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 Robert
New Calendar Behavior Changes
Hey Quick Base Community, As you may know, we have new calendar reports coming in the next release on February 25th. You may not know that our old calendar reports were built years ago before web-based calendaring was common, and as such, include some idiosyncratic behaviors about how data is displayed. With our new calendars, we had the chance make our calendars function more as our users expect a calendar to behave. We wanted to have the new calendar reports function more like Outlook, Google Calendar or Apple Calendar. The changes we're making will also be included in our release notes and have been generally well received in our early access program, but I wanted to preview these changes for our wider Quick Base community a little earlier on. Without further ado, here are some of the changes and potential issues: Calendars respect the "First day of week setting" You may or may not be aware, but Quick Base apps include a setting under App Properties to set the first day of the week. Currently, this setting is primarily used for Work Date formulas and calendars don't respect it at all. The app-wide setting defaults to Sunday, but can be set to any other day of the week. New calendars will display with this value set as the first day of the week If you have set a first day of week other than Sunday, your calendars will change how they display. Additionally, you can customize the first day of week on a per report basis, and have a different first day of week on every calendar report you create. Event Colorization* and Divs/Spans Old calendars don't support colored events natively. There's a fairly common workaround of creating a Formula Rich Text Field (n?e Formula Text with HTML enabled) and embedding a div or span element with a colorized background, then sticking the text to display for the event inside the div or span. On new calendars, we're enabling users to use a formula to define colors for the entire event. If a div or span is selected as the second or third field, it may not display on the new calendar. Adding Records In old calendars, users with create permissions could click a green plus icon to add a record. We?ve changed this behavior to double-clicking in the white space of any date or date/time area. This will create an event with start date and/or time pre-set on the record. Display events as Text Only* Our old calendars included the option to display an event as text only, instead of linking to the view or edit form. We've removed this option as it created a confusing experience for end users. If your calendars are set to use ?view as text only? events, events will display as a link to the view record form. Events ending at Midnight On old calendars, if an event started on February 9th at 9am and ended on February 12th at 12:00 Midnight, on the month view of the calendar, we would show an event going from February 9th-12th inclusive. New calendars will show that event from Feb 9th-11th. Work Dates and Weekends For old calendars based on a work date field, if an event spanned from Friday to Monday, the event would be displayed as two events, one on Friday, one on Monday. On new calendars, the event will display as a continuous event from Friday to Monday. Old Calendars on Old Homepages In 2013 we released a new Homepage style, with far more layout options and an easier builder experience. A small number of users still use the old dashboards. Our new calendars do not display on the old dashboards. We have chosen not to put the development time into making them backward compatible, and instead will be starting an in product messaging campaign in the near future to let users know that calendars on old dashboards will not work after the February 25th release. To fix this issue, app builders can rebuild their dashboards in the new homepage builder. Check out this video to see how: https://quickbase.wistia.com/medias/xsna4b1chz Addendum: Three more changes: Emails Subscriptions and Emailed Calendar Reports now will send a table report of the events currently visible to the user. We believe this will be more usable in the context of an email client. Simplification of Settings: Maximum Number of Events Per Day Removed* - We will be removing this setting, as our month view will now expand each row to show all events, and it doesn't make sense to display on our week or day views. Hide Weekends* - New calendars will not support the ability to hide weekends on the calendar view. I'm really excited to share these new calendars with you all and hope to hear lots of feedback from you and your teams over the coming weeks as we roll out these new calendars. If you'd like to preview a subset of the functionality, have your realm administrator open a support case requesting early access to the Calendar feature. * This change is not present in the early access version of new calendars currently available. Sam Jones QuickBase Product Manager
How to use JavaScript to concat child records into a single field?
I'm trying to learn how to concatenate multiple child records into a single field on a report. I have spent a lot of time searching google and the help forums and have come up with nothing. I don't want to use reverse look up because there could be a lot of records I'm returning or only 1. I figured the best way to accomplish this would be JavaScript. Maybe some tutorials on how to implement JavaScript functionality with QuickBase would help.
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?Sending 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 ------------------------------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!
Ground rules for triggering an email notification or automation
I have a parent table with a formula checkbox field that does multiple logic calculations and returns "true" when all required conditions have been met. I need to trigger a notification email on each child record in a child table if this formula checkbox field returns "True". In addition, the email notification's trigger will be filtered based on the value of a numerical priority field in the child table record. I'm having trouble making this work because I'm not clear how to trigger the email notifications. I know that an email notification will not trigger on a lookup of the formula checkbox field from the parent table, so that won't work. This use case does not involve adding or deleting records, so the child record somehow has to be modified to trigger the email notification which is in the child table. I've seen various postings that appear to address this problem, but I'm not clear on exactly what "modified" means in terms of triggering an email notification or automation. For example, should I use a formula-URL field to update a trigger field in the parent record say with the current date/time? If so, will a ?a=dr API command be the equivalent of a manual "save" and so the change to the parent record will be accepted as a trigger for an automation that would in turn change a similar trigger field in each related child record? If an automation changes a field value in a child record, will the email notification recognize the change and trigger? In other words, when an automation changes a field value in a record, does it save the record automatically and will the email notification trigger on that? I wrote code for the formula-URL field (the name of the formula checkbox field is "Logic Checks Complete" and the field ID of the text trigger field in the parent record is 210). I'm assuming that the display record command is the equivalent of a manual record save and therefore suitable to trigger the automation that will set the trigger field in the child records that will trigger the email notification. Is this right? IF([Logic Checks Complete]=1, URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fld_210=" & ToText(Now()) & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#]) ) Thank you, Paul Streit ------------------------------ Paul Streit ------------------------------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.
