Why isn't there a Save in Pipelines?
I am coming here to express my frustration. It has been quite a while since I have ventured into Pipelines. I just spent 15 minutes adding all the fields one at a time to the search step and none of them show up in the loop step. I don't want to loose any changes so I am opening all the steps and hoping that moving things around will finally add the fields I selected in the first step so I can pick them in the loop step. Doing this for a while, no fields appearing, I give up and refresh the page. EVERYTHING IS GONE!! Now I start over. PipeLines : if I cannot trust you to save my work, can I please have some indication you are paying attention!!! What is wrong with a save button? Going back to cave.
Jinja Code to Check for Empty String
Hello, I received technical support from QB to modify a Pipeline that looks for dates when several conditions are met. The automation searches previous records for the same Employee name, same Topic and Same Category. If any of those records have a date in the Coaching Counsel Field Enter the most recent two into the Coaching_pipelineText field into the new record that also has the same Employee Name, same Topic and Same Category. Currently, the pipeline works when there are available dates. However, when there are no dates I receive the Pipeline Error email. In trying to rectify the issue with QB they state I should do the following: The error you encountered can be addressed using a Jinja conditional statement to clear the field or to input an empty string ("") when the JSON is blank and the data from the JSON when it's available. Please refer to the article below. The Update code currently is this: I am unsure on how to write the Jinja If statement to accomodate for the event that the is either No dates or maybe only one date that meets the criteria. Would someone help me write the Jinja statment to make this work? Brian
API Method via Pipelines to tell if user has access to a specific app
Howdy all, I am trying to figure out the easiest way via a Pipeline to identify whether or not a specific email has a user in 3 different applications. I need to be able to dynamically take action based on If Statements within the Pipeline. So far, functions like API_GetUserInfo is useless because if the user's email isn't in the app, it errors out and won't complete, rather than just returning "no user found". Even if it did, you apparently cannot use it on a specific application? Any ideas? I just need to be able to take an email, and see "does this email have a user in THIS specific application, not just the realm overall".
Clear Errors indicator in Pipelines
Is there a way to clear or reset the icon/number of errors for a pipeline as a standard user? I couldn't find anything (perhaps just missed) within pipelines at the user level or pipeline level. Maybe a reset option could be added. Several of us go through testing the/their pipeline, fixing any errors, but then want a clean run with the errors indicator reset.
Using Pipelines to update and load a CSV into tables
I am having a tough time figuring out the most efficient way to handle this use case. Currently, my pipeline has been running for 12 hours on about 45000 records — so my current method does not work! I will regularly receive a csv file of about 35-40,000 records or about 5mb of data. The data is basically a contact transaction - has a handful of fields including my employee’s unique employee id. Using pipelines, I want to create a key ID by concatenating three fields together, and add a Related employee ID from my employee table. I’ve created a bulk upsert, fetched the csv (which took two hours as it was loading 10 rows at a time), and added a search step to pull the related employee id. It adds the upsert then loops back. I only have about 200 employees - is there a way to loop through the unique employee ids in the csv to update in bulk or is there a whole better approach I’m missing? I need non technical folks to be able to drop the file and have it run. thanks! malcolm
Pipeline to remove file attachments
I am trying to investigate if there is a way to use a pipeline to remove file attachments? I am automating a process to incorporate data into our system using CSV uploads. The issue is that I would like to keep some of the information from the upload available (e.g. the Requestor, Date Uploaded, File Name) but I don't want to actually archive the file on QuickBase due to space limitations. Is there a way to just delete the file itself without deleting the entire record? You can of course click into the file and manually delete it (see below), but I want this to be automated as I won't be doing the uploads myself. The field type is "file attachment" and it appears to be stored as a URL/Link. It does not behave like other fields in the pipeline and I have not found a way to override it yet. Thanks! ------------------------------ Kevin Gardner ------------------------------
Records that contain several sub items
I have a Purchase Order (PO) table connected to Cost Items (CI) table. In the PO form, there is an embedded report for users to easily add items (see photo 1). There is also a section in the form for Billing that shows the same embedded report where they can input Bill % and all of these bills should be in the Bills table. Every Bill record can contain any of the cost items assigned with Bill % until it reaches 100%. For example: Bill #1 - contains CI#1 with 60% Bill #2 - contains CI#1 with 40 %, CI#2 with 50%, CI#3 with 70% Bill #3 - contains CI#2 with 50%, CI#3 with 30%Optimize Scheduling Process for Appointments
Hey everyone, For quite some time now, I have been in charge of developing and maintaining an app which among other things facilitates scheduling of appointments for estimators. Outline of what was actually needed: A form where call agents record customer relevant data; Based on the data, call agent selects an estimator; Depending on the data, the system determines the duration of the appointment (in the background); Based on the duration and estimator, through dropdowns we show the available dates and start times in 15 minute increments. After spending quite some time on it I figured out a way to build in such a way that has all the functionalities needed however app is quite heavy and does not have great performance. Here is a brief outline of how everything is structured: We have an employees table where each estimator has a defined work hours by day Mon-Fri; Each week a Pipeline runs and creates 15 minute slots for each estimator within the duration of their workday. At all times we have this prepopulated for 3 weeks ahead so when the Pipeline runs it creates the slots for current week +4 (Pipeline runs for a very long time creating many records as you can imagine); When call agents get a call, they select a date from a dropdown which opens a second dropdown where available start times are filtered. Complex formulas in the slots table determine if there are enough free 15 minute increments after each slot as we have different duration of appointments depending on the customer data. Duration of appointments are either 45, 60 or 90 minutes plus one 15 minute slot for travel time before each appointment; After the record is saved, a Pipeline runs, relating each of the needed 15 minute slots to the newly created parent so that we know those are booked; Whenever something is rescheduled or canceled another Pipeline runs and it clears the originally booked slots and blocking the new ones in case of modification; There is a different form where estimators put in abscences to block slots when they are away from work during their standard office hours. To sum up, function wise this works, however it's very heavy and start time dropdown takes a long time to load and sometimes it does not load and shows no results. I can't stop thinking that there is a much simpler solutions to all of this that I can't think of, so if somebody is interested or needs something similar, I will gladly work with to potentially come up with something better. I have an ERD and Pipelines process maps documented on Lucid as a starting point. Regards, Yordan
Pipeline to Search 130k Records in Another App and Create if the Record Does Not Yet Exist
I'm trying to optimize my pipeline and I'm having trouble deciding on the best way. I have 2 apps in the same realm. App "A" has approx. 30k records, and app "B" has approx. 130k records. When a new record is created in the Clients table of App A, I'm searching the Clients table in App B to make sure it doesn't already exist using the unique identifier of Login ID. My problem is, the pipeline takes SO long searching through 130,000 records to see if the Login ID already exists in App B. If the Login ID does not already exist, I'm having the pipeline create a new client record, and if it does exist, do nothing. I know this isn't best practice and I'm sure there is a Jinja reference that I can use to speed this up but I'm a rookie when it comes to jinja. Can anyone offer assistance? Thanks in advance!
