Syntax in sending a Text Message
So most of our new hires are all "texters", so I am trying to get it figured out. I have looked around and have a portion of it built. BUT... What would be the texting equivalent of the email subject line and body similar to below? &"?subject=INFORMATION NEEDED TO ACTIVATE YOUR CARD" &"&body="&"Welcome Aboard "&[Associate First Name]&"!" I have not been able to find anything that will create these for me ------------------------------ Hans Hamm ------------------------------
How to download Work Order, Purchase Order, etc... as a PDF from QuickBase?
Hello all, I see others sending work orders, purchase orders, invoices, and/or etc. as a PDF from QuickBase. I have seen others do this at my company with our QuickBase system. Can someone please advise the process for saving an invoice, purchase order, or work order as a PDF? This would be extremely helpful as I have to send these purchase orders out to company's that do not have direct access to our system so "Send PO as email" or "Send WO as email" does not work in these cases. Even if I send the PO to myself it does not send it to me as an attachment, it copy/pastes the WO into an email. Any help would be great! ------------------------------ Bryce T. ------------------------------
CRM style email tracking function - looking for ideas
I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Outlook?? Has anyone done something similar? I'm looking for a hero :) Thanks in advance! https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box ------------------------------ Sherry Blackburn ------------------------------How to connect external databases ?
Hi team, I want to know about how we can connect external database in Quickbase. For example I have existing app which use existing database like MySQL or MSSql. How we can pull or fetch data from this database in Quickbase? If I create an application in Quickbase then How can I connect my existing database with QB? Do we have any connectors available ? Regards, Kat. ------------------------------ Kat Mill ------------------------------
QuickBase to Sharepoint Sync?
So I have a lot of Data I like to keep track of in QuickBase. I have several dozen customized reports I check daily and weekly. Some of this data contains percentage scores for coworkers, averages, etc.. I used to use Google Suite to track this information, but now we are using Microsoft Office 365 and Sharepoint. So I've been trying to find a way to export this data live from QuickBase into Excel in Office 365. Our spreadsheets where we track and update information is in Excel on SharePoint. I've tried using the desktop version of Office 365's Excel and go into the Data and Get Data From Web and other options. I've went into the refresh options to try to refresh hourly. It won't. Is it not possible to sync them so the information in QuickBase exports and updates the data in sharepoint? I can save the data in Quickbase as a Spreadsheet CSV file and load it into Excel just fine, but it won't refresh and update. ------------------------------ Joey Fletcher ------------------------------PowerBI access forbidden to Quick Base
Have other people been suddenly encountering the problem of "Access Forbidden" to Quick Base via PowerBI? The thread below implies it is a Quick Base problem and not the PBI connector. https://community.powerbi.com/t5/Service/Scheduled-refresh-not-working-Quick-base-Invalid-Credentials/m-p/1557637#M116258 ------------------------------ Sarah W ------------------------------
Live sync of QuickBase calendar app to Outlook calendar?
Background: we have a QB app in which we store events. Those events are posted in a QB calendar report. It contains many pieces of info about each event in the event record – much more than we can do in Outlook. However, most everyone here still manages daily attendance to any event by Outlook. That is not up to change. Users in a large community can see this calendar and select events they need to attend. Currently, users who wish to attend the event can download the ICS file of the event on Quick Base and export that instance to Outlook. However that does not sync to later updates made in Quick Base. We need a live sync between the Quick Base events and Outlook events. If the event needs to change, we need the automatic live sync to change it/update it on the Outlook calendar of the attendees who signed up and send out a notification that this has occurred. Do we have any solutions, native or third party, that can do the second bullet above? This is the only functionality we currently lack. I actually think it would be nice if we could sync in the other direction, if events change in Outlook, they sync to the QB app too, but not sure that's as critical. Thanks! Carole Vandenberg ------------------------------ Carole Vandenberg Sr Global Presales Engineering Consultant - NCR ------------------------------Learning Management System (LMS) and SCORM Cloud
Currently I've built a LMS app in our realm, and with no SCORM compliance for Quickbase I will be using SCORM Cloud to host the content. Is there anyone out there who may have experience with SCORM Cloud and Quickbase? I'm going to have a link to the content that will automatically register the user and go to the launch page for the content. The tricky part is getting the info back to the Quickbase record with date complete, status, and test scores. ------------------------------ Dwight Munson ------------------------------
