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]}}'Looping through field values in Pipeline
I have a record that contains a text field with multiple values separated by commas (which I can also turn into a multi select field if that makes things easier). I want to loop through the values in the field and within each loop perform a QB record update. In pipelines, I understand how I can perform a loop based off a list of records, but in this case I need the loop to be based off a list of values in a field.... any way to do this? Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------YAML Document Template - Save PDF to field in record
I saw this YAML on another discussion board but it throws a jinja error in the Body of the HTTP request that says "This field contains invalid jinja references" # 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]}}' - ACTION microsoft-outlook[CHANGE_ME] email send_email_attachment -> d: inputs-meta: attachments: name: '{{c.file.file_name}}' url: '{{c.file.file_transfer_handle}}' inputs: body: Testing writing doc to QB table, looking up that record to get the file transfer handle, then emailing it using the outlook channel subject: Doc Gen Testing to_addresses: CHANGE_ME Any help is appreciated. In essence I am trying to save a document template for a record to an attachment field in that record. Thank you!
ServiceNow Table Object Creation Pipeline Not Fetching Data
I have configured a QuickBase Pipeline to trigger when a new record is created in a specific ServiceNow table. While the pipeline is triggering and executing Poller events as expected. But it is not retrieving data from ServiceNow into QuickBase. I would appreciate any guidance or recommendations on resolving this issue. Thank you for your assistance.
Pipeline: Create a parent record if one does not exist
I have a child table (created by form engine) which contains a field that will be the (custom) key to its parent. The child table may have one or several records which should relate to one parent record. I created a pipeline that does correctly create the parent records, but it seems slow, and we could have many people entering these child records at one time. It is using an upsert (on rows created in the last five minutes, currently) to handle the fact that if there are multiple child records, only the first one should create a parent. I saw this discussion, below, and that's what led me to use the upsert - because of the comments about contention causing pipeline errors in this scenario if another strategy was used. Automation to create record if does not exist | Qrew Discussions This discussion is from several years ago though - is an upsert still the best way to go in this scenario? And is there any way to make it faster?Pipelines bug: Not able to parse JSON when JSON records path defined
Hello, I bought up this very issue 2 years ago, but it now looks like the solution is no longer working. https://community.quickbase.com/discussions/quickbase-discussions/pipelines-bug-json-value-not-being-parse-when-specifying-the-json-records-path/20129 Steps to reproduce: Insert a fetch JSON and iterate JSON steps. In the Iterate JSON step, I've defined the JSON Records Path as: /response/results. I've included an example JSON response below. Inside the Iterate JSON loop, I'm tried using the following variables to refer to the custom_id parameter: {{c.raw_record.custom_id}} {{c.raw_record.['custom_id']}} However, I keep getting this error when the pipeline is run: Validation error: Incorrect template "{{c.raw_record.custom_id }}". ValueError: invalid literal for int() with base 10: 'raw_record' This is very strange as this method to refer to a JSON path used to work perfectly. I also doubled checked the activity log and using raw_record in the variable should be correct, because when you define the JSON Records Path, Quickbase uses "raw_record" to refer the defined path as shown in the activity log for the Iterate JSON step with the records path defined. (see attached screenshot) Example JSON response { "status_code": "200", "response": { "batch_id": 123", "created_at": "1740504520", "expires_at": "1740590920", "completed_at": "1740504923", "status": "completed", "results": [ { "custom_id": "123", "result": { "text": "text", "type": "text" } }, { "custom_id": "test_0", "result": { "text": "text", "type": "text" } } ] }, "error_message": null }Move attachment to SharePoint error
I'm trying to set up a pipeline to move a file attachment to a folder in a SharePoint when a record is created. On the SharePoint step, I'm getting this error. Does anyone know what is causing this? Remote API returned authentication error: (invalid_grant) AADSTS700003: Device object was not found in the tenant
