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ben_simon
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Community Manager
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One registration covers all three events — join the product team for a community style Q & A session, and share feedback on features launched at EmpowerPro.
After the recent launch of ou...
Maria
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change navigation button so it opens the new location in edit mode
My app has a button that redirects to a documents table, but I need that to be opened in edit mode. If I use the button, it automatically switches back to view mode. If I choose edit mode from the documents table it refreshes me to the top of the form. There is a checkbox I want people to use next to the documents table, but the only way they can get it to work is if they tab over 10 tabs to the documents table - making the button that takes them there immediately useless if they need to use the checkbox. The button uses a formula to make it work: "https://thefamilyplace.quickbase.com/nav/app/buf7b3sig/table/buf7b5kxp/action/dr?rid="& URLEncode( [Record ID#])&"&rl=dvb&page=21" how do I adjust this so it opens in edit mode? Thank you for your help!Solved0likes5CommentsUsing Total in a child table embedded in a form
I have a form (based on a parent table) with 3 embedded reports (based on the same child table). The children reports are the same except that they have one different filter each. I need the Total of a column to calculate another column (class % in my picture). If I use the summary field in the parent table, it gives the total of the all three tables. (See first picture) I also tried with the report formula but I have the same issue. Do that Total field have a name that we can re-use in the formula ? You will find attached some pictures of my form for your understandingSolved0likes2CommentsOn Form Open, populate an User and Timestamp field. No way to trigger rule on Form Open?
Hi! Use case: On opening a form (new or existing record) I want to auto-populate a field (e.g. timestamp field with now() and a user field with currentUser()) when the fields are currently empty. I tried the following: ❌ A trigger that is just user == <other> with a blank field --> should be true on open but does not do anything ❌ A custom when formula with the content `true` --> definetly true on open, but does not do anything ❌ Record ID != -1 (also always true) does not do anything ✅ A trigger "when checkbox is checked" using a helper checkbox: As soon as user checks, checkbox, the field fills correctly. But this is not the intended behaviour 🤔 The options to change field value after save and validation also seems to work (mostly) But this is not the intended behaviour. Any way of enabling this pattern of "fill a field when form is opened (and field is empty)" would be helpful.Solved0likes4CommentsLink to Record in Outlook Pipeline
Hey Qrew, I have an app tracking employee safety reports. I have Pipeline emails that send out when a new report is submitted, when it's assigned to someone for follow up, and when that person has submitted the response. I need it to be a Pipeline email instead of a native notification because I need it to send as an email thread to everyone instead of to each person individually. I'm trying to add a link that says "Click here to open the record" in the email so the person it's been assigned to can open the form and modify the fields their role has access to. Can someone help me create that jinja code? I've tried to find it somewhere in the ether and can't find anything that's specific to what I need. Thank you!!Solved1like2CommentsInterview form using multiple tables
Hey there. I'm trying to build a form that would be used during interviews with customers that represent ISPs or "networks." Each customer would be a new Network and that Network can have many Communities, Activities, Statistics, or Payments Plans associated with it. I'm running into several issues: When a network is new at the start of the interview, a record will not exist yet, so there cannot be a recordID yet. So, let's say an Interviewer enters information for Network X on page 1, then moves to page 2 to enter Communities affiliated with Network X. They would hit on the "Add Community" button page 2. A pop up opens but there isn't a network affiliated with the new Community record. I'm pretty sure I can get around this by making a rule or a button that forces the Network entry to be saved before moving to page 2. But I can't find a conclusive way to make a Save and Keep Working button and the default button is hidden at the end of the form. Let's say I save the network before moving to the next page. Now on Page 2 (Communities), if my interviewer hits a button to add Community, a pop up appears, they enter the information, and hit save. The pop up does not automatically redirect to the original interview form. It seems I would need to make a custom save button to do that. Is there a more efficient way to build a data entry form in Quickbase that involves multiple tables without needing to build a bunch of custom buttons? I feel that I might be missing something obvious here. Thank youSolved0likes5CommentsAdd new record button
At the top of the app there is a button that says "Add new record in any table". When a user clicks this button a drop down of every table is shown to them, even tables I have hidden from their role. Is there a way to remove this button completely or at least hide the tables I don't want them seeing?Solved0likes2CommentsFormula to calculate hours
Please help write a formula to take estimated hours time different frequencies (daily, weekly, monthly) and calculate monthly hours. I currently have box for estimated hours, and radio buttons for different frequencies (daily, weekly, monthly, quarterly, yearly).Solved0likes8CommentsFormat Numeric Value 2 Decimal Places
Hello, I have a Formula Text that calculates and displays data based on the numbers users enter in two other numeric fields. Example: When a user enters a number in my Numerator and Denominator fields, my formula field divides those numbers and then displays the answer in the Percentage field (as shown in the screenshot below). Is there a way to format the answer to two (2) decimal places, so it's shown as something like 7.33 and not 7.3333333 ? Please let me know. See the code I used for my formula field below: var Number Numerator = [Numerator] ; var Number Denominator = [Denominator] ; ToText(($Numerator / $Denominator) & " %")Solved0likes4Comments