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How can I avoid saving a form if I need the user to create another record in a related table first?
Hi I need support with the following issue, I have created a form. This form contains a button to add more product requests. But many times users do not add products to the request and the request remains open and empty, unattended and incomplete. Until the user comes to upload products and in the form selects that no more products need to be added, Quickbase executes rules and notifications to complete this multiple or single product order as completed and processes the request. The problem is that I don't know of a way to prevent them from creating and saving the empty product order. Is there any way to achieve that result?How to display clickable links from two separate tables under one field
I have an app with the following setup. IVRT and ARHIFU are parent tables. All Patients is the child table. In All Patients, I have lookup fields pulling in patient name report link fields from both the IVRT and ARHIFU tables: [IVRT Patient Name Link] (from IVRT) [ARHIFU Patient Name Link] (from ARHIFU) These lookup fields correctly show the patient names as clickable links in the All Patients table. Now, I would like to display the clickable links from both of these parent tables under one field in the All Patients table. (See attachment). The problem I am running into is keeping them as clickable links. How can I display the clickable links from both parent tables under one field in All Patients? If a formula is needed to achieve this, what would that formula look like? Thank you! MeaganHelp with Lookup Fields from Multiple Parent Tables in Quickbase Form
Hello, I have a Quickbase app where a single child table is connected to three separate parent tables. Each parent table represents a different employee group, and the child table is set up to pull employee information from all three. In the form for the child table, I want to be able to look up and select employees from any of the three parent tables. However, I can only select from the first parent table I connected—its lookup field is active. The lookup fields for the other two parent tables appear grayed out and are not selectable, even though they are all connected in the same way, using the employee name as a lookup field. As shown in the screenshot, only the first table’s name field is selectable, while the others are disabled. What might be causing this behavior, and how can I make all three lookup fields usable in the form? Thank you!Email All - Pipelines
I have a table called "Rapid Notification" I have another table called "Water Systems" Within rapid notification, you have an option that says, "Send to Who?" If the option says "POC" (Point of Contact.) Within water systems, there is an email field for our POC's. What I want: When I add a new Rapid Notification, AND Send to Who? is POC, send an EMAIL to ALL water system POC's. I want to set this up through Pipelines. I cannot figure out how to get it to send it to ALL water systems. There is a relationship between the two. Each water system has many Rapid Notifications. I tried going the other way as well. Each Rapid Notification has many water systems, however, when doing that we have to go to each individual water system and assign the related Rapid Notification to each water system every time we add a new Rapid Notification and its too time consuming so I removed that relationship. We use the rapid notification for many reasons - sometimes we send a rapid notification to all the customers assigned to a water system. (Each Water System having many Rapid Notification relationship comes in handy, assign the water system to the one rapid notification and it sends to all its customers on the water system through pipelines) But sending an email to all water systems at once, has been a challenging task for me. Please help!
Printing to Dymo Label Printer
Hello all, I just wanted to share how I was able to successfully set up a print button to print using a Dymo label. I have been searching online for a solution and I was being pointed to Trinity and that just wasn't an option with my organization. So below is the steps I took to get what I needed. Step 1 Create a Formula Rich Text field with the address information. Below is the formula I used to get it my address in one field. Everywhere you see brackets, those are my field names. I have Name, Organization, Street Address, Street Address-2, City, State/Region and Postal Code. You will need to change those names in my formula to fit your field names. Also, we have some [Organization] that are very long so we I had to add some adjustments to the font if the character length got to a certain size. My formula is attached in the word document labelled "Step 1 Formula". Step 2 Create a form on that table that specifically displays only the formula rich text field you created above. My field is named Address Label. The only thing you need to put on that form is the Address Label field you created in Step 1. Remember to hide your label on the form to remove the name of the field. The picture attached labeled "Step 2" shows what my form looks like. It won't be much since its only one field with a hidden label. Step 3 Make note of the Form Id number for your new form. Mine is '10'. Step 4 Create a formula URL field on your table to execute the print. My field is labeled "Print". I also made it a button for a cleaner look. The formula I used for my button is attached labeled "Step 4 formula and field settings" Replace Realm Name, TableID, [Record ID#] and IDofTheForm with your information. Realm Name Located in your URL browser. Mine is dekalbcountyga https://dekalbcountyga.quickbase.com/ TableID Located in your URL on the table you are wanting to access just before the /table. In this example, mine is kdubsk9v kdubsk9v/table [Record ID#] This is the key field in your table. The default for every table is [Record ID#], however, if you changed the name of your key field like I did, you will need to put that field name there. IDofTheForm Located in your main Form page. Previously I showed mine was 10 Change the settings in that field to display a button, open in a new window, etc. Image attached labeled "Step 4" is a screenshot of all my settings in this fieldOnce you have that done, the only thing you need to do is in the print settings, after you select your Dymo printer, you will need to change your margins to None. I am in now way a Quickbase pro but I will help anyway I can. Hopefully you all find this useful. :)
Need help deciding between two db setups
I am pretty new to qb and am currently trying to create an app to help my department track a student's requested thesis committee. The (hopeful) process: student will submit form with their identifying info, proposed thesis title, then choose their requested thesis supervisor, and selected reader, both fields pull from the same list of faculty (though if someone is chosen in one field they will not appear in list in 2nd field - that's for another time to figure out). So in trying to build something I came up with two different setups and am wondering which people think would be best. Which do you think will be better longterm. Attached are screenshots of both relationship diagrams. Hopefully they are decipherable.
Find and append new unique values to secondary table
I have an app where I run a daily upload of data (much of it duplicate due to the nature of the source), but sometimes my daily upload includes a new record that needs to be added to a secondary table within the app. The key field in the secondary table matches one of the fields in my daily upload. I have set up a QB action that should identify new unique values in the field related to the secondary table's key and copy these records. But I am running into a problem. Sometimes my upload will include several rows with the same value in the field that I want to use to populate the secondary table's key field . When this happens, my action is registering an error. I only need the value in one of the duplicate lines to write to the secondary table, but I need to preserve all of the lines in the primary table. Any suggestions?
Script a button to print current record to DYMO
I'm finally moving a product pricing process from EXCEL into QB. The last step is giving a user(s) the ability to print product labels from QB to a local DYMO printer. What I had envisioned was a button on the record form that would take a half dozen or so values in the record and push them as values for the label. Has anyone here done this already? If so, are you willing to share any of your scripting? My JavaScript experience is extremely limited. This link is an example of printing to a DYMO via a JavaScript library, but I don't really understand how to set the values of QB fields as the values to send to the printer. http://developers.dymo.com/2010/06/02/dymo-label-framework-javascript-library-samples-print-a-label/ Any help would be greatly appreciated.
