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[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 VIDEO
Why 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?
Quickbase 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?
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, EricHow 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.
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.
Question about auto-populating fields across tables
I wish to auto-populate a field from another field in another table, but am not sure if it is possible for our specific scenario. If yes, how would I accomplish it? I tried to create an action, but it doesn't work. The affected tables are 'Audit' and 'Scorecard' and I have parent/child and child/parent relationships setup because in each form we need to pull in some fields from the other table. For every Audit record, there will be only 1 associated Scorecard record, and vice versa. Ultimately, we will have multiple different Scorecard tables for different categories. Each Scorecard form will have mostly unique fields. In every Audit record, a Scorecard from only one of the Scorecard tables will be associated, depending on the category selected in the Audit record. I created an action where when a new Audit record is created, then a new Scorecard record is also created, and in the new Scorecard record, the related Audit record # auto-populates along with selected associated lookup fields. This action is working fine. We will create a separate action in the Audit table for every Scorecard table - so when a certain category is selected in a new Audit record, the new Scorecard record will be created in the correct Scorecard table. This action allows us to auto-generate new Scorecard records (instead of manually), and see related Audit record info in the Scorecard record. This action is working fine. But we also need to get the Scorecard record # and some lookup fields into the Audit Record, automatically if possible. I tried creating an action in the Scorecard table, but it is not working, I think because it has no way to know which record in the Audit table is associated with the Scorecard record. Is there a way to accomplish this? Any help is appreciated. Also, I understand we can only have up to 10 actions in one table. So if we needed to have more than 10 Scorecard tables (say up to 50), is there any other way to automatically create new Scorecard records when a new Audit record is created, outside of using an action?
