Document creation - Save PDF to field in record
Loving the new Document creation feature, but now I want to expand upon it and save the generated PDF to a file attachment field on the form. The feature just makes an API call and the PDF is returned in the response, so we should be able to build a Pipeline to iterate through the JSON response and save the PDF. I've been trying to set this up for a few days, but to no avail. Has anyone done this yet?1.4KViews1like6Comments
Embed quickbase form on public web page
I have done this before, but it's been a while, and my brain doesn't seem to be working today. I've also searched and not come up with the solution. I have a form to add a record, it's open to "everyone on the internet". I can open it in a browser I am not logged into and it works as I want it to. Now I want to embed this on a public web page. I cannot figure out the iframe embed code to make it work. I have a specific form assigned to "everyone on the internet", and I'd like to strip all the Quickbase "stuff" from the page and just have a "Submit" button that saves and redirects to some kind of thank you page on the site.Solved999Views0likes6Comments
Button: save the new record and edit the new record
Hi, From the previous post (Add Save and Keep Working Button on form for a new record ), Hunter provided a wonderful solution to save the new record. If going further, is it possible to edit the new record within the same URL? I tried the following, but got the error message "Missing "rid" parameter" "URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=%%rid%%" &"&_fid_20="&URLEncode("Yes"); My intention is to use one button instead of two buttons to provide the function: (1) save the current new record (2) edit this new record. Any suggestion? Thanks in advance!Solved601Views0likes6CommentsSave & Redirect in a Formula URL Using API_GenAddRecordForm
Hi. I have a need to "duplicate" the record and populate some fields on the new record (from the original record). It's not saving my current record before adding the new record, how do I get it to save first? I have the advanced setting turned on. This is my Formula URL Button: If( [Request] = "Include Existing Contractor + Add NEW FTE for Conversion", URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm" & "&_fid_53=" & URLEncode([Related Business case]) & "&_fid_129=60" & // Softcode the Months Needed to 60 FTE "&_fid_68=This Request is related to " & URLEncode([Request]) & "&_fid_123=14" & // Sets Request to "New FTE (Related Conversion)" "&_fid_127=FTE" & // New Employee Type "&_fid_43=" & URLEncode([Contractor PID - Dept]) & "&_fid_139=" & URLEncode([Related Level]) & "&_fid_138=" & URLEncode([Related Role]) & "&_fid_140=" & URLEncode([Related Hiring Manager]) & "&_fid_171=1" & // Start Date Override Checkbox to Yes "&_fid_259=" & URLEncode([Record ID#]), If( [Request] = "Add New Contractor + Add New FTE for Conversion", URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm" & "&_fid_53=" & URLEncode([Related Business case]) & "&_fid_129=60" & // Softcode the Months Needed to 60 FTE "&_fid_68=This Request is related to " & URLEncode([Request]) & "&_fid_123=14" & // Sets Request to "New FTE (Related Conversion)" "&_fid_127=FTE" & // New Employee Type "&_fid_84=" & URLEncode([Related Role]) & "&_fid_29=" & URLEncode([Related Level]) & "&_fid_38=" & URLEncode([Related Hiring Manager]) & "&_fid_43=" & URLEncode([New Dept1 #]) & // Dept #: sets field 195 to field F "&_fid_259=" & URLEncode([Record ID#]), "" ) )600Views0likes4Comments
API_AddRecord Then Redirec To Dashboard
Greetings, I have been searching and experimenting for some time now. I have given up and decided to try posting, as everything I have found is not working so far. I have a dashboard that I would like to add a button to. The button is intended to make an API_AddRecord call and then return to the dashboard. I can get the API_AddRecord URL together and it works as intended. The desired record will be added successfully. I have the URL to bring up the dashboard as well. What I can't get to work putting them both in a formula URL that will return the page to the dashboard after the call is made. Can someone give me the structure for how this is to work? Thank you in advance for any input / direction you can provide. JamesSolved499Views0likes9CommentsAPI Button Help
Hello Everyone, I have created an API button, but I keep getting an update_id error. Can someone please help me understand what this error means so I can fix it? Thank you -Bart <qdbapi> <action>API_AddRecord</action> <errcode>0</errcode> <errtext>No error</errtext> <rid>26238</rid> <update_id>1731629328550</update_id> </qdbapi>Solved442Views0likes9Comments
QuickBase Scripts
I have top tier QB enterprise access. I need a way to build and run a script within QB and have it systematically run it on a schedule. what I want to do can't be done with the default pipeline builder. I have a table that has a ticket number, open date, resolution date and a check box called Hard Down. The objective is to review each ticket ticket and determine if it was open at 7:30 am each day and has the Hard Down box checked. For every day the ticket was open at 7:30 am, we will insert the ticket number and the date it was open into a separate table. For example, if a ticket was opened on 10/3/2024 at 09:00 am and resolved on 10/6/2024 at 06:45 am. There would be 2 rows added to the Hard Down Trends table for dates (Ex. INC00000001234567 10/04/2024 and INC00000001234567 10/05/2024). We would not include 10/3 because it was created after 7:30 am. We would also not include 10/6 because it was resolved before 7:30 am. With all of that said, believe it or not, I have it built out and working in a code page. Anytime someone loads the page it will run through this 83 line HTML/JS code. Here is where I need help. Is there a way to run a coded page on a schedule or through a pipeline? Is there a better place to put a script that will run on a schedule? MS Copilot and Google's Gemini keep telling me there is an option within the pipeline to run a script, but I can't find it anywhere. Ultimately I don't care were it is or what language it is in. I just want it to be contained within QB and run by QB. Any thoughts are appreciated.Solved415Views0likes3CommentsFile Name for PDF attachments
I'm creating a reoccurring notification with a PDF attachment. The attached file name is only showing as "document-1". The pdf is created through the document template and I'm able to already save it with a specific file name. How do I change the file when it's sent out as a PDF attachment with the notification?355Views0likes4CommentsRedirect after API_EditRecord
Greetings, everyone! I'm at my wits end trying to get a redirect to properly fire in a Formula URL button. I'm using the URL as a "Submit" button that changes the phase of the record, then I want the app to redirect to a report. All I can get is a redirect to the app homepage which is not intuitive and undersirable. Here is the URL Formula: var text submitURL = URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid=" & [Record ID#] & "&_fid_34=Items&apptoken=<token hidden>"; var text redirectURL = URLRoot() & "db/" & Dbid() & "/a=q&qid=7"; $submitURL & "&rdr=" & URLEncode($redirectURL) Can someone help me figure out what's wrong with this implentation? Thank you!Solved332Views0likes4Comments
JSON Array Iteration
I have a pipeline set up to Fetch JSON from a third party application and iterate over JSON records. It returns the results without an issue, however the main data I want to extract from the results is an array that is nested within that results object. My main goal is to iterate through that nested array and create a record for each item in that array. Is that possible? I have tried a few different things without any luck. I don't have a ton of experience with for loops using Webhooks, but that seemed to be the most likely way to do this so I have tried using that without any luck. I can post an example code if necessary. Any help would be greatly appreciated!Solved300Views0likes9Comments
File Name for PDF attachments
I'm creating a reoccurring notification with a PDF attachment. The attached file name is only showing as "document-1". The pdf is created through the document template and I'm able to already save it with a specific file name. How do I change the file when it's sent out as a PDF attachment with the notification?
