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Creating a pie chart in a grandparent table
I’m in PR and we use QB for managing our media requests. If a reporter reaches out with an inquiry we log it in a media requests table. Media requests has a parent table of reporters (reporters can have multiple requests). Each reporter has a media outlet (think CNN or ABC News) parent (a media outlet can have many reporters. One of the things we track is the coverage of the media requests generates and score it with a multiple choice field on the media request entry (positive, negative, or neutral). So I have a pie chart that show the breakdown of the coverage with those options. I can pull that report into the reporter table on place it on the reporter form and it filters it down showing the score for that reporter across all their requests. What I want to do is pull that data into media outlets so I can see the score for that media outlet across all their reporters and the reporters requests. I want a similar pie chart on the media outlet form. What’s the best way to go about this?Enter the App Builders Qrew Raffle!
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Help connecting Table to Table Relationships
Hi, I have 4 tables Site table - houses all site info including site ID# which is the unique identifier to be used to relate/connect all tables. Risk table - houses all the risks. 1 site can have many risks Milestone table - Each risk can have many milestones Site Risk Register - Joining table that has all the risks and milestones relating to each site on one table I'm struggling to figure out how to connect these tables. I figured all tables need to have that site id# field in order to connect. So I created a one to many relationship with the Site table and the other 3 tables so all 3 tables have a site id# lookup field. Then I created more relationships. One Site Risk Register has many Risks, One Site Risk register has many Milestones and then I also made One risk table has many milestones. I added dummy data in the tables but it is not reflecting in the Risk Register join table. Can I get help on what I did wrong and how to properly set up these table relationships
Document Generation - Filename
I started playing with the Document Generation in Quickbase this week which is amazing! I am curious to know if there is a way to set the filename of a Document that is generated in a custom email notification from a Quickbase application? I know that when you use the Generate Document code to create the document for a record in the application, it does allow you to set the title/name of the document specifically. However, using the same option as a part of the custom email notification sends the notification with the PDF attached and named Document 1, rather than any name you specify in the code that is attached the Formula URL field.
Copy Records pipeline, records are being skipped
Hi there! I am trying to turn away from using connected tables and into using pipelines to bring my data from one app to another. I am using the bulk copy records action in pipelines to do so! It is a super simple pipeline but whenever run it my table does not get update with the records. I do not receive any errors on the pipeline itself but the table remains empty.... Help! Thank you :)
Exchange a SAML assertion for a Quickbase token
Hello, I am looking to use a SAML assertion for authentication of a custom web app that uses the QB JSON API. In the linked documentation, it is described that you can use an API endpoint to do this, thereby authenticating your app using the currently logged in user with a SAML assertion exchange. But the documentation is super vague and provides little for one to go off if you are not a SAML expert. https://developer.quickbase.com/operation/exchangeSsoToken The line from this documentation I linked to that I am focusing on, is this: You must be able to create a SAML assertion in your code to use this endpoint. Does anybody have documentation or advice on how to put the SAML assertion together? I want to link to my app from Quickbase using a Formula URL. Then I want my app to authenticate the current user so they can perform some tasks in my custom app under the same identity they were using in the QB app. I would love to see a full example, code and all, to help with this. (Minus any secure pieces you need to obscure.)
