Unable to insert a row in Sharepoint List
Friends, I have a SharePoint list with book data. I have built a pipeline in quickbase that will insert a new row in the list whenever a new record is created in quickbase I have created the connection to my SharePoint list correctly. It identifies the site and the list. But the pipeline is unable to add a record in Sharepoint. I keep getting these errors consistently. What am I doing wrong? I am new to Sharepoint integration with Quickbase. Please help.14Views0likes2CommentsCan't connect pipelines to personal email account in order to send a scheduled notification.
Quickbase automations used to let me send an email directly from the Quickbase app, and the notifications option still lets me do this. However, If I want to schedule a notification on any basis other than record added, deleted or modified, it tells me I need to use a pipeline. Then in pipelines the only email actions are through 3rd party email services that I would have to give Quickbase my sign-in to use. There are two problems with this; I use my email to send encrypted private and regulated data and cannot simply let Quickbase have access to read and send my emails on my account without going through a bunch of extra red tape. I do not want Quickbase automated emails to originate from my personal email address as if I am sending them. Our email domain occasionally changes, and I will not always be with the company, when I leave, my email address will be deactivated, so the pipeline will be terminated. Does anyone have a workaround?19Views0likes2CommentsHow to Pull Employee Name and Title Instead of Record ID Number in Quickbase Pipeline
Hi Quickbase Community, I'm working on setting up a pipeline that will create a record in an archive app. I want to pull over the employee name and title into the new record, but the only available option I have is the Record ID. Unfortunately, when I use the Record ID, it only brings over the number ID rather than the actual name, and there is no title option at all. How can I pull the employee name and title instead of just the Record ID? Thanks in advance for your help! MeaganSolved37Views0likes4CommentsUsing Pipelines to Archive Records Based on Checkbox
Hi Quickbase Community, I’m working on an app with a many-to-many relationship and would like to use Pipelines to automate the process of archiving records. Specifically, I want to move records to an archive app when an "Archive" checkbox is checked in the current app. Could someone provide guidance on how to set up a pipeline for this? I’d like the pipeline to: Trigger when the "Archive" checkbox is checked. Move the relevant record(s) from the current app to an archive app. Ensure that the many-to-many relationships are properly handled during the transfer. Any advice or examples would be greatly appreciated! Thanks in advance, MeaganSolved39Views0likes4CommentsOutlook Pipeline
Hello, I'm trying to create a pipeline in a help ticket app that only creates a new ticket record when a new email comes through the outlook mailbox. The problem I'm running into is it creates a new ticket for every reply. I only want the ticket to reflect the original email request so we can manage the app better. I've tried filtering by subject line containing "RE:" or "FW:" and it doesn't work. Any help is greatly appreciated! Andrew47Views1like5CommentsCopying 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?20Views0likes3CommentsField 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 ------------------------------38Views0likes7CommentsPipeline 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 ------------------------------507Views0likes16Comments