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Running totals for charts
Hi all Want to share my solution on how to create running totals for charts. QB does not support running totals for charts, only summary reports. QB Junkie has a really good solution to create running totals using the query formula but as stated in her video it only works with small data sets and it is really memory intensive. QB has posted a solution to use the report API function to build a new running totals table from a summary report but I found this to be even slower and it does not give the user live updates. I use own table relationships that allows me to chart large datasets quickly and live. Below is an example of this application but I use this for many other data sets that do not use dates so do not get stuck on the dates table step. Create a dates table. I made the key a text field so that i can create the reference field. Record ID is also an option but a bit harder. My key was "<date>-<project no>" Create an own table relationship I use pipeline's Make Request action to create and maintain this table with its key and related field value. This is a Jinja code on Exchange I borrowed so let me know if this is of interest to anyone. It super-fast but again not a requirement. Summarise the values I want into the dates table Create a blank formula field and this will be my running total Summarise the blank formula field i created in step 6 above. I use the own table relationship for this. Go back to the blank formula field in step 6 and write a formula that adds the summarised value in step 5 to the summarised value in step 7. BUT I found this needs to be via an if statement and can't be a simple addition as it fails randomly. Maybe a bug in QB but I found my way around this and its now super reliable. My if looks like this If( Nz([Field in step 5]) + Nz([Field in step 7]) <> 0, Nz([Field in step 5]) + Nz([Field in step 7]), Nz([Field in step 5]) <> 0, Nz([Field in step 5]), Nz([Field in step 7]) <> 0, Nz([Field in step 7])) Thats it. Fast reliable running totals to draw charts! See screenshot below0likes0CommentsQuickbase to google calendar pipeline issue
I have a pipe line set that manages my calendar installs to a google calendar. It has 3 pipelines New install are added changes in installs are updated deleted install are deleted. The path flow work great but the dates are not correct. Here is the quickbase calendar Here is the Google Calendar: Start Date and End dates are date/time fields built with the following: Does anyone have any ideas why these dates are distorting by a day?0likes2CommentsUsing the RESTful Quickbase API inside a code page without a Auth Token
I am building a code page that will be connected to a button that a user will click in an app. I am trying to get away from using the Quickbase client that uses the old XML API (var qdb = new QuickBaseClient();) and use the RESTful API instead. How do I get authenticated without storing a user token or having the user pass a user token in? Using the old method it seemed to just automatically authenticate based on whatever user was logged in. I never stored or passed in credentials or a user token to use the old client, but it seems like the restful API gives me a 401 authentication error unless I pass in a user token. Can anyone shed any light on this issue? ------------------------------ Steve Wellauer ------------------------------Solved0likes5Comments[Video] How to identify deleted parent records using relationship magic
Hellos, In this simple video we learn how to identify orphaned children records where parent have been deleted OR identify deleted parent records from orphaned children (very mouthful indeed) Generally we create a pipeline which automagically deletes children records whenever a parent is deleted, in this case due to token expiry , we had tonnes of records where this was not happening . LOOM VIDEO1like0CommentsWhy no Reply-To Header Functionality?
I have a client that receives donation inquiries via a webform that posts to Quickbase and sends individual notifications to the relevant client personnel. Their prior system was through their website hosting vendor, which sent an e-mail to a shared e-mail account. However, the vendor's e-mail protocol included a Reply-To header that allowed them to reply to the e-mail address of the donor rather than the generic notify@ account that sent the email. For those that are unfamiliar, email clients use the Reply-To header to pre-populate the "To" field when a user clicks "Reply." If the Reply-To header is not present, the client will typically default to the "From" address. As best I can tell, Quickbase's e-mail protocol and notifications do not support Reply-To, which is a major headache for this use case where I would like the Reply-To value to be the e-mail address of the donor submitting the form. Does anyone know why Quickbase does not support Reply-To or if it is on the roadmap? Also, what do you think the best workaround options are as of today?Solved0likes3CommentsCSV Import - Check Records
I am looking for help in importing a CSV file to a Company table that will check if the Company Name if it exists (text only as complete match) before importing. This pipeline imports company data from a CSV file into a Quickbase table. It checks if a company already exists before creating a new record to prevent duplicates. It fetches the CSV file (all+1300 rows) - This is test file and only has 3 rows I receive the following error Validation error: Incorrect template "{{c.company}}". ValueError: invalid literal for int() with base 10: 'company' Attched are the pipeline steps Thank you, Eric0likes6CommentsHow to see who hasn't filled out a form
I need to create a form for hours tracking that MUST be completed by Tuesday Morning and want to send a notification for anyone who hasn't filled filled out the form. Is there a way to track not who has filled out the form but who hasn't? I am not certain of anything in QuickBase as I came from a whole different department before getting put in charge of this.0likes1CommentHow to use GetRecords()
var text QUERY = "{9.EX.'" & ToText([Person Assigned]) & "'} AND {3.NE." & [Record ID#] & "} AND {11.LE." & [End Date] & "}AND{10.GE." & [Start Date] & "} AND{13.NE.'Completed'}"; var recordList overlappingTasks = GetRecords($QUERY); var number conflictCount = Size($overlappingTasks); If( $conflictCount > 0, "Not Available", "Available" ) I have used the above query to configure any existing records but the comaprison is not done in the way expected like the number 9 gets compared not the value like that in everything.0likes5CommentsUser to Name
I'm trying to use"UserToName([Current PR Assigned], "LF"))", however if there is no user in the field, it comes back with invalid. How do I get it to just be blank if there is no user? I have tried this and it says expecting user but found text for the UserToName part. If([Current PR Assigned Is null]="yes",[Blank User],UserToName([Current PR Assigned], "LF")) Any ideas?Solved0likes2Comments