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PDF report that comes with the subscription

  • 1.  PDF report that comes with the subscription

    Posted 07-17-2018 15:44
    We like the pdf report that comes with a subscription, because of the format and color.  But we need to run it sometimes at odd times.  It is hard to show users how to pull this report when they need it by going to manage subscription and sending a test email on the active subscription.  So my question is:

    1. is it possible to create this pdf colored report a different way?

    Ideally, I would love to just have a button embedded in my projects table. This particular report is generated from the Budgets table.  

    Or even if I could have a button on the dash board.  

    Please help.

    Thank you in advance.


  • 2.  RE: PDF report that comes with the subscription

    Posted 07-17-2018 15:49
    You can do a lot of stuff in QuickBase by just mimicing the URL you see when you do something natively.

    so for example when you do a test subscription the URL will read like this

    https://mycompany.quickbase.com/db/xxxxxxxx?a=sendsubscription&id=1

    So, just make a URL formula button to do that.


  • 3.  RE: PDF report that comes with the subscription

    Posted 07-17-2018 16:57
    IT WORKED! thank you!!!
    I have a piggy back question.  Is there a way to return them back to the dashboard once they push the button?  Or another page? Not sure if I'm making sense.  But just what it already does is fantastic! Thank you!!!


  • 4.  RE: PDF report that comes with the subscription

    Posted 07-17-2018 17:01
    No problem
     you can do this

    var text URLONE = (put in your code here which sends the Subscription and end with a semi colon);

    var text URLTWO = put in a url of where you want to go next;

    $URLONE
    & "&rdr=" & URLEncode($URLTWO)


    note that if you have not used a formula variables before you can read about them here 

    https://help.quickbase.com/user-assistance/formula_variables.html">https://help.quickbase.com/user-assistance/formula_variables.html">https://help.quickbase.com/user-assistance/formula_variables.html


  • 5.  RE: PDF report that comes with the subscription

    Posted 07-17-2018 17:28
    You are my QB hero of the day! Thank you so much! My boss loves the buttonS and you have created a button monster :)


  • 6.  RE: PDF report that comes with the subscription

    Posted 07-17-2018 16:02
    Thank you!!I'm going to try this today!


  • 7.  RE: PDF report that comes with the subscription

    Posted 07-17-2018 17:30
    Yes shortcut buttons are wonderful. Lots of ways to make them work.