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PeterGacek's avatar
PeterGacek
Qrew Cadet
5 years ago

Getting a table to connect between multiple forms

I'm trying working within a pre-built CRM at my company and I need to figure out how to sync a table between a few different forms. I've included some screen shots but I currently have a "Job Oppor...
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
I am not quite sure what question you're asking. A notification can fire based on any field changing. You seem to be asking how to make a button that the user could click in view mode in order to trigger the notification.

If that is what you were asking them resources would be that download it up from the exchange or also another good resource is called magic buttons which is also in the exchange. The author of that is Kirk Tracy a long time Senior Quickbase Sales Engineer.

If you have some specific questions about making a particular URL formula then you can post back here.


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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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PeterGacek's avatar
PeterGacek
Qrew Cadet
5 years ago

I guess I lied as I did have another question as it pertains to my previous issue.

 

The Report Link for the Products that I'm using in my Opportunity page (that then carries on to my layout request and my quote request)  is showing the product that I added for the previous opportunity and the current one I'm creating but I only want it to show for opportunity I'm on, if that makes sense?

 

Currently the table is showing 2 products for a new opportunity I created and it should only be showing the 1 I just added. I am thinking the answer might lie in the Initial Filter section but I haven't quite figured it out.

 

 

 



  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    That does not make sense as being possible.  On the Opportunities table how is that report link field configured.  it is matching the [Record ID#] on the Opportunity with the [Related Opportunity] of the Product?

    Mark

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
  • PeterGacek's avatar
    PeterGacek
    Qrew Cadet
    5 years ago

    Mark,

     

    [Record ID#] on the Opportunity with the [Related Opportunity] of the Product. I'm wondering if it's something with my Add Product URL because when I went to create another new opportunity there was no product in the products field but when I went to add a product, it added the product from my last opportunity along with the product I had just added.

     

    Now I've tried replication the problem with 3 or 4 new opportunities and it seems to be working fine so maybe something just wasn't updating properly on my end? Sorry to waste your time.

     

     

     

     

     



  • PeterGacek's avatar
    PeterGacek
    Qrew Cadet
    5 years ago
    I'm still struggling a bit with this form as well although it mostly working how it's supposed to.

    For some reason on occasion the report will show or add more than one product on a quote request and I'm not certain why. And if I visit an older opportunity in the system  the report table will show tons of products.

    Another observation I had in all of this, if I create a new quote request and try to add a product unrelated to an opportunity, the product does not show because I know the table is showing products related to the opportunity.

    If I were to make another version of this application, would there be a report I could create that would just show the product associated with that quote? Or is that possible now?

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    Peter Gacek
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  • PeterGacek's avatar
    PeterGacek
    Qrew Cadet
    5 years ago
    I'm realizing that  "My new quote request" issue is likely related to another issue I had (thanks Mark) in that when I'm creating a new quote it doesn't have a record ID to pull the report form. And if I want the opportunity to share the same product table with my layout request and quote request form, then the product needs to be associated with an opportunity/record id accordingly.

    So I think I've figured this out for now but somebody feel free to correct me for future discussion lookers.

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    Peter Gacek
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