Recent Discussions
Displaying Values in Proxy Field
I have a Text (reference proxy) field that displays the values of a table via a relationship. The table has two fields "Brand" and "Percent". I have successfully created the table relationship and the dropdown is showing the values as expected. The issue I am having is when I select a Brand name the Percent value goes away from the dropdown after selecting it. Is there a way to display both the "Brand" and the "Percent" after value selection?
Ambigious Pipeline Error?
I have created a pipeline with several steps, I have one step that saves a pipeline object which is just saving my api respond and that seems to fail inconsistently while it works other times. The error I get is Something went wrong executing a step. Try modifying your pipeline. What issues could cause this? Could it be a timing it issue in regard to it having to wait for the response?
Users are overlapping times on same date
Okay I have a user field a date field, time mobilized field, and a end time field. I need a message to pop up letting the user know if they put overlapping times in, that they need to adjust their times or have another user take care of the issue. How can I do this? Thank you all who take the time to help!
Filters Removed when adding a column via "show more columns"
With "new style" table reports, if I apply dynamic filters or use the search bar to filter the report, and then add a column (by hovering over a column header, using the "..." then choosing "show more columns" and hitting "apply"), the column gets added but all those filters get removed. The search term remains in the search box and dynamic filters that were applied stillappearto be selected in the UI (shows selected still at the top) but they are not. The filters are removed, and you have to clear and re-apply your filters. It trips me at least once a day and it's driving me nuts...I put in a support case in April, eventually QB closed it and said they tied it to a bug, but I can't be the only person that this is bothering... I understand that QB is probably/hopefully working on this and I just need to be patient. I guess I'm just looking to commiserate in the meantime with any else that is getting really annoyed about this. Can I get an AMEN??All Fields not appearing in Pipelines "Select Fields to Specify Values"
I'm trying to create a pipeline that will create a new record in my decisions table if a new record in requests is created. Was able to set up the On New Event section, but when I then try to set up the Create Record section, the fields I need to specify values (Approver Name, Approver Role) are not options. What do I do so I can make those fields options/selectable? Kim
Side Bar Navigation SUCKS.
Am I to understand that top navigation is going to be permanently moved to side navigation beginning in 2025? If so, that is one really dumb move. We have ALOT of reports that are designed to fit on the screen exactly as they are. Now they will all have a horizontal scroll bar which makes it an unnecessary waste of time having to scroll left to right to see the entire report. Why do you guys arbitrarily change stuff nobody really asked for? And why don't you just give us the option to stay with what we are comfortable with. Removing choices in preference is really stupid.
