Pipelines QuickBooks channel - invoice lines issue
Hi everyone, I have a pipeline that's been working great for about a year and just recently it's broken down and I'm having a really difficult time getting it figured out. Essentially, it's a pipeline that searches through invoices triggered by a button on my Base record - if an invoice exists it updates it, if it doesn't find one it creates one. I have it set up to search Base for several financial summary fields and insert those records as lines in the Books invoice. This has worked wonderfully for a long time, but now it just will not insert that array of records as lines when an invoice is updated (it still works when creating a new invoice). Has anyone experienced anything similar? I've tried copying the whole pipeline, I've tried deleting the "update invoice" step and recreating it, I've tried turning it off and on again, but it still just isn't working. Here it is successfully finding all 7 financial summary records: Here is the input array (with all seven objects): Here is the output array for the same step: Any help would be greatly appreciated, this is driving me crazy! I don't understand where the breakdown is between the input and output... Thank you! #Pipelines #quickbooks ------------------------------ Elena Larrabee ------------------------------Automation to create multiple records based on a multi-select text field
Hi everyone! I have a tricky question for you. I have a parent table (jobs) with a child table (schedule) with its own child table (crew assignments), which in turn has its own parent table (crew) which is just a master list of the staff. The way I have my app designed, users add schedule items in a grid edit within the main Job form. Then within each schedule item in the grid edit, there's a multi-select text field set up to assign crew members to each schedule item. It's fine, but it's just a multi-select text field that pulls crew names from the master crew table, it's not actually associating crew assignment child records with that schedule item. Having users click a report link from each schedule item and add crew assignments in grid edit mode would be adding too many steps. What I think I need is to be able to do is keep my multi-select text field, but create an automation that separates that list and then creates a child record in the crew assignments table for each name on the list. I haven't done much with list fields in automations so I'm not sure where to start. Or of course, if I'm missing something blindingly obvious about being able to create multiple grandchild records within a grandparent form let me know. Any help would be awesome! ------------------------------ Elena Larrabee ------------------------------User Voice login issues?
Does anybody else have trouble getting into the user voice portal (for Pipelines, specifically)? It just always tells me there's something wrong with my sign in information. Does anybody know how to fix it? Thanks in advance! #UserVoice #Pipelines ------------------------------ Elena Larrabee ------------------------------Pipelines Quickbooks channel help
Hi everyone! Does anyone know how to add multiple lines to a Quickbooks invoice via a pipeline? Is that possible? For example, I have a Job record in Base that generates a Books invoice via a pipeline. The Base record has multiple child records that I need to be able to insert as multiple line items in the Books invoice. Thank you! #quickbooks #Pipelines #channels ------------------------------ Elena Larrabee ------------------------------
