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Pipeline Bulk Upsert Unique Values Only
Hi, I have a table of Account_Templates. It is a many to many table where many Templates have many Accounts. The Account has an associated lookup value, we'll call Question. Many accounts might have the same value for this Question field. I want my pipeline to search these Account-Templates and create a record on table Template_Questions. A new record should be created for only the unique combinations of field Template and field Question ([Template]-[Question]). My pipeline is currently structured as: 1. Prepare Bulk Upsert to Template_Questions 2. Search Account_Templates for all records Loop{ 3. For each search record found, add an upsert row where the key field equals "[Template]-[Question]". }Loop End 4. Commit Upsert When I run this pipeline, I get an error of duplicate values trying to be created. Is there a way to trim the upsert of duplicates before committing it? Alternative ideas are welcome. Thank you, Curtis
Set Legacy Forms as default for new tables?
Is there a way to set default form for new tables in an app to be legacy forms? I've noticed that in older apps, when I create a new table, it uses legacy forms, while in a new app I created recently, new tables default to the new form. The legacy form is available in the table's Form setting, and can be manually switched there. As to why I would want to do that - I'm just used to the old forms and I'm building a demo app with lots of tables, and I don't have time right now to figure out how to do all the things in the new forms that I could do with old forms. thanks!
Formula to lookup value in another related table
I have a lookup table that has a relationship with 2 other tables (Table 1 & Table 2). There are 2 different IDs in my lookup table that I need to check in Table 1 & Table 2. I need to check Table 1 if one of the IDs exists, if yes then I need a checkbox ticked. For the other ID, I need to check if it exists in Table 2, if yes then some other checkbox is ticked. How do I go about doing this?
Capture Previous values using Formula URL button & Pipeline
I am looking for a solution that can assign value on click of a button and then saves the record, so that the pipeline can capture the previous values a record. I have different formula URL buttons that updates stage (submitted, rejected, approved) and this change is captured in Audit table through pipeline. URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" & "&apptoken=XYZ" & "&rid=" & [Record ID#] & "&_fid_49=Approved" //Stage = Approved & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#] & "&dfid=2&z=" & Rurl()) I also need to capture the current and previous values of fields that were modified when Approved. The above formula did not work because QB saves the record first, then applies the field changes. This means that by the time a pipeline is triggered, the "previous values" are already overwritten. As an alternative, I excluded fid_49 assignment in the formula, which worked as standard save and updated pipeline to trigger when any of field in the form is modified. This carries the previous values to capture the audit. The problem with this approach is that the pipeline runs every time a record with fields defined in the pipeline is modified and saved either through grid edit or using standard save button. Please let me know if there is any other solution that I can try.List If Formula
Why is my list if formula only returning the first if statement List(", ", If([Engr check]=true and [Engr Approval Status]<>"Approved",UserToName([Engineering Manager Assigned]), If([Production Check]=true and [Production Approval Status]<>"Approved",UserToName([Production Manager Assigned]), If([Quality Check]=true and [Quality Approval Status]<>"Approved",UserToName([Quality Manager Assigned]), If([Additional Check]=true and [Additonal Approval Status]<>"Approved",UserToName([Additional Approval Assigned]))))),"")Clearing a merge field?
Wondering if anyone has ever cleared a merge field in a child table? Based upon reference below, we can UPSERT to a child table using a merge field as the surrogate key and the relationship is made (the related parent record id# values are filled in on the child record). Now I am trying to break the relationship so the related value is empty after upsert using the merge field. I have tried 0, "", nil, null and nothing happens. Any ideas are appreciated. Reference below: Link related data by importing into lookup fields Builders now have an easier way to import records with related data or link related data in integrations. Now, any lookup field marked unique on the parent table can be used to match instead of reference fields. RESTful Upsert Records—Users can UPSERT data to lookup fields marked unique in the data array in Record Upsert. https://helpv2.quickbase.com/hc/en-us/articles/31900230487700-Quickbase-November-2024-Release-NotesCan Quickbase perform a screen capture?
My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows: Start Google Meet Open the interview form in Quickbase Start a screen/audio capture through Quickbase by clicking a button Fill out the whole interview form while interviewing the client Hit a button at the end of the interview to stop the screen/audio record Auto have that file upload to Quickbase I don't believe this is possible with Quickbase, but I wanted to verify. I suspect that we should screen capture with some other software and then upload after. Thanks!
