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Suggestions for archiving or closing records
In my current application I am building for the purpose of tracking Assets, their monthly rental rates, rental charges for each/month, and monthly invoices for each client. Currently the application has about 10 years' worth of data and this is making some of the reports, forms have long load times as there are at least 3 dozen or so calculations being done across all the tables and forms. My thought was when a month, quarter, year is closed then specific data would be "captured" and moved to another table. The "Archived" table would just hold the results of any calculations previously done, essentially creating a snapshot of that record into another table. The Archived table could then be used for other reports but wouldn't be bogged down with having to do the original calculations, their results would just be summarized. Once this data was captured, the original record would either somehow be closed for editing or get an archived indicator, so they could be excluded from the current month/quarter/years' entries. Just seeking the best way to optimize the application as the amount of data will only continue to grow and thus the lag time greater when accessing the system.
Units description append does not show in my form
There is a smart section in the field settings related to the Units description. If this field is filled, the text is supposed to append to the calculated field. When you import this field in a form, append does not work. (See attached pictures). Of course, I can do it straight in the formula but it is a bit sad since this option exists. Somebody knows why ? Is it a bug ?
Email Notifications
Hello, I’ve set up an email notification that includes a form with embedded reports. In those reports, each record shows an edit pencil and a view icon next to the record ID. I’d like to remove those icons from the email notification. Currently, access to view or edit is controlled by user roles in QuickBase forms. How can I hide the edit/view options in the embedded reports within the form in the email notifications?
Populating Child Table Date Field to Parent Record
I have a Parent/Child table relationship for two tables. On the Child table there is a date field that I would like to populate up to the Parent table for use on every new child record in the Child table. Do I need to create a new one to many relationship for the current child table to the current Parent table flipping them in this new relationship or can this be done in the current relationsip? Thanks BrianForms crash with "Unexpected error" when selecting record reference field as condition
Whenever I try to create a form rule based that has a record link numeric field as a condition, quickbase crashes with Unexpected error. Something went wrong! One note: This currently is the only field I have for this relationship in my table. I don't have any lookups. I have tried to create a new form with just one of the record link fields and it still fails. Any hints for me?
