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How to verify email has been sent w/ Outlook Send an Email
What is the best way to verify that an email was sent using the Outlook channel's Send an Email step? I would like to update a record's status to Sent after I've verified that it's associated email has been. I don't see a way to reference the email's status or id after the Send Email step. I have tried a few things - 1. After sending the email, use the Search Emails step to find the email in the Sent folder. I create a secret key, put it in the email's body, but can't get this to work. I receive only the error: Validation error: {'query': 'required field'}. 2. We have the Sent folder already set up as a Connected table. I could force the table to refresh and then look it up there. There could be several emails being sent within the pipeline run, and I would have to do this in a loop which isn't ideal. Any other ideas on how to verify an email has been sent using the Outlook Send an Email step?
report help
We have been using quickbooks for quite a while and it was brought to my attention yesterday that one of the reports that is constantly used is not functioning properly anymore and I am not sure what happened? In this report (attached) there are columns for; Job/item#/Description/unit price/Bid quantity/unit of measure/bid amount (tot) /quantity installed (tot)/ and revenue(tot) What is use to do was; take the unit price multiped by the bid quantity and that would give the Bid Amount (tot). Then the quantity installed would multiply by the unit price to give the revenue total (which still works for all of them). Now it adds the Unit Price for every daily log that our crewman enters that uses that item number. ie: the first highlighted on the report the 691,439.95 was multipied 3 times because there was 3 daily logs entered which is throwing off the whole total off the bid amount. The bid amount should be 691,439.95 but it has it as 2,074,319.85 the other highlighted are doing the same because they have more than one daily log entered. But the rest on the report are fine and working because there is only 1 daily log entered using those item numbers. I'm hoping that someone can help me figure out what happened here and how I can change it so the Bid amount once again is a total of the unit price andEmbedded Report, Add Record button not showing
I have a form with multiple tabs onto which I have embedded reports from related tabled. When the relationship was created a Report Link and and Add button are created. I generally do not include the "Add button" on my form as the embedded report has a built in Add option. I also know that on a form, you can specify whether or not to show that built in option. My issue is that I have an embedded report that isn't displaying the built in add option. I have confirmed: (1) that the form is not hiding this option, (2) that the table allows for new records to be created, and (3) that I have ample permissions to access the table and create records. What other reasons would cause this issue? As a side note, the form has 7 tabs, each with an embedded report, and this one is the only one not showing the built in add option. What obvious reason am I missing?
How to Restrict Data Export and Download for All Roles in Quickbase?
Hi team, Hope you are doing great! I want to configure my Quickbase app so that no user, regardless of their role, can download or export tables and reports. I’m looking for the best practices or settings to completely block these actions at the app or role level, without having to edit each report individually. Any tips or step-by-step guidance would be appreciated.
API Do Query No data Recieved
Hi, I have recently started facing this issue with my API call that I do from Alteryx to pull data from Quickbase table. I was working fine until last week Aug 1st, 2025 , but started to give no data then. I have provided the warning message that i get with Http 400 bad request error. Surprisingly there are other tables in my app that use the same headers and configurations (filters in query) which continue to work fine. I am unable to understand what to troubleshoot here. Do you have any guidance or setting that I could check? As a work around I tweaked the query a little bit removing filters adding number limits and then it works but that query cannot sustain for long. Please help. [Warning: Download (390): No data received from "https://******.quickbase.com/db/btdwv2ucy?a=API_DoQuery&query={'26'.XCT.'Complete'}AND{'26'.XCT.'Completed-Manual'}AND{'26'.XCT.'Closed Denied'}&clist=6.7.8.9.10.11.13.14.15.16.26.27.31.34.36.37.38.39.40.41.45.46.47&apptoken=**********66dxqt544&usertoken=************6av4c4wecdtcnjh4qbdf6gk5p"; Check the headers for details.]
API not deleting attachments
Hi all, hoping someone may be able to assist. Am using a pipeline to remove attachments using the format of 'fid_14=&delfile_fid_14=1' The result of this is that whilst the attachment looks to be removed from the form, it still is actually being stored (app file manager shows the attachments still exist). Has anyone else encountered this or possibly have a solution ? Cheers in advance.Need help with nesting statements for pipeline
I have two template tables that are related (Task template - parent and Subtask template - child). Both of these tables have a multi-select field called Task Category which could list property purchase, business purchase, lease, ground lease, construction, property sale, business sale as some tasks apply to multiple types of transactions. I also have the option of All if the task applies to any type of transaction. A transaction can involve several options - for example we could purchase the property and construct a building, or we could purchase a property and lease to a tenant. Upon the trigger of the pipeline, the appropriate Tasks are copied from the Task Template table to the Task table based on matching criteria. It works but I don't know how to add a 2nd step to also pull any tasks that are marked "All". I've attempted to add it within this statement as well as using AND but it errors . This is my current formula: {% set list = a.deal_task_category.split(';') %} {% for item in list %} {% if loop.last %}{9.HAS.'{{item}}'} {% else %} {9.HAS.'{{item}}'}OR{% endif %} {% endfor %} I have a similar issue in next step for the subtasks. For this step I have three functions that I need to accomplish (1. I need to pull the Subtasks that relate to the copied Tasks (which I attempted to do in the first line in the formula below), 2&3. do the exact same as above - pull over the subtasks that match the Task Category and then pull over any subtasks that have "All". This is what I attempted but it gives "Valueerror: invalid literal for int() with base 10: 'id' {{h.template_id == i.related_test_task_template}} AND {% set list = a.deal_task_category.split(';') %} {% for item in list %} {% if loop.last %}{25.HAS.'{{item}}'} {% else %} {25.HAS.'{{item}}'}OR{% endif %} {% endfor %} Any insight on how to add nesting request would be much appreciated!
Apply Dashboard Filter across all Tabs
Hi, Is there any way to apply a dashboard filter to cover all tabs? The filter works fine when all the reports are on the same tab, but if I want to split reports across tabs, then it's very inconvenient to ask the user to select the same item across every tab to get what they want. e.g. You select the Project via the "Main" tab and it will filter all reports across the "Main", "Calendar" and "Issues" tabs for that selected Project. Thanks.
