Recent Discussions
Parent table with custom key from a formula
I have a child table that is built in Form Engine. A pipeline takes info from the child table and creates a parent table with a custom key. That key is from a text formula field in the child table. It works but now I need a summary field (sum of some amounts) on the parent table, which will not work because the key is from a formula. I'm wondering if there is some way I can create a text field in the child table that gets its value from the formula field, so that static text field can be used as the key rather than the formula. Is this possible? Or is there another, better strategy?
Automated Task creation with different Responsibles
Hi, I'm currently working on a project management application. The idea is that each project goes through different stages, and each stage has various tasks associated with it. With this in mind, I need to assign different people to each task, depending on the specific task. I initially tried using task templates and pipelines, but now that the assignments vary, I'm unsure how to handle it. For each project, there are different people responsible for different areas, such as the project manager and the permit coordinator. They are the ones who will be assigned to the tasks based on the specific nature of each task. I need help with this; perhaps it's easier than I think. Thanks! ------------------------------ Francisco Ojeda ------------------------------
Formula Query (Size) - Question
I have created the following Number Formula query in Table A: My goal is to calculate the total records in 5 non-related Tables. The [Table Alais] field represents the Table Alais for the 5 different tables -- and the [AlaisTableFieldID] is my query field. This formula is not working.....any advice is appreciated. Size(GetRecords("{"&[AlaisTableFieldID]&".EX.'"&[Record ID#]&"'}","&[Table Alais]&"))
Line and Bar Chart Help
Hello All, I am trying to make a lien and bar chart that will have the academic year as the x axis, program pass rate as the y axis (bar), and national pass rate as the y axis (line). I am trying to show the relation of my programs testing scores for a particular year to that of the national average for that same year. When I go to graph this on my chart it does not show up the correct way/ is disproportional. I will attach a sample picture but visually the graph shows that the program pass rate is way below the national pass rate when it is the opposite. Is there a formula or another way to group the two by the same amount so it shows the right way ( it groups the program pass rate by: 1%, 10%, 100%, 1000% and groups the national pass rate by: 1%, 2%, 4%, 10%, 20%, 40%, and 100%) Any advice is greatly appreciated!Conditional Drop down
Hi, I have Tables and Fields: Employee Table: Fields: EmployeeID, EmployeeName, PhoneNo, LDAP, JoiningDate, Level Project Table: Fields: ProjectID, ProjectName, JoiningDate, ClientID Client Table: Fields: ClientID, ClientName Emp-Proj Table (Join Table between Employee and Project): Fields: RecordID, ProjectID, EmployeeID, ClientID, EmployeeName, ProjectID-ProjectName I want to implement form rule Set a rule like: “When EmployeeID is selected, show only projects from the Emp-Proj Table where EmployeeID matches the selected employee.” This will filter the projects based on the employee selection. I am unable to implement above rule after relationship establishment to tables . Please help or share screenshot to implement When EmployeeID is selected, show only projects from the Emp-Proj Table where EmployeeID matches the selected employee.” Thanks Bharat
Transition to new/updated form
Hi All, I need to make changes to the main form used by a table. The change would consist of taking an existing muti-select field and break it out into discrete fields making it easier from a reporting standpoint for other applications like Hadoop. What is the best approach to transitioning to an updated form, where I can use the older version of the form for reviewing older records, and then the updated version of the form when creating new records. I want to maintain reference to old form for historical purposes, but start to utilize the new form going forward. This is a legacy form for awareness and I'm hoping to keep using the existing form without having the need to create a new form all together. My initial thought was to use a hard fast date as the cutover, and I was going to leverage Date Created in a dynamic rule but noticed that doesn't get stamped until the record is saved. Any suggestions on how to accomplish this when the form loads to create new entries? Thanks in advance! -Scott
Clearing a formula date field
I'm trying to find a solution to clearing 2 formula date fields based on a selection in another drop down field. I've tried to set up a form rule for this but it appears the formula date fields aren't showing as an option in the "then" section...what I'm needing is when the user selects case rounds type as MD requested to then clear and hide the 2 formula date fields as they are no longer needed. It will let me hide the field in the form rule, but won't give me an option to clear those fields. Not sure if there is a better/different way I should be setting this up?
