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File Attachment Naming
Does anyone have a good way to add a file name to a file attachment? When in the field and we click the 'add file attachment' button/ link, we usually take a photo with the ipad to embed there. Is there a better way than making a text field for naming? Any way to do this manually?
Bar Chart based on Multi-Select Text field, but without unique combinations
Is there a good way to show the # of records where each option from a multi-select text field is selected WITHOUT showing every single unique combinations. For example, if Option A is selected on one record, Option A AND Option B would NOT be a separate bar on the bar chart, it would just show the actual choices in the field.
Pipeline formula for user names
I need a pipeline to populate a field in a new record with the names from another field. Many users did not update their profile with a ‘Screen Name’ so I can’t use that field in the pipeline. I am having trouble getting it to populate using the First and Last Names. What formula can I use in Pipelines to create a list of multiple names? I used this field to create a text field and this is what is returned: Using this text field is not ideal as Barb does not have a screen name so it defaults to her email address. If there are several users, this field will be harder to read with emails being used. I want the pipeline to take the Fundraisers Assigned values and populate like this – preferably comma separated but semi-colon is fine too. Example: Amy Gosz, Barbara Burns I can get the First Name and Last Name to combine but then it only returns one of the names. How do I write the formula to not only combine the First Name and Last Name, but also list the multiple users names? I need all names (can be several) that appear in the Fundraisers Assigned field to populate to the new field.Using RegexReplace()
Does this function support capturing groups, and if yes, how does one access the captured data? Intent is to use a this function looking for punctuation from a text field, and then add a new line to this. regex: ([.!?])\s* substitution: $1\n Documentation doesn't state one way or the other. I've tried escaping the new line value without success. Perhaps I'm just missing something simple.Table Navigation Experience Request
Not sure where to post/send this, but I would like to request a modification to the user experience when editing records from the table home page. When you click on either the pencil or eye icon to edit/view a record and then you save/cancel and close you are taken back to the very top of the table. This is fine when you only have a few records, but when you have several pages, it is frustrating to have to scroll back down the table to find the place where you left off. Would appreciate a way for it to remember where I left off and then return me to that location. Just a thought.
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.
Do Bulk Records Pipelines Make Simultaneous Updates?
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 visual and/or more clarification on what I am looking to accomplish.PIpeline - split multiselect and create records from it
I can't seem to wrap my head around this. I have a record with a multiselect field. When conditions are met, I want a pipeline to take data from the record and create a new record in another table, creating one record for every value in a multi-select field. I can't seem to figur eout where I would put the jinja to split those values and then loop through them. Googling came up with the following for the Jinja: {% set selected_values = a.your_multi_select_field | split(';') %} But where would I put this? Seems like I need a step after my trigger to do this, but there isn't a "jinja" channel.
