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How to relate two tables with the key to a third table?
In Referral (key Record ID), there is a field called Referring Contact - which is a key for the table Contact. In Activity (key Record ID), there is a field called Activity Contact - which is a key for the table Contact as well. It also has a field called Team Member ID - which is a key for the table Team Member. The users want to know, for every Referring Contact in table Referral, the name of the Team Member who had an activity most recently with that Referring Contact. The Activity table contains this information but I cannot figure out how to get it into the Referral table to report - I think the two tables should be related, then there should be a formula field that brings the (newest) Activity record, with its associated Team Member, into the Activity Record. But how to relate the two tables, since the "matching" Contact fields are not the key of either table?2Views0likes0CommentsQuestion about the limitation of formula fields and dynamic rules.
I have a form that uses dynamic rules to show fields based on a selection from a location box. This is working as expected. I added an additional layer where if I chose a GERMAN location, an additional field would pop up above the field with the German translation of the English field label. I made the translated field a formula fields with no actual formula so it was literally just a label. Once I set up my rules, I found I got a form error stating that there was a limitation of formula fields with dynamic rules. I believe this limitation was 40 and I had 53 (and needed about 10 more) I made some changes and the error is gone, but I also have no translations. I started fiddling around and found that I didn't need to use a text formula, and I could use just TEXT and make it read only and it would only show the label. Does anyone know if this will allow me bypass the limitation on dynamic rules? I am pretty sure the error specifically mentioned formula fields in the limitation, but I wanted to try to confirm before I recreate 50+ fields. Thanks. Brian4Views0likes0CommentsMeeting Invite Problems
It looks like a number of you did not have an invite for today's meeting. I'm not sure what's going on but we'll investigate on our end and find out what happened here. We will make sure there is more advance notice for our February meet up so that any invite issues (should they arise) can be ironed out ahead of that. In terms of today's meeting, we got some got some great ideas for topics of discussion for future meetings. We'll be posting those in the next several days and looking for additional recommendations from the rest of the community!3Views0likes0CommentsJan 21st Meetup
Hello Ladies and Happy New Year! We have a meetup scheduled for Jan 21st from 1-2pm ET. We have a couple of topics we thought we could discuss to kick off the new year: Empower 2025 is scheduled for March 31st and April 1st. Who's going? Who's gone in the past and can speak to their experiences? We can give some insights into what's being demoed as well. Goals and discussion topics for the Women's Qrew in 2025. Do we have any goals we want to accomplish as a Qrew group? What product areas do you want to learn more about? Are there other discussions you'd be interested in talking about? If you have any other thoughts for agenda items, post here or feel free to bring it up on the call when we meet. Look forward to seeing you all!37Views2likes2CommentsMulti-File Upload
I have been using the ole Magic Buttons "Multi-file Upload" with a code page for years, love it, but it does not function correctly with the new forms. It will add the files behind the scenes, but it will not return & refresh. If I use the back-button and refresh, all is good. - messy with new forms. Is there a way to fix the ole Magic Buttons "Multi-file Upload" code pager to work with the new forms? Now moving on to new forms.... Using the lates QB Plugin for drag & drop upload of files, it simply will not save the parent before adding files, which clearly creates a relationship mess if you continue. Removing the button on parent add records creates another mess of users not updating or adding files. Within the button of execution, is there a way to save and go directly to uploading files when clicking the plugin button to add files? save the parent and enforce the upload of file(s).78Views0likes9CommentsWebhook Pipeline Question
I am working with webhooks in a pipeline to obtain parts info from Upkeep (a CMMS software). So far, I have a pipeline that receives parts info from a specific location into a JSON format. I used a Webhook step in the pipeline with an HTTP Digest request, URL Encoded content type and was able to get the parts I need without an issue. So far, I can use that JSON info (I can call it with "a.json.results" to reference the whole array, or "a.json.results[0,1,etc].'attribute (part #, name, etc)' " to call out a specific attribute from one of the returned parts (objects). My question is if there is a way to take the array of JSON results and parse that out into separate records in a QuickBase table? As in take the 100 or so parts that are returned, and create 100 records with the corresponding part #, name, etc. I attempted using the "Fetch JSON" step to then use an "Iterate Over JSON Records", but for some reason could not get that Fetch JSON to return any useful results like I have been with the Webhook call. Any help would be greatly appreciated. Thank you!16Views0likes0CommentsModify multiple rows within the same group using Single Record ?
Could you please let me know if there’s a way to update the values of columns C, D, and E for multiple rows within the same group when updating a record through a custom form using a button or checkbox? We can use filter on Grid and update one by one and Form rule to update a specific record Is there any waySolved64Views0likes4CommentsSave and Next option intermittent. Sometimes its there, sometimes its not.
Happy Monday. I work with managers to review many records, we make corrections, add notes and hit "Save and Next". Over the last few weeks, not sure what happened, but the "Save and Next" Option seemingly randomly disappears. Now I have to back out and go in a gain. Very irritating. Any ideas?24Views0likes1CommentFormula Rich Text Button: Report Link
Hey! Mainly for aesthetic reasons, I am attempting to create a Formula Rich Text Button that just points to the Report Link (Built through a relationship). "<table style='width:100%;border: 0px Solid White'>" & "<tbody>" & "<tr>" & "<td style='vertical-align:top;text-align:Left;'>" & "<div " & $stylebtn & ">" & "<a href='" & [Report Link] & "' style='color: inherit; text-decoration: none;'>Tittle</a>" & "</div>" & "</td>" & "</tr>" & "</tbody>" & "</table>" The Formula returns no errors, but when pressed it just returns back to the Original record. I am trying to get it to open a report of the Child Records using the Embedded for Report. If I can't do it that way (which seems simplest), I think I would have to do a whole query within a URL. Writting a query isn't the problem so much as I am not sure how to direct a URL to use a Particular report with a Report ID. Any suggestions on either how to modify the formula to get it to actually use the Report Link, or on how to generate a Formula URL that goes to the Report but filters using the Query?22Views0likes1CommentDynamic Rule - Or statement?
I have been building a series of dynamic rules this afternoon and hit a snag. Basically, I have a list of questions that need to be filled based on location. Each question COULD be asked in multiple locations. I went thru thinking I could create rules to SHOW the question depending on the location. My problem comes when I have several locations which is basically are the EXACT same rule for a different location. I am finding the question only shows for the highest number rule. I did some googling and confirmed what was happening regarding the rule number. It seems the easiest way to fix this would be the ability to use an OR statement in the condition of the rule. I see several articles mentioning the same thing, but it doesn't seem particularly clear - I can create the initial rule, then choose ALL or ANY for subsequent rules. Is there no way to do an OR here? Should I be looking at this a different way? My example is similar to this: Boston Quest1 Quest2 NY Quest2 Quest3 RI Quest 1 Quest 2. If Location = Boston Show Quest 1 Show Quest 2 If Location = RI Show Quest1 Show Quest 2 I could combine the rule to If Location = RI or Location = Boston or Location = NY Show Quest2 I built it all out without the OR, but got a rule warning: Rules #10 and #11 are both 'show/hide' rules on the same field (Ex - Schutz).Solved27Views0likes2Comments