Is there any way to translate this logic into a QuickBase formula? I'm relatively new to QuickBase so I'm still learning its capabilities, forgive me if some or all of this is outside of the realm of what QuickBase can do. This feels like a complex one, but I'm hoping it's not as complex as I think it is.
Here is my logic broken down:
We would only be testing for active clients. We have a client-tier text field that tells us if a client is active.
AND
We would be testing for clients where no files are uploaded in their "Files" form. Is there a formula I can use to test for empty "Files" forms in an active clients page? I know you can test for empty fields in QuickBase - is there a way to test for empty/missing forms?
OR
We would only be testing for active clients. We have a client-tier text field that tells us if a client is active.
AND
We would be testing for cases where there may be files uploaded, but none are marked as Consent Docs. We currently utilize a check-box formula field to automatically recognize if a file is a consent document based on its file description.
Is there some way to look at the client's file uploads in the aggregate and determine that none of the files are marked as consent documents?
I thought maybe we could utilize that checkbox field to flag that the only files uploaded on a client's page are not marked as consent documents, therefore, the client is missing their consent documents.
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Is there any way to translate this logic into a QuickBase formula? I'm relatively new to QuickBase so I'm still learning its capabilities, forgive me if some or all of this is outside of the realm of what QuickBase can do. This feels like a complex one, but I'm hoping it's not as complex as I think it is.
Here is my logic broken down:
We would only be testing for active clients. We have a client-tier text field that tells us if a client is active.
AND
We would be testing for clients where no files are uploaded in their \"Files\" form. Is there a formula I can use to test for empty \"Files\" forms in an active clients page? I know you can test for empty fields in QuickBase - is there a way to test for empty/missing forms?
OR
We would only be testing for active clients. We have a client-tier text field that tells us if a client is active.
AND
We would be testing for cases where there may be files uploaded, but none are marked as Consent Docs. We currently utilize a check-box formula field to automatically recognize if a file is a consent document based on its file description.
Is there some way to look at the client's file uploads in the aggregate and determine that none of the files are marked as consent documents?
I thought maybe we could utilize that checkbox field to flag that the only files uploaded on a client's page are not marked as consent documents, therefore, the client is missing their consent documents.
Thanks!
Best,
Abby :)
","body@stringLength":"1706","rawBody":"
Is there any way to translate this logic into a QuickBase formula? I'm relatively new to QuickBase so I'm still learning its capabilities, forgive me if some or all of this is outside of the realm of what QuickBase can do. This feels like a complex one, but I'm hoping it's not as complex as I think it is.
Here is my logic broken down:
We would only be testing for active clients. We have a client-tier text field that tells us if a client is active.
AND
We would be testing for clients where no files are uploaded in their \"Files\" form. Is there a formula I can use to test for empty \"Files\" forms in an active clients page? I know you can test for empty fields in QuickBase - is there a way to test for empty/missing forms?
OR
We would only be testing for active clients. We have a client-tier text field that tells us if a client is active.
AND
We would be testing for cases where there may be files uploaded, but none are marked as Consent Docs. We currently utilize a check-box formula field to automatically recognize if a file is a consent document based on its file description.
Is there some way to look at the client's file uploads in the aggregate and determine that none of the files are marked as consent documents?
I thought maybe we could utilize that checkbox field to flag that the only files uploaded on a client's page are not marked as consent documents, therefore, the client is missing their consent documents.
Thanks!
Best,
Abby :)
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Abby,
By \"files\" do you mean a File Attachment field?
If so then a formula check box with this logic would solve your first question
If( [Client Tier]=\"Active\" and ToText([File Attachment field])=\"\", true, false)
That will give you a flag that you can then use to filter against.
If so then a formula check box with this logic would solve your first question
If( [Client Tier]=\"Active\" and ToText([File Attachment field])=\"\", true, false)
That will give you a flag that you can then use to filter against.
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