Exchange a SAML assertion for a Quickbase token
Hello, I am looking to use a SAML assertion for authentication of a custom web app that uses the QB JSON API. In the linked documentation, it is described that you can use an API endpoint to do this, thereby authenticating your app using the currently logged in user with a SAML assertion exchange. But the documentation is super vague and provides little for one to go off if you are not a SAML expert. https://developer.quickbase.com/operation/exchangeSsoToken The line from this documentation I linked to that I am focusing on, is this: You must be able to create a SAML assertion in your code to use this endpoint. Does anybody have documentation or advice on how to put the SAML assertion together? I want to link to my app from Quickbase using a Formula URL. Then I want my app to authenticate the current user so they can perform some tasks in my custom app under the same identity they were using in the QB app. I would love to see a full example, code and all, to help with this. (Minus any secure pieces you need to obscure.)
Retrieving a record using a code page...
Building on the method described in the link below to post to Quickbase using an HTML form and EOTI access, is there a way to retrieve records to a similar form using an rid in a custom URL link (or any other way)? If so, how would you do it? https://community.quickbase.com/discussions/quickbase-discussions/posting-from-an-html-form-directly-to-quickbase/90206API Edit mobile forms
Hi guys. I used the text below to create a button to update a text field. It works perfectly on desktop but on mobile it updates the field several times which I see since I track changes to that field. Any idea why it works on desktop but not on mobile? var text Approve = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&apptoken=myapptoken&rid=" & [Record ID#] & "&_fid_295=Yes"; // change the 99 to the field ID# of the checkbox field var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl();
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?
API Button to edit record then redirect to external webpage
I have a button that was created to redirect the User to an external webpage that opens in a window that relates the quickbase record they are on. There is a variable in the URL formula that switches out a placeholder in weblink with the related record id for the external webpage based on the QB record. (Adding this piece of information in case that is my issue). This button as is works great. However, I want to now use this button as a trigger to start a pipeline by checking a box on the current record in addition to redirecting to the external webpage. I can get it to check the box but gives an error when trying to execute the next request to go the external site. I've used various methods I've seen on the forum, but it keeps giving me an error. Any help would be appreciated! Below is my latest attempt: var text URL="https://XXXXXXXXXXXX"; var text mPower=SearchAndReplace($URL,"mPower",ToText([License - Related mPower Location])); var text CheckFacilityNotify=URLRoot() & "db/" & [_DBID_RENEWALS_FEES] & "?act=API_EditRecord" & "&rid=" & URLEncode([Record ID#]) & "&_fid_184=true" & "&apptoken=xxxxxxxxxxxxxxxx"; $CheckFacilityNotify & "&rdr=" & URLEncode($mpower) Thank you, KellyCan I Import Credit Card Transactions from Quickbooks?
I am trying to build a connected table between Quick Base and Quickbooks Online and I specifically want to sync my credit card transactions. I see that I can sync bills, but I can not find a way to sync other expenses, like credit card line items or checks. Am I missing something simple? Any insight or ideas would be greatly appreciated! Thank you!
Webhook Pipeline Question
I am working with webhooks in a pipeline to obtain parts info from Upkeep (a CMMS software). So far, I have a pipeline that receives parts info from a specific location into a JSON format. I used a Webhook step in the pipeline with an HTTP Digest request, URL Encoded content type and was able to get the parts I need without an issue. So far, I can use that JSON info (I can call it with "a.json.results" to reference the whole array, or "a.json.results[0,1,etc].'attribute (part #, name, etc)' " to call out a specific attribute from one of the returned parts (objects). My question is if there is a way to take the array of JSON results and parse that out into separate records in a QuickBase table? As in take the 100 or so parts that are returned, and create 100 records with the corresponding part #, name, etc. I attempted using the "Fetch JSON" step to then use an "Iterate Over JSON Records", but for some reason could not get that Fetch JSON to return any useful results like I have been with the Webhook call. Any help would be greatly appreciated. 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?
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)
