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Trouble with URL button to copy a record with custom GUID (key) field
Hi, I'm trying to create a button that will allow users to copy a record but I'm using my own key field so I need to increment that automatically in the process. Context: We have an online form for employees to created 'SDO Requests'. These get transferred from the resulting spreadsheet to a Quickbase 'helper' table where some transformations happen and a new GUID is assigned before a pipeline sends them to the master table. The custom GUID is necessary to weed out duplicate entries on import and transfer. Since these requests involve dates and time periods they sometimes span two pay periods. I'm trying to provide the people that approve and audit the requests an easy way to 'split' a request by making a copy of the original so that they can just edit the end date of the original and start date of the copy (one day I'll dig into how to automate that as well since I have a table of pay periods to reference but I digress). I have no idea if I'm even on the right path here but my thought was to pass the original GUID (e.g. key) field to the new record and just add the Quickbase generated Record ID# to the end of it to ensure a new unique value. I've tried variations of this: URLRoot() & "db/" & Dbid() & "?a=GenCopyRecord&rid=" & [Record ID#] & "&_fid_6=" & URLEncode([SDO Request GUID]&"-"&ToText([Record ID#])) And so far I either get the same GUID as the original record or it momentarily populates the original GUID but goes blank (I suspect this is a result of me trying to add a concatenated value to the field. Fid_6 is the id of my GUID field. URL coding is certainly not my strong suit in Quickbase to date so any help would be greatly appreciated. I'm not married to this idea either, I just need to be able to allow users to copy a record and generate any kind of new unique value for fid_6.
Copilot URL Relation to QB
Has anyone been successful in creating a notebook in Copilot that uses a URL to a table inside Quickbase? I attempted it and it takes the table URL and can launch to it, but Copilot does not pull the data. Just wondering if someone had figured that out since it would be super useful.Are you using AI Agent or AI Actions? Come share at the Next Qrew Meetup!
Hello All! I am searching for folks who are currently using the AI Agent and AI Actions to share their experience and feedback and what you've learned so far with the Qrew. Have you used AI Agent to document your apps? Improve a pipelines workflow? If you have a use case, please ping me or respond below! I am looking for customers to share at our next Qrew meetup August 18th or 19th at 12pm EST. Thank you and I look forward to bringing your story to the Qrew in August. -Esther
QuickBase Reports Help
Hi all, new to QuickBase but not new to database tools. I'm trying to build a specific report within QuickBase. In Tableau it's called a Bowling Sheet. A non-propriety example looks like this: https://www.allaboutlean.com/wp-content/uploads/2025/01/Bowler-Chart-Example3.png Ive been able to get sort of close in QuickBase by using the Summary Report, and I can group columns by Month to achieve the same result, but my issue is that it's giving me a COUNT of the data that's being reported instead of the actual value of that data. I'm sure it's something stupid/easy that I'm overlooking, but I'm stumped. Any help would be appreciated.
New Forms Deisgner - Tab (Page) Title Colors
In legacy forms, there was a way to color each tab title within a form (snip 1). The resulting form could look something like snip 2. Using the new forms designer, I have not found a way to color each tab/page (snip 3). Is this no longer an option or am I just not seeing how to do it? Snip 1 Snip 2 Snip 3 Thanks....Aaron ------------------------------ Aaron B [email protected] ------------------------------URL Add Related Form (But popup like embedded Reports)
I am trying to make a URL Button to add a child record in a form Example: URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & ToText([Record ID#])& "&dfid=10&popup=1" I also tried: URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & [Record ID#] & "&target=popup&popupwidth=500&popupheight=400" I also tried these checking In Same Page, In New Window, And In Pop Up.but the button does not pop up like the embedded report. is it possible to make a button that works this way on PC and Mobile as it does in the Report button Link?How to add Tabs (Pages) to only a specific section of a form?
Hi everyone, I’m trying to organize a form using Tabs (Pages), but I’m running into some confusion with how Quickbase handles them.Previously, I was able to add new sections below existing ones without issues. However, when I try to add a new Page (Tab), Quickbase automatically moves all my existing fields into Page 1 and puts the new fields on Page 2. The tabs also always appear at the very top of the form. What I actually want is to have tabs (or a tab-like experience) applied to only a specific section lower down in the form, without wrapping the entire form into multiple pages. Is there a way to achieve this? Or what is the recommended approach — using multiple Pages, Sections with rules, or a completely different method? Any advice or best practices would be greatly appreciated! Thanks in advance.
