How to Adjust Column Width in Dashboard Reports?
Cannot seem to find a way to change the WIDTH of columns in my dashboard report that lists open projects. Would like to resize them; tried dragging the borders (e.g. Excel), looking at column properties, field properties, report settings, "customize this page," Help, etc. I must just be missing it somewhere!
How can we email a custom dashboard page as a subscription?
I've found that sometimes users prefer dashboards to multiple emailed reports. How can I email the users a dashboard pageI have created that includes a couple of summary reports, a chart as well asone full reportin an email subscription? Is this possible with native QB? If yes, where is the setting option? I'm only seeing a report drop down in subscriptions. I'm not seeing a similar option to select a page . Thanks in advance for any direction/suggestions.
New RESTful API in Code Pages?
Hi, QB Folks! Anyone know if you can use the new API inside your Code Pages? I'm getting a CORS error when I try. I need to combine a few existing QB reports into a single table for reporting, and thought the new API's "reports" endpoint would work well. I'm hoping to use JS to fetch the data and generate a table. But when I try to pull the data into the page directly, using the JQuery code samples from the API Portal, I get a CORS error. <head> <script> var headers = { 'QB-Realm-Hostname': 'xxxxx', 'User-Agent': 'API-Explorer', 'Authorization': 'QB-USER-TOKEN xxxxxxxxxxxxxxxxxxxxxxxx', 'Content-Type': 'application/json' }; $.ajax({ url: 'https://api.quickbase.com/v1/reports/10/run?tableId=xxxxxxxxx&skip={skip}&top=10', method: 'POST', headers: headers, success: function(result) { console.log(JSON.stringify(result)); } }) </script> </head> <body> <h2>Table will go here.</h2> <table></table> </body> When the page loads, in the console: Access to XMLHttpRequest at 'https://api.quickbase.com/v1/reports/10/run?tableId=xxxxxxxxx&skip={skip}&top=10' from origin 'null' has been blocked by CORS policy: Response to preflight request doesn't pass access control check: No 'Access-Control-Allow-Origin' header is present on the requested resource. I'm hoping there is a workaround that I'm just missing. Any help is appreciated. Thanks, CD ------------------------------ Chris Dyroff ------------------------------Code Page on Dashboard for Report Links
Hi everyone, I am trying to create a code page that I embed within my quickbase dashboard so I can have all of my reports neatly organized in one row that is collapsable. I created a code page as follows: <table> <tr> <td>Financial Reports</td> </tr> <tr><td><a href="https://elitestudioe.quickbase.com/db/bpqcqx84k?a=q&qid=5">Active Contracts</td></tr> </table> I created a web site widget and linked to this page. This is a test, I didnt start playing with formatting yet, etc. It works fine and I can see the link on my home page. However, when I click on it, it appears it tries to load within the widget (not my entire quick base app) and nothing shows on the screen.... What am I missing? Do I need something more in here to allow users to click on this link and get to a report? Basically trying to create my own report link section in one big widget. ------------------------------ Ivan Weiss ------------------------------URL Formula Button Refresh current page not Redirect
What I have now is an application dashboard for our Director to select a name of a manager. Then it takes them to individual Dashboards with ALL of the reports for that one manager on the page for employee performance metrics (measured across multiple tables and entry points). One report on the dashboard is a "Address at the next 1:1" list. On the report i have a URL button field that changes the status from "Address" to "Closed" so that the director can just click on the button without editing each record every time just to change status and save. One click entry without leaving the dashboard view. Since i cannot redirect to the main table dashboard (since she would have to select the name and re-enter the specific employees dashboard). I would like for the page to just refresh itself on the current dashboard. Keep in mind that i cannot code a specific dashboard since there are 40+employee dashboards each with a different URL that utilize the same table, but different reports. Here is what i have: URLRoot() & "db/" & Dbid () & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_12="&URLEncode("Closed") & "&rdr=" & URLEncode(URLRoot() & "db/INSERT THE MAIN TABLE ID YOU CAN FIND THIS BY CLICKING HOME") <--I cannot use this because i want to just refresh current page Found this suggestion on further research, but it gives me "Formula Syntax Errors" when i add this to the bottom of the code below "javascript:" & "$.get('" & $URL & "',function(){" & "location.reload(true);" & "});" & "void(0);" Any help is greatly appreciated
NEED TO MANIPULATE CSV FILE PRIOR TO IMPORT
Hope dandiebolt wins the Hawaii trip. Maybe next one to Brazil. Think I am one of the few Brazilian happy quickbase customers.... My company imports 4 CSV files, regularly (Daily basis) to One table. We have to import to excel, format columns (Brazil uses Date format DDMMYYYY, and NUMBER 123.456,78), Add one column to create a [UNIQUE] field, add one column to create a [Related other table field], rename de headings, export to CSV, import to quick base. Time consuming and prone to errors (a lot), though easy to detect and reimport. One CSV, is comma separated, other is tab separated and two are ?;? separated Information is similar, but Headings are different (one of them has no headings), some have extra information that is not needed, one uses decimal numbers using ?,? the others use ?.?. Implemented successfully dandiebolt idea: HTML5 file reader, Parse with d3 which creates an Object :csv , Do a map of csv, which creates an ARRAY?? Csv_Blob, that can be imported using the API_ImportFromCSV. Now I am trying to learn: How to manipulate CSV_Blob (Array), prior to importing, or csv (OBJECT) prior to _map. Seems that underscore library has powerful tools to do that. It must be simple if you understand (which I am trying) arrays, objects, propriety?s, strings etc., cause from what I have read underscores deals directly with this creepy things. What I have accomplished (more o less) 1. - I can parse the file reader output with D3.js selecting different separators (tab, ?,?, ?;? other). That?s fine!! 2. - D3.js can manipulate date and number formats of the propriety?s of each objet. I was not able to correctly format Number 123456.00 to 123.456,00 and Date YYYYMMDD to DDMMYYYY (something related to iso xx which seems I have to buy to now the correct code). What I did is transform the data directly in quick base (creating a formula text, and a formula number to cover all possibilities). It is working. What I have not (still studying) and wishing some hints to make easier my process 1.- Create two new columns (Excel way). Think this can be done in csv object prior to map, or in csv_blob Array prior to importing. My understanding is I need to create 2 new propriety?s, in all the Objects included in the csv_blob array. Must be a direct underscore snippet that I haven?t found or understand. Lets say: Before [{Name: xx, Phone: 123}, {Name: yy, Phone: 456}......] After [[{Name: xx, Phone: 123, Newcol1: to_be 1, Newcol2: to_be 2}, {Name: yy, Phone: 456, Newcol1: to_be 1.1, Newcol2: to_be 2.1 }...] 2.- Automatically fill the values side of that propriety?s across the entire ARRAY, with two rules: Rule number one: New propriety must be a string resulting of concatenating two other propriety?s: Lets say [{Name: xx, Phone: 123, Newcol1: ?xx?+?123?}, {[{Name: yy, Phone: 456, Newcol1: ?yy?+?456?}...] This creates a UNIQUE field in my configuration, and avoids duplicate records Rule number two: Upon selection of a Button (think there are some ideas of how to do that in the community), some variable takes a value var Button. This value must go in all objects of the array in the newly created propriety Lets say say [{Name: xx, Phone: 123, Newcol1: ?xx?+?123?, Newcol2: var button}, {[{Name: yy, Phone: 456, Newcol1: ?yy?+?456?, Newcol2: var button}...] 3.- Thus there are different rules and different type of csv files I must implement a kind of button selection (do this or do that). What I am using now is have the snippets in different quick base code pages, and create a dashboard, with web url to those pages for simplicity. Long question (sorry) Appreciate some guidanceHow do I set a refresh interval on a dashboard page?
I'm very new to QuickBase, and I'm having a hard time figuring out how to auto-refresh a dashboard. One of my dashboards is going to be on a standalone display, so I need to make sure it updates every couple of minutes without user interaction. How do I do this? Thanks in advance, DevonaHow to have my custom Add Button Url on my dashboard return to the dashboard after it is saved?
I have a custom Add Record url button on my dashboard that prepopulates a field and goes to a particular form. Right now on Save, the url redirects it to a report in my table. I want it instead to go back to my dashboard. What do I need to adjust in my formula below to make it go back to the dashboard after Save rather than to the report if my pageid=78: https://salesstaff.quickbase.com/db/bjuz6j9xp?a=nwr&dfid=10&_fid_124=1&nexturl=https%3A%2F%2Fsalesstaff.quickbase.com%2Fdb%2Fbjuz6j9xp%3Fa%3Dq%26qid%3D19 I tried changing the qid%3D19 to pageid%3D78, but that didn't work. Direction appreciated! Dawn
