Recent Discussions
Outlook Pipeline
Hello, I'm trying to create a pipeline in a help ticket app that only creates a new ticket record when a new email comes through the outlook mailbox. The problem I'm running into is it creates a new ticket for every reply. I only want the ticket to reflect the original email request so we can manage the app better. I've tried filtering by subject line containing "RE:" or "FW:" and it doesn't work. Any help is greatly appreciated! Andrew
[Snippet] How we Stop Backdating Entries from user
Starting a new series on sharing some knowledge. We have a simple app where we ask users to do production entries from shop floor daily in date , capturing it in [Production Date] We only wanted backdated entries for 1 day , so if today is 21 February 2025, entry for 20 Feb 2025 is allowed. Here's how we achieved it. Below is a Formula Field called Validations. var date decide = If(IsNull([Record ID#]),Today(),ToDate([Date Created])); var number daydiff= ($decide-[Production Date])/Days(1); If($daydiff<0,"You cannot do entry for future", $daydiff>1,"You cannot do entry for past","OK") We then went to Settings->Advance Settings-> Custom Rules - Turn ON If( [Validation]<>"OK",[Validation] )
Dynamic scaling of X-Axis
Hello team, based on a "Report Link" field I have added chart to my record form that prefilters the information shown in the chart below based on the opened record. However, I would also like to limit the displayed x-axis values (calendar weeks) based on the start date that is mentioned in the particularly opened record on top. Does anyone of you know how this can be realized?
Solved - Help with a formula
I am trying to build a formula and it's coming out with the wrong numbers. I am trying to replicate an excel spreadsheet. The formula they have is Total for this 8111.59 I have a numerical field called Purchase Price: example ($22,556.03) I have a numerical currency field called Closing cost : ($1950) I have a currency formula field called Closing Cost – 400/2 ([Closing Cost]-400): ($750) This is the field I am having trouble with field Closing -400/2-IVA Closing Cost -400/2/1.16 ( this number should be 667.10) it comes out at 4843.75 Last field is Currency formula [Purchase Price]*0.33+[Closing Cost minus 400/2]-[Closing -400/2-IVA] This field should have a sum of 8111.59 It would be nice if I could do this all in one formula field but I am not great at formulas so I thought breaking it down step by step would work – so that the person using it in reports would be able to see step by step I am lost and I am hoping someone can help me thanks a bunch - hope that made senseWhy can't I change a report column name in column properties
I have a report and I want to shorten the name of the field for that report but it does not give me access. All my other reports have it but not this particular one. I am not ready to change the field name just yet It is a legacy report thanks
Extracting multiple substrings from a text string
I have a text string that contains data similar to the following: Company Name 1 | P25021201 - 4341297 | stp01YWTFMSXKS5f6u2z | $1200.00 | Company Name 2 | P25021201 - 4341112 | stp01RFEQRMDTC5f6u0l | $2400.00 | Wallet I need to extract the data that starts with "stp" and return it in the following format: stpxxxx1, stpxxxxx (i.e. stp01YWTFMSXKS5f6u2z, stp01RFEQRMDTC5f6u0l The problem is the number of "stp" strings in the text is unknown. Does QB support a looping mechanism? If yes, I could simply find the 1st stp string, remove it from the text string and keep looping until no more stp strings are found. Any help with this is greatly appreciated as it is causing an issue with a production app.Color coding report based on Date Modified
Hi all! I'm trying my hand at color-coding a report based on any records updated in the past 7 days. I found a few similar threads/tried to emulate the formulas, but it's giving me guff because Date Modified is a Date/Time field. My not-working formula is: If( [Date Modified]<=Today()-Days(7),"green" My error says "The operator '<' can't be applied on types datetime, date #SendHelp! Thanks!!
