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Can I use quickbase actions within the same table?
Is there a way to create an action to modify fields in the same table where the action is taking place? For example, when I change the status to XXX, I want the follow up date field to be changed to 45days from the schedule date field.11Views0likes1CommentQuestion about relationships
Hi there. I'm new to Quickbase and trying to learn as I go. I'm building some tables for our company and need help with the relationship between customers and their orders. I apologise if this has been asked countless times - if someone can point me to the right answer I'd be very grateful. Our company has many customers - and I've created a 'customer info' table to store their information (company name, contact info, website, phone, email, address etc). These customers can place lots of orders with us. So my second table is an 'order sheet' which has details of what they've ordered, when it's needed by, what size it is, its weight - that sort of thing. On this 'order sheet' table, I would like to have some of the customer info (company, contact name and phone number). I'd ideally like it if, when the customer name is selected from a drop-down (or similar) then their phone number, contact name and email is automatically populated. Is that possible? As a follow-up, if it is possible, and once the relationship is properly defined, can I select a customer from the 'customer info' table and then show a list of everything they've ordered? Would that require a new table? Thanks in advance if anyone can help (especially if it's explained as simply as possible!) Simon.Reports & Charts - Managing Client-Specific Name Visibility
Managing an app with over 975 clients and nearly as many users, we've found it simpler to streamline permissions by assigning everyone to a single role labeled "Client User" for external clients. Regarding the visibility of report names across different client profiles, I want to ensure that users associated with one client can't see the names of reports meant for another client. For example, let's say we have reports named "ABC Client Report" and "XYZ Client Report." How can we prevent users from the XYZ client from seeing the "ABC Client Report" name in the list of Reports & Charts while still keeping them in the same role? Current permissions are already in place to ensure they are only seeing their company's data, so I'm only concerned about the names appearing in the list. Any ideas or suggestions on how to tackle this would be really helpful. Our goal is to maintain client confidentiality while keeping things user-friendly for everyone involved. Thanks in advance!4Views0likes1CommentSummary Table Question
I need my Report Columns to show only one instance of a team and not 5,6,7 etc... rows where that team has executed a job. For example SPP-35 will be executing two jobs, but each job is on it's own row. The managers want to see both jobs, on a single row... is this possible in a Summary Table? Or can I do this thru a query? If so, how?8Views0likes0CommentsLooking for Consultant: Add time tracking to existing task management app.
I have a task management app and would like to add time management. Currently, we enter tasks into our Quickbase app and separately, we complete timesheets on an excel document. I would like to add the ability to track hours spent on a task and then generate our timesheet from the Quickbase data. This is the first of many projects that we're considering. ------------------------------ Justin Sligh ------------------------------April 2024 Qrew Notes
Attendees: Jen Clarke, Elena Larrabee, Lee Gilmore, Jim Harrison, Diego Alvarez This months meeting was a collaborative event. We wound up talking the entire time. Usually we are problem solving on different projects. This time there weren't any pressing problems to solve. We started the conversation with our current projects. We started the meeting talking about what we have been working on this past month. Elena is settling in at Quickbase to build Apps for Quickbase Customers, which sounds very interesting. Jen is growing her team and getting some much needed assistance. It is always good to have a plan b and it sounds like Jens work is important enough to require a plan b, well done Jen! Diego showed Dashboards he is building for the Team in Arizona. The dashboards are looking very useful for the teams in Arizona. Next we talked about Empower and what is happening with Quickbase in general. Overall the consensus is we are looking forward to Empower. It was brought up that we should get together for a local Empower for the Qrew. After some conversation with the Harder leadership, we are hosing virtual Empower at the HMC office. How it turns out is up in the air. There will be bagels, so it should be fine. It feels like this is a solution with many benefits as long as the expectations are within reason, for example there will be cream cheese for the bagels. Afterwards we headed to Prost for a pint of German ale and some German snacks. Community Email and Notifications are still offline but I will keep posting here to let folks know there is a light on.Extrapolating nuanced data
Hello again - one more for today! I'm self-taught in Quickbase and data management altogether. I'm trying to suss out the best way to pull some data. We capture a dataset on consults in our Quickbase. Every call our program receives, gets one record entered into Quickbase. Sometimes callers call us back for more than one consult on the same case. To this end, we have a field capturing "New consult" or "Continuation of consult". Then we capture services performed and patient demographics of the consult.... many situations can transpire in which we got that data on the first call, or on a subsequent call, and it's quite varied (for instance, first call may be very brief, they give us limited info and say they'llc all back/we don't get that info right then, but do on the longer subsequent call; the inverse of that, they call, we spend meaningful time, capture the data the first time, and they call back for some follow-up questions). Now, to extrapolate services (how many times did X happen on a case we consulted on) -- how can I pull that nuanced data out? I guess I can manually look through the data, which is how we do indeed do this to report quarterly on how many cases we served..... There must be a better way to look across the life of our program and pull the data.Solved78Views0likes9CommentsGenerating QR Code with URL to record
I am trying to generate a QR code that will open a record in Quickbase. I have a Formula URL field that generates the URL: URLRoot() & "db/" & [_DBID_ASSETS] & "?a=dr&key=" & URLEncode([Cart ID#]) I have a Formula Rich Text field that generates the QR Code: "<img src=\"http://chart.apis.google.com/chart?cht=qr&chs=100x100&chl="&[Record URL] & "\"\"/>" When I scan the QR Code it is dropping off the &key= part of the URL. Is there something wrong with my Rich Text Formula? The URL field works perfectly! ------------------------------ Julie Meeker ------------------------------43Views0likes5Comments