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, Kelly21Views0likes2CommentsCan 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!28Views0likes2CommentsWebhook 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!44Views0likes1CommentFile 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?67Views0likes3CommentsDocument 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?338Views0likes3CommentsCan 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)35Views0likes1CommentNested API Button open form to add input, check box and redirect back to original form
I have another API Button question...similar to my last question. Using the same table set up (below), but this time the button would be selected if it's for a license that would not be applicable and input from the User would be required. I created a simple table that would pop up when the button was pushed asking the User to add information into the field. It would also check the [Not Applicable] button, then refresh back to the original page. However, I get the attached error page. Any thoughts? License Master (parent table) Pending Locations (parent table Suggested Licenses (a child (many to many table) to both above) Licenses (child (many to many table) to both License Master and Pending Locations / unrelated to Suggested Licenses) var text UpdateSuggestedLicense=URLRoot() & "db/" & [_DBID_SUGGESTED_LICENSES] & "?act=API_EditRecord" & "&rid=" & URLEncode([Record ID#]) & "&_fid_18=true" //Check Not Applicable to this Location & "&apptoken=MY TOKEN" & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#]); var text OPEN="<a class=\"OpenAsPopup\" data-height=900 data-width=900 href='" & Dbid() & "?a=API_EditRecord&rid=" & [Record ID#] // Suggested License ID & "&dfid=11" // Not Applicable form ID & "&apptoken=MY TOKEN"; var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl();//refresh and redirect back to License page $OPEN &"&rdr=" & URLEncode($UpdateSuggestedLicense) & URLEncode("&rdr=" & URLEncode($RefreshPage))Solved60Views0likes3CommentsNesting API Button Help (Add record and update another)
I have 4 tables I'm working with: License Master (parent table) Pending Locations (parent table Suggested Licenses (a child (many to many table) to both above) Licenses (child (many to many table) to both License Master and Pending Locations / unrelated to Suggested Licenses) I have a pipeline that searches criteria in the License Master to see if it matches criteria in the Pending Location. If any License Master records match they are copied to the Suggested Licenses table. On the Licenses main form the Suggested License embedded report has the API button I'm trying to create. I want to be able to click the button to Add the Suggested License record to the Licenses table if it is applicable for that location. Then edit the Suggested License record by checking the box "Added to Location" to then filter it off of the Suggested License report for that location. This is the formula I currently have and I'm so close. It adds the record and refreshes back to the Licenses page, but it does not perform the 2nd API to check off the box in the Suggested License record. var text ADD=URLRoot() & "db/" & " [_DBID_PERMITS_LICENSES]" & "?act=API_AddRecord" & "&_fid_95=" & URLEncode([Related Pending Location]) & "&_fid_44=" & URLEncode([Related License Master]) & "&_fid_8=" & URLEncode([License Master - Related Issuing Authority]) & "&_fid_21=" & URLEncode([License Master - Related Remittance Agent]) & "&apptoken=XXXXXX"; var text UpdateSuggestedLicense=URLRoot() & "db/" & [_DBID_SUGGESTED_LICENSES] & "?act=API_EditRecord" & "rid=" & URLEncode([Record ID#]) & "&_fid_17=true" & "&apptoken=XXXXXXX"; $ADD & "&rdr=" & URLEncode($UpdateSuggestedLicense) & URLEncode("&rdr=" & URLEncode($RefreshPage)) var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl(); Any help to what I'm missing would be awesome! Thank you.Solved36Views0likes2Comments