Time and Date for If a Field was Changed?
Hi Folks, I'm not sure this is the best way to put this together, but here is my scenario. I have 1 table (Intersections) that includes fields for "Name" (Text), 5 different "Route" Checkboxes, 5 different "Route Sequence" (Numbered 1 - 50ish), "Status" (Dropdown choice). Caveats: Each Intersection "Name" can have multiple "Route" Checkboxes checked. My Questions are: I would like to capture a Date Time, if the "Status" Dropdown was changed. AND Create a report based on the last Status time. (If Row Item status was changed within the last Day, add to report). Is there any way to do that? Thank you for any assistance. Will ------------------------------ William Wallace ------------------------------
Automating Tasks with Pipelines!
Automating Tasks Using Pipelines! Now that you have your shiny new toy in the way of our latest feature, pipelines, you will want to learn ways you can begin to take advantage of this amazing new feature. In this post you will learn how to automate your tasks quickly, efficiently and most important easily through pipelines. In this example I'll be using a simple Project Management application for the example use case. In this example we will need 3 tables; a Projects table, a Tasks table, and a Task Template table. I will also have a single relationship where Projects have many Tasks. Below is an example of my relationship diagram I will be working with. For this example, I will keep the fields as simple as possible, so we are only looking at the information we will need for this pipeline. The Projects table will consist of two fields: Project Name and Project Type. The Tasks table will have a Task Name, Status and a Sort field. The Task Template table will have a Task Name, Project Type and a Sort field. The Project Type field is the most important field in this scenario as this is how we will query our Template Tasks table to locate and add/relate the correct records to our Project upon triggering. The Sort field is also important as this allows us to sort the Tasks in the order they should be completed for this particular Project type. Step 1: Populate the Task Template table with the tasks you need for each variation of your Project Types. Below is the example I'll be working with. Step 2: Assign a user token to your application Click on your name in the upper right > click, My Preferences > then Manage user tokens. From here create a new user token and assign it to your application. Or if you have already created a user token you can assign your app to an existing token. Remember to click save when you are done. Step 3: Connecting to the Quick Base Channel Click on the Pipelines tab in the upper left of your screen. Then click "Create a pipeline". Click on the Quick Base channel and click "Connect to Quick Base". Now a screen will appear and you will be prompted to enter your company subdomain on Quick Base (Realm) and your user token. This is the first portion of your Quick Base URL. For example, if your URL is Hooli.quickbase.com. The subdomain will be Hooli. Once ready click, Connect to Quick Base. Step 4: Creating your trigger! Now that we have established a connection for the Quick Base channel we can get to the fun stuff! In this scenario I'll be using the Add Record trigger. Start by locating the Add record trigger and click and drag it into the first position in your pipeline. Once in place, select the table you want to use as the trigger. In this case we will be using our Projects table. Next specify the fields needed for subsequent steps in your pipeline. For this example we will need the Project Type field. Below is an example of what your trigger should look like. Step 5: Creating your Query Click and drag the "Search records" step just below our trigger. Select the Template Task table from the table dropdown. In the fields section, select Order, Project Type and Task Name. Next click the "Add conditions" button and select the Project Type field. Update your operator to "is", then locate the Project Type field from your previous step and drag it into the text box. Your query should now read "Project type is {{a.project_type}}". Below is an example of what this looks like. Step 6: Adding your Create Record Action Locate the "Create record action" and drag it in place below our Search record query. Select the Tasks table from the table dropdown. Under "Select fields to Specify values" select; Task Name, Status, Order and Related Project(this is important so we can properly relate our new records to the Project record we just added). Next use the steps above to populate each of the fields we selected. For Status, I will select the value "Not Started". NOTE: my status field is a multiple choice field which allows me to select this as it is a choice for the field. For Related Project, expand the Projects step and drag the Record ID# in place. For Order, expand the Search records step and drag the Order field into place. For Task Name, expand the Search records step and drag the Task Name into place. Below is an example of creating this step. Our pipeline is now complete! Flip the toggle in the upper right and turn your pipeline on! Go back to your application and let's trigger our pipeline! ------------------------------ James Travaglini ------------------------------
Calculate a future date in a pipeline
I am getting this error when I use the same formula that worked in a formula field Validation error: Invalid date/time value: 2021-07-13 00:00:00+00:00+ Days(14.0) This is my formula {{a.complete_date}}+ Days({{b.maintenance_interval}}) complete_date is defined as a Date field type and not date/time. Is there a function that strips the time off because it appears that is what is causing the error? ------------------------------ Julie Meeker ------------------------------
Uploading an existing file into Google Drive
Hi! I have a pipeline I'm working on but one step is giving me particular trouble and I can't figure out the right wording to search for a community post. The end of the pipeline is supposed to upload an attached file from a table in Quickbase to a newly created folder in our team drive. When I select the "Upload a file" branch of the Google Drive channel, it asks for a URL. I tried both the "File transfer handle" and the "Browser URL" for the file (which is searched for in the previous step of the pipeline) but neither of those work. I feel like I am entering the wrong information into the "URL" field for the Drive channel but am not sure. Any advice would be welcome and I can always share more information if needed. Thanks! Greg ------------------------------ Greg Vasilion ------------------------------
Table-to-Table Pipeline - Field Limit?
Hi, I'm creating a pipeline to connect 2 tables within 1 app. The source table has around 40 fields (size around 5 KB), and the target table has around 200 fields (with size around 4 MB). When configuring the "Prepare Bulk Record Upsert" action, the Fields for the large target table won't load, and it shows error "We're unable to show all options at this time. If you don't see what you're looking for, reload this page. If you need additional support, please contact us." (image attached) I have tried reloading, manually typing in the field ID (#s), and manually typing the field names in format: {{b.field_name}}, none of which has worked. Has anyone found a workaround for this issue? Or at least an explicit note from Quick Base on a field limit for these actions? Thank you! Shelby ------------------------------ Shelby Pons ------------------------------
How to access Pipelines? Admin console?
I really need to try developing some pipelines but I can't even get to the Admin Console. My account and the Apps have been set up by someone else in my project/organisation so perhaps only they have access to the Admin Console?? I have tried to lodge a support ticket but the contact form does not accept my Australian phone number as a valid phone number. Can someone from Quickbase please contact me? ------------------------------ Vanessa Giles ------------------------------
Pipeline efficiency -- one or many?
Hi: I'm just getting started in pipelines. I've got the basic concept. One question I have is the most efficient options for some of my pipeline ideas for use in the Quickbase channel. I have essentially one trigger (record created) that will then add up to 5 "result" records in a separate table. Each "result" is slightly different, but the bulk of the information remains the same (out of currently about 40 fields, only 4 change in each of those up to 5 "results"). I anticipate the pipeline will usually create 1-3 records, with the average close to 2 or a little under. Later on, for each of those possible 5 result records, I'll need pipelines to handle updates and deletions. Dealing only with the create record pipeline for this question, is it going to be more efficient (on the app) to write 1 pipeline that triggers on the Record Created and then use If/then statements to create up to 5 result records? Or would it be more efficient to have 5 pipelines that each trigger slightly differently (based on the conditionals that would otherwise be used in only a single pipeline)? I'm assuming that with the answer provided I can extrapolate to pipelines to deal with Record Updated triggers? Record Deleted trigger is just a single pipeline because it is just delete all associated records without any conditionals or any additional loops apart from the initial search, so that won't change any. I can tell you from the building a pipeline standpoint, making 5 pipelines seems more efficient, simpler, and therefore more accurate than making 1 long pipeline to handle all 5 cases. And it seems like I could handle much of the duplication necessary with duplication of entire pipeline from the pipelines dashboard or with export/import of YAML files if need be. Thanks for the input, Dave ------------------------------ David Halter ------------------------------Documentation on using advanced query in pipeline
Where is the documentation on writing the advanced query? I think I need to write an advanced query in search a record(In pipeline) for finding the child records of a parent. Please provide me a link to the documentation. ------------------------------ Aswin Babu ------------------------------Getting the loop count OR no. of found records of a pipeline
Im using a Quickbase pipeline to search records in a table and Create records in another table based on the values searched. Is there any way to know the count of found records while searching so I can use this value to in a field while creating new records ? For example, if the pipeline found 3 records then, I will assign 3 to a field in all the newly created records. ------------------------------ Winss Albo ------------------------------
