Recent Discussions
Pipelines automation to change record owner
Good morning, In short, I have created a pipeline that triggers on an event inside 'record 1'. It then creates 'record 2'. 'Record 2' ends up being created/ owned by me, however, I would like to change that to the person who created/ owns 'Record 1'. I am open to all ideas and suggestions. Thank you for your time. Kind regards, Shane Miller ------------------------------ Shane Miller ------------------------------0likes10CommentsPipeline - Build form from Record, that only populates with fields that meet criteria?
Is it possible to utilize Pipelines to build a form, that is keying off of field answers to questions already on that record? So say there are 50 questions, and for each question that is answered 'No' to (radio style button), the 'No' answered questions can be then generated onto a new form, that acts as an audit checklist? My thought was to have the New Checklist form be kicked off by a button, which the Pipeline can be looking at. But can the Pipeline create a form? Or can/will this need to be done through a different manner?0likes5CommentsForced to use new dashboards?
Whare are everyones thoughts on the new switch to Upgraded Dashboards? I had just spent a year making Dashboards (they are great), and now suddenly they upgraded the design (tabs on top and a bit of a different look). I like the new look, but I already built quite a few with the old look, and my users just got used to the tabs on the bottom. I am creating my last dashboard, and BOOM, it defaults and forces you to the new style (when creating a new dashboard). There is a cheat code (copy an old style dashboard), but this seems to be another example of Quickbase simply not listening to the end user any more. I do like the new design, and will likely eventually switch, but to force the issue immediately without warning, feels rough. It makes consistency in my apps very difficult. What do others think?1like11CommentsTest As Role URLs?
I have an app where I rely heavily on roles and role permissions to view certain data and forms. Because of this I need to test as a role when developing new roles to ensure the users cant access other roles data. Is there a way to get these "test as role XXX" as a callable URL I can map to a button on the admin dashboard? I want to use the custom branding setting in the app to hide the Quickbase standard menu options for all users so they can't try and get to the My Apps page in our realm. Is the custom URL to test as a role possible?1like0CommentsBest ways get up to speed on the structure of an existing Quickbase business app?
I need to get up to speed on the structure of an existing QuickBase business app that has 40+ tables. Then, move it over time into a managed design cycle. Any suggestions on ways to do this? Or been here, done that? Thanks! Keith I'm coming from perspective of small business CTO wanting to bring our app into a managed development structure. Coding-wise, coming from Visual Studio and compiled code dev. I'm new to QuickBase. I confess to a feeling of frustration as I browsed the app in the QB design tools. Perhaps because of an expectation to be able to see the structure and dependencies of our app called out in a taxonomy of sorts. Or, be able to export the structure to bring into outside tools. Just noticed the QBL - it sounds promising.0likes5CommentsQuickbooks - Exporting Expenses
Hello, I am using the existing Quickbase channel for our employee credit card reconciliation. We currently have a table which imports data from our credit card banking system, including merchant data. This table gets passed into employee user dashboards where each employee must reconcile their own expenses each week. Once reconciled, these expenses are exported into our Quickbooks expenses. A huge existing pain point for accounting is the fact that they have to manually enter hundreds of merchant names each month, due to the fact that the Quickbase channel in the pipeline has no place to pass the merchant name in for import. Am I missing this, or is this just something that is not possible? If I could solve this, it would alleviate a huge nuisance for our internal accountants.0likes0CommentsTimezones Outside of US - Based on Location/Address
Is there a way to set up a way to calculate the time based upon the address inputted. There is a process in place that calculates time for locations INSIDE the United States. Is there a way to do this outside the US, besides hardcoding each location?0likes0CommentsHide Add Button
Hello and happy Friday - I would like to have an add button hidden until a certain record in the app has met it's outcome, and then once that record is considered closed allow the add button to display again letting the user add a new record. Any assistance on how to do this or reference material that walks through the process of setting this up? Many thanks, LB0likes1Comment