Recent Discussions
Formula Rich Text Button: Report Link
Hey! Mainly for aesthetic reasons, I am attempting to create a Formula Rich Text Button that just points to the Report Link (Built through a relationship). "<table style='width:100%;border: 0px Solid White'>" & "<tbody>" & "<tr>" & "<td style='vertical-align:top;text-align:Left;'>" & "<div " & $stylebtn & ">" & "<a href='" & [Report Link] & "' style='color: inherit; text-decoration: none;'>Tittle</a>" & "</div>" & "</td>" & "</tr>" & "</tbody>" & "</table>" The Formula returns no errors, but when pressed it just returns back to the Original record. I am trying to get it to open a report of the Child Records using the Embedded for Report. If I can't do it that way (which seems simplest), I think I would have to do a whole query within a URL. Writting a query isn't the problem so much as I am not sure how to direct a URL to use a Particular report with a Report ID. Any suggestions on either how to modify the formula to get it to actually use the Report Link, or on how to generate a Formula URL that goes to the Report but filters using the Query?0likes1CommentDynamic Rule - Or statement?
I have been building a series of dynamic rules this afternoon and hit a snag. Basically, I have a list of questions that need to be filled based on location. Each question COULD be asked in multiple locations. I went thru thinking I could create rules to SHOW the question depending on the location. My problem comes when I have several locations which is basically are the EXACT same rule for a different location. I am finding the question only shows for the highest number rule. I did some googling and confirmed what was happening regarding the rule number. It seems the easiest way to fix this would be the ability to use an OR statement in the condition of the rule. I see several articles mentioning the same thing, but it doesn't seem particularly clear - I can create the initial rule, then choose ALL or ANY for subsequent rules. Is there no way to do an OR here? Should I be looking at this a different way? My example is similar to this: Boston Quest1 Quest2 NY Quest2 Quest3 RI Quest 1 Quest 2. If Location = Boston Show Quest 1 Show Quest 2 If Location = RI Show Quest1 Show Quest 2 I could combine the rule to If Location = RI or Location = Boston or Location = NY Show Quest2 I built it all out without the OR, but got a rule warning: Rules #10 and #11 are both 'show/hide' rules on the same field (Ex - Schutz).Solved0likes2CommentsSimple Dynamic Rule Question
I am having a bit of a problem building a dynamic rule. I have a basic app, 2 tables. LOCATION and WALK. The location table is basically 2 important fields - Site and Area... Site would be the actual location of the walk, where area is a sublocation. So like - Site = Boston_Office Area = Cafeteria. The WALK table is a list of questions that we ask when doing a walkaround. These questions can be slightly different per site/location. There can be multiple area's per Site. In the app, the dropdown is LOCATION where we can choose the combined SITE-AREA. When I select it, it shows both the SITE and AREA in seperate boxes. The relationship is one LOCATION to many WALKS. My question is this. I am trying to show/hide fields based on location. I customize the WALK form, and go to set up a dynamic rule. I can see a SITE field in the list of fields I can use for a rule. I wanted to do a rule IF SITE IS NOT EQUAL TO Boston_Office then HIDE field(s). My options when I try to do this, is "is equal to" and "is not equal to". I assumed I could type in "Boston_Office", but the rule doesn't fire. There is also a field called Location - Site where I if I select it, I get an additional option called BROWSE CHOICES and I can select what ends up being a SITE and AREA combo and by using this, the rule works. This would mean I would need to set up a rule for each Site-Area combo for this to work. Any thoughts what I am doing wrong where I can't just use the SITE field so I can create one rule for all Boston_Office related fields?0likes5CommentsAdding (dynamic) text to a form??
I have a form that is a series of text boxes with a label. 90% of our users all read English, but we have one location in Germany where some users do not. When customizing the form, I can see how I can add a text label. I was thinking I could add one of these text label fields for each text box I have which would be a German translation of the English label. So far, I think this will work for me. However, what I REALLY want to do, is this. I have a location dropdown on the form. I am already using dynamic rules to hide certain text boxes based on location. I would love to be able to hide the text label with the German translation for each text box by default, and then if I select GERMANY in the location dropdown, the dynamic rules would make the German text label visible. From the initial look of things, I can't do this. I am hoping someone can tell me I am wrong and may have an idea on how I can make this work. Thanks! Brian0likes1CommentMulti-File Upload
I have been using the ole Magic Buttons "Multi-file Upload" with a code page for years, love it, but it does not function correctly with the new forms. It will add the files behind the scenes, but it will not return & refresh. If I use the back-button and refresh, all is good. - messy with new forms. Is there a way to fix the ole Magic Buttons "Multi-file Upload" code pager to work with the new forms? Now moving on to new forms.... Using the lates QB Plugin for drag & drop upload of files, it simply will not save the parent before adding files, which clearly creates a relationship mess if you continue. Removing the button on parent add records creates another mess of users not updating or adding files. Within the button of execution, is there a way to save and go directly to uploading files when clicking the plugin button to add files? save the parent and enforce the upload of file(s).0likes8CommentsReminder Notification for Upcoming Birthdays
We want to know when an employee's birthday is upcoming. We capture their DOB in a date field, so how do I get that month/day information in a format that I can use in a Reminder notification? ------------------------------ Keith Hendrick ------------------------------0likes7CommentsAutomating Manager Approval via Email
I have a QuickBase table with a 'Manager Approval Status' field set to 'Pending' by default. When a manager selects 'Yes' or 'No' in the approval field, the 'Manager Approval Status' field updates to 'Approved' or 'Denied.' I want to send the manager an email notification (when the field is new or changed) where they can simply click 'Yes' or 'No' in the email to update the table automatically. How can I set this up?0likes6CommentsHow to: Download quickbooks online pdf and upload to attachment field
Hello, Wondering if anyone currently gets or moves the QuickBooks online invoice as a pdf into a QuickBase attachment field? anyone have any solutions using API, pipelines, or zapier? ------------------------------ Manny Hernandez ------------------------------0likes1Comment