Is it possible to copy a record from one table to another?
Table A has records that I need to copy into Table B. I don't need all of the fields from Table A to be copied to Table B - only certain ones. Table B has different field lables than Table A. Is it possible to create a button that will create a new record in Table B using the data from the record in Table A? If so, is this something I can do myself within QB or would I need a programmer/3rd party to do it for me? Thanks!!33Views0likes9CommentsFile Link -> URL with Path
"https://core.federatedservice.com/apps/downloads/dynamic_workorder.php?" & "clientid=Q1752" & "&appid=bhv9szun5" & "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES] & "&tpid=1" & "&fn=WorkOrder_" & [Work Order #] & "&msid=" & URLEncode ([Record ID#]) & "&msdb=" & Dbid() & "&faid=592" & "&efpdte=593" & "&addfiles=" & "&docfmt=pdf" & "&stream=y" & "&apptoken=d3dzsz2cndv7n7bbg5y8q87xbw4" & "&doc_name=" & "WorkOrder_" & [Work Order #] & "_" & [Record ID#] & "&file_name=" & "WorkOrder_" & [Work Order #] & "_" & [Record ID#] & "&file_link=" & "https://fss.quickbase.com/up/bhv9szup6/g/rb3tz/eus/va/WorkOrder_" & [Work Order #] & "_" & [Record ID#] & ".pdf" & "&customer_rid=" & [Related Customer] & "&project_no=" & [Project #] & "&project_rid=" & [Related Project] & "&workorder_no=" & [Work Order #] & "&workorder_rid=" & [Related Work Order] & "&visit_rid=" & [Record ID#] & "&partner_rid=" & [Related Deployment Partner] & "&technician_rid=" & [Related Technician] & "&is_internal_download=true" & "&user_name=" & URLEncode(Trim(UserToName(User()))) & "&user_email=" & URLEncode(Trim(UserToEmail(User()))) This formula calls our javascript code, which in turn invokes your aspx code thusly: var wko_link = 'https://www.quickbaseutilities1.com/FederatedServices_1752/DocumentMerge/doc_merge_UA.aspx?' + 'clientid=' + $.url.param('clientid') + '&appid=' + $.url.param('appid') + '&tpdbid=' + $.url.param('tpdbid') + '&tpid=' + $.url.param('tpid') // Record Id of the specific document template + '&fn=' + $.url.param('fn') + '&msid=' + $.url.param('msid') + '&msdb=' + $.url.param('msdb') + '&faid=' + $.url.param('faid') // faid=file attachment field & efpdte=date document was created + '&efpdte=' + $.url.param('efpdte') + '&addfiles=' + $.url.param('addfiles') + '&docfmt=' + $.url.param('docfmt') + '&stream=' + $.url.param('stream') + '&apptoken=' + $.url.param('apptoken'); This all works as we intend, and dynamically creates the desired work order file, calling theExact Forms Plus code indirectly instead of directly. But it appears that the line in our code ("&file_link=" & "https://fss.quickbase.com/up/bhv9szup6/g/rb3tz/eus/va/WorkOrder_" & [Work Order #] & "_" & [Record ID#] & ".pdf") fails to save the correct path to the dynamically created work order. Our guess is that the value "rb3tz" in that line should be a variable, as it seems to change in the different dynamically created work orders. But we do not have any idea how that value "rb3tz" is created. Is there any way we can calculate that value ourselves? Or is that even a 'good' solution to our problem of saving the url? We tried using the "Work Order Document" field that Exact Forms Plus fill in the Site Visits table (which we read via the QuickBase Do_Query API), but the API seems to only return the file name, not the entire path to the file. We assume this is because it is not a URL field, but a File Attachment field. This is strange, since when we hover a mouse over the value in the Site Visits table, it does show the entire url at the bottom of the screen (see screenshot below). To reiterate, when we look at our QuickBase Site Visits table, we see that theExact Forms Plus aspx code IS in fact storing the file, and saves what appears to be a link to it in the "Work Order Document" field which I have circled in the screenshot below. Hovering a mouse over the "Work Order Document" field reveals the url link to the file at the bottom of the page, which I have also circled. But we have been unable to retrieve this entire url through the Do_Query API, getting instead only the file name. We notice that the path in the url seems to have a different value for each different document created where we see "rb33r" in the screenshot below (which I have underlined in red). Other than this value, we believe the path is always the same for other dynamically created work orders. Can you offer us any advice on how to save the path to the work order dynamically created by the call to Exact Forms Plus? Whether by dynamically creating our own path to the file or by somehow reading the path underlying the "Work Order Document" field? Thank you. ------------------------------ Earl Adkins ------------------------------31Views0likes5CommentsConditional Logic in Exact Forms
I am using Exact Forms and am wondering how to hide or collapse fields on the exact form if there isnt a value in there. I am having the fields show up on my QB form but if they are blank I dont want that transferrring over to my exact form. I have dynamic rules in my QB form but that doesnt help my Exact form right now. Something similar to this: Case([Quantity],<1, Hide [Cost], > 1, Show [Total Freight $] )30Views1like2CommentsAutomatically Sending an Exact Form in an Email
Hi, I have just created and properly uploaded an exact form for an application in quickbase. I was wondering if there was a way to make a button or possible pipeline that will automatically send an email with the completed exact form attached. By completed I mean the data fields within the exact form are filled out and not with the raw code. If it is possible, any help/explanations about how to do it would be greatly appreciated. Thank you! ------------------------------ Tom Leick ------------------------------30Views0likes9CommentsExact Forms - Extra Spaces with Rich Text fields
I have a multi line rich text field in an exact form. In the past I used html to manage the spacing which worked fine. When Quickbase changed the formatting on this field I can no longer use html in the field successfully (I can put html in the source). My issue is for every hard return it adds an extra space at the bottom of the text. I used to be able to use </br> and write all the text on one line to eliminate this problem28Views2likes11CommentsJuiced Subtable
I have a Juiced plugin for exact forms, however, I cant seem to make my form display my subtable report. It is only showing the field IDs in my chart and no data within the chart. when printing to PDF. ------------------------------ Ermias Bean ------------------------------27Views0likes5CommentsCheckboxes in Exact Forms
I can't figure out how to show checkbox fields on an Exact Form, they show up as the values Yes or No. The general mail merge solution I found is to use IF statements with Wingdings checkbox objects, but it doesn't look like merge formulas work in Exact Forms. Is there another way to include checkbox fields on Exact Forms?21Views1like3CommentsExact Forms - Conditional Code (Including Checkboxes)
Just wanted to share this simple code as I know it has been asked on quite a few threads. First, YES, you can insert conditional formulas into your Exact Forms. I have been doing it for years. No need to make extra fields. BOOLEAN CODE: ~=if(f['80'] != true) {'O';}else {'X';}~ TRANSLATION: If field 80 does not equal TRUE than put O, otherwise put X. TEXT CODE: ~=if(f['80'] != 'English') {'O';}else {'X';}~ TRANSLATION: If field 80 does not equal "English" than put O, otherwise put X. (To make a "checkbox", in Word insert symbol 25A1 (white square) in place of O and 25A0 (black square) in place of X.You can also put in wording in place of O and X. Size the entire code to how large you want the symbol to be. ItAmy look long and funny, but it will only show the condition text / symbol.) P.S. I prefer to use !=, but feel free to use ==, or anything else you may need to. ------------------------------ QuickBase Girl ------------------------------21Views3likes4Comments