Forum Discussion
BlakeHarrison
Qrew Captain
If you're reaching your limit of derived field usage in Form Rules, I'd suggest reconsidering how you've structured your form and why you've structured it this way. For example, can any of these rules can be replaced with Actions? Are any of these rules specific to certain User Roles and, if so, would building a different form for that Role make sense?
In my experience, hitting the limit on derived fields typically means that the form structure in your application is not optimized.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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In my experience, hitting the limit on derived fields typically means that the form structure in your application is not optimized.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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MichaelTamoush
4 years agoQrew Captain
Blake,
Indeed I am walking a fine line currently with needing to come up with a new structure. Most of my derived fields are being wasted in two areas. The main table I use that drives so much, is a Project Table. There are two distinct type of projects, and everything is identical in the projects, except the workflow it goes through. Both go through complicated, but different workflows. I lock things out and guide people for the workflows, but a lot of times these rules rely on what I call the 'Most Recent Status'. My workflow includes logged dropdown approval fields, so it shows the date any given person approved. A formula field extracts the most recent approval status. This formula field is now a derived field...
So, I have 2 things happening.
1. I hide/show a number of fields based on the type of project. This blasts through a lot of derived fields.
2. I make read only a number of things in the workflow, which also eats up a lot of derived fields.
I could make a second form for a different set of projects, but everyone is used to launching to the projects from a main table, so this already makes it tricky, let alone the whole idea of needing a specific edit button to put you in the right form, etc. I think it would be a nightmare and confusing.
I could possibly make my workflow somehow make use of a related table? Use filters or something. Not sure, but I do need to stare at it for a while and figure something out.
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Mike Tamoush
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Indeed I am walking a fine line currently with needing to come up with a new structure. Most of my derived fields are being wasted in two areas. The main table I use that drives so much, is a Project Table. There are two distinct type of projects, and everything is identical in the projects, except the workflow it goes through. Both go through complicated, but different workflows. I lock things out and guide people for the workflows, but a lot of times these rules rely on what I call the 'Most Recent Status'. My workflow includes logged dropdown approval fields, so it shows the date any given person approved. A formula field extracts the most recent approval status. This formula field is now a derived field...
So, I have 2 things happening.
1. I hide/show a number of fields based on the type of project. This blasts through a lot of derived fields.
2. I make read only a number of things in the workflow, which also eats up a lot of derived fields.
I could make a second form for a different set of projects, but everyone is used to launching to the projects from a main table, so this already makes it tricky, let alone the whole idea of needing a specific edit button to put you in the right form, etc. I think it would be a nightmare and confusing.
I could possibly make my workflow somehow make use of a related table? Use filters or something. Not sure, but I do need to stare at it for a while and figure something out.
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Mike Tamoush
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- BlakeHarrison4 years agoQrew CaptainUsing a logged field for the approval process might not be the best solution. Generally speaking, I structure this type of process in 1 of 2 ways.
- For each Role / Person that must approve the record, create both an Approved By user field and an Approved Timestamp date/time field. You can then create a checkbox or button that would fill these fields based on Form Rules, Actions, or the API
- Create a child table for Approvals, where each Role / Person would have what would essentially amount to an Approval Task. These would then have Assigned To, Status, Status Timestamp, Notes, etc.
Another - even more complicated - option might be to split the workflow into 2 tables. I realize this seems counter-intuitive, but you would be able to completely separate things in this way. If I were to do that type of setup, I would make a copy of the Projects table and I would create a new table that would act as a Parent to both of the Projects tables, aggregating the information on the Projects and giving your users a single place to view Project info. You could then have a button for users to click that would open the correct record in the correct table in Edit. This isn't an ideal setup, but it's possible this might work for what you're trying to do.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
------------------------------- MichaelTamoush4 years agoQrew CaptainI think your original point of not using a logged field during the approval process, is one I wish I had the experience to realize 1.5 years ago. If I had to start over, I would probably lean towards a system like you state, using a button to fill other logged fields.
However, now that the team is used to this system for the last year and a half, I stare at it every day wondering if today is the day I should completely change it....
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Mike Tamoush
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- MarkShnier__You4 years agoQrew LegendMike, do you have any wasted derived fields where the rule is based on say [Parent Name] (a "derived" lookup field) when it could be based on [Related Customer] (not a lookup field) so not a derived field.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- MichaelTamoush4 years agoQrew CaptainMark,
I believe I have wasted fields in a number of ways. However, I was trying to establish exactly how QB counts the fields, so that when I parse through and clean up, I can go about it in the right way.
Customer support told me that you could use the same field in multiple rules, and it would count as 1 derived field. So I spent a bunch of time changing things so I was utilizing the same derived field in multiple rules. I ended up with more rules, but utilizing the same field, I thought I had saved myself. Turns out, customer support was wrong and every instance was counted, so I actually went backwards lol.
Now I decided I better really understand how it counts derived fields before I go through this exercise again.
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Mike Tamoush
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