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How 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.
CSV 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, Eric
Provide Link to New Record on Predecessor Record
I've created a system where when a user clicks "Create New Agreement" URL button, a new record will be created that brings over key information, including the "predecessors" record ID so that the new record can capture that this previous agreement is a "predecessor". However, I'm trying to figure out a way on how to link the "predecessor" record to the newly created agreement as I want a user to actively see in the "predecessor" record that this work has already been completed. Any recommendations on how to do this? Thanks!
Secure link to a report
Secure links to reports are mentioned in the Quickbase documentation and multiple places on the Quickbase website, but I can't find a single example. I understand how secure links can be made for forms and records and know there are examples of this in the Exchange. But there is no example of how to create secure links to reports. I figure one way to do it is create a key generator field, then an ask the user report, and filter to records where the result equals the key value. But just wondering if anyone has any other, better ideas?Displaying QR Code Attachments on Forms
Hello! I'm trying to set it up so a user can upload QR Code images to a file attachment field and then have that QR Code display on a invoice form. However, while I can set the attachment field to display the image of the QR code on the form, when I go to print the form it instead displays it as the .png file name. Is there some way I can get a file attachment field to display as an image when printing a form, or is there a better way to go about this? Thank you in advance!Pipelines Qrew Meet Up Today 5/14 Starts at 1pm EST instead of 12pm EST
Hello everyone! Just a quick reminder that today is the Pipelines Qrew meet up featuring MichaelFrishman​ but it will start at 1pm instead of the normal 12pm EST. I will be logged in to zoom at 12:55pm EST. Registration/login link: https://quickbase.zoom.us/meeting/register/tJEpd-6srTstGtaxNVjc0xeMzsZgzx0t9fXb Thanks and hope you can make it!Convert Email Lookup Key to Text
I feel like I'm going insane this should be extremely easy. I'm trying to make a formula email field that simply gets populated with 1 email field (primary contact) if that's in fact filled out. Otherwise, populate with the referring attorney email field value. Both are lookups from two different tables. The email field for the referring attorney lookup is the key field for that table. For some reason QB is expecting a textlist, not text. I've tried all sorts of type conversions, as well as part/split functions (since Split is what comes up under Textlist Functions, though the email field would never have more than a single value in the first place). I know this is going to be ridiculously simple in the end.
Trying to build connected records
Table 1 - Requirements Table 2 - Meetings For each requirement there can be multiple meetings, owned by separate sales rep. I already have these two tables, Now if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2 - Meetings, but if the same SalesPerson_A has 5-7 follow up meetings for the same Requirement_1 then 5-7 more separate associates records are created and we have created a field dropdown - Round of meeting where we are manually managing, 1st, 2nd, 3rd, etc to keep track, then we are manually copy pasting the previous meetings links in the coming up meeting to access them. this is too outdated and time taking. Also SalesPerson_B can also have a Meeting_1 for Requirement_1 then another new record is created in Table 2 - Meetings n for further follow ups its same manual way. What i want to achieve is that if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2, Called Record 1, then I can have someway to keep all the next rounds of meeting under the same, each meeting is different, we have different agenda, people we are meeting, meeting links to join so for each record here there is a lot of information we need to enter, also various fields about how that meeting went, etc. need to manage this separately for each round. what can be the best way to achieve it. we never know we will 1 only or 7 or 10 meetings for a requirement.
