Recent Discussions
EOTI Email Help
I have an email that I am sending out to customers that is from the Verifications table. I am pulling the info to verify from the Quotes table and all of that is fine. I also need to pull several fields from the Guests table, which is a child of the Quotes table (I have a summary table in Quotes of the Guests that are included on that particular quote). I cannot get the Guests pulled over into the verification email (which originates from Quotes). #1 When I try to actually pull the summary table from Quotes, it shows up as No Permissions when the email comes through (due to being EOTI). #2 I, for the life of me, cannot recall how to pull the individual fields over instead of using the table? Maybe that will allow me to include them in the email? I have attached pics. I am using 2 pipelines and a notification. Also, how do I clear out the responses on the verification after each entry (i.e. if I had to send it twice I do not want the selections from the 1st time to be included on the second verification)? I appreciate any help that you can give me!
Pipeline message-Skipped because set values are the same as in source object.
I have a quickbase we will call it Network that has a connected table to another quickbase that we will call Escalations. On the connected table in the Network QB, i have two added fields that reps update in the Network QB. I then want to send the data in those two fields back to the Escalations QB. The fields in the Escalations QB have the same name. I created a pipeline who's trigger is when one of those fields in the Network QB is updated. My next step is search record query on the Escalations QB and it pulls back the record where the Escalation QB record id matches the Network Escalation record id. Next step is the loop and the final step is an update record. The record to be updated is the search record. I pull in the fields to be updated and do the matching. The pipeline ran with no errors but the record from the Escalation QB did not update. On the activity I see on the update record step, it gives me this, "Skipped because set values are the same as in source object.". What have I done wrong? Thanks
Behaviour of report filters applied in combination
It was my understanding that when a value is selected in a filter on a report, other filters would adjust to only include values from the resulting set of records - i.e. you could only select from values that occur in the record set you are viewing. For example, in a table where request types are grouped into categories, picking a single request category in a filter would mean you would only see request types relating to that category in the filter for that column. That's not how filtering is working, so ... has it always been this way, or has something changed?
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
