Create 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.
Copy 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 :)
pipeline 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?
Pipelines 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 ------------------------------How to send field values to a Mailgun template in Pipelines
In my Pipeline, when a record is created, it tells Mailgun to send an email using a specific template within Mailgun. How can I pass Quickbase field values to the Mailgun template? There doesn't appear to be an obvious solution from looking at the interface (see screenshot). ------------------------------ Matt Makris ------------------------------
How to build a pipeline that creates child records based on a list-user field in the parent record?
I have 3 tables - Projects, Tasks, and Task Bids. In the parent table, Projects, I have an embedded Tasks table that is editable on the Projects record so managers can just fill in the tasks they need completed. On that embedded Tasks table I have a list-user field where they can assign up to 20 contractors. When I save the Project (which will also save the Tasks) how can I build a pipeline to create separate Task Bid records for each contractor on the list-user field?File Attachment to Multiple Units Pipeline
Hello Everyone, I am looking to see if there is a solution for uploading files and having them auto populate records on a join table that links my sales order units with document files. I would like to know if it is possible to have the file attachment text contain the necessary info for a pipeline to read and perform the needed tasks. here is what i am currently trying. using file manager plugin i upload docs through sales order table(projects table) then it uploads to its documents table testing a pipeline that can read unit# on the attached file once it is uploaded however i seem to get an issue when pipeline goes to create the records in the docs join table, the error message is below so at the moment i cant even tell if it can read the unit# and create a link for each unit per attachment. Validation error: Incorrect template "{{b.id}}{{b.related_sales_order}}". ValueError: invalid literal for int() with base 10: 'id'
Document Template creation - Save PDF to field in record
Hi, I basically imported the following YAML. And everything is looking ok until it comes to the Body of the “Save File to a Table” Where I am getting a “This field contains invalid jinja references” error. Thank you so much for helping! Below is the Body (image also below): { "to": "bts4ydgrs", "data": [ { "340": { "value": { "fileName": "{{a.json.fileName}}", "data": "{{a.json.data}}" } } } ], "fieldsToReturn": [] } } } ] } "fieldsToReturn": [] } The Below is the YAML I imported: # Doc Gen Testing # # Account slugs: # - quickbase[CHANGE ME]: Realm Default Account <None> # - microsoft-outlook[CHANGE ME]: # <None> --- - META: name: Doc Gen Testing - ACTION quickbase[CHANGE ME] quickbase_api make -> a: inputs: method: GET url: https://api.quickbase.com/v1/docTemplates/1/generate?tableId=DBID_CHANGE_ME&format=pdf&pageSize=Letter&filename=Invoice&margin=1 1 1 1&unit=in&orientation=portrait&recordId=1 name: Generate Doc - ACTION quickbase[CHANGE ME] quickbase_api make -> b: inputs: body: "{\n \"to\": \"CHANGE_ME_TABLE_ID\",\n \"data\": [\n {\n \"6\"\ : {\n \"value\": {\n \"fileName\": \"{{a.json.fileName}}\"\ ,\n \"data\": \"{{a.json.data}}\"\n }\n \ \ }\n }\n ],\n \"fieldsToReturn\": []\n }\n }\n }\n \ \ ]\n}\n \"fieldsToReturn\": []\n }" method: POST url: https://api.quickbase.com/v1/records name: Save File to a Table note: 'Write the record ' - LOOKUP quickbase[CHANGE_ME] record look_up -> c: inputs-meta: table: '"Demo App: Invoice Files" <CHANGE_ME>' export_fields: '"File" <6>' inputs: id: '{{b.json.metadata.createdRecordIds[0]}}'
