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 ------------------------------
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 ------------------------------
Add to Users table with an Automation?
Hello all! I have done some training in QB but am just getting started in an actual app and have a noob question: Is it possible to add someone to the Users table as an Automation action? (aka Share the app with new user and assign them a particular role) I'm looking to automate a fairly straightforward process of receiving a new user request, adding new users to the app, assigning them the proper role, and then adding them to another table and filling in some information from the request form. The part I'm not seeing an easy way to do (yet?) is the adding new user to app & assigning role part. Any help on this topic would be appreciated! Thanks :) ------------------------------ Hannah Jacobson ------------------------------
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 ------------------------------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 ------------------------------
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 ------------------------------
Getting Real Time For Field
In this discussion, I will use the word timestamp in the generic sense and not with any QuickBase specific definitions. Also, this problem is happening to mobile device users. I have a form which includes the following url formula. This URL Formula puts a timestamp in the Job Start date/time field. URLRoot() & "db/"&[_DBID_XXXXXXXX]&"?a=API_EditRecord&rid=" & [Related Order] & "&_fid_1=" & URLEncode(Now()) & URLEncode(Now()) &"&rdr=" & URLEncode(URLRoot() & "db/" & Dbid()&"?a=dr&rid="&[Record ID#]) This formula creates a button on my form which when pushed, changes a Date Time field in another table to the value Now(). I use similar formulas for several other purposes such as Job End, Time Card Start, and Time Card End. This formula does exactly what is expected, except it uses the time the form was loaded instead of the current time. So if a user loads a form at 8:00am and then without refreshing the form, hits the button at 9:00am, instead of loading 9:00pm (current time), it uses 8:00am (the time the form was loaded). Generally the form is refreshed frequently enough that the difference is not significant, but when the form is not refreshed frequently, it is creating work time analysis problems and pay check problems. Any ideas on how to get the current device time instead of the form load time? ------------------------------ Jeff Mickelsen ------------------------------
Automation Issue
Hi QB Community, Playing around in the sandbox - linked 2 tables together, created an automation to log edits made by last modified user however when a user clicks one of the magic buttons - it shows the owner of the automation as the user who made the edit - not the actual user - any idea on how to correct this? ty ------------------------------ Lily K ------------------------------
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 ------------------------------
