Pipeline Help - Aggragating Date Fields by Month
I need assistance with setting up a pipeline in my Quickbase app to aggregate data by month. This will be the first time I've used pipelines. The tables involved are called: APP Credentialing Table: This table contains the raw data I need to aggregate. Namely, 3 date fields. APP Date Summary Table: This table is where I want to update the aggregated counts. It has 2 fields. Month/Year (text) and Count (Numeric). Specifically, I need to: Retrieve and filter records from the APP Credentialing Table. Group these records by Month/Year and count them. Update the APP Date Summary Table with the aggregated monthly counts. Could you please provide guidance on how to configure the pipeline to perform these tasks? If this even can work. Thank you!5Views0likes1CommentAudit Log
Hello, Currently I utilize an audit log table which when viewing the form you see many sections which are divided by tables. Within each section, I have at least 3 fields: [field_name old], [field_name new], [field_name updated]. Now one section (table) may have 8 fields that I want to track, which then requires me to create 24 fields. This is not practical, but it does work. My question. Is there a way to create an audit log with only a handful of fields: [field name] , [table name] , [old value] , [new value] , [updated value]. Then have a pipeline which triggers on specified fields when modified, and create a record for each* field modified. So if I am trying to track 3 fields, and someone modifies those 3 fields. A pipeline is triggered and 3 records are created on this new simplified audit log. Hope my vision makes sense. I've been told, and often say myself, if you can say it out loud, it can be done in Quickbase. This one though is a doozy. Any suggestions?Solved56Views0likes5CommentsWorking with JSON Array in Pipelines
I have a pipeline where I send a webhook "Get" request to an endpoint and it responds with an array of JSON records. My question is how do I iterate through those records? For example, the array contains two values: ID and Name. As the next step in the pipeline I want to search my table to see if the ID already exists and if it does not create a new record.14Views0likes0CommentsIssue using AI Smart Builder for Pipelines
I am trying to use the AI Smart Builder to build a pipeline. I tried a very simple request to start off but the builder just seems to hang there in the "Initializing" state forever. The text I entered to seed the AI builder was: "when a new record is added to the Change Mangement Attachments table in the <abcdefg> app, send an email to the person that created the record." Here is where it stalls. Any suggestions?13Views0likes0CommentsPipeline to run a URL formula field button
Hi, I have a URL formula field button which runs some other automation functions. This works fine when manually pressed. I have no issues with the scheduling part. I'm sure its something simple, but what I can't figure out is what I need to do in the Pipeline to simulate "Pressing the button"? Thanks.59Views0likes3CommentsChange log pipeline
I want to write a pipeline which can tell what field is modified in a table.who modified it and when . Below is table structure I am using. Table name,field name,modified by,modified date,action done(replace,add,delete). I am using quickbase action but it can't tell which field is modified . All other videos and link requires that modified field name should be known beforehand if using pipeline. I also don't see any option in pipeline where we can get field name . Can anyone please help.35Views0likes2CommentsPipeline to Split Record into More Records Based on Field
Hello all! I could use some help with a pipeline. I have a table called assets. When the sales team adds assets to an order they enter a quantity. There are times that the operations team then needs to take an asset with a quantity of 4 and split it into 4 separate asset records with a quantity of 1. I need to create a pipeline for this use case. I have seen the sample create child pipelines and neither one fits my particular use cases. I was just curious if there were any jinja/pipeline wizards here that could give me a hand. Thanks! NickSolved38Views0likes2CommentsBranching a pipeline based on the number of records in a fetched JSON
Currently my pipeline: Does a JSON Fetch to retrieve a JSON response Does an Iterate over JSON records After the iterate I'd like to add a condition step that checks whether the # of JSON records is exactly 2 and then branch accordingly My iterate JSON step is Step 'd'. I'm trying to figure out the right syntax to use in my condition step. In the advanced expression of my condition step I've tried {{ d | count}}=2 {{ d | count}}==2 {{ d | length}}=2 {{ d | length}}==2 and all always resolve to 'True' even when the returned json only has 1 record Any help is appreciated.Solved37Views0likes1Comment