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Help connecting Table to Table Relationships
Hi, I have 4 tables Site table - houses all site info including site ID# which is the unique identifier to be used to relate/connect all tables. Risk table - houses all the risks. 1 site can have many risks Milestone table - Each risk can have many milestones Site Risk Register - Joining table that has all the risks and milestones relating to each site on one table I'm struggling to figure out how to connect these tables. I figured all tables need to have that site id# field in order to connect. So I created a one to many relationship with the Site table and the other 3 tables so all 3 tables have a site id# lookup field. Then I created more relationships. One Site Risk Register has many Risks, One Site Risk register has many Milestones and then I also made One risk table has many milestones. I added dummy data in the tables but it is not reflecting in the Risk Register join table. Can I get help on what I did wrong and how to properly set up these table relationships
Document Generation - Filename
I started playing with the Document Generation in Quickbase this week which is amazing! I am curious to know if there is a way to set the filename of a Document that is generated in a custom email notification from a Quickbase application? I know that when you use the Generate Document code to create the document for a record in the application, it does allow you to set the title/name of the document specifically. However, using the same option as a part of the custom email notification sends the notification with the PDF attached and named Document 1, rather than any name you specify in the code that is attached the Formula URL field.
Copy Records pipeline, records are being skipped
Hi there! I am trying to turn away from using connected tables and into using pipelines to bring my data from one app to another. I am using the bulk copy records action in pipelines to do so! It is a super simple pipeline but whenever run it my table does not get update with the records. I do not receive any errors on the pipeline itself but the table remains empty.... Help! Thank you :)
Exchange a SAML assertion for a Quickbase token
Hello, I am looking to use a SAML assertion for authentication of a custom web app that uses the QB JSON API. In the linked documentation, it is described that you can use an API endpoint to do this, thereby authenticating your app using the currently logged in user with a SAML assertion exchange. But the documentation is super vague and provides little for one to go off if you are not a SAML expert. https://developer.quickbase.com/operation/exchangeSsoToken The line from this documentation I linked to that I am focusing on, is this: You must be able to create a SAML assertion in your code to use this endpoint. Does anybody have documentation or advice on how to put the SAML assertion together? I want to link to my app from Quickbase using a Formula URL. Then I want my app to authenticate the current user so they can perform some tasks in my custom app under the same identity they were using in the QB app. I would love to see a full example, code and all, to help with this. (Minus any secure pieces you need to obscure.)
Need help deciding between two db setups
I am pretty new to qb and am currently trying to create an app to help my department track a student's requested thesis committee. The (hopeful) process: student will submit form with their identifying info, proposed thesis title, then choose their requested thesis supervisor, and selected reader, both fields pull from the same list of faculty (though if someone is chosen in one field they will not appear in list in 2nd field - that's for another time to figure out). So in trying to build something I came up with two different setups and am wondering which people think would be best. Which do you think will be better longterm. Attached are screenshots of both relationship diagrams. Hopefully they are decipherable.
Formula for form fields
Hi want to write a formula to show and hide fields on a form which is in Table 3. Table 1 has one to many relation ship with Table 3. (not sure if it even matters) Table 2 has one to many relation ship with Table 3(not sure if it even matters) So few questions on this? Do i write this formula in Table3 - Advance Settings > Build custom data rules for this table: > in this field? How do i control where these fields will show up on the form and alignment ? How do i hide all fields initially, just remove them from the form ? Also Table3_Form_Field1 = will be selected by the user when they create a new record in Table3 so is this going to work dynamically or i need to use the dynamic form rules only instead? If the formula will do the job then, Is this the right formula structure?
