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custom email to non-users, on a schedule
I need to create a single-table custom email that runs on a schedule (any time during the month 4 months after a date in the record). Each email needs to go to a non-user whose email address is a field in the record, and the text of the email needs to contain some other fields from the record. I'm planning to do this in two steps: 1. Create a custom email (open, triggered on a record modification) 2. Create a pipeline to run once a month and do the record modification for the appropriate records - once the record is modified, the email will be sent. It seems like this will work but I'm wondering if the pipeline updates would be considered "bulk" updates. Since the recipients are non-users, the email must be specified as "open" - but I know there are issues with "open" emails with "bulk" updates - recipients could receive information that doesn't relate to them. If this could happen, what is another way to approach the requirement?
Sharepoint Channel - how do I update field/column in Sharepoint?
I have a pipeline that successfully uploads a file to Sharepoint (i.e., create a new list item in Sharepoint). I also want to place data into a field/column of that same Sharepoint record, but am failing to make this happen. I've tried a couple different approaches without any success. Any tips on making this happen will be appreciated. I can provide more detailed screenshots if necessary but here are some to start. Thanks in advance.....Aaron Method 1: Method 2: When the error says at least 1 field must be set, and to specify the field to be updated, I can't see where to do that
Need to display hours and minutes within a TAT formula
I am using the formula below for a duration TAT. I have checked off the HH:MM:SS for the type and it is still displaying 0:00:00 for things that are one hour from rec'd to acknowledged time entered Days(WeekdaySub(ToDate([Acknowledgment Date/Time]),ToDate([Communication Received Date/Time]))) Do you have any suggestions on how to get the TAT to display accurately? Thank you Jill
Permissions - How can I keep my permissions as-is but allow for a specific field to be visible?
Hello, Full context: We have a staff table that all employees have access to, but only to view their own information. We also have a PTO table with a calendar report that the team has access to, but because the permissions for the Staff table is set to "when user is 'User'" they are unable to see any of the related names for the PTO records (PTO table is a child table of Staff table). Is there a way, or formula, to keep the same level of privacy on the Staff table whilst allowing the team to see just the related staff name for the PTO Records? Thanks!
Possibility of sending reports to Microsoft's teams app
Hi Community, In Quickbase, we can set up subscriptions to send reports via email on a regular schedule. Is there a similar way to automatically send reports to Microsoft Teams on a schedule using Pipelines? I know it’s possible to send notifications to a Teams chat, but I’m specifically looking for a way to send reports regularly.
User list fields in Pipeline
Good afternoon, I've created a pipeline that searches Table A for criteria and if it matches it will copy a User List field from Table B to another User List field in Table A. Both User Lists fields could have multiple Users selected when the pipeline runs. My first attempt wiped out any information already listed in Table A's field with the information copied from Table B, but it listed all Users that were selected. When trying to figure out how to keep the information in Table A's field while adding the information from Table B, I then found the community thread which is similar to what I'm trying to do: https://community.quickbase.com/discussions/getting-started/using-multi-select-field-in-pipelines/18991 However, when I enter {{table B User List field}} ; {{table A User List Field}} Table A's information remains, but the new information copied are placeholders rather than the User name. So it looks like When I've attempted to use the ID or Email from the User List (as found recommended in other threads) It keeps Table A's information but only lists the first User from Table B. Any other User is not copied over. Any suggestions on how to get the placeholders to actual show the User Names?Including two classes in one button
I'm working with a rich text button. The button is on a parent record. The user clicks the button, the parent is saved, and then a popup opens to add a child record. When I add the savebeforenavigating class, the button stops opening the window in a popup and instead opens in a new tab. Is it possible to include both classes in the same formula? var number rid = [Record ID#];var text url = URLRoot() & "db/" & [_DBID_CHILDREN] & "?a=nwr" & "&_fid_10=" & URLEncode($rid) & "&ifv=1" & "&hs=1"; var text color = "#228B22"; var text txtcolor = "White"; "<a class='SaveBeforeNavigating' & \"OpenAsPopup\" data-height=\"800\" data-width=\"1000\" data-refresh=\"true\" " & "style=\"text-decoration: none; text-align: center; background:" & $color & "; color: " & $txtcolor & "; border-radius: 5px; margin: 2px; padding: 5px 5px; width: 100px; display: inline-block; font: 14px/ 'Calibri', 'Segoe UI', sans-serif; text-shadow: none;\"href='" & $url & "'>Add Child</a>"Creating Sequential Numbering Unique to your Business Powered by Formula Queries
Have you ever wanted to be able to create a custom numbering sequence for records in your app (see [PO Number])? Common use cases where this comes up include creating purchase orders, invoices, tasks, budgets, etc. Quickbase has had a variety of complex and multi-step solutions to create these in the past (some combination of summary fields, lookup fields, snapshot fields, and Pipelines), but with formula queries, we are able to drastically simplify the process. In the article below we talk about how you can use formula queries to implement a system of your own. Use Case: Jesse is responsible for managing inventory for a wholesaler at one of their large warehouses. Jesse does a weekly audit of the on-hand quantity of the different items they sell, and she is responsible for placing purchase orders to restock. The company has a specific numbering process for their POs; each PO should be sequential based on the number of POs for that year for that vendor. For example, Jesse has already placed 3 orders with Vendor A for the year, so the next PO should automatically adjust to be number four for that Vendor. Jesse's format looks like this, Vendor A – 4 – 21. Currently, Jesse is manually creating these PO Numbers. Let's help Jesse remove her manual process and create a formula to automate the custom numbering. Jesse's app has five tables: Vendors, Items, Vendor Items, POs, and PO Items. For the sake of this solution, we will be focusing on the PO table specifically. We know Jesse's end goal is to create a format that lists the vendor's name followed by the sequential PO number and then the last two digits of the year. Vendor Name – Sequential Number – Last two digits of the year On the POs table we have: Field Name Field Use Field ID (needed for the query) [PO Number] 1. The formula field N/A [Vendor Name] 1. Used in the PO Number Formula N/A [Order Date] 1. Used in the query to identify records in the same year 2. Used in [PO Number] to identify the last two digits of the year 11 [Related Vendor] 1. Used in the query to identify records from the same vendor 9 [Record ID#] 1. Used in the query to identify the order in which a record was created 3 Step 1: Write the query variable to identify the number of records that precede the PO being entered where the [Related Vendor] is the same, and the year of the [Order Date] is the same. Note: We are using variables to make the final formula easier to read Let's break this down. var number ponumbertrue "var" tells Quickbase you are starting a variable "number" establishes the result type of the variable (numeric result) "ponumbertrue" is the name we will use to reference the variable later in the formula (this value can be anything you want it to be) Size() A new function available in the Formula Queries Beta, which counts the number of values in a recordlist, textlist, or userlist data output, gives us the number of records returned in the query – always a numeric result GetRecords() A new function for using Formula Queries creates a list of records (recordlist) of all the records returned within the query The Query (to learn more about Query structure and basics click here – each PO should be sequential based on the number of POs for that year for that vendor "{9.EX.'"&[Related Vendor]&"'}AND{11.CT.'"& Year([Order Date])&"'}"&If(not IsNull([Record ID#]),"AND{3.LTE.'"&[Record ID#]&"'}") "{9.EX.'"&[Related Vendor]&"'} AND {11.CT.'"&Year([Order Date])&"'}"& AND If(not isnull([Record ID#]), "AND{3.LTE.'"&[Record ID#]&"'}") Note: The colors align with the descriptions below First Query String: "{9.EX.'"&[Related Vendor]&"'}… We want records that have the same [Related Vendor] as the record on which the formula is evaluating Find records where field ID 9 ([Related Vendor) is exactly equal to this PO's [Related Vendor] AND where… Second Query String: "{11.CT.'"&Year([Order Date])&"'}&… We want records that are from the same year as the record the formula is evaluating on Find records where field ID 11 ([Order Date]) contains the same year as this PO's own [Order Date] Third Query String (conditional on a record ID# existing): If(not isnull([Record ID#]),"AND{3.LTE.'"&[Record ID#]&"'}") AND where… We want the records that precede or are, the record on which the formula is evaluating Find records where field ID 3 ([Record ID#]) is less than or equal to this PO's [Record ID#] Note: the third query sting is conditional because the formula won't correctly evaluate until a record ID# exists. Making it conditional allows us to forecast what the PO Number will be prior to saving by querying just on a year and related vendor. Step 2: Concatenate the rest of the formula to make Jesse's custom numbering system. Let's remind ourselves of the requirements: Vendor Name, the sequential number, and the last two digits of the order date's year [Vendor Name] &"-"& $ponumbertrue &"-"& Right(ToText(Year([Order Date])),2) We call the formula query variable using the "$" and the variable name Then we need to take the last two digits of the order date's year using the Right() function which requires us to convert the Year([Order Date]) to text since it outputs a numeric value Step 3: Enjoy the result. [PO Number] is our formula, and you can see how the number in the middle increases sequentially based on the order the POs were entered ([Record ID#] shows you the order they were entered). Note: Please be aware that if you delete a record, the formula will adjust to the new number of records found by the query. An easy solution is to create a checkbox or multi-select text field that users can select to "delete" or "archive" a record that removes it from their permissions. Now you can experiment with building your own custom numbering formula with this as your guide!
