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How to Generate PDF with data from multiple children records
I am trying to see if there is a way to create a pdf that is able to loop a section depending on how many children records are linked to the parent. Here is the situation. I have a site record (parent). Each site may have one or more visits (children). I want the PDF to repeat a template section for each child record. It will have information such as Start Date/Time, and Job Description. e.g I know Quickbase has an API to generate a PDF using a static template, but is there a way get it to loop a section in a template for each child record that exists? Having a different template for each child quantity possibility seems inefficient. Thanks.
Save & Continue on New Record form
Hello all, I'm trying to create a Save & Continue button for an add form that will return to the record to continue editing. I found this thread ( Add Save and Keep Working Button on form for a new record | Qrew Discussions ) from a few years ago which is exactly what I want to do, but it doesn't seem to be working as stated anymore. var text URL = URLRoot() & "db/" & Dbid() & "?a=er&rid=%%RID%%"; var text link = "<a href='" & $URL & "' data-replaceRid='true' style='font-size: 11pt;margin-left: 5px; margin-top: 0px; height: 33px; width: 160px; text-align:center;background-color:#13294d;color:white;background-image: linear-gradient(to bottom, #13294d 0%, #13294d 100%);' class='SaveBeforeNavigating Vibrant'>Save and Continue</a>"; $link When I click the created button I do see the "saving record" alert appear and then the green "Record saved!" but then directly after a window pops up "Leave site? Changes you made may not be saved." with options of Leave and Cancel. It doesn't matter what option I select, the next screen is the quickbase error page "Record Not Found" and to either go to the application's dashboard or go back to the previous page. Although the record is there when I go back in manually. I'm not sure what to add to the formula to get it back to the created record in edit form. Thanks, KellyOffice Hours Cancelled August 4th to the 8th. Returning Monday the 11th.
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How to see when a report was created & who created it
I am trying to see if I can find out when a report was created, & what user created it. I know that information is found at the bottom of the page in the tables, but I can't figure it out for the reports. ------------------------------ Laura Diak ------------------------------problem populating relationship field from import
In a new QB app we created, we have a table "Phishing Attempts" where we want to create records by importing a spreadsheet. We also have a table "Targeted Users" which has employee info such as Employee ID, email, position, etc. Phishing Attempts table has a relationship with Targeted Users table, where we have the Employee ID field from Targeted Users included in the Phishing Attempts record form along with lookup fields that are automatically pulled from Targeted Users table. The spreadsheet we want to import to create new records in Phishing Attempts table includes an employee ID number. When we import the spreadsheet, we select the target field Employee ID in the Phishing Attempts form. The problem is that the Employee ID field in the Phishing Attempts form is not populating when we do the import. The ID number in the spreadsheet matches exactly what is in Employee ID in Targeted Users table. Is this not working because the Employee ID field in Phishing Attempts is pulling from Targeted Users table? Is there a way to get this to work?Records, Pipelines, and Callable Pipelines clarification
Hello! I am a new user, and I'm looking for some clarifications on some of the specifics about how records, pipelines, and the callable pipelines action relate. I have a complex pipeline trigger by a user record creation. The pipeline runs through a substantial decision tree and updates records and sends notifications depending on the path through the decision tree the record takes. However, I have run out of actions and need to set up a callable pipeline to do some record validation (instead of adding those steps into the main pipeline). So, I am working on setting up the callable pipeline, but I want to make sure that the pipelines are only updating a given record, and not ALL records. - Update: before you read the next part of the post, consider that I may be overthinking this whole thing and I just need to pass through the record ID(s) for the records I want my called pipeline to validate. - I assume that when a pipeline runs with the "record created" trigger that the pipeline will run only with relation to a given record; i.e. is the context of the pipeline run a single record? Is that correct, or does it evaluate the whole table of records? Or do I need to set a record limit on the trigger? When I use a callable pipeline, does the calling pipeline maintain the context of the call; i.e. for a single or batch of records? Depending on that answer, does the pipeline evaluate each of those records individually, or does it evaluate the entire table with respect to the called field(s)? For example, here are my two actions. I thought I had them set up correctly, but I can't call the fields from the calling pipeline in the called pipeline (third screenshot). Update: this may be because neither of the pipelines are turned on, and I may be using Jinja expressions where I should instead be using aliases which I can set to the calling pipeline's fields (see this video). Do I need to bother with passing the record IDs ("a.id"), or are those "implicit"? Call action: Called trigger: Not finding called fields: BUT let's assume that I get these calls to work. Will the changes to the records made in the calling pipeline have been written to the table when the called pipeline is called? Because that pipeline will need to do evaluations based on the records' data, which is dependent on the actions in the calling pipeline! Thanks for all of your help!
Date / Field stamp through pipeline
I have a step in my pipeline that creates line items and inserts required data in that line item. The completion status of this line item is dependent on the field completed date. How do i include the completed date in the step so that when the data is added so that the line item is complete
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.
