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 ------------------------------
Pipeline - 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?
Quickbooks - 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.
Template Error
Validation error: Incorrect template "{{a.wo_id}}". ValueError: invalid literal for int() with base 10: 'wo_id' I have a pretty simple Pipeline set up that looks at a connected field for two fields both text fields (WOID# and Alert#). Then looks at another table, not connected, for matching WOID# and updates the Alert# on that table. They are both text fields, the values clearly match. But I keep getting the above error. Any suggestions?
DocuSign Retrieve Custom Field Results from Envelope after Completion
I am hoping to find a way in QuickBase pipelines without using Juiced to retrieve a results after a customer signs an envelope in Docusign. I have different custom fields ranging from checkboxes to radio buttons. Alternatively, is there a way to call this information with Docusign API? Or a webhook? Where I can retrieve the listed custom fields? I tried already doing what was suggested in the channel but nothing comes up under document_fields after I lookup and find the Envelope: Any assistance or advice would be so beyond appreciated thank you!Problems 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.
Pipeline outputs unicode JSON instead of a standard JSON string
Hello all, Use case: I'm building an integration with AI models where I send JSON-formatted data for analysis. The JSON-formatting data comes from the Quickbase run report API which outputs table data in standard JSON. So essentially, I'm sending JSON from Quickbase inside a JSON value to an AI model. Issue: While passing the raw JSON to my AI model, Pipeline automatically converts the JSON to Unicode JSON with "u" characters. Example of how it looks in the Pipelines activity log: Is there any way to use Jinja2 or some other method to make sure the JSON is a standard JSON? This will help the AI model better understand the data.
