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?336Views0likes3CommentsEmbed 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.Solved200Views0likes6CommentsSave & 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#]), "" ) )200Views0likes4CommentsButton: 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!Solved199Views0likes6CommentsAPI 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>Solved97Views0likes9CommentsAPI_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.96Views0likes3CommentsFomatting 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. Mark94Views0likes12CommentsSave Before Navigating and API Edit Record Bug - Not bug...
I posted earlier about this and said I would update, but cannot find the original posting any more. I located what I felt was a bug, but Customer Service has stated is expected. This behavior may affect many of you, and I would be curious to know how many others have realized this is happening. When using SaveBeforeNavigating, if you have changed field values it is a random chance if the order will be: Save the Record and Grab the New Field Values or if it will be Grab Old Field Values then Save Record. Thus, you are are utilizing any changed fields (perhaps you are using an edit record api and taking the value of Field A, which was just changed), you will sometimes get the original value of Field A, and sometimes get the new value of field A. I guess both actions happen at the same time (grabbing the field values and saving the record), so it's a mini race to see which one happens first, and it switches back and forth. As they are labeling this as expected behavior, I suppose we will need to start a feedback if it is something we would like to see sequential (save then get field values). Wondering if others would be interested in this feature.89Views2likes1CommentQuickBase 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.Solved79Views0likes3CommentsFile 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?71Views0likes3Comments