Document Template Save PDF to field in Record API Pipeline
I have been wracking my head all day on this. I was reading Generate Documents from your records in your app where it says "However, you can also create API calls and use Pipelines, code pages, or custom integrations to generate documents. Each part of the formula represents an API parameter.". I was using Restful "Generate a Document" and was able to make a request: How do I get the output of making a request or basically the document template for this record as a file attachment in the record? I tried using: <qdbapi> <rid>1700</rid> <field fid="22" filename="Model_T.jpg"> Base64 encoded file content</field> Thank you so much!
Pipeline after import (heavy traffic/transient error)
I am trying to improve pipeline performance and need guidance on the best approach please. When approx 1000 records are created from csv import using ImportExport action in TABLE A, the pipeline should look for TABLE B ID based on a text field in TABLE A and relate. Attached sample pipeline. When records are imported, the pipeline runs, but noticed the traffic warning. Bulk upsert may not work as each pipeline trigger is on single record update.
HTTP Request - Body
Hey Y'all. I have a question on how the Body works in the HTTP Pipelines Channel. Before I begin I have everything working and set up correctly (Was able to do it in Postman and was able to do GET Requests in Pipelines) I cannot figure out how to insert my body in HTTP node. I have tried a lot of things to get this to work. I double checked the encoding but maybe there is another option I need to use? I think my problem lies in the to__json Jinja function (If i even need to use it) Any tips are appreciated!! This body I was able to use in Postman and it worked!
Looking for Date/Time Field 1 = Date/Time Field 2 pipeline jinja
I begin with one trigger step and in the next step I need to filter records to match date time fields in both tables. My workaround is the native "is on date" filter but it would be best if I could include the timestamp portions of the field. Is there a way to format jinja to accomplish this? I've tried several variations but here is an example of one. {% if a.pull_date == b.pull_date %} {{"TRUE"}} {% else %} {{"FALSE"}} {% endif %}
Quickbase to google calendar pipeline issue
I have a pipe line set that manages my calendar installs to a google calendar. It has 3 pipelines New install are added changes in installs are updated deleted install are deleted. The path flow work great but the dates are not correct. Here is the quickbase calendar Here is the Google Calendar: Start Date and End dates are date/time fields built with the following: Does anyone have any ideas why these dates are distorting by a day?
CSV Import - Check Records
I am looking for help in importing a CSV file to a Company table that will check if the Company Name if it exists (text only as complete match) before importing. This pipeline imports company data from a CSV file into a Quickbase table. It checks if a company already exists before creating a new record to prevent duplicates. It fetches the CSV file (all+1300 rows) - This is test file and only has 3 rows I receive the following error Validation error: Incorrect template "{{c.company}}". ValueError: invalid literal for int() with base 10: 'company' Attched are the pipeline steps Thank you, EricQrew Tip #05: Pipelines 101
Whether you're syncing data between systems or automating onboarding tasks every time a new customer is added, pipelines are designed to save you time and reduce manual work. Key terms Knowing these terms will help you understand documentation and submit more specific support tickets: Pipelines: automated workflows for integrating systems or automating within Quickbase Channels: the systems you’re connecting with (e.g., Slack, Outlook, Quickbase) Steps: the building blocks of a pipeline. There are different types of steps, including: Triggers: events that start a pipeline (e.g., record changes, daily schedules) Actions: tasks the pipeline performs (e.g., create records, send emails) Queries: search steps to avoid duplication or check data before acting 💬 Are there any terms you would add to this list? Let us know in the comments! Types of pipelines There are three types of pipelines: Triggered: runs when an event occurs Scheduled: runs on a set timeline Manual: runs on demand or from another pipeline ✨ Whether you're just getting started or building advanced automation, pipelines give you the power to scale smarter. 👉 Want to see it all in action? Watch the full webinar here
