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!20Views0likes1CommentUser 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?19Views0likes3CommentsQuickbooks 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.2Views0likes0CommentsEmail 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!29Views0likes0CommentsCreate child records from Parent List - User field
I have a List - User field called "Leads" in Property table and want to build an automation to create individual record in another table called "Team Role", so that users added to Leads field can be displayed in a table row. The search pipeline step allows creation of record for the first user added to the list, but skips the other values from the List - User. If there is any alternate approach for this, please let me know.Solved27Views0likes3CommentsUsing pipelines to log the date/time including the seconds of a record change
I have a pipeline that logs when a record was changed in a tracker table. I need the date/time of the change to be accurate to the second. I can't have a pipeline copy the Date Modified of the source record to a Date/Time field in the status change record as we would lose the seconds. I can't use the Date Created of the record created by the pipeline as this and the user's action are offset by a second or two. I need this to be when the user made the change, not when the pipeline created the record. I created a Formula - Date/Time field in the source table that is ToUnixTime([Date Modified]), then the pipeline copies that to a Number field in the status change record. This works, however I'm in search of a more elegant solution than creating a formula field in every table that needs this. Is there a Jinja expression that will give me the ToUnixTime() of Date Modified without having to create a formula field?Solved20Views0likes1CommentCopy 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 :)30Views0likes1Commentpipeline to copy form two tables to one
Hi all, I have 3 tables, one for store, one for master material and one for data output for running pipelines. The pipeline is based on a trigger initiating form the store table where i tick say 'coffee pack' when i create a store which then copies anything from the master material table to the data output table. This all works fine and say if i had a trigger to copy tea products based on another trigger for 'Tea Pack' when i create a store it will just copy the tea output to the data output table. If i select both coffee and tea packs on the store table it copies all products with tea and coffee in the allocation field used in the material master. however, i want to be able to transpose the store information into the data output field also like store name. The data file will then show the products in the data output and have the store requested name against each product. Is this possible?15Views0likes0CommentsPipelines Variables
I get that we can use a Pipelines for each loop based on a record found, but is there a way yet to add a variable as a counter to run the loop based on the variable instead of the '1' record count? I'm trying to search the record, capture the qty ordered and run the loop that many times to create that number of records in another table. I also really want to avoid having to create a code page to do this and make a bunch of API calls. Thanks! ------------------------------ AR ------------------------------95Views2likes1Comment