Recent Discussions
Can't connect pipelines to personal email account in order to send a scheduled notification.
Quickbase automations used to let me send an email directly from the Quickbase app, and the notifications option still lets me do this. However, If I want to schedule a notification on any basis other than record added, deleted or modified, it tells me I need to use a pipeline. Then in pipelines the only email actions are through 3rd party email services that I would have to give Quickbase my sign-in to use. There are two problems with this; I use my email to send encrypted private and regulated data and cannot simply let Quickbase have access to read and send my emails on my account without going through a bunch of extra red tape. I do not want Quickbase automated emails to originate from my personal email address as if I am sending them. Our email domain occasionally changes, and I will not always be with the company, when I leave, my email address will be deactivated, so the pipeline will be terminated. Does anyone have a workaround?
File Manager Plugin Passing Data to the Child Records
Hello, I'm looking to use QuickBase's File Manager Plugin, but was wondering if anyone had found a way to be able to pass additional data into the child records that were created. For example, if I could pass on what "kind" of file it was (like Signed Request, Invoice, etc.) into a child table field.How to Pull Employee Name and Title Instead of Record ID Number in Quickbase Pipeline
Hi Quickbase Community, I'm working on setting up a pipeline that will create a record in an archive app. I want to pull over the employee name and title into the new record, but the only available option I have is the Record ID. Unfortunately, when I use the Record ID, it only brings over the number ID rather than the actual name, and there is no title option at all. How can I pull the employee name and title instead of just the Record ID? Thanks in advance for your help! MeaganURL button to add new record and then go to that record
Hi everyone, I feel really silly asking this, but I can't figure out how to use a URL button to add a new record and then simply go to the newly added record. This is what I have currently. And, the only reason I'm using API_AddRecord instead of API_GenAddRecordForm is because I can't get it to set field 18 to what I want, but for whatever reason it does work with AddRecord. URLRoot() & "db/" & [_DBID_CREW_TIME_RECORDS] & "?a=API_AddRecord" & "&_fid_18=" & Now() & "&apptoken=cynqae3bygzqysbuufhnqczijtxn" & "&rdr="&URLEncode(URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl()) Thank you! ------------------------------ Elena Larrabee ------------------------------
Document Template/Creation (PDF)
First off, loving the document/pdf creation function. Has opened some new areas of opportunity in a few tables. One thing I am having trouble with, maybe a setting/enablement I am overlooking , but I want to enable a user to generate a document from any given filtered view or a customized report view. For example I have material requests for various jobs, if I create a report to filter to just by job and visibly only see that job's requests, we'd want to a user to have the ability to just click generate a document and it makes it off that view's records. If I do that now, it actually generates the document for the whole overall table, not what report I'm in and what records I visibly see from that report.
VLOOK-UP (relationschip)
I’ve made in QB a table, where we can search on a specific code and he will give the other related masterdata (out of backtable). Problem statement: The problem here is , he can only work with 1 code (80737797) - to reflect the related masterdata, so in case we have multiple codes , we are currently not able to reflect all the codes via this way. So in this case , Code 80748492 & 80830493 aren’t able to be reflected via the “Related masterdata”-fields. Is there any potential way to have this done within the same “record ID / Line” ? Is there any other opportunity to have the same outcome , but with another workaround. I know we can go for multiple record ID’s. But this I would like to avoid as it will create confusion for our partners. Many thanks !
