Fetch JSON from incoming request
I'm building a Quickbase Pipeline that triggers on an incoming webhook request containing a JSON array. I want to loop through each record in that array and create a new entry in a Webhook table. What would be the correct JSON URL format for accessing the incoming request data via the webhook?
Form Assembly
Has anyone ever been able to auto fill and submit a form assembly form from a QuickBase pipeline? Mine would be from an on update or on add event from QuickBase. If so, do you have some good instructions. I've been looking around and tried some things but get a error a 405 error. Thanks.
Auto Generate Attach and E-Mail Document Templates
Good day everyone! Through some searching I did find this YAML Document creation - Save PDF to field in record | Qrew Discussions to create and email and Document Templet. Looking through the YAML, I couldn't tell if this would work with a document templet that has to also pull from specific fields in the record we want. For instance when we finish a job, we have a button that Generates a service closing report that populates some information based off that job. The generate document button is with in the report and grabs the fields we need from there. My end goal is to automate this for my guys on the road, where clicking generate document will also: Attach the Document to the Record Email the generated document to a subset of people associated with the job.Sharepoint Channel - how do I update field/column in Sharepoint?
I have a pipeline that successfully uploads a file to Sharepoint (i.e., create a new list item in Sharepoint). I also want to place data into a field/column of that same Sharepoint record, but am failing to make this happen. I've tried a couple different approaches without any success. Any tips on making this happen will be appreciated. I can provide more detailed screenshots if necessary but here are some to start. Thanks in advance.....Aaron Method 1: Method 2: When the error says at least 1 field must be set, and to specify the field to be updated, I can't see where to do that
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?Expense Management App to QuickBase
Is anyone using an expense management for users in the field to them import into QuickBase? We track expenses (expense table) to our projects. We are looking at apps like Expensify, Concur, Navan (or similar app) to capture receipts and data (most have an smartscan feature). We are looking to see if any app has a better connection to export data to QuickBase/Pipeline rather then manually sending the data over.How to verify email has been sent w/ Outlook Send an Email
What is the best way to verify that an email was sent using the Outlook channel's Send an Email step? I would like to update a record's status to Sent after I've verified that it's associated email has been. I don't see a way to reference the email's status or id after the Send Email step. I have tried a few things - 1. After sending the email, use the Search Emails step to find the email in the Sent folder. I create a secret key, put it in the email's body, but can't get this to work. I receive only the error: Validation error: {'query': 'required field'}. 2. We have the Sent folder already set up as a Connected table. I could force the table to refresh and then look it up there. There could be several emails being sent within the pipeline run, and I would have to do this in a loop which isn't ideal. Any other ideas on how to verify an email has been sent using the Outlook Send an Email step?Need help with nesting statements for pipeline
I have two template tables that are related (Task template - parent and Subtask template - child). Both of these tables have a multi-select field called Task Category which could list property purchase, business purchase, lease, ground lease, construction, property sale, business sale as some tasks apply to multiple types of transactions. I also have the option of All if the task applies to any type of transaction. A transaction can involve several options - for example we could purchase the property and construct a building, or we could purchase a property and lease to a tenant. Upon the trigger of the pipeline, the appropriate Tasks are copied from the Task Template table to the Task table based on matching criteria. It works but I don't know how to add a 2nd step to also pull any tasks that are marked "All". I've attempted to add it within this statement as well as using AND but it errors . This is my current formula: {% set list = a.deal_task_category.split(';') %} {% for item in list %} {% if loop.last %}{9.HAS.'{{item}}'} {% else %} {9.HAS.'{{item}}'}OR{% endif %} {% endfor %} I have a similar issue in next step for the subtasks. For this step I have three functions that I need to accomplish (1. I need to pull the Subtasks that relate to the copied Tasks (which I attempted to do in the first line in the formula below), 2&3. do the exact same as above - pull over the subtasks that match the Task Category and then pull over any subtasks that have "All". This is what I attempted but it gives "Valueerror: invalid literal for int() with base 10: 'id' {{h.template_id == i.related_test_task_template}} AND {% set list = a.deal_task_category.split(';') %} {% for item in list %} {% if loop.last %}{25.HAS.'{{item}}'} {% else %} {25.HAS.'{{item}}'}OR{% endif %} {% endfor %} Any insight on how to add nesting request would be much appreciated!Records, Pipelines, and Callable Pipelines clarification
Hello! I am a new user, and I'm looking for some clarifications on some of the specifics about how records, pipelines, and the callable pipelines action relate. I have a complex pipeline trigger by a user record creation. The pipeline runs through a substantial decision tree and updates records and sends notifications depending on the path through the decision tree the record takes. However, I have run out of actions and need to set up a callable pipeline to do some record validation (instead of adding those steps into the main pipeline). So, I am working on setting up the callable pipeline, but I want to make sure that the pipelines are only updating a given record, and not ALL records. - Update: before you read the next part of the post, consider that I may be overthinking this whole thing and I just need to pass through the record ID(s) for the records I want my called pipeline to validate. - I assume that when a pipeline runs with the "record created" trigger that the pipeline will run only with relation to a given record; i.e. is the context of the pipeline run a single record? Is that correct, or does it evaluate the whole table of records? Or do I need to set a record limit on the trigger? When I use a callable pipeline, does the calling pipeline maintain the context of the call; i.e. for a single or batch of records? Depending on that answer, does the pipeline evaluate each of those records individually, or does it evaluate the entire table with respect to the called field(s)? For example, here are my two actions. I thought I had them set up correctly, but I can't call the fields from the calling pipeline in the called pipeline (third screenshot). Update: this may be because neither of the pipelines are turned on, and I may be using Jinja expressions where I should instead be using aliases which I can set to the calling pipeline's fields (see this video). Do I need to bother with passing the record IDs ("a.id"), or are those "implicit"? Call action: Called trigger: Not finding called fields: BUT let's assume that I get these calls to work. Will the changes to the records made in the calling pipeline have been written to the table when the called pipeline is called? Because that pipeline will need to do evaluations based on the records' data, which is dependent on the actions in the calling pipeline! Thanks for all of your help!
