When the Expiration Date is On or Before Today, Change the Contract Status to Expired
Hello: I have a contract application. Goal: When the Contract Expiration Date field is on or before today, and the Exception to the Expiration Date Dynamic Form Rule field is unchecked, I want theContract Status field to automatically change to Expired. Question: What is the best method to accomplish the above goal, form rule, text formula, or pipeline? 1. I tried the below form rule. However,it works intermittently. I still see expired contracts that show as active 2. I created a formula - Text field named Contract Status Formula, but I am unsure whether my formula is correct. If( Today() <= [Contract Expiration Date], "Expired") 3. I tried to create apipeline. My first attempt was to Search Records/Update Record. My second attempt was to On New Event/Search Records/Update Record. However, I know I am missing a step. Any step-by-step guidance would be greatly appreciated. Thank you, Roula
Jinja Dynamic Variable Name using Loop Index
Assuming I've two fields in my table son1 son2 I'm trying to create two records in another table using jinja loop(which is happening) but the dynamic names are not out of my reach "to": "bsp8bd9qp", "data": [ {% for i in range(2) %} { "17": { "value" : "{{a.son~loop.index}}" }} {% if loop.last == false %},{% endif %} {% endfor %} ] } Below works but predictably gives me value for only son1 and not son2 { "17": { "value" : "{{a.son1~loop.index}}" }} ------------------------------ Prashant Maheshwari ------------------------------
(Pipelines) Get Users in Role / Process XML from HTTP API
Hello, any help/advice would be much appreciated. I'm trying to send a reminder email to users in a specific Role, in a specific App, using Pipelines. As far as I can tell, there is not a JSON RESTful API call that does this (Get Users only returns all users for an App, with no info on Roles). However, API_UserRoles returns each user from an app with what Roles they have. In theory, I could somehow loop over this and send the email to only those users with a specific role. I can successfully use the Quickbase Channel -> 'Quickbase APIs' -> 'Make Request' step to call API_UserRoles and get this data. Here's where I run into trouble: How do I process this XML into a form that another step could use (e.g. loop over it and send emails)? I found this question: "To capture an XML response from an API in Pipelines" but I can't seem to figure out how get {{a.json.qdbapi.value}}. When I try to view its contents (emailed to myself) it is blank. There isn't any "Result" field or something like that from this request step available in subsequent steps. Only URL, Method, Headers, Content Type, & Body. For instance, if I want to get the JSON out of the XML (using {{a.json.qdbapi.value}}) with the JSON Handler Channel -> 'Iterate over JSON Records', the 'JSON Source' field states 'No json sources in the pipeline' Thank you for any help you can offer, ~Daniel ------------------------------ Daniel ------------------------------
Updating predecessors in a pipeline
Hi all, I am creating templates for our projects that contain a set number of tasks done in a specific order. I want to use a pipeline to create and schedule tasks when a new project is created. I'm running into a roadblock where I can't figure out how to keep the predecessors of the tasks so we can set a start date when the project is created, and it will populate all future task dates. I hope that makes sense. The pipeline is working fine to create the tasks, but I can't figure out how to set the predecessors. Here is my table structure (simplified): [TABLE] Template Projects - Project Name [TABLE] Template Tasks - Task Name - Duration [TABLE] Template Project/Tasks Associations - Related Project - Related Task - Predecessors [TABLE] Project - Select Template (Related Template Project) - Start Date [TABLE] Tasks - Related Project - Task Name - Duration - Start Date - Project Finish - Predecessors (Please be kind, I am new to this) Thanks in advance!Date value changes when copied to new table with pipeline.
I am updating an app with a [Fines] table that has 10 pairs of Pmt-Dt-* and Pmt-Amt-* fields. The date fields are Date (not Datetime). 1) I created a new [Payments] with Fine-ID, Pmt-Dt, and Pmt-Amt fields. The new table will support online payments, so we want the new Pmt-Dt field to be Datetime to differentiate between multiple payment attempts on the same day. 2) I created a pipeline to read each Pmt-Amt-* of each record. If Pmt-Amt-* > 0, then the pipeline inserts the payment into the [Payments] table. ISSUE: Although both tables are in the same application, the new [Payments] table dates are created with a timezone adjustment. The application is UTC-05:00 (Eastern US & Canada). • 2012-02-02 (in original Fines table) is inserted as 2012-02-01 19:00 in the new table (5 hours earlier). • 2018-08-08 (in original Fines table) is inserted as 2018-08-07 20:00 in the new table (4 hours earlier, during DST). I can probably use time.delta(hours=5) and time.delta(hours=4) to update the original values, but this will require identify the exact spring-forward and fall-back dates for each year with payments. Is there a better, more automated solution?Join multi-line text field to one line
Hi all. I'm trying to find a way (either using a formula or in Pipelines) to join a multi-line text field to a single line. Use case: The multi-line text field will contain text that will go to the JSON request body of an API call in Pipelines, so the field needs to be converted to a single line. The field has to a multi-line text field, because values can contain several paragraphs and app users can easily customize it. Thanks!
Last Triggered Timestamp
Hi, I started migrating automations to pipelines. Yesterday, I could easily access the timestamp indicating the last triggering of a pipeline directly on the table. However, as of today, I am not able to see on this table anymore. The only method to view the last triggered time is by clicking on the three dots and navigating to "View Activity." Is this a potential problem for our pipelines?
