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Sync table and pipelines
Hello, I have a sync table to salesforce, and I have another table called projects. I've created a pipeline when the trigger is record added to SF table, then it must create a record into projects table. I tested this in sandbox and it works, but I manually created the record in SF tables (trying to mimic the behavior in live). So, I created another pipeline for "live", but this doesn't trigger. Now I know that sync table doesn't works the same as a normal table, so I need to change the logic of my trigger. SF table refresh the data once every day. I was thinking in add a "schedule", and search when "Creation Date" is the date of "today", like: If CreationDate = today AND flag = unchecked Create record in projects flag = Check End if But I don't know how accurate this logic is. I want to create a record in project with the new sync data and not with old values. Any suggestion will be appreciated :)
Default setting to open in same page for Reports
Hi, Is there a way for my app settings to automatically default to 'open in the same page' when editing a report? I know how to change the setting within the field itself but not when editing a report record. This ends up with a host of tabs open in my browser vs. staying within the project record itself.Formula Query for Ranking
I'm creating competition between Agents by creating a leaderboard, however my formula query is giving me an issue. The ranking is based on the AFLAC Submitted Premium Last Week column, (FID 677). Image attached. Essentially, the highest dollar amount would land in spot 1 and continue with next highest in spot 2 etc. Here's what I have thus far: var text SUBLIFE = "{677.GT.'" & [AFLAC Submitted Premium Last Week] & "'}AND{23.EX.'1'"; Size(GetRecords($SUBLIFE)) + 1 Any help would be greatly appreciated! The attached report is sorted lowest to highest by Rank.
Need help building a Formula–Text field
I’m working in Quickbase and need help building a Formula–Text field based on selections in a Multi-Select Text field. Requirement The formula should return one of three designations based on a strict priority: Tier 1 — highest priority Tier 2 — medium priority Tier 3 — lowest priority When selections from multiple tiers are present, the formula must return the highest-priority tier. Current setup: The source field is a Multi-Select Text field(20 options). I created a helper Formula–Text field using: Lower(ToText([Multi-Select Field])) The helper field correctly displays the selected options as semicolon-separated text. However, formulas using the following methods do not consistently recognize all selected values: Contains, Find, Trim, RegexMatch Even a basic test such as this returns the false result, although the helper field visibly contains the phrase: var text Criteria = Lower(ToText([Multi-Select Field])); If( Contains($Criteria, "example selection"), "MATCHED", "NOT MATCHED" ) I also tried: Adding semicolon boundaries Accounting for spaces around semicolons Matching first, middle, and last list values Removing punctuation from the configured option Recreating the option manually Using Find() instead of Contains() Comparing the converted value directly Using a formula query with the Multi-Select field ID and a HAS operator The formula-query attempt returned blank. Constraints I need a formula-field-only solution I do not want to use Quickbase Pipelines I do not want to replace the Multi-Select field with many individual checkbox fields Exact selection matching is preferred to avoid accidental partial matches The solution must work when one or multiple choices are selected The priority order must be preserved What is the correct supported Quickbase formula syntax for determining whether a specific option is selected in a Multi-Select Text field? Is there a native list-membership function or formula-query method that works reliably for the current record?Reconnect existing Salesforce Sync Table after "Disconnect Table" was selected
Hello, We have a Salesforce Sync Table that was originally owned by another user. While attempting to transfer the connection to a different user, "Disconnect Table" was selected instead of changing the connection. The table still exists and contains important relationships and pipelines. Is there any way to restore or reconnect the Salesforce connection to the existing table without recreating it? Thank you.Mobile Screen Jumping
I have a form that generates approximately 500-600 submissions per day. The form currently contains 320 fields, 55 form rules, 100 lookup fields, and around 80 image fields. I've been troubleshooting a significant issue on mobile devices where selecting any multiple-choice question causes the screen to jump erratically. To isolate the problem, I've tried: Removing all image fields Reducing the total field count Creating a simplified version with only 5-6 questions and roughly 30 fields Even with the stripped-down version, the screen jumping still occurs whenever a multiple-choice field is selected on mobile. Has anyone experienced something similar or have suggestions on what might be causing this? I'm trying to determine whether this is related to form configuration, form rules, lookup fields, browser behavior, device-specific issues, or a platform limitation/bug. Any troubleshooting ideas would be greatly appreciated.
Gauge Report for action items - Goal 0
Looking to have a gauge chart with 0 entries being what good looks like. We are using it to identify action items for our team. As QuickBase won't allow you to have your start larger than your goal, and results displaying based on a percentage, it makes setting the colors for the gauge super challenging as well. Any suggestions?
