Pipeline Bulk Upsert Unique Values Only
Hi, I have a table of Account_Templates. It is a many to many table where many Templates have many Accounts. The Account has an associated lookup value, we'll call Question. Many accounts might have the same value for this Question field. I want my pipeline to search these Account-Templates and create a record on table Template_Questions. A new record should be created for only the unique combinations of field Template and field Question ([Template]-[Question]). My pipeline is currently structured as: 1. Prepare Bulk Upsert to Template_Questions 2. Search Account_Templates for all records Loop{ 3. For each search record found, add an upsert row where the key field equals "[Template]-[Question]". }Loop End 4. Commit Upsert When I run this pipeline, I get an error of duplicate values trying to be created. Is there a way to trim the upsert of duplicates before committing it? Alternative ideas are welcome. Thank you, Curtis
Capture Previous values using Formula URL button & Pipeline
I am looking for a solution that can assign value on click of a button and then saves the record, so that the pipeline can capture the previous values a record. I have different formula URL buttons that updates stage (submitted, rejected, approved) and this change is captured in Audit table through pipeline. URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" & "&apptoken=XYZ" & "&rid=" & [Record ID#] & "&_fid_49=Approved" //Stage = Approved & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#] & "&dfid=2&z=" & Rurl()) I also need to capture the current and previous values of fields that were modified when Approved. The above formula did not work because QB saves the record first, then applies the field changes. This means that by the time a pipeline is triggered, the "previous values" are already overwritten. As an alternative, I excluded fid_49 assignment in the formula, which worked as standard save and updated pipeline to trigger when any of field in the form is modified. This carries the previous values to capture the audit. The problem with this approach is that the pipeline runs every time a record with fields defined in the pipeline is modified and saved either through grid edit or using standard save button. Please let me know if there is any other solution that I can try.
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.
