Optimize Scheduling Process for Appointments
Hey everyone, For quite some time now, I have been in charge of developing and maintaining an app which among other things facilitates scheduling of appointments for estimators. Outline of what was actually needed: A form where call agents record customer relevant data; Based on the data, call agent selects an estimator; Depending on the data, the system determines the duration of the appointment (in the background); Based on the duration and estimator, through dropdowns we show the available dates and start times in 15 minute increments. After spending quite some time on it I figured out a way to build in such a way that has all the functionalities needed however app is quite heavy and does not have great performance. Here is a brief outline of how everything is structured: We have an employees table where each estimator has a defined work hours by day Mon-Fri; Each week a Pipeline runs and creates 15 minute slots for each estimator within the duration of their workday. At all times we have this prepopulated for 3 weeks ahead so when the Pipeline runs it creates the slots for current week +4 (Pipeline runs for a very long time creating many records as you can imagine); When call agents get a call, they select a date from a dropdown which opens a second dropdown where available start times are filtered. Complex formulas in the slots table determine if there are enough free 15 minute increments after each slot as we have different duration of appointments depending on the customer data. Duration of appointments are either 45, 60 or 90 minutes plus one 15 minute slot for travel time before each appointment; After the record is saved, a Pipeline runs, relating each of the needed 15 minute slots to the newly created parent so that we know those are booked; Whenever something is rescheduled or canceled another Pipeline runs and it clears the originally booked slots and blocking the new ones in case of modification; There is a different form where estimators put in abscences to block slots when they are away from work during their standard office hours. To sum up, function wise this works, however it's very heavy and start time dropdown takes a long time to load and sometimes it does not load and shows no results. I can't stop thinking that there is a much simpler solutions to all of this that I can't think of, so if somebody is interested or needs something similar, I will gladly work with to potentially come up with something better. I have an ERD and Pipelines process maps documented on Lucid as a starting point. Regards, Yordan
Records that contain several sub items
I have a Purchase Order (PO) table connected to Cost Items (CI) table. In the PO form, there is an embedded report for users to easily add items (see photo 1). There is also a section in the form for Billing that shows the same embedded report where they can input Bill % and all of these bills should be in the Bills table. Every Bill record can contain any of the cost items assigned with Bill % until it reaches 100%. For example: Bill #1 - contains CI#1 with 60% Bill #2 - contains CI#1 with 40 %, CI#2 with 50%, CI#3 with 70% Bill #3 - contains CI#2 with 50%, CI#3 with 30%
Pipeline to Search 130k Records in Another App and Create if the Record Does Not Yet Exist
I'm trying to optimize my pipeline and I'm having trouble deciding on the best way. I have 2 apps in the same realm. App "A" has approx. 30k records, and app "B" has approx. 130k records. When a new record is created in the Clients table of App A, I'm searching the Clients table in App B to make sure it doesn't already exist using the unique identifier of Login ID. My problem is, the pipeline takes SO long searching through 130,000 records to see if the Login ID already exists in App B. If the Login ID does not already exist, I'm having the pipeline create a new client record, and if it does exist, do nothing. I know this isn't best practice and I'm sure there is a Jinja reference that I can use to speed this up but I'm a rookie when it comes to jinja. Can anyone offer assistance? Thanks in advance!
Outlook Channel - Remote API returned authentication error 'refresh token'
For almost 2 years we have been sending emails without a problem and are using the Outlook channel in Quickbase Pipelines for this purposes. Since last week we have started to experience issues receiving following errors: Remote API returned authentication error: (invalid_request) AADSTS900144: The request body must contain the following parameter: 'refresh_token'. Trace ID: 6f796e19-28f3-430c-8938-3a9274901800 Correlation ID: 3d7633a0-df23-404b-9b5a-d7df2400e3b6 Timestamp: 2024-09-30 18:38:43Z We have not changed our Microsoft Azure AD account / application settings, this has just come out of nowhere. Using different email domains we experience the same issue. Is there anyone experiencing the same that can give us some guidance ? we have been looking to activate offline_access on the application in Azure AD, been review MFA settings, trying to use application passwords, etc. but to no good end result yet. And for almost a week now the Quickbase helpdesk is also not providing any active support. In the meantime we are reconnecting Outlook channels every hour to keep the lights on .... appreciate your inputAmbigious Pipeline Error?
I have created a pipeline with several steps, I have one step that saves a pipeline object which is just saving my api respond and that seems to fail inconsistently while it works other times. The error I get is Something went wrong executing a step. Try modifying your pipeline. What issues could cause this? Could it be a timing it issue in regard to it having to wait for the response?
All Fields not appearing in Pipelines "Select Fields to Specify Values"
I'm trying to create a pipeline that will create a new record in my decisions table if a new record in requests is created. Was able to set up the On New Event section, but when I then try to set up the Create Record section, the fields I need to specify values (Approver Name, Approver Role) are not options. What do I do so I can make those fields options/selectable? Kim
