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?
Save & 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#]), "" ) )
API_GetUserInfo
Hello, The purpose of my pipeline is to dynamically add a user via API calls. The user who submits the request to add a "new" user has to input the "new" users email address. I understand that I then need to use that email address within the API_GetUserInfo to check if the user's email exists on any realm within Quickbase. If it does, then I should use the @id response data and insert it into API_AddUserToRole -> API_SendInvitation. If it doesn't exist, then I should use API_ProvisionUser -> API_SendInvitation. My issue is that if a user is not found within the API_GetUserInfo, it throws an error: "Quickbase reported an error: 2 : Invalid input : The user with the specified email address or username does not exist." I have tried adding an if statement to avoid the error and simply continue on: {% if b.json.qdbapi.user['@id'] != "" %} true {% endif %} However, it still throws the error if the user is not found. Is there any way to prevent this error from occurring? Thank you.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?
Fomatting Date returned in Json Response
I followed the example listed here: How to use Pipelines to email a report at a specific time of day | Qrew Discussions (quickbase.com) However, my Json reponse includes a date. The example formats Percentage and Currency, but does anyone know the syntax need to format a date data? I need it in the MMDDYYYY format (no time stamp). Thank you. Mark
