Can I use concatenate in Quickbase?
Trying to combine two text fields in Quickbase into one text field. Field 1 is a title from another table and Field 2 is the version of that title. So Field 1 might be "Diabetes" and Field 2 might be "v2". I just want to combine them to be "Diabetes_v2" in the new field. Is that possible? Seems like if should be simple enough with CONCATENATE([FIELD1),"_",[FIELD2]) but that doesn't seem to work. Getting this error: Formula error -- Unknown function The function name Concatenate(text, text, text) is unknown. Really? You can't use CONCATENATE in Quickbase? Any advice? Thanks!
Send Email"" Button with custom text and fields
I know that there are lots of posts on email generation; I've read many, many of them and still have not found a clear explanation of a solution for what I'm trying to do (i.e., with specific URL formulas etc.). I have a project tracking database. When all of the data for a new project is created, I need a button, call it "Send Project" that generates a custom email to an email address included as a field in the main form. The basic email notification triggers do not work. I don't want it to send upon addition/deletion/modification of the record. I've tried to use a toggle field "ReadyToSend", to trigger the form when checked, but could not get that to work. That said, I do like the ability of custom notifications to combine custom text and form fields. I've tried my hand at URL-Formula button in its simple form, like this: URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & ToText([Record ID#]) & "&dfid=10" but that has two problems. It simply invokes the Mail interface, and requires me to address the email (which is limited to registered users; the intended recipient is not a Quickbase user). Second, it sends the whole record (which logically follows from the foregoing). The text of the email should be something like Our Ref. No.: [Our Matter] [Receipient Name]: Attached you will find a project for [Client].. <other text and fields> Please complete the project by [Due Date]... So is this done via a Notification? A Form? a Button/URL? A combination of these? Can you provide the prototype syntax? Thanks RobertSending Forms via email for completion by outside user
Good Morning All, I want to know how it is possible to submit a form to someone via email to where they receive a link that they can access to complete said form that gets captured in quickbase. Everytime i look on the forums, the only things that come up is how to send emails with changes that have been done to a form or another.. not exactly what I am looking for.. ------------------------------ Douglas ------------------------------Enforcing Uniqueness on a Formula Field
I have created a formula field on my Project Status record to concatenate Project record id (totext version of it) and a date field on the project status record (child of project). I would like to make this unique so the system would prevent the user from creating multiple statuses on the same date for a project. When I try to enforce uniqueness on this field I get the following error message: Here is the formula: ToText([Project - Record ID#]) & Mid(ToText([Status Week Of]),7,4) & Mid(ToText([Status Week Of]),1,2) & Mid(ToText([Status Week Of]),4,2) Here is the error message when I try to enforce uniqueness: ?This formula is incompatible with this field being marked unique. Please change the formula or uncheck the unique checkbox.? How can we meet the requirement underlined above? Let me know if you need further clarity.
Using Quickbase to live update an Arcgis Online webmap
Arcgis Online is an online program capable of building a map from a CSV file containing LAT/LONG values. We alright have a database prepared for this, but rather than export and upload the CSV manually we would like to automatically update on it's own, either through the web of as a file. So we figure we need either: 1. A Ruby script to export a table as CSV every time a row is added, overwriting the old CSV. 2. A URL that will embed a CSV of the table in a webpage. We have tried to go about both of these methods but we have zero experience with Quickbase API and Ruby. Has anyone ever made something similar? Perhaps someone could recommend a Quickbase partner to help us? Thanks!
Triggering Emails Based on Field Status
Hello, I am trying to automate an email either by email notifications or a Pipeline based on updating a related field. I have 3 tables: 1. All Flights - Enter any new flight in the schedule - I have a field called "flight verification" that is a multiple choice field allowing to show the flight as "pending" or "final.") - I have another multiple choice field for "Flight Status" with options "Active" or "Flown" 2. Current Flights - Connected to "All Flights" and pulls only "Active" flights 3. Request Log - Where passenger requesting a seat are entered - I have a related field from "Current Flights" so there is a drop down menu that only allows you to select "Active" flights - There is also a related field for the "Flight Verification" I would like to trigger an email that sends the list of passengers entered in the "Request Log" when "Flight Verification" status is changed to "Final." Since this is a related field, this field changes when the "All Flights" table is updated and the subsequent tables are refreshed. Is this possible? I don't think the email notification will work since the field in the "Request Log" table isn't being updated and saved. Is it possible to utilize pipelines? If so, how do I do this to include a table of passenger information from the request log? Thank you!
How do I create a button to initiate an email from Outlook?
I would like to create a button to add to a form that would initiate a standard email from Outlook to another QB user. The email should send a copy of, or a link to, the record being displayed in the form when the button is clicked. Is this possible?creating a email button on the form
I have a form called "tickets" for the customer. The app is built for the customer service database. Everytime customer calls in, our customer service team creates a ticket that have all the information and the problem. What I want to do is that create an email button on this form so that when the ticket is resolved, my customer service team can click on the button and send the email straight to the customer which is the customer's email that my CSR team filled out in the ticket at the beginning. I read some of the community questions regarding to this problem but not sure where to start. I also tried some of them but it did not work for me. Can someone please help with this? Thanks!!
How can we email a custom dashboard page as a subscription?
I've found that sometimes users prefer dashboards to multiple emailed reports. How can I email the users a dashboard page I have created that includes a couple of summary reports, a chart as well as one full report in an email subscription? Is this possible with native QB? If yes, where is the setting option? I'm only seeing a report drop down in subscriptions. I'm not seeing a similar option to select a page . Thanks in advance for any direction/suggestions.