Recent Discussions
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.0likes1CommentQuestion 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.0likes1CommentReports & 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!0likes1CommentSummary 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?0likes0CommentsLooking 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 ------------------------------0likes2CommentsExtrapolating 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.Solved0likes9CommentsGenerating 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 ------------------------------0likes5CommentsFilter Monthly, Quarterly, Yearly from one Date field
I have a table with a Maximum Date field. I'd like to create a chart that I can filter by Month, Quarter, and Year. I have managed to create 3 different charts (one for each), using formulas on that Maximum Date field to pull out the Month, Quarter, and Year, but I'd like to have 1 chart where I can simply select the appropriate Month, Quarter, or Year filter. This chart will ultimately go to a dashboard (yet to be created). I'm just stuck on the filter part! ------------------------------ Anne McCarthy ------------------------------0likes6Comments