Linking child records to parent inside pipeline
How can I link child table records to a parent table record in Quickbase using a pipeline? Each record in the parent table has multiple associated records in the child table. I want to automate this linking process within a Quickbase pipeline. Is this achievable, and if so, how?
Changing ownership of pipelines
We have created a service account to manage pipelines (as suggested by QB), which seems to be good way to handle multiple developers working on our account. However, we have dozens of pipelines that I need to change ownership of in order to take advantage. I'm really hoping someone has a better solution than what QB is suggesting because this is wild for changing ownership of an existing pipeline. https://helpv2.quickbase.com/hc/en-us/articles/10943861915284-Transferring-ownership-of-a-pipeline
API Method via Pipelines to tell if user has access to a specific app
Howdy all, I am trying to figure out the easiest way via a Pipeline to identify whether or not a specific email has a user in 3 different applications. I need to be able to dynamically take action based on If Statements within the Pipeline. So far, functions like API_GetUserInfo is useless because if the user's email isn't in the app, it errors out and won't complete, rather than just returning "no user found". Even if it did, you apparently cannot use it on a specific application? Any ideas? I just need to be able to take an email, and see "does this email have a user in THIS specific application, not just the realm overall".Why isn't there a Save in Pipelines?
I am coming here to express my frustration. It has been quite a while since I have ventured into Pipelines. I just spent 15 minutes adding all the fields one at a time to the search step and none of them show up in the loop step. I don't want to loose any changes so I am opening all the steps and hoping that moving things around will finally add the fields I selected in the first step so I can pick them in the loop step. Doing this for a while, no fields appearing, I give up and refresh the page. EVERYTHING IS GONE!! Now I start over. PipeLines : if I cannot trust you to save my work, can I please have some indication you are paying attention!!! What is wrong with a save button? Going back to cave.
Jinja Code to Check for Empty String
Hello, I received technical support from QB to modify a Pipeline that looks for dates when several conditions are met. The automation searches previous records for the same Employee name, same Topic and Same Category. If any of those records have a date in the Coaching Counsel Field Enter the most recent two into the Coaching_pipelineText field into the new record that also has the same Employee Name, same Topic and Same Category. Currently, the pipeline works when there are available dates. However, when there are no dates I receive the Pipeline Error email. In trying to rectify the issue with QB they state I should do the following: The error you encountered can be addressed using a Jinja conditional statement to clear the field or to input an empty string ("") when the JSON is blank and the data from the JSON when it's available. Please refer to the article below. The Update code currently is this: I am unsure on how to write the Jinja If statement to accomodate for the event that the is either No dates or maybe only one date that meets the criteria. Would someone help me write the Jinja statment to make this work? Brian
Clear Errors indicator in Pipelines
Is there a way to clear or reset the icon/number of errors for a pipeline as a standard user? I couldn't find anything (perhaps just missed) within pipelines at the user level or pipeline level. Maybe a reset option could be added. Several of us go through testing the/their pipeline, fixing any errors, but then want a clean run with the errors indicator reset.
Using Pipelines to update and load a CSV into tables
I am having a tough time figuring out the most efficient way to handle this use case. Currently, my pipeline has been running for 12 hours on about 45000 records — so my current method does not work! I will regularly receive a csv file of about 35-40,000 records or about 5mb of data. The data is basically a contact transaction - has a handful of fields including my employee’s unique employee id. Using pipelines, I want to create a key ID by concatenating three fields together, and add a Related employee ID from my employee table. I’ve created a bulk upsert, fetched the csv (which took two hours as it was loading 10 rows at a time), and added a search step to pull the related employee id. It adds the upsert then loops back. I only have about 200 employees - is there a way to loop through the unique employee ids in the csv to update in bulk or is there a whole better approach I’m missing? I need non technical folks to be able to drop the file and have it run. thanks! malcolm
Pipeline to remove file attachments
I am trying to investigate if there is a way to use a pipeline to remove file attachments? I am automating a process to incorporate data into our system using CSV uploads. The issue is that I would like to keep some of the information from the upload available (e.g. the Requestor, Date Uploaded, File Name) but I don't want to actually archive the file on QuickBase due to space limitations. Is there a way to just delete the file itself without deleting the entire record? You can of course click into the file and manually delete it (see below), but I want this to be automated as I won't be doing the uploads myself. The field type is "file attachment" and it appears to be stored as a URL/Link. It does not behave like other fields in the pipeline and I have not found a way to override it yet. Thanks! ------------------------------ Kevin Gardner ------------------------------
Records that contain several sub items
I have a Purchase Order (PO) table connected to Cost Items (CI) table. In the PO form, there is an embedded report for users to easily add items (see photo 1). There is also a section in the form for Billing that shows the same embedded report where they can input Bill % and all of these bills should be in the Bills table. Every Bill record can contain any of the cost items assigned with Bill % until it reaches 100%. For example: Bill #1 - contains CI#1 with 60% Bill #2 - contains CI#1 with 40 %, CI#2 with 50%, CI#3 with 70% Bill #3 - contains CI#2 with 50%, CI#3 with 30%
