Recent Discussions
Displaying a checklist/questions based on a field?
I'll start by stating while I have gone thru much of the free training and also have taken several paid classes, this is my first app that I'm building from scratch. I am looking to create a small walkaround/audit app for a number of facilities. For the sake of this example let's say I have 4 facilities and 5 locations in each. There will be a "checklist" or "set of questions" assigned to each location in each facility. These checklists may be reused by different locations, but not necessarily. Technically, a single audit will have a single location, and a single checklist/set of questions assigned to it. If I create the new audit, and I choose the Facility and Area, I want the assigned checklist/questions to show up for the auditor to fill out. Is there a way to dynamically add these questions, or dynamically add a new pre made form with these questions to the existing form? I initially thought of just adding ALL the questions to a form and use dynamic form rules to make them visible or not based on the facility/area, but another piece of the puzzle is we would like the power users involved to be able to add their own locations, and their own questions. I wouldn't expect these guys to deal with these rules. Additionally, I am realizing there would be rule for each question for each facility/area for each question. This may still be the way we need to go, at least for a "Version1" of this app, but I have to imagine there is another way. Any suggestions would be appreciated.0likes2CommentsMobile Forms-Notes
Hello, I am building an application with the intended purpose to have the forms filled out on a mobile/tablet device. One thing I noticed is the notes I added to one of the form fields does not show up on the mobile. does anyone know how to make sure those notes show up? thanks,0likes3CommentsReassigned multiple task
How can I reassign a task from an Auditor to another auditor without removing the primary auditor. Let say there is 100 task for Auditor A, but he wont be able to finish it on time so Auditor C, or D would like to reassigned 50 task to themselves at once. Thank you.0likes7CommentsChanging/setting record owner
I'm running tests on my app and am working on user/approver access. So far I have been the only tester but soon the approvers will be testing but I would like them to be able to test on test records already created. DB summary: Leaves request db for faculty where single request (Leave Requests table) is approved by multiple (7) approver (Approver List table). When leave request is submitted pipeline creates 7 decision records for each approver with status of "pending" in Request Decision table as well as also creating same 7 records in Decision Status Changes table (log of decisions). Currently all records have me as record owner. When app goes live it will have faculty as leave request owners, and would like all decisions records, in either Request Decision table or Decision Status Changes table) be owned by the specific approver user. I can see it is possible to create a pipeline to change ownership for future records, but currently I'm trying to change ownership of current test records and am not able to access the option in my more menu in the old version. I even filtered the report by a specific approver's username. See screenshot that shows no menu option. Any ideas on what I'm doing wrong or missing?Solved0likes2CommentsStart Audit Date
I need assistance with setting up a formula field where it captures an audit date when the status changes to “Awaiting Corrections.” The date should be recorded on the day the status changes to “Awaiting Corrections” and should remain unchanged even if the status later changes to “Validate Corrections” or “Completed.” For example: If the status changes to “Awaiting Corrections” on 11/08/2024, the audit date should be 11/08/2024. If the status changes to “Validate Corrections” or “Completed” on 11/09/2024, the audit date should still remain 11/08/2024. The audit date should only be set based on the initial change to “Awaiting Corrections” and should not update with any subsequent status changes. Could someone provide guidance on how to achieve this using formula fields?0likes1CommentMerging 2 Fields into a Formula-Text Field for Reporting Purposes
Hello: I have two fields that I want to merge for reporting purposes. Application Status - Primary Application Status - Secondary I created a formula-text field named,Merge Primary/Secondary Application Status. I tried the formulas below, but none are working. Could someone assist me with tweaking any of my formulas, please? First Try If([Nursing]="",[Application Status - Primary Program],[Application Status - Secondary Program]) Second Try If( [Nursing]="Application Status - Primary Program", [Nursing]="Application Status - Secondary Program" , true, false, ) Thank you, Roula0likes5CommentsUsing Pipelines to update and load a CSV into tables
I am having a tough time figuring out the most efficient way to handle this use case. Currently, my pipeline has been running for 12 hours on about 45000 records — so my current method does not work! I will regularly receive a csv file of about 35-40,000 records or about 5mb of data. The data is basically a contact transaction - has a handful of fields including my employee’s unique employee id. Using pipelines, I want to create a key ID by concatenating three fields together, and add a Related employee ID from my employee table. I’ve created a bulk upsert, fetched the csv (which took two hours as it was loading 10 rows at a time), and added a search step to pull the related employee id. It adds the upsert then loops back. I only have about 200 employees - is there a way to loop through the unique employee ids in the csv to update in bulk or is there a whole better approach I’m missing? I need non technical folks to be able to drop the file and have it run. thanks! malcolm0likes3Comments