http://m.getsatisfaction.com/companies/quickbase/topics?page=1 Topics in Quick Base 1970-01-01T00:00:00Z 13454 13307 0 0 0 413 http://m.getsatisfaction.com/topics/7831140 7831140 Quicker, easier imports using a Merge Field 2018-12-18T16:06:41Z 2018-12-18T16:06:41Z Brian Cafferelli http://m.getsatisfaction.com/people/8730830 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11092450/brian_cropped_medium.jpg brian_cafferelli You probably know the drill. One of your colleagues emails you a spreadsheet with the latest sales figures. Or maybe it’s a customer list, inventory, or a budget. You wish the rest of your company would get with the times and just track their work directly in Quick Base, but the reality is that you’re still dealing with plenty of spreadsheets.&nbsp; So now it’s time to manually import yet another set of data into Quick Base to update your existing records.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1767762/3685-1at1skw_inline.jpg?1545149101" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1767762/3685-1at1skw_inlinejpg1545149101" /><br /><br />We see this a lot, and what’s worse is that those spreadsheets often don’t include the Record ID#s that you need in order to update your records. Some of us might change the key field on our tables to compensate, but that can just make an app more complex.&nbsp; Of course, even if you did change your key field, there still might not be a common identifier across the different spreadsheets you work with. Maybe one spreadsheet includes a customer email address, and another spreadsheet doesn’t have the email address, but it does have a unique order number. Many app builders insert the Record ID#s into their&nbsp;spreadsheets using Excel’s vLookup function, but that’s prone to error and takes your time away from more important work.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1767763/13432-k20kfc_inline.png?1545149125" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1767763/13432-k20kfc_inlinepng1545149125" /><br /><br />In November, we added the merge field capability to our ImportFromCSV API call, and we are now extending this to cover spreadsheets you import through the Quick Base UI. We’ve also worked with our partner Workato on this, and they just went live with the ability to choose a merge field when importing data into Quick Base using a Workato recipe.<br /><br />In the December 2018 release, we added the ability to choose a&nbsp;<b>merge field&nbsp;</b>when importing data. If your spreadsheet doesn’t include a column which matches your table’s key field, no worries! Simply choose another field which is marked “must be unique”. For each spreadsheet row which matches the merge key, that record will be updated in your Quick Base table. For each spreadsheet row where the merge key doesn’t match, Quick Base will simply add a new record. For example, you can match existing records using those customer email addresses or order numbers rather than record ID#s.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1767764/13432-1iz6dz9_inline.png?1545149152" title="Image https//d2r1vs3d9006apcloudfrontnet/s3_images/1767764/13432-1iz6dz9_inlinepng1545149152" /><br /><br /><a href="https://help.quickbase.com/user-assistance/index.html#import_excel_overview.html%3FTocPath%3DCreating%2520and%2520customizing%2520apps%7CImporting%2520and%2520exporting%2520data%7CImporting%2520Microsoft%2520Excel%2520data%7C_____1" rel="nofollow" target="_blank">Read more</a>&nbsp;about importing spreadsheets into an existing Quick Base application. article 0 1 1 create http://m.getsatisfaction.com/topics/7440988 7440988 What is the Hylo Technique? 2018-12-18T15:55:10Z 2016-06-09T13:16:38Z Ⲇanom the ultimate (Dan Diebolt) http://m.getsatisfaction.com/people/8805567 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11356599/pacman2_medium.jpg dandiebolt <p>What is the Hylo Technique?<br /></p> question complete 6 3 2 comment http://m.getsatisfaction.com/topics/7830911 7830911 Google Maps Route Planning 2018-12-18T15:30:42Z 2018-12-18T02:04:03Z Ryan Matteson http://m.getsatisfaction.com/people/9865482 https://www.gravatar.com/avatar/ddf208ac462d719a8a83ce2a2cacad7d?d=identicon&s=55&r=PG ryan_matteson I don't know if this one is going to work for you or not.<br /><br />&nbsp;<a href="https://ryanmatteson.quickbase.com/db/bn89sa4ur" rel="nofollow" title="Link: https://ryanmatteson.quickbase.com/db/bn89sa4ur">https://ryanmatteson.quickbase.com/db/bn89sa4ur</a><br /><br alt="" name="" rel="" target="" title="" type="" value="" />There is a&nbsp;Parent table "Campaigns" and a child table "Contacts". Within each campaign are lists of related contacts.<br /><br />Under the list of related Contacts, I would like to have a map showing the best route to take to deliver to each contact, I would also like to be able to print out the list in the correct order with the map (remember mapquest).<br /><br alt="" name="" rel="" target="" title="" type="" value="" />Each Campaign has a list of related contacts that are part of the campaign, I would like to have this list of related contacts be plotted on a map and a driving route be automatically created so my agents just need to click (If need be) "Create Route" and BOOM they can print (or at least&nbsp;view the best route to take to deliver. question active 9 3 1 comment http://m.getsatisfaction.com/topics/7822921 7822921 Formula to Calculate Amount Due 2018-12-18T14:05:29Z 2018-11-27T20:50:27Z Amber Polston http://m.getsatisfaction.com/people/9850238 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11345516/IMG_2314_medium.JPG amber_polston I have a table called Task with a one to many relationship to another table called Criteria.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />On the Criteria table I have the following fields:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[Task - Date Identified]&nbsp;(lookup Date/Time) -&nbsp;looks up the date in which the Task was identified.</li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[Date Complete]- Date/Time -&nbsp;tells at what date &amp; time criteria was complete.</li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[Deduction Period]&nbsp;- Duration (days/hours) - Tells us how long we have to complete the task criteria before we begin to be charged</li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[Deduction]- Currency - tell us how much we will be charged for each deduction period after the allowed time</li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">Deficiency Deductions Start] - Formula Date/Time -&nbsp;tells us what time or date the deductions are going to start -&nbsp;</li><li alt="" name="" rel="" target="" title="" type="" value="">([Task - Date Identified]+[Deduction Period])<br alt="" name="" rel="" target="" title="" type="" value="" /></li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[Time Used] - Formula Numeric - Tell us how much time we have used to complete the task criteria</li><li alt="" name="" rel="" target="" title="" type="" value="">If(IsNull([Date Complete]),ToDays(Now()-[Task - Date Identified]),ToDays([Date Complete]-[Task - Date Identified]))<br alt="" name="" rel="" target="" title="" type="" value="" /></li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[% of Days Used] - Formula % - Used for a Performance Bar formula</li><li alt="" name="" rel="" target="" title="" type="" value="">Days([Time Used])/[Deduction Period]<br alt="" name="" rel="" target="" title="" type="" value="" /></li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[Time Overdue]&nbsp;- Formula Duration -&nbsp;tell us the amount of time we went past the Deduction Period</li><li alt="" name="" rel="" target="" title="" type="" value="">If(IsNull([Date Complete]) and Days([Time Used])&gt;[Deduction Period],(Now()-[Deficiency Deductions Start]),<br alt="" name="" rel="" target="" title="" type="" value="" />(not IsNull([Date Complete]) and Days([Time Used])&gt;[Deduction Period]), ([Date Complete]-[Deficiency Deductions Start]))<br alt="" name="" rel="" target="" title="" type="" value="" /></li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><ul alt="" name="" rel="" target="" title="" type="" value=""><li alt="" name="" rel="" target="" title="" type="" value="">[Total Deduction] - Formula Currency -&nbsp;calculates how much we should deduct from our monthly invoice.</li><li alt="" name="" rel="" target="" title="" type="" value="">([Time Overdue]*[Deduction])<br alt="" name="" rel="" target="" title="" type="" value="" /></li></ul><br alt="" name="" rel="" target="" title="" type="" value="" /><b>Now, here is the problem.&nbsp; My Total Deduction formula isn't working.&nbsp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />The formula I am using for the Deduction Starts field is:<br alt="" name="" rel="" target="" title="" type="" value="" />If(ToText([Task - Date Identified])&lt;&gt;"",([Task - Date Identified]+[Deduction Period]))<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />The formula for Time Overdue is:<br alt="" name="" rel="" target="" title="" type="" value="" />If(IsNull([Date Complete]) and Days([Time Used])&gt;[Deduction Period],(Now()-[Deficiency Deductions Start]),<br alt="" name="" rel="" target="" title="" type="" value="" />(not IsNull([Date Complete]) and Days([Time Used])&gt;[Deduction Period]), ([Date Complete]-[Deficiency Deductions Start]))<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />And finally, my formula for Total Deductions is:<br alt="" name="" rel="" target="" title="" type="" value="" />([Time Overdue]*[Deduction])<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />With the formulas here is what is happening.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Task - Date Identified =&nbsp;<u alt="" name="" rel="" target="" title="" type="" value="">09-19-2018 12:00 AM</u><br alt="" name="" rel="" target="" title="" type="" value="" />Deductions Start =&nbsp;<u alt="" name="" rel="" target="" title="" type="" value="">09-19-2018 01:00 AM</u><br alt="" name="" rel="" target="" title="" type="" value="" />Date Complete =&nbsp;<u alt="" name="" rel="" target="" title="" type="" value="">09-19-2018 02:30 AM</u><br alt="" name="" rel="" target="" title="" type="" value="" />Deduction Period =&nbsp;<u alt="" name="" rel="" target="" title="" type="" value="">1 hour</u><br alt="" name="" rel="" target="" title="" type="" value="" />Time Overdue =&nbsp;<u alt="" name="" rel="" target="" title="" type="" value="">1.5 hours</u><br alt="" name="" rel="" target="" title="" type="" value="" />Deduction = <u alt="" name="" rel="" target="" title="" type="" value="">$1,000</u><br alt="" name="" rel="" target="" title="" type="" value="" />Total Deduction = Formula error says "Expecting Number but found duration"<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />What I need this to do is show the time overdue as 1.5 hours which it does, but then I need it to take the 1.5 hours &amp; multiply it by $1000.&nbsp; But it has to work regardless if the Time Overdue is 1.5 hours or 3 days.&nbsp; Can someone help me.&nbsp; question complete 4 2 1 comment http://m.getsatisfaction.com/topics/7830826 7830826 Date field to auto-populate the last day of the month 2018-12-18T14:04:12Z 2018-12-17T22:36:15Z Amber Polston http://m.getsatisfaction.com/people/9850238 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11345516/IMG_2314_medium.JPG amber_polston I have a task that is being created on a schedule via an automation.&nbsp; This is being ran on the first day of each month.&nbsp; I have a due date field that needs to show the last day of the month.&nbsp; Is there a way to do this that takes into account 31 day months &amp; February? question complete 2 2 1 comment http://m.getsatisfaction.com/topics/7831069 7831069 Automation to fill in a Rich Text Field 2018-12-18T14:03:00Z 2018-12-18T14:03:00Z Amber Polston http://m.getsatisfaction.com/people/9850238 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11345516/IMG_2314_medium.JPG amber_polston Has anyone ran into a situation where they needed an automation to fill in a Rich Text field?&nbsp; I am trying to do this &amp; unfortunately, I can't find a way to tell the automation what formatting options I would like to have.&nbsp;&nbsp; question 0 1 1 create http://m.getsatisfaction.com/topics/7718566 7718566 Restrict Guest Users Access, especially to Save As feature 2018-12-18T13:58:21Z 2018-04-11T01:35:53Z Ruby Kapil http://m.getsatisfaction.com/people/9494050 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11295384/RKHeadShot_medium.jpg ruby_kapil We have given view access to users that are part of client company but realize that they can Save As Spreadsheet and take all the data with them if they wanted. How do I prevent the Save As Spreadsheet. How can I give them total View only access so they cannot print or save reports that they are able to view. question complete 5 3 1 comment http://m.getsatisfaction.com/topics/7683614 7683614 Is it possible to combine a Calendar Report and a Google Maps API integration to figure out routing/scheduling for our service employees? 2018-12-18T02:05:38Z 2018-02-08T17:45:30Z S F http://m.getsatisfaction.com/people/9527230 https://www.gravatar.com/avatar/e63e183d5256a65298a57f3929b968d0?d=identicon&s=55&r=PG s_f_3u1hkkuc3ju1e Here's an overview of our situation: we have a handful of employees that go out and perform a specific type of service call, and there are 3 possible timeslots for those service calls per day. <br /><br />When our administrative employees go to schedule a service call with a customer (whose information is already entered in our "customers" table), I'd like to be able to have something that pulls the customer's address and automatically compares it to each of our service employees' addresses (we don't use GPS tracking, but each one tends to stay in a certain radius, so their home address is a proxy for their real-time address) to figure out which of them is closest. Then, once the closest one is identified, feeds that into an "add to calendar" button that lets you create a new event based on that closest employee and the customer's information, and the user can pick a time slot.<br /><br />The major problem seems to be that the Calendar feature is a report, and not a widget, so I can't set it up where the search is right next to the open calendar and the user doesn't have to switch back and forth between app tabs to find the closest one then check their availability. If this is a correct assessment of that hurdle, is there any decent workaround to it, and if not, what would be the way to incorporate a calendar view on the same page as the search/routing?<br /><br />I'm already looking into the google maps API family, including the Distance Matrix one, which I will likely be implementing (display multiple routes based on one or more origins/endpoints, but in this case it would just be multiple routes based on one endpoint and a preset number of origins), but definitely open to any number of suggestions! question active 10 5 1 comment http://m.getsatisfaction.com/topics/7784926 7784926 Consolidating field value from Child records up to field in parent record 2018-12-18T01:20:43Z 2018-08-29T14:44:35Z Scott Pugh http://m.getsatisfaction.com/people/9734808 https://www.gravatar.com/avatar/cd02886c3fffeef8c411515cb3223856?d=identicon&s=55&r=PG scott_pugh I have a parent table 'products' and a child table 'Distribution countries'<br />Each product can have multiple distribution countries associated to it<br /><br />In addition to the 'country name' field, the distribution country has a number of other country specific fields<br /><br />What I would like is there to be a single field on the parent 'product' table that contains a list of all the associated 'country name' fields... thus as users add/remove 'distribution country' records this field on the parent 'product' record would be updated<br /><br />Example<br /><br />Product A<br />&nbsp; &nbsp; &nbsp; Country 1&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<br />&nbsp; &nbsp; &nbsp; Country 2<br />&nbsp; &nbsp; &nbsp; Country 3<br /><br />Ideally I would like one field on Product A called 'Distribution Markets' that is a multi-select field type that contains [Country 1] [Country 2] [Country 3]<br /><br />And if a user removes Country 3 child record then this multi select field on the parent is updated to only contain [Country 1] [Country 2] question complete 4 4 1 comment http://m.getsatisfaction.com/topics/7829611 7829611 Color calendar if field *contains* a certain word or character 2018-12-17T22:57:31Z 2018-12-14T14:13:25Z Mark Glevicky http://m.getsatisfaction.com/people/9870846 https://www.gravatar.com/avatar/39861f794f5d4ce8fdeff0ac10fb74b7?d=identicon&s=55&r=PG mark_glevicky I'm wondering if I can assign a color to a line on my calendar if the field just&nbsp;<i>contains</i> a word or phase in it...not the entire field text?&nbsp; For example, my field has the phrases "Truck 1" or "Truck 2" in them, followed by verbiage on time frame we are to be at that customer.&nbsp; I'd like all the ones that say "Truck 1" to be the same color, regardless of what comes after that phrase.&nbsp; Same with "Truck 2".&nbsp; Can this be done with a formula some how?&nbsp; Thx, Mark question complete 3 3 1 comment http://m.getsatisfaction.com/topics/7440805 7440805 Change color of form background. 2018-12-17T22:33:51Z 2016-05-05T18:24:35Z Jason http://m.getsatisfaction.com/people/8812600 https://www.gravatar.com/avatar/2a916411bab9883bc01e3e9df3218c19?d=identicon&s=55&r=PG jason_kcu1glxoktmdh <p>&nbsp;I want to add color to the form background.&nbsp; How do you change the color of a form background?.<br /></p> question complete 11 6 2 comment add, form http://m.getsatisfaction.com/topics/7830788 7830788 UserVoice: Correct MIME Type For JavaScript Code Pages 2018-12-17T21:01:23Z 2018-12-17T21:01:23Z Ⲇanom the ultimate (Dan Diebolt) http://m.getsatisfaction.com/people/8805567 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11356599/pacman2_medium.jpg dandiebolt If you have ever benefitted from one of my answers I ask you to upvote this UserVoice suggestions so we can continue to innovate our usage of QuickBase. This is a trivial change QuickBase can make that will allow dramatic new ways of using the product.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Please upvote this <b alt="" name="" rel="" target="" title="" type="" value="">UserVoice </b>suggestion:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">Correct MIME Type For JavaScript Code Pages</b><br alt="" name="" rel="" target="" title="" type="" value="" /><a alt="" href="https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/36302689-correct-mime-type-for-javascript-code-pages" name="" rel="nofollow" target="" title="Link httpsquickbaseuservoicecomforums111823-quick-base-product-feedbacksuggestions36302689-correct-mime-type-for-javascript-code-pages" type="" value="">https://quickbase.uservoice.com/forums/111823-quick-base-product-feedback/suggestions/36302689-corre...</a><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><p alt="" name="" rel="" target="" title="" type="" value="">When a JavaScript code pages is requested QuickBase sets the <b alt="" name="" rel="" target="" title="" type="" value="">MIME Type</b> to:</p><pre alt="" name="" rel="" target="" title="" type="" value="">applicaiton/x-javascript</pre><p alt="" name="" rel="" target="" title="" type="" value="">This prevents the code page from being used as an <b alt="" name="" rel="" target="" title="" type="" value="">ES6 Module</b> because <b alt="" name="" rel="" target="" title="" type="" value="">ES6 Modules</b> requires <u alt="" name="" rel="" target="" title="" type="" value="">strict</u> <b alt="" name="" rel="" target="" title="" type="" value="">MIME Types</b>:</p><pre alt="" name="" rel="" target="" title="" type="" value="">application/javascipt</pre><p alt="" name="" rel="" target="" title="" type="" value="">The MIME Type <b alt="" name="" rel="" target="" title="" type="" value="">application/x-javascript</b> was experimental and this suggestion is consistent with <b alt="" name="" rel="" target="" title="" type="" value="">RFC4329</b>:</p><p alt="" name="" rel="" target="" title="" type="" value=""><i alt="" name="" rel="" target="" title="" type="" value="">"The media type ... '<b alt="" name="" rel="" target="" title="" type="" value="">application/javascript'</b> ... which are also defined in this document, are intended for common use and should be used instead."</i></p><p alt="" name="" rel="" target="" title="" type="" value=""><a alt="" href="http://www.rfc-editor.org/rfc/rfc4329.txt" name="" rel="nofollow" target="" title="" type="" value="">http://www.rfc-editor.org/rfc/rfc4329.txt</a></p> question 0 1 1 create http://m.getsatisfaction.com/topics/7829777 7829777 formula not calculating the total until after saving the record 2018-12-17T20:20:11Z 2018-12-14T20:17:40Z Shane Selasky http://m.getsatisfaction.com/people/9544637 https://www.gravatar.com/avatar/10789db586c2d6b01a6d09aaffc70bfc?d=identicon&s=55&r=PG shane_selasky See pic below. I created three fields that will calculate the final total into the field "contract monthly term total".&nbsp; This field is a currency-formula type. it doesn't show the total until after i click save.&nbsp; As you see, there isn't a total even though i put in numbers for the other fields.&nbsp; The amount sold field are currency type and the contract term is numeric. The formula is&nbsp;[Contract Term]*[Contract Monthly Amount Sold]+[Contract One-Time Amount Sold]. Is there a way to make it show the total before saving the ticket?&nbsp; Thank you.<img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1767226/RackMultipart20181214-106208-10oe8w9-formula_calculating_inline.PNG?1544818484" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1767226RackMultipart20181214-106208-10oe8w9-formula_calculating_inlinePNG1544818484" type="" value="" /> question active 8 3 1 comment http://m.getsatisfaction.com/topics/7811913 7811913 Exciting feature for integrators – new mergeFieldId in API_ImportFromCSV 2018-12-17T20:18:04Z 2018-10-30T20:24:58Z Harrison Hersch (QB) http://m.getsatisfaction.com/people/9692097 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11307130/0_medium.jpg harrison_hersch <p alt="" name="" rel="" target="" title="" type="" value="">We know that approximately <b alt="" name="" rel="" target="" title="" type="" value="">half</b> of all Quick Base traffic comes from our API. This is a staggering statistic that continues to rise. This is partly due to new integration-Platform-as-a-Service (iPaaS) solutions accelerating in the market (such as Workato, Zapier, and others). Many customers are also either themselves, or with a valued QSP, writing custom code that integrates other systems with Quick Base. Our data shows that customers leveraging these integrations are getting even more value out of Quick Base.</p> <p alt="" name="" rel="" target="" title="" type="" value="">We want to ensure that our builders can integrate Quick Base with other solutions as easily as possible. Historically, builders have needed to use workarounds if they weren’t able to match the keys. One alternative was to change the key field on the table, rather than the built-in Record ID#. While powerful, this has the potential to become complicated and burdensome. Knowing that <a alt="" href="https://help.quickbase.com/api-guide/importfromcsv.html" name="" rel="nofollow" target="" title="" type="" value="">API_ImportFromCSV</a> is used <b alt="" name="" rel="" target="" title="" type="" value="">tens of millions of times per week</b>, we knew we needed to make integrations easier. To that end, we are introducing a new feature to this API call. Today, when calling this API, the <a alt="" href="https://quickbase.com/user-assistance/setting_the_key_field.html" name="" rel="nofollow" target="" title="" type="" value="">key field</a> is used to tell Quick Base which records the data being imported should match to. Visually, the flow looks something like the below*.</p> <p alt="" name="" rel="" target="" title="" type="" value=""><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759697/RackMultipart20181030-29180-9m8620-2018-10-30_11_18_03-PowerPoint_Slide_Show_-__Care_API_review_Sept_2018__inline.png?1540930863" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759697/RackMultipart20181030-29180-9m8620-2018-10-30_11_18_03-PowerPoint_Slide_Show_-__Care_API_review_Sept_2018__inline.png?1540930863" /><br /></p> <p alt="" name="" rel="" target="" title="" type="" value=""><i alt="" name="" rel="" target="" title="" type="" value="">*This is just a sample representation. Many different workflows are possible.</i></p> <p alt="" name="" rel="" target="" title="" type="" value="">With our new feature coming with the November release, integrators will be able to pass in <b alt="" name="" rel="" target="" title="" type="" value="">any unique field</b> and Quick Base will do the matching. This completely eliminates what is usually the most difficult part of an integration – the “T” (Transform) in “<a alt="" href="https://en.wikipedia.org/wiki/Extract,_transform,_load" name="" rel="nofollow" target="" title="" type="" value="">E<b alt="" name="" rel="" target="" title="" type="" value="">T</b>L</a>”.</p> <p alt="" name="" rel="" target="" title="" type="" value="">Now, the process will look something like this.</p> <p alt="" name="" rel="" target="" title="" type="" value=""><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759699/RackMultipart20181030-19614-1cxxgt6-2018-10-30_14_15_25-Care_API_review_Sept_2018_-_PowerPoint_inline.png?1540930884" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759699/RackMultipart20181030-19614-1cxxgt6-2018-10-30_14_15_25-Care_API_review_Sept_2018_-_PowerPoint_inline.png?1540930884" /><br /></p> <p alt="" name="" rel="" target="" title="" type="" value="">We worked hard on this feature, after identifying it as an important need in the “builder journey”. We expect this to go live with our November release, with updates to the API documentation shortly thereafter. Below, I’ve included a payload request sample as well a sample of a possible error we might return when using this feature. We encourage you try this feature in your integrations. As always, please provide feedback in UserVoice by clicking the orange “Feedback” button from your “My Apps” page.<br alt="" name="" rel="" target="" title="" type="" value="" /> <br alt="" name="" rel="" target="" title="" type="" value="" /> </p> <p alt="" name="" rel="" target="" title="" type="" value=""><u alt="" name="" rel="" target="" title="" type="" value="">Sample request with new mergeFieldId</u><br alt="" name="" rel="" target="" title="" type="" value="" /> <br alt="" name="" rel="" target="" title="" type="" value="" /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759700/RackMultipart20181030-128405-3gbi8u-2018-10-30_12_38_38-HipChat_inline.png?1540930921" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759700/RackMultipart20181030-128405-3gbi8u-2018-10-30_12_38_38-HipChat_inline.png?1540930921" /><br /></p> <p alt="" name="" rel="" target="" title="" type="" value=""><br /></p> <p alt="" name="" rel="" target="" title="" type="" value=""><u alt="" name="" rel="" target="" title="" type="" value="">Sample response when the mergeFieldId is not unique</u></p> <p alt="" name="" rel="" target="" title="" type="" value=""><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759701/RackMultipart20181030-65695-1apb41x-2018-10-30_12_37_04-HipChat_inline.png?1540930964" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1759701/RackMultipart20181030-65695-1apb41x-2018-10-30_12_37_04-HipChat_inline.png?1540930964" /><br /></p> <b alt="" name="" rel="" target="" title="" type="" value="">&nbsp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /> article 15 7 4 comment http://m.getsatisfaction.com/topics/7829681 7829681 API_GenResultsTable javascript field that contains url link not present 2018-12-17T16:09:06Z 2018-12-14T16:51:26Z Chad Cox http://m.getsatisfaction.com/people/9811557 https://www.gravatar.com/avatar/e59a4bf951f524d7f55e466fe7c583da?d=identicon&s=55&r=PG chad_cox_fagc50enucyv7 I am using API_GenResultsTable with jsa=1 to return a JS array of data. It has been working great, until now, when I notice I cannot get the URL for a link that shows up. My QB report will have a column that shows links to PDF files.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />When I use API_GenResultsTable jht=1 (to generate HTML) I can get the full URL, as shown below.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />document.write ("&lt;td class=m&nbsp; align=left&gt;&lt;a href=\x22\/up\/abcd318dxb\/g\/re3a\/eqb\/va\/My%20file.pdf\x22&nbsp; target=_blank&gt;My file.pdf&lt;\/a&gt;&lt;\/td&gt;");<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />When I use API_GenResultsTable jsa=1 (to return JavaScript data), I get the result below.<br alt="" name="" rel="" target="" title="" type="" value="" />qdb_data[4][9] = "My file.pdf";<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I am unable to recreate the URL for each of those files in the JavaScript array. If I have a report with 10 records being returned, all 10 records have different URL paths, so nothing I can logically determine to create the URL.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Example:<br alt="" name="" rel="" target="" title="" type="" value="" />document.write ("&lt;td class=m&nbsp; align=left&gt;&lt;a href=\x22\/up\/abcd318dxb\/g\/ra2s\/eqb\/va\/My%20file.pdf\x22&nbsp; target=_blank&gt;My file.pdf&lt;\/a&gt;&lt;\/td&gt;");<br alt="" name="" rel="" target="" title="" type="" value="" />document.write ("&lt;td class=m&nbsp; align=left&gt;&lt;a href=\x22\/up\/abcd318dxb\/g\/re5a\/eqb\/va\/My%20file1.pdf\x22&nbsp; target=_blank&gt;My file1.pdf&lt;\/a&gt;&lt;\/td&gt;");<br alt="" name="" rel="" target="" title="" type="" value="" />document.write ("&lt;td class=m&nbsp; align=left&gt;&lt;a href=\x22\/up\/abcd318dxb\/g\/rd3e\/eqb\/va\/My%20file2.pdf\x22&nbsp; target=_blank&gt;My file2.pdf&lt;\/a&gt;&lt;\/td&gt;");<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />The "ra2s" and "re5a" and "rd3e" is the part of the URL that varies. I am not sure where to get that data specific for each file.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Any help? Thanks!<br alt="" name="" rel="" target="" title="" type="" value="" /> question active 3 2 1 comment