Looking for simplest example to access quickbase using python
Can someone point me to examples that show how a quickbase/db can be accessed from the command line/using python -? We would like to access, add, delete, change records and create reports - and in addition to the GUI provided, do such using CLI tools and python (saw pybase on github, am having some difficulty with it - unless someone can provide a complete example -?)17Views2likes22CommentsAutomation 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 ------------------------------13Views0likes6CommentsCreating a URL based on a record ID
I have an automation that creates a new record on Table B when the existing record on Table A is modified. Due to the specific report I need, I could not create a traditional relationship between these two tables so I created the automation instead. When the new record is created on Table B, it will have a field that references the Record ID of the triggering record from Table A. I would like to make a formula URL field on Table B that creates a link to the triggering record on Table A. My assumption is that I need to do this using the record ID, but I'm not sure how.12Views1like11CommentsCreate new records using data from a multi-select field
When I save a record in a table, I would like to take items selected in a multi-select field in that table and create a record for each item selected into another table. I tried an automation but it only grabs the first selected item. I need it to iterate through each item selected and create a record for each. Any help would be much appreciated.10Views1like9CommentsCombine values from an entire column of text fields
I have a table of 'Research Words'. It has about 60 rows, each containing a field named 'Research Word'. I would like to have a separate multi-line text field somewhere else that concatenates all those different Research Words. I tried creating a parent table - 'Research Words Combined' - and using the Combine Text summary field. But it turns out that has limit on the number of characters and rows it can combine (I think it's 25 rows). Can anyone suggest a way I can successfully combine all my Research Words into one field?10Views1like2CommentsQB Action that creates a related record in another table when new record saved.
In our CRM we have the ability to "attach" documents to other types of records such as "client activities". In order to have the ability to related several records to one document, we use the following data storage topology: Table: "Documents" - this is where we store actual document file, description, etc. Table: "Document Selections" - this is where we store the relationship between a record in other tables to the document record in the "Documents" table. Table: "Activites" - this is the table we use in our CRM to log interactions with clients. Users also have the ability to attach/relate an existing document record in the "Documents" table to the Activity record OR have the option to add a NEW Document record that would relate to the Activity record. My issue is that the current process for creating a new Document requires the user to select the "Related Document" dropdown and scroll all the way to the bottom of the dropdown list to select the "+ Add New Document" option. From here, they open yet another window/screen to upload the document. By now, they have been presented with three different forms. My attempt at a solution was to add fields to the "Document Selections" form that would allow the user to upload a file and two other fields that mimic that of the "Documents" table. I've been trying to create an action that would copy these fields to the "Documents" table, which works, but does not then write the "Documents" `Record ID #` to the `Related Document` field back to the original "Document Selections" record that triggered the action originally. I tried creating a similar action in the "Documents" table that looked for a new "Documents" record with a static numeric field called "Related Document Selection (static)" that contains the `Record ID #` of the original "Document Selections" record that was created, however, this ends up creating a NEW "Document Selections" record, rather than updating the current record. Any help on this would be much appreciated, thank you!! ------------------------------ Matt Makris ------------------------------9Views0likes5CommentsAuto import an excel file
It there a way to have Quick Base point to a folder on a computer or server and recognize when there is a new or updated excel file and automatically import it into a specific table in my app? Then can Quick Base create a summary report based on that new data and upload it to a different table in the same app?7Views0likes1CommentSnapshot Update
I have 2 tables - Table A and Table B - that are related. In the records in Table B I have a field - Field A - that is a lookup field back to Table A. I also have a field in Table B - Field B - that is a snapshot of Field A. The logic is if a user does not have permission to view the related record from Table A then Field B is displayed on the forms for Table B. If they do have permission they will see Field A. The issue I have is that if someone edits Field A in Table A naturally the snapshot field, Field B in Table B, is not updating given its nature. To update I need to review an exception report and manually update Field B by re initializing the field for existing records. I am wondering if there is possibly a solution to this that I am missing? Could I 'trigger' an update of Field B somehow through a table-to-table import or something different? I am thinking not however would be keen to hear before tackling a possible rebuild of my architecture. Thanks,7Views1like6Comments[Urgent] Reposting: Automation to create multiple records based on a multi-select text field using pipeline
How can create multiple records based on a multi-select text field using pipeline? So I can get the easy of a drop-down with the power of a join table.... If you can share the detailed solution that would be great.. Really need some help Lashell ------------------------------ Lashell Thomas ------------------------------7Views0likes2Comments