Getting Started

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  • Posted in: Getting Started

    Hello! I am on an Agile team. We have several fields that were built to contain email addresses: Product Owner Scrum Master Stakeholders When a record is added, modified, or deleted...how to I send email to those email addresses? The Stakeholders field ...

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    Timeline troubleshooting

    Posted in: Getting Started

    I have created a timeline for my project list and placed it on a tab at the bottom of a dashboard. When I filter by Project lead, the timeline estimated start date shows 2 months later than the estimated start date listed. When I click on the bar, the ...

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    adding screenshots

    Posted in: Getting Started

    HI, May I ask if anyone know how can I add a screenshot (e.g. from clipboard), w/o attaching the file itself? ------------------------------ Bienvenido Sapida ------------------------------

  • Posted in: Getting Started

    Hi James, There are a few ways to accomplish this. If those users don't need access to the app at all - you can just remove all their roles and mark as "none" (leave yourself as the admin). Also, check this option out: https://helpv2.quickbase.com/hc/en-us/articles/4570136689428-Hiding-apps-from-Quickbase-search ...

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    RE: Formulas for Reporting

    Posted in: Getting Started

    You could create a parent table and have a column for Type of agreement name 'Agreement Type'. Then create a Summary Formula field to sum up the total of each column and add them together. Your Summary Formula would look something like this: (Not ...

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    RE: Set Key Fields

    Posted in: Getting Started

    I just went to the advanced settings and changed the Record Title from the key field, and it seems I can change the key field now...here's hoping I didn't break my app. ------------------------------ Michelle Craig ------------------------------

  • Posted in: Getting Started

    Typically, I create this formula field and hide it in an "Admin" section of the form. Then I use it to populate the Actual Date field and set a Form Rule to Change the Value in the Real Field to the value in this field when the Real field is empty. ...

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    RE: Duration Formula

    Posted in: Getting Started

    Hey Kirstynn! I'll provide some suggested formulas below, but first I'll just chat a bit about field options. Especially when we are new to formulas, we may feel inclined to put everything into separate fields. Whether we need separate fields or not depends ...

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  • Posted in: Getting Started

    Once you choose to show the grandchildren record on the form, you can let it default to the default record picker fields or you may create any report (typically an unfiltered report, since the Report Link field itself will filter just the correct grandchildren ...

  • Posted in: Getting Started

    Thank you both. Both options work perfectly. ------------------------------ Ashley Solomon ------------------------------

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