Recent Discussions
Approval Button redirect to View Form
I used the magic buttons app Approval Button, and it seems to work great! But I noticed that it redirects back to whichever version of the form you were on when you clicked the button - if you click it from the View Form, it takes you back to the View Form version, whereas if you click it from the Edit view, it keeps you in Edit view. I'd like it to redirect to the View view in either case so that the User understands that it has been saved. Anyone know how to do this? Here's the formula: URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&apptoken=APPTOKEN&rid=" &[Record ID#] & "&_fid_139=Approved&_fid_141=" & Now() & "&_fid_140=" & UserToEmail(User()) & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() &"?a=doredirect&z=" & Rurl())Solved36Views1like2CommentsJournaling
I have a need to 'journal' within a record. Within a record there is a <journal entry> field which always defaults on display to blank (ready for a new journal entry by a user). A user places some text in the <journal entry> field, then clicks save. The system takes the journal entry, stamps it with a date and the users name, and appends it to the <journal> field. Then clears out the entry. The journal field is a read only text field with the latest entry at the top. Much like an email chain, looking like this: Mary Smith on 1/4/2024: Yes John Smith on 1/2/2024: Con you get me the report? I got it working 90% using pipelines. But I have two issues: I click save and the record is not refreshed, so I have to refresh it manually, that is a bad user experience, I'd like some advice on if I can use a pipeline to force a refresh/redraw, and 2), the system enters a blank line after every update. I am using {{CLEAR}} to clear the journal entry field, which works great, but after adding that expression a blank line always appears in the journal. If I remove that expression, the blank line goes away but the journal entry field remains populated. any advice is greatly appreciated.Solved17Views0likes2CommentsSummary Reports
Y'all have been so helpful! I'm hoping I can figure this one out! I need to create a summary report thatshows these totals in an easy report. I can't seem to figure out how to only have current MTD or YTD, just group by Month or Year, which isn't what I need. I can create a KPI widget for everything, but is there a way to show the KPI numbers in a chart that can be exported for our company analyst group? I'm hoping there's a relatively easy way to do this! Thanks!Solved54Views0likes3CommentsNotification to EOTI user
Is there a way to send an email notification to an EOTI user? The scenario is an EOTI user submits a request (which includes their email address) and I want to send them a notification with a copy of the information they have submitted. However, when I look at the options in the notification To: field, it doesn't appear that I can select the email field. I also wanted to include buttons in the email that would allow them to submit updated information without actually ever getting into the app (for privacy reasons), which I understand is possible by having the button in the email prepopulated with data from the original record? Thanks for any light you can shed on this for me.SolvedQuickbase App Issues
I am trying to get the Quickbase app to load on our Samsung tablets that we have at our manufacturing plant, however whenever I try to log in with the app on our company's realm I get various error messages. One of the tablets has a message ending in "net::ERR_ADDRESS_UNREACHABLE", and the other has one ending in "net::ERR_TOO_MANY_REDIRECTS". If you would like me to send a screenshot I can do that as well. Any information would be greatly appreciated, thank you!Solved31Views0likes2CommentsMissing an option in Kanban Card Groups
In my table I have three fields that are Text (Multiple Choice): Type of Leave Semester of Leave Status of Leave When I try to create a Kanban Report, I only see two of the three fields under Card Groups > Based on drop-down field as options (Type and Semester, not Status). I'm lost as to how to get Status of Leave to be an option to choose in Card Groups. FYI: The actual choices displayed in these Text-Multiple Choice fields are different, but the three fields are otherwise have duplicate settings. What am I doing wrong and how can I fix it so I can have Status be the card group??Solved47Views0likes7CommentsFire changes in a user field -- use a surrogate field?
I am struggling infinitely with what I feel like aught to be so simple. It may involve pipelines, which I haven't broken into yet. I want to log changes when a field changes (assigned staff member). But first off - you can't save changes in a User field. Second -- I've noticed when you log edits, the field then displays on forms as the entire string of changes..... so I've often thought, if logging is important AND displaying on a report (or filtering to charts) cleanly is needed, then it's probably best to make a surrogate field. So here I am trying to make two fields -- 1) Current Staff Assignment, and 2) Staff Assignment History. The former triggers a change/logged edit in the latter. But I have no idea how to go about doing this. I was going to do it with Form Rules, but for multiple reasons (chiefly, that I'm using multiple forms depending on staff/use), I want this to trigger at a more global level. How can I achieve this?Solved19Views0likes1CommentFirst Virtual Meetup tomorrow (6/18)!
Hello everyone! I hope you all enjoyed your weekend. We're looking forward to our first virtual meetup tomorrow (6/18) from 1-2PM EST. If you have yet to register and are able to attend, please register here! Here is a light agenda for the conversation: - Introduction to Women's Qrew leaders - Purpose Statement - Hear from Heather Karas about her experience using Quickbase - Call for presenters - Set meeting cadence We're looking forward to hearing from YOU tomorrow, so come prepared for an interactive session :) If anyone has any questions, please feel free to email me at tluccio@quickbase.com.Solved28Views2likes3CommentsProblems constructing Headers in pipelines 'make request' channel
I'm trying to send a request to the fedex api for checking package status. I have everything working up to the step where the actual request is being made and it appears the headers are not being constructed properly by the pipeline channel: Here, I'm just using the example, but instead of headers like: X-One:One X-Two:Two I'm getting this weird structure where it's only passing the names and values as arrays? This keeps getting rejected by the fedex api stating that the token is missing. I'm sending the headers like this, per the instructions beneath the headers section, but I get the same malformed result in the output: Has anyone else run into this or knows what the problem is here? I've been stuck on this for hours.Solved44Views0likes2CommentsI am new to Quickbase
I recently took over an existing Quickbase that involves approvals based on various data points -one table is use. Recently, I have been asked to require approvals for specific users based on two different text-multi select text boxes. It should fill in "approval is required" in the approval status. I have been unable to combine the two fields. I am adding to the existing field formula for the approval like this but I need to make "Sales Leader Required" only when both options are true and keep getting an error. I have a large matrix that needs different approval based on the Renewal Discount and the Renewal ACV. IF( Contains(ToText([Renewal Discount]), "Within Threshold"),"<div style=\"color:red\"> "& "Sales Leader Approval Required" & "<div>", Contains(ToText([Renewal ACV]), "<$100,000"), "<div style=\"color:red\"> "& "Sales Leader Approval Required" & "<div>", "Sales Leader Approval Not Required" )Solved48Views0likes2Comments