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Report help
Hello! I'm diving into someone else's app, trying to wrap my head around their reporting needs. The previous admin created several "checkbox" fields that are in reality, types of answers to a master field. I need to tally each checkbox and ideally, I'd love to get this all on one report. I theorize the reason they did individual checkboxes vs. one multi-select field is because, in my own experience with multi-select, a report of such won't cleanly count how many times each item was selected, but will report out instances of the specific combination of what was selected. In my example, I'm tallying types of support received, where there are 10 sub-types as check-boxes, so ideally this report shows the exact count of each type of service counted. Please and thank you!Doc Gen Replacing filename error
Leaving this here for you. Ran into a problem where when I printed the Doc, it showed this crazy error. {"message":"Bad Request","description":"This document template has field markers that require a Record ID."} What does that mean? If you look at the two URL's of the Print button below, the second is cut off. var text fileName = "template"; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&filename=template&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364 var text fileName = [Override Template Name]; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&filename=512604-19254.Oregon.Summit this one is missing all this stuff at the end: "&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364" Here is how I fixed it. I moved the filename variable to the end of the URL. var text url = "https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=" & $tableId & "&realm=" & $qbRealm &"&format=" & $format &"&pageSize=Letter&margin=" & $margin &"&unit=in&orientation=portrait&recordId=" & ToText([Record ID#])&"&filename=" & $fileName; Not sure if this is known or not but leaving it here for future me.
File Name for PDF attachments
I'm creating a reoccurring notification with a PDF attachment. The attached file name is only showing as "document-1". The pdf is created through the document template and I'm able to already save it with a specific file name. How do I change the file when it's sent out as a PDF attachment with the notification?
Document Template Save PDF to field in Record API Pipeline
I have been wracking my head all day on this. I was reading Generate Documents from your records in your app where it says "However, you can also create API calls and use Pipelines, code pages, or custom integrations to generate documents. Each part of the formula represents an API parameter.". I was using Restful "Generate a Document" and was able to make a request: How do I get the output of making a request or basically the document template for this record as a file attachment in the record? I tried using: <qdbapi> <rid>1700</rid> <field fid="22" filename="Model_T.jpg"> Base64 encoded file content</field> Thank you so much!
Add data to Multi-select field
Hi, I want to use names from a text lookup field as the source of a multi-select field. Some lines of the text lookup field have multiple names which are currently separated by ";". On the multi-select field I want to display the individual options on a separate line. Is this possible? This is an example of what I have: Brand (Text lookup field pulled from a separate table) A B; C D; G; H E; F This is what I want: Impacted brand (new multiselect field created) A B C D E F G H I want the user to be able to select multiple brands from the list
Error - Over 100 Multi-select values
To overcome 100 value limitation, I created "Agent" table to capture all drop-down values and used it as reference in Company's Employee field as below. It has approximately 600 values. But when I save the record, I encountered 100 limit error (The field with ID '45' would have more than 100 choices:) I tried switching the Employee's field Input type to From list, cleared values and back to From another field. But it didnt work. Is there an alternate solution for this? Please guide.New Style Forms in Mobile - native Save button keeps user on Add Record form
Has anyone else run into this issue? We created a new style form for desktop and applied it to mobile as well. On desktop, when a user saves a new record by selecting the "Save" option (not Save and new or any of the other available options), they will re-direct as normal. But on mobile, when the user clicks the native save button that follows them down the form, the record saves, a "record saved" message briefly shows at the top of the screen, and then the user remains on the Add Record page with all of the information they just recorded. If you do not notice the message that flashes on and disappears from the screen, it appears as though no action occurred, which naturally makes a User want to click the save button again. This is causing many duplicate records to be created and causing confusion for users as they are unsure with what to do next. We created a work-around by adding a Rich Text field that will complete the save action and redirect the user as intended, but we are unable to completely remove the native save button which lingers. Does anyone know of a fix in the works for this, or even a way to completely hide the native save button from the form?
Improve the performance of loading 10000 rows for a multi-select field
Friends, I have a multi-select text field whose source is a table. The table has nearly 10,000 rows. When the user clicks on the field to select the choices, it takes forever to load all the rows. Even the browser asks if we want to wait to close the window. Is there any way the speed can be improved? I check the field properties; there is not even an option to filter based on the value of some other field. Any ideas?
Changing the Record Owner: New Forms
Hey Qrew! For my help desk application, I need to be able to change the record owner from time to time in cases where I add tickets on behalf of requesters. It was relatively simple in legacy forms to change the record owner at the bottom of the page, and I'm wondering if anyone has found a way to do the same in new forms. If I need to, I can still view the record in legacy forms and make the switch, but it is slightly annoying and takes extra time to switch back and forth between form styles and view modes. Also, I attempted to create a workaround by using a pipeline to edit the record based on an override field; however, I got an error back stating that the "Record Owner" field cannot be modified. I also tried to take the long route and use the QuickBase API_EditRecord, but I ran into walls that way as well. So, at this point, I am open to any suggestions. All thoughts are appreciated!
