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?
Can I use API_DoQuery to obtain the number of records in a different QB Table/App
Using a Formula-Numeric type, I'd like to grab the number of records that exist in another table that resides in another QB application. Can this be done? I thought I could run a query, then use the "Size()" function on what was returned but that is not working out so well. Any suggestions? ------------------ var text QueryURL = URLRoot() & "<dbid>?a=API_DoQuery&query={3.GT.0}&apptoken=<apptoken>"; Size($QueryURL)
Quickbooks Online Authorization: Auth2.0 Tokens expiring after 24hrs
Getting an "invalid_grant" error after 24hrs. For the life of me I cannot figure out how to keep the tokens working past 24hrs. This pipeline runs every hour and returns updated refresh and access tokens. Everything works fine for 24hrs. This is from Inutuit Dev: "Tip: We update the value of the refresh_token value every 24 hours hours, or the next time you refresh the access tokens after 24 hours. This is an additional security measure by Intuit to reduce risk of compromise." Somehow refreshing both every hour is not meeting this requirement? We had a pipeline running every 12hrs also to get a refresh token separately but the results were the same. I feel like we are close, but just missing the timing of the pipelines or something else simple. PLEASE HELP!! I can provide more information beyond the two attachments as needed.Pass international phone format while updating phone number with Quickbase Restful API
I need to pass phone numbers from a 3rd party app to Quickbase via the Restful API. We receive phone numbers from outside the United States, so I need to pass in the country format as well as the phone number. After all my research, it seems like you can only change the country format through the Quickbase user interface. However, if there is a way to not have users do double the work, that would be ideal.UPSERT Order processing preferences
When a Quickbase server gets a large UPSERT via API, how does the server perform the process/calculation to locate the correct Record ID# and determine whether to update/add the record in the table? Does the Quickbase system have a preference for the order of records? I'm thinking about what uses more processing in terms of an UPSERT. When I API a bulk UPSERT to a QB table leveraging a UNIQUE field (not the Record ID#) what is the preferred sort order of the records UPSERTED? I can sort using the UNIQUE field. I can sort using Record ID#. I can not sort. Wonder if anyone at Quickbase has performed this type of test and measured the performance?
