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Office hours Cancelled 6/18-6/23/25. Returning 6/24/25
Hello everyone! Office hours with Sam Trachy will be cancelled the rest of this week and returning next Tuesday June 24th at 1pm EST. If you need support, be sure to reach out to the support team by accessing the ? on the top right corner of your account. More details here. If you want talk about strategy, performance, or growth, you can can reach out to your account team and they would be happy to help. Don't know who they are? You can access your Account Summary to view their contact info.
Change data used to populate dropdowns, based on other factors
I am brand new to QuickBase, and have been asked to maintain an existing system where users rate various information presented on multiple tabs in a Form. The data presented in stored in records in a Table, and the selection made in the dropdown on the first tab determines which record in the table is imported to display on the Form. The only exception is the data that populates the various dropdowns, which in past was imported from a single Lookup list (think numbers - 0, 1, 2, 3). Each dropdown reflected the same scoring list (0,1,2,3). Now, we want to be able to populate each dropdown on each tab with a different rating scale (0-3, 0-5, etc.) based upon (1) the selection made in the dropdown on the first tab; (2) the tab number; and (3) which dropdown on the tab (each dropdown on a single tab could have a different rating scale). I have been researching, and I want to experiment during off hours, but if anyone has suggestions on how they may have accomplished something like this, I would be grateful for your input. Thanks!
Add-On to allow annotation of PDF File Attachment in QBase
Does anyone know of an add-on to Quick Base that either allows direct annotation and markup to a PDF within Quick Base or allows you to open it and auto save it back to the file attachment field? We switched from Wrike and one feature we all loved was that we could open an attachment with a system and make notes. It would auto safe to the record when closed vs having to download, annotate, and upload. I know it sounds trivial but with what we do we review PDF's and JPG's ALL DAY LONG and the constant download/upload takes up a lot of time and is a bit annoying. Thanks! Hope everyone is staying safe and healthy! ------------------------------ Ivan Weiss ------------------------------
Mobile Phone - add picture
We have an extensive Time & Expense app that I want to be able to add the receipt picture via the mobile device camera per expense record. Adding the expense is easy, but our current method of adding receipts is an event related table with a collection of receipts that are not oriented per expense (yes, that one fixable problem). Now, I could add the "Add Receipt" button to the expense record, but they still have to photograph the receipt first. I want to do this in one step - click the "add receipt" button, the camera open, take the pic, save to the expense record. Is there a way to do this while avoiding another expensive add-on like FastField license per user seat? Thank you,Add data to Multi-select field
Hi, I want to use names from a text lookup field as the source of a multi-select field. Some lines of the text lookup field have multiple names which are currently separated by ";". On the multi-select field I want to display the individual options on a separate line. Is this possible? This is an example of what I have: Brand (Text lookup field pulled from a separate table) A B; C D; G; H E; F This is what I want: Impacted brand (new multiselect field created) A B C D E F G H I want the user to be able to select multiple brands from the list
Doc Gen Replacing filename error
Leaving this here for you. Ran into a problem where when I printed the Doc, it showed this crazy error. {"message":"Bad Request","description":"This document template has field markers that require a Record ID."} What does that mean? If you look at the two URL's of the Print button below, the second is cut off. var text fileName = "template"; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&filename=template&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364 var text fileName = [Override Template Name]; https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=bkp8cwnzs&realm=hardermech.quickbase.com&format=pdf&pageSize=Letter&filename=512604-19254.Oregon.Summit this one is missing all this stuff at the end: "&margin=0.25%200.25%200.25%200.25&unit=in&orientation=portrait&recordId=3364" Here is how I fixed it. I moved the filename variable to the end of the URL. var text url = "https://api.quickbase.com/v1/docTemplates/1/generate?&tableId=" & $tableId & "&realm=" & $qbRealm &"&format=" & $format &"&pageSize=Letter&margin=" & $margin &"&unit=in&orientation=portrait&recordId=" & ToText([Record ID#])&"&filename=" & $fileName; Not sure if this is known or not but leaving it here for future me.
File Name for PDF attachments
I'm creating a reoccurring notification with a PDF attachment. The attached file name is only showing as "document-1". The pdf is created through the document template and I'm able to already save it with a specific file name. How do I change the file when it's sent out as a PDF attachment with the notification?
Document Template Save PDF to field in Record API Pipeline
I have been wracking my head all day on this. I was reading Generate Documents from your records in your app where it says "However, you can also create API calls and use Pipelines, code pages, or custom integrations to generate documents. Each part of the formula represents an API parameter.". I was using Restful "Generate a Document" and was able to make a request: How do I get the output of making a request or basically the document template for this record as a file attachment in the record? I tried using: <qdbapi> <rid>1700</rid> <field fid="22" filename="Model_T.jpg"> Base64 encoded file content</field> Thank you so much!
