RikkiRyan
2 years agoQrew Member
Document Status Colors and Reporting
Hi! An old company I worked for used Quickbase years ago and I'm trying to replicate something they did with documents. Can someone help me achieve the need below?
- Process need: When we upload files to our Documents table, we want a YELLOW status to appear. When they are reviewed, we'd like to approve (GREEN) or reject (RED) them. If the doc is not uploaded, we'd like to see a GRAY status box.
- My start:
- Created the following fields:
- "Document Name"
- Multiple Choice (Ex. "Permit" could be selected here)
- "Approved"
- Checkbox
- "Rejected"
- Checkbox
- Checkbox
- "Document Name"
- Created the following fields for EACH document listed in the multiple choice field:
- Ex. "Permit: Uploaded"
- Formula - Date:
ToDate([Date Created])
- Formula - Date:
- Ex. "Permit: Status"
-
Formula - Rich Text:
If(IsNull([Permit: Uploaded]), "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/226-rect_gray.png\"></div>",If(([Approved] = false and [Rejected] = false), "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/229-rect_yellow.png\"></div>",
If([Approved] = true, "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/228-rect_green.png\"></div>",
If([Rejected] = true, "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/227-rect_red.png\"></div>"))))
-
- Ex. "Permit: Uploaded"
- Created the following fields:
- My problem:
- Everything above works great to see individual doc statuses, but I cannot figure out how to create a report with columns to see a list of ALL documents, their uploaded dates, and their statuses (since I could only figure out the above by making "Uploaded" and "Status" fields for each doc):
- Document Name | Document Uploaded | Document Status
- Everything above works great to see individual doc statuses, but I cannot figure out how to create a report with columns to see a list of ALL documents, their uploaded dates, and their statuses (since I could only figure out the above by making "Uploaded" and "Status" fields for each doc):
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Rikki Ryan
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