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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.0likes0CommentsUsing RegexReplace()
Does this function support capturing groups, and if yes, how does one access the captured data? Intent is to use a this function looking for punctuation from a text field, and then add a new line to this. regex: ([.!?])\s* substitution: $1\n Documentation doesn't state one way or the other. I've tried escaping the new line value without success. Perhaps I'm just missing something simple.0likes2CommentsTable Navigation Experience Request
Not sure where to post/send this, but I would like to request a modification to the user experience when editing records from the table home page. When you click on either the pencil or eye icon to edit/view a record and then you save/cancel and close you are taken back to the very top of the table. This is fine when you only have a few records, but when you have several pages, it is frustrating to have to scroll back down the table to find the place where you left off. Would appreciate a way for it to remember where I left off and then return me to that location. Just a thought.0likes1CommentRemoving Invalid Characters for File Name
Good Afternoon, I am trying to manipulate a simple text field to remove the following characters: \ / : * ? " < > | So that I can use it for file names. When I try SearchandReplace, it keeps throwing up syntax errors for these characters despite my double quotes around them. Is there a way to get these characters removed to prevent any file upload issues due to file name? Thank you for the help!Solved0likes2CommentsAPI not deleting attachments
Hi all, hoping someone may be able to assist. Am using a pipeline to remove attachments using the format of 'fid_14=&delfile_fid_14=1' The result of this is that whilst the attachment looks to be removed from the form, it still is actually being stored (app file manager shows the attachments still exist). Has anyone else encountered this or possibly have a solution ? Cheers in advance.1like2CommentsDo Bulk Records Pipelines Make Simultaneous Updates?
When bulk records are handled in a pipeline, are all of the applicable records updated simultaneously? Will they have the same modified date and time? I have notifications setup to be triggered when a date field is updated. I have a formula checkbox field used to identify the most recent record associated with an email address field value. The most recent record may not be the one that gets updated along with other records with the same email address field value. I don't want the email notification being sent before other associated records are updated. I am looking at using Bulk Record steps to reduce the number of pipeline steps I am currently using as well as handle everythingmore efficiently. I just need to know if I would be safe having the date field updated on the most recent record with the other potential changes without worrying about the email being triggered before all applicable updates are made. Thank you, in advance for any input. Let me know if I need to provide a visual and/or more clarification on what I am looking to accomplish.0likes0CommentsPIpeline - split multiselect and create records from it
I can't seem to wrap my head around this. I have a record with a multiselect field. When conditions are met, I want a pipeline to take data from the record and create a new record in another table, creating one record for every value in a multi-select field. I can't seem to figur eout where I would put the jinja to split those values and then loop through them. Googling came up with the following for the Jinja: {% set selected_values = a.your_multi_select_field | split(';') %} But where would I put this? Seems like I need a step after my trigger to do this, but there isn't a "jinja" channel.0likes1CommentUnrelated Data
I suspect I know the answer to this question, but am hoping that someone has better solution. I have unrelated data except for the fact that is time stamped. I need to chart both series. The two options I know are: Export to SQL and use Tableau, then embed a Tableau report in QB. Create a table of dates to force the different sets to be related together. Anyone know of another method?Solved0likes2CommentsImporting excel into multi select text field which is connected to another table inside same app
I am trying to import data by adding existing data which is in another table but I am seeing a weird behaviour that rather than selecting the option which is already present it tries to create new option and as the option is more inside the main table it is throwing me error. Please give a reply ASAP0likes1Comment