Discussions

Expand all | Collapse all

Field that displays a paperclip icon that when clicked displays the ""embedded attachments"" report

  • 1.  Field that displays a paperclip icon that when clicked displays the ""embedded attachments"" report

    Posted 04-17-2018 13:23
    Trying to create a Field that displays a paperclip icon that when clicked displays the "embedded attachments" report for that project. Basically just trying to replace the [attachments] field that is currently auto created when the relationship was setup - to instead be an icon of a paperclip.

    Thoughts?


  • 2.  RE: Field that displays a paperclip icon that when clicked displays the ""embedded attachments"" report

    Posted 04-17-2018 18:36
    This can be done but it would take me a lot of typing to provide the syntax.

    Step 1 create an <ask the user> report to provide the target report.
    Step 2 make  a URL formula button to run that report and answer the <ask the user> question.
    Step 3 store an image on a paper clip (I happen to have one as I did something similar once) in a table where the users have access to.
    Step 3 make a hyperlink to run the report and make it so that the button to click is the paper clip image as opposed to the usual "click here" words. 

    Contact me via the information on my website of you want one one assistance to get that working.
    QuickBaseCoach.com


  • 3.  RE: Field that displays a paperclip icon that when clicked displays the ""embedded attachments"" report

    Posted 04-17-2018 20:34
    That sounds like too much work for a small inconvenience. I wish there was an easier way to show that there are attachments uploaded into the embedded report from the table view, without having to open the report. 

    I think I found a work around that will work for my situation, where the paperclip icon will display in the table if [attachments?] checkbox is TRUE. Then the record owner will just need to click that checkbox if they decide to upload an attachment. At least it will keep our users from having to open the attachments report for each line to check for attachments.

    I created the formula-text field for this - and the formula action is working, however the image wont display. It just shows the URL to the image. Formula below:

    If([attachment?]=true,"<img src=https://www.quickbase.com/up/bcgnn27bx/g/rdc/eh/va/120-doc_clip.png")

    Displays as:
    <img src=https://www.quickbase.com/up/bcgnn27bx/g/rdc/eh/va/120-doc_clip.png
    instead of the actual image

    No option to enable HTML on this field either.


  • 4.  RE: Field that displays a paperclip icon that when clicked displays the ""embedded attachments"" report

    Posted 04-17-2018 20:40
    if you want to know if there are attachment child records, just make a summary field on the relationship to count the # of attachments.  Then you can use that for any formula field, including the paper clip icon.

    That way no one has to remember to check a checkbox.


  • 5.  RE: Field that displays a paperclip icon that when clicked displays the ""embedded attachments"" report

    Posted 04-17-2018 20:51
    _cannot_ believe it's that easy.  Thank You!!!!!!