Forum Discussion
- QuickBaseCoachDQrew CaptainCan you better describe the relationships in your application between Leads and opportunities? is there a Relationship between those tables?
- _anomDiebolt_Qrew EliteWhat does clicking on the "Convert to Opportunity" button do?
- QuickbaseUser1Qrew Traineethe convert to opportunity button adds the lead to the sales rep so that they can get better reporting. How many leads converted, for example.
- QuickBaseCoachDQrew Captaincan you post the code under that button?
- QuickbaseUser1Qrew TraineeWhere would I find the code?
- QuickBaseCoachDQrew Captain... in the field properties for that field, it will be a formula.
- QuickBaseCoachDQrew CaptainDo you have admin access to the app?
- QuickbaseUser1Qrew Traineeis this it?
If([# of Opportunities]<1,
URLRoot() & "db/" & [_DBID_OPPORTUNITIES] & "?act=API_AddRecord&apptoken=xxxxxxxxxxxxxx"
& "&_fid_397=" & URLEncode ([Record ID#])
& "&_fid_381=" & URLEncode ([Sales Manager Record ID#])
& "&_fid_254=" & URLEncode([Standex-Meder Part Number])
& "&_fid_339=" & URLEncode("No")
& "&rdr=" & [_DBID_LEADS] & URLEncode("?a=dr&rid="&[Record ID#]),null) - QuickBaseCoachDQrew CaptainYou would need to contact a Developer directly to get assistance to do a mass update. Feel free to contact me directly by the information in my profile.
- _anomDiebolt_Qrew ElitePlease see this post which presents a new technique named "Process All Records" and can be easily configured to solve the problem the original poster asked about:
How To Process All Records?
https://quickbase-community.intuit.com/questions/1329422