CHECKBOX OPTION
I'm using the checkbox feature to trigger an action (i.e., such as issuing an automatic Notification email). Question - once that trigger is executed (i.e., issued the automatic Notification email), can the checkbox be configured to automatically be unchecked, so that it's available for the next time a trigger action is needed? Thank you, ------------------------------ Bruce Kasen ------------------------------
Automations
Two Tables - Teams and Associates. There is a relationship between the two where the managers of the teams (child) are being populated by the associate table (parent). What I am wanting to do is when someone assigns, or re-assigns an associate to a team in the Associates Table, the automation will look in the Teams Table for the two-tiered managers and the populate those names in the Associates Table. Obviously I am missing something here... as I receive the error email as soon as I try to fire it. ------------------------------ Hans Hamm ------------------------------Automation Migration Issue: File Attachment field type
Hello: Have any of you used the Automation Migration feature to migrate your automations to pipelines? I received the error stating "Migration failed - File field type is not supported." My guess is because the automations I tried to migrate have File Attachment field type. According to the article on Quickbase Help, File Attachment is one of the fields that are not fully supported in an automation ("Fields of these types are not included in the list of fields you can retrieve data from in an automation"). If you have experienced this before, can you please advise what I need to do to resolve this issue? Per user requirement, the File Attachment field MUST be copied from app A to app B so the person on app B can download the attached file and work on it. Any suggestions would be appreciated! Thank you. ------------------------------ Thatchrina Bryan ------------------------------Automation guidance for recording changes to a multiple choice field
Hello, I would like to record the changes made to a multiple choice text field, the data I would like logged is date and time, and quickbase user that modified the record. I have this already for two other tables. The table that i'm trying to add this automation to has an existing automation for this same action, but I am having difficulties replicating the change, I'm not sure what I'm doing wrong. At the moment the log will only record one of the multiple choice options, so everytime I change the status it will show the quickbase user who made the change, and the date and time of change but the status is the same. There are 6 multiple choice options, and the log will only record the details of choice 1. ------------------------------ Keji Dalemo ------------------------------
Quickbase Actions - Edit Related Record Not Available?
Hey Quick Base Community, I worked with the Sample App "ABC Customer Updates Their Owner Records" to create an email flow and allow users to update Tasks via email. I've setup much of the functionality already but now need to be able to feed those updates back to the related record. When I go into Quick Base actions I see the functionality to be able to update the related record but it won't let me select it. I've connected the two table together already but still no luck. how do I unlock this function and connect these two table/records together properly? Thank you, ------------------------------ Jack Woods ------------------------------
Create multiple records using automation/webhooks
How can we create multiple records in quickbase using automation? The number of records to be created will depend on a field in the table we create automation. I can only see "add a record" action in Automation. Please guide me on how to to do it ------------------------------ Aswin Babu ------------------------------
Automated Auto Populate from Parent Table
Hello, I am building an app for my insurance company that essentially splits policies into two categories, Renewals and New Business. I have created two tables respectively named that will hold everything about the client (name, state, specialty, etc) and I want to have a field that specifies the type of policy it is (example, all records in the Renewals table should have a policy status column that says "Renewal" and New Business Table will have a policy status column that says "New Business", this is part of a complicated work-flow that I won't go into too much detail). I thought it would be easier and would save disk-space in the app If I just created a Parent Policy Status table with just two records Renewal and New Business, and then have all of the records in the other two child tables tables simply point to the records in the parent table. I wanted this to happen automatically when I create a record. Thank you, ------------------------------ J ------------------------------
Not Saving Automations
I am working on some automations and I have a problem that the automation is not saving. The trigger is saving and the list of actions is saving. The filter for each step is saving. But if the action is "copy records" or "modify records" it looks like everything saves, but when I go back the list of fields that I selected to change is no longer correct - different fields are listed and there is no change listed. Has anyone experienced this before? Suggestions? ------------------------------ Karen Smith ------------------------------Can I Format Text Inserted through an Automation?
Hello, I am using an automation to create several new tasks in my app. The automation is working great, except that when in the "Actions" when I select a set the "Source" to "Type a value," the value that is appended into the multi line text field of the target table (in this case, the "Tasks" table) is not formatted at all. For instance, if I enter this in the automation: This property just went under contract. Please put this lot on your list to drive by and check to ensure it is buildable and that the chosen house plan indicated below will fit on the lot. If there are any other concerns, please let our Acquisition Manager know right away. Address: 6220 Hudspeth Road, Concord, North Carolina, 28027 (PIN# 1234) House Plan: Abigail Lot Width and Depth: 150 x 50 Setbacks: Front- 25ft, Side- 7 Expected # of Units: 2 Underwriter: Additional Notes: [NOV-05-20 5:24 PM Josh Collins] This lot has a weird shape and a drain in the middle. I get this in the task multi line text field that is created: [NOV-05-20 5:24 PM Josh Collins] This property just went under contract. Please put this lot on your list to drive by and check to ensure it is buildable and that the chosen house plan indicated below will fit on the lot. If there are any other concerns, please let our Acquisition Manager know right away.Address: 6220 Hudspeth Road, Concord, North Carolina, 28027 (PIN# 1234)House Plan: AbigailLot Width and Depth: 150 x 50Setbacks: Front- 25ft, Side- 7Expected # of Units: 2Underwriter: Additional Notes:[NOV-05-20 5:24 PM Josh Collins] This lot has a weird shape and a drain in the middle. Is there any solution for this? Thank you! Josh ------------------------------ Josh Collins ------------------------------
