Raffle Entry for Pipelines Qrew Meet Up May 14th, 2025
Enter the Pipelines Qrews Raffle by answering the following question in the thread below: "What helpful tip or resource did you learn from Mike Frishman in today's Pipelines Meet Up? Or: Share a helpful tip or resource that is related to today's Pipelines Meet Up. Or: Ask a question about what you saw in the meeting or recording." Enter by May 28th be part of the raffle. We will pick winners at the next Pipelines Qrew Meet up in June. Thank you for participating!
CSV Import - Check Records
I am looking for help in importing a CSV file to a Company table that will check if the Company Name if it exists (text only as complete match) before importing. This pipeline imports company data from a CSV file into a Quickbase table. It checks if a company already exists before creating a new record to prevent duplicates. It fetches the CSV file (all+1300 rows) - This is test file and only has 3 rows I receive the following error Validation error: Incorrect template "{{c.company}}". ValueError: invalid literal for int() with base 10: 'company' Attched are the pipeline steps Thank you, Eric
How to manage HTTP "accounts" in Pipelines
I'm using the HTTP "Make Request" step in several pipelines to make HTTP calls from Quickbase to my applications API. The way you configure the URL and authentication information for that API is via the "Connection" where you configure an "HTTP account". I can see how to create a new "account" there, but I can't figure out where to update or delete those accounts. I've searched the Quickbase UI and couldn't find anything, and the docs didn't contain anything that I could find. I considered using "variables" to try to specify my URL and reference the variable in the "HTTP account", but that context doesn't seem to support variables, which seem like they were built for use in formulas, not pipelines. Can anyone tell me how to manage (edit, delete) my HTTP accounts used in my pipelines? Thanks!
User list fields in Pipeline
Good afternoon, I've created a pipeline that searches Table A for criteria and if it matches it will copy a User List field from Table B to another User List field in Table A. Both User Lists fields could have multiple Users selected when the pipeline runs. My first attempt wiped out any information already listed in Table A's field with the information copied from Table B, but it listed all Users that were selected. When trying to figure out how to keep the information in Table A's field while adding the information from Table B, I then found the community thread which is similar to what I'm trying to do: https://community.quickbase.com/discussions/getting-started/using-multi-select-field-in-pipelines/18991 However, when I enter {{table B User List field}} ; {{table A User List Field}} Table A's information remains, but the new information copied are placeholders rather than the User name. So it looks like When I've attempted to use the ID or Email from the User List (as found recommended in other threads) It keeps Table A's information but only lists the first User from Table B. Any other User is not copied over. Any suggestions on how to get the placeholders to actual show the User Names?
Quickbooks Online Channel Taxable Line Item
Good Afternoon Everyone, Would love to hear if anyone has solved how to use the Quickbooks online channel to pass along that an item is "Taxable". All settings are correct in Quickbooks online and in Quickbase. I just dont see the option to have it check the "Tax" checkbox in QBooks Online when creating the invoice.Email All - Pipelines
I have a table called "Rapid Notification" I have another table called "Water Systems" Within rapid notification, you have an option that says, "Send to Who?" If the option says "POC" (Point of Contact.) Within water systems, there is an email field for our POC's. What I want: When I add a new Rapid Notification, AND Send to Who? is POC, send an EMAIL to ALL water system POC's. I want to set this up through Pipelines. I cannot figure out how to get it to send it to ALL water systems. There is a relationship between the two. Each water system has many Rapid Notifications. I tried going the other way as well. Each Rapid Notification has many water systems, however, when doing that we have to go to each individual water system and assign the related Rapid Notification to each water system every time we add a new Rapid Notification and its too time consuming so I removed that relationship. We use the rapid notification for many reasons - sometimes we send a rapid notification to all the customers assigned to a water system. (Each Water System having many Rapid Notification relationship comes in handy, assign the water system to the one rapid notification and it sends to all its customers on the water system through pipelines) But sending an email to all water systems at once, has been a challenging task for me. Please help!
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 :)
