Copying data from a table to a seperate table on save/update
If I have a form that I am having a user fill out, what is the best way to copy that data (or specific fields) from that form to a new table? The form is for an approval and could be an "update" or a "new process" that needs to be approved. I'd like to copy all the requested updates to one table and the new requests to a separate table. Ideally, I'd like to send updates over from the main form as well (pending to approved/rejected, date modified, etc). I believe I could use a pipeline. Is that my best bet? and if so, is anyone aware of any decent posts that would provide a little guidance?Field Name changes and pipelines
I have a few field names that I need to change and know the changes will update in most parts of Quickbase. But, I also know that things like field names in relationships will not update. Will changing a field name have any adverse impact on a pipeline? ------------------------------ Paul Peterson ------------------------------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 ------------------------------
Parse Through Rich Text Field
Hello, I have a pipeline question and am hoping someone much smarter than I can help. I have read other discussions on this matter such as: @markShnier_You and @KristofferKeen1 Collaboration: 'Looping through field values in Pipeline | Qrew Discussions' as well as @ChayceDuncan response: 'How to iterate through the fields of a single record in a Quickbase pipeline? | Qrew Discussions' I am thinking this may be a combination of both? I have a field called [FAILURE DETAILS] and it's formatted like this: ps. I can change this to look however I need it to for this solution to work as it is just a rich text formula field consisting of if statements with html outputs to add underlining and line breaks. My question is, how would I have pipelines parse through a rich text field such as this and create a record per line, separating the title from the description. Example: Table Name: Failures [record id#]: 1 [Field Label]: TYPE OF PROVIDER [Failure Description]: MISSING [record id#]: 2 [Field Label]: TYPE OF OWNERSHIP [Failure Description]: MISSING Thank you in advance for any and all recommendations. I look forward to seeing what the community can come up with
Table Comparisons
I have two tables, both of which contain parts inventory information. One table is called "Inventory" and is my master table for parts info. I have another one that each night is pulling parts info from another software via Webhook (this part is working just fine) and creating entries for parts inventory in a table called "Temp Inventory". My question is if there is a way to take each entry from the Temp Inventory table, compare with all entries of the Inventory table (using the part # as the comparison), and if no match to the part # is found, create a new record with that Temp Inventory info. If a match is found, then no action is required. After this comparison is completed, the Temp Inventory records are deleted until the next day when the process is redone. Any help would be greatly appreciated!
Save and Next option intermittent. Sometimes its there, sometimes its not.
Happy Monday. I work with managers to review many records, we make corrections, add notes and hit "Save and Next". Over the last few weeks, not sure what happened, but the "Save and Next" Option seemingly randomly disappears. Now I have to back out and go in a gain. Very irritating. Any ideas?Ambigious Pipeline Error?
I have created a pipeline with several steps, I have one step that saves a pipeline object which is just saving my api respond and that seems to fail inconsistently while it works other times. The error I get is Something went wrong executing a step. Try modifying your pipeline. What issues could cause this? Could it be a timing it issue in regard to it having to wait for the response?
QBO Custom Fields in Pipelines
Hey all, Running into an issue when trying to assign any data to created custom fields in QBO via a Create or Update Estimate step in Pipelines. No matter what I try to pass, it errors out on me with the following: Remote service reported an error: Property Name:failed to parse json object; a property specified is unsupported or invalid intuit_tid: 1-6785955b-5d1bbc6935b5cc642b5ee13e Now, there is no Property Name on an Estimate in QBO, and none of the custom fields set up are titled Property Name. All I've been trying to do is figure out which of the 3 custom fields are which, since the names of the field don't show up in Pipelines and I only want to pass information to one. Any idea what restrictions there are on utilizing these custom fields here?
Pipelines with Quickbooks issue
I have used this function before on other projects. With the current client I am working with, the invoice creation always sets up as $0.00. It doesnt matter if i pull the number from a field of just type a value. I have tried all different types of values. It sets up the customer fine, but when it sets up the invoice, the product/service and amount are blank. I really hope someone can help here. I don't get what is happening.
