/JSONthe output in Activity Log shows what I need (current_record_qf)content:<?xml version="1.0" ?> <qdbapi> <action>API_DoQuery</action> <errcode>0</errcode> <errtext>No error</errtext> <dbinfo> <name>Subunit Goals</name> <desc></desc> </dbinfo> <variables> </variables> <chdbids> </chdbids> <record rid="80"> <current_record_qf>184,104.0080 ; 210,384.1373 ; 227,928.3268 ; 219,168.3467 ; 219,912.3468 ; 220,584.3469 ; 221,327.3470 ; 222,047.3471 ; 222,791.3472 ; 223,511.3473 ; 224,255.3474 ; 224,999.3475 ; 225,719.3476 ; 226,463.3477 ; 227,184.3478 ; 228,360.3663</current_record_qf> <update_id>1756412052839</update_id> </record> </qdbapi

I have a record that appeared to be missing a related record, but wasn't showing up on a report I have for identifying records with relational issues. It turned out that there was a value in my reference field, but it was pointing to a deleted record. This was not clear at all because the record picker for the related field (I have the record in edit mode) appeared exactly as if it were null/empty.It used to be that when a reference field had a value but there was no record in the foreign table with that id QB would display a red message indicating this, but now it simply says "Search and Select" as if there were no current value there at all. The only way to tell that there was a value there previously is to start editing the field and then hit backspace; QB will then highlight the field to indicate its value has changed (see pics). So I've been tearing my hair out staring at this record because it appeared to have a null value but it wasn't working with any of my null check formulae.