How To Dialog? This demo demonstrates eight different examples of invoking a Dialog Box through a Button to (1) display selected information to a user, (2) rapidly make quick changes to fields in a...
How familiar are you with JavaScript? If not at all, how willing are you to learn?
If you know JavaScript or are willing to learn then I would definitely suggest trying some of these things. The second link(pastie database) in the first post shows the code needed to do this. Most of them are not a simple "move this code here and it works!" because you will have to customize it to your own use.
Most of the things Dan Diebolt has posted work with the "Image On Load" technique or a few other ways to do the same thing. There have been several updates to it over the years so I'm not sure which link to give you but this is one where he explains it. https://community.quickbase.com/quickbase/topics/how-do-i-setup-the-image-onload-technique-iol Look that over and see if it would make sense for you to DIY this or not.
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To Dialog?","id":"message:52384","revisionNum":1,"repliesCount":15,"author":{"__ref":"User:user:17013"},"depth":0,"hasGivenKudo":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"conversation":{"__ref":"Conversation:conversation:52384"},"readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:52384"},"body@stripHtml({\"truncateLength\":200})":"How To Dialog? This demo demonstrates eight different examples of invoking a Dialog Box through a Button to (1) display selected information to a user, (2) rapidly make quick changes to fields in a...","body@stringLength":"5980","rawBody":"How To Dialog?
This demo demonstrates eight different examples of invoking a Dialog Box through a Button to (1) display selected information to a user, (2) rapidly make quick changes to fields in a record, or (3) initiate more complex processing tasks.
Motivation: There are a tremendous number of use cases where a user wants to seamless perform an action without extra navigational steps or page reloads. These actions might be as simple as displaying record information in a compact manner or rapidly editing specific fields. Additionally, when some actions require user input as a parameter to that action, it is often undesirable to store those parameters in a field or create faux relationships to fit the action into a native capability. Finally, complex processing tasks that manipulate multiple tables, records and fields and can be made more accessible by binding those actions to a Button rather than separately loading a HTML code page that contains its own interface and controls.
This demo is large only because it jams eight different examples into one application.
Button 8 ~ Rapidly Edit Child Records (Reset Meeting Time)
Notes:
I would normally add technical notes here but they are potentially so extensive that I am not going to be able to add them in the initial post before someone cuts off my opportunity by commenting. Add your comments or questions and I will follow up separately with detailed notes.","kudosSumWeight":4,"postTime":"2018-06-14T11:53:00.000-07:00","images":{"__typename":"AssociatedImageConnection","edges":[{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDE","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTYzNmkwOTgxRThBRUMxREQ2QUQ5?revision=1\"}"}},{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDI","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTY0NmlCNUE5QzI4ODJBREY5M0E5?revision=1\"}"}},{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDM","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTY0NWlGQkU0MUMzMDM1M0IwODUw?revision=1\"}"}},{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDQ","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTY0OGk2RUQ3QkExQjdBNjM3MUFC?revision=1\"}"}},{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDU","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTY0OWkxRDEzMTQ4N0ZFQkQ0NTcw?revision=1\"}"}},{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDY","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTY0N2lCNzlDRjIyNUIzODIzRUMw?revision=1\"}"}},{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDc","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTY0NGk1NUMxQUQxNjlEMTQyMjg0?revision=1\"}"}},{"__typename":"AssociatedImageEdge","cursor":"MjUuM3wyLjF8b3wyNXxfTlZffDg","node":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/bS01MjM4NC0xNTY1MGk1NEVCMzFERjg2RjJDNkQ2?revision=1\"}"}}],"totalCount":8,"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}},"attachments":{"__typename":"AttachmentConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[]},"tags":{"__typename":"TagConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"TagEdge","cursor":"MjUuM3wyLjF8b3wxMHxfTlZffDE","node":{"__typename":"Tag","id":"tag:APIs and custom code","text":"APIs and custom code","time":"2024-04-03T08:20:25.252-07:00","lastActivityTime":null,"messagesCount":null,"followersCount":null}}]},"timeToRead":2,"currentRevision":{"__ref":"Revision:revision:52384_1"},"latestVersion":null,"metrics":{"__typename":"MessageMetrics","views":91},"visibilityScope":"PUBLIC","canonicalUrl":null,"seoTitle":null,"seoDescription":null,"isEscalated":null,"placeholder":false,"originalMessageForPlaceholder":null,"messagePolicies":{"__typename":"MessagePolicies","canModerateSpamMessage":{"__typename":"PolicyResult","failureReason":{"__typename":"FailureReason","message":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","key":"error.lithium.policies.feature.moderation_spam.action.moderate_entity.allowed.accessDenied","args":[]}}},"archivalData":null,"body":"How To Dialog?
This demo demonstrates eight different examples of invoking a Dialog Box through a Button to (1) display selected information to a user, (2) rapidly make quick changes to fields in a record, or (3) initiate more complex processing tasks.
Motivation: There are a tremendous number of use cases where a user wants to seamless perform an action without extra navigational steps or page reloads. These actions might be as simple as displaying record information in a compact manner or rapidly editing specific fields. Additionally, when some actions require user input as a parameter to that action, it is often undesirable to store those parameters in a field or create faux relationships to fit the action into a native capability. Finally, complex processing tasks that manipulate multiple tables, records and fields and can be made more accessible by binding those actions to a Button rather than separately loading a HTML code page that contains its own interface and controls.
This demo is large only because it jams eight different examples into one application.
Button 1 ~ Display Static Instructions (Full HTML Allowed)
========================================
Button 2 ~ Display Field Information With Clipboard Copy
========================================
Button 3~ Display Lots of Field Information
========================================
Button 4 ~ Display Parent and Child Informaiton
========================================
Button 5 ~ Rapidly Edit Status Without Page Load
========================================
Button 6 ~ Rapidly Edit Date With Inline Calendar Widget
========================================
Button 7 ~ Rapidly Edit Child Records (Delay Meeting Date)
========================================
Button 8 ~ Rapidly Edit Child Records (Reset Meeting Time)
Notes:
I would normally add technical notes here but they are potentially so extensive that I am not going to be able to add them in the initial post before someone cuts off my opportunity by commenting. Add your comments or questions and I will follow up separately with detailed 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How To Dialog?","readOnly":false,"editFrozen":false,"moderationData":{"__ref":"ModerationData:moderation_data:52393"},"parent":{"__ref":"ForumTopicMessage:message:52384"},"body":"I am very new to this so how do I get these on my quickbase application?","body@stringLength":"72","rawBody":"I am very new to this so how do I get these on my quickbase 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Legend","color":"2C9382","icon":{"__ref":"AssociatedImage:{\"url\":\"https://community.quickbase.com/t5/s/kqufx49752/images/cmstMjktSnVCdmZL\"}"},"rankStyle":"FILLED"},"ForumReplyMessage:message:84812":{"__typename":"ForumReplyMessage","uid":84812,"id":"message:84812","revisionNum":1,"author":{"__ref":"User:user:45384"},"readOnly":false,"repliesCount":4,"depth":2,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:84811"},"conversation":{"__ref":"Conversation:conversation:84810"},"subject":"Re: Conversion rate within a Guage, possible?","moderationData":{"__ref":"ModerationData:moderation_data:84812"},"body":"
Hiya Mark,
\n
The average value for just $Sale comes to 0.16%
\n
The amount of Sales has increased since the initial calculation.
\n
Sale = 126 and NoSale = 302
\n
------------------------------ Nick Green ------------------------------
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You say that the report filter is only where the Agreement Signed is not null.
\n
I return the records for the last 30 days where the Agent is assigned and the Agreement Signed is not null,
\n
\n
But the formula for NoSales is
\n
var number NoSale = If([Sales Agent Name] = \"Agent Name\" and IsNull([Agreement Signed]), 1, 0);
\n
\n
Doesn't that mean that NoSale will always be zero?
------------------------------ Mark Shnier (Your Quickbase Coach) mark.shnier@gmail.com ------------------------------ ","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"postTime":"2024-02-28T06:29:00.000-08:00","lastPublishTime":"2024-02-28T06:29:00.000-08:00","metrics":{"__typename":"MessageMetrics","views":20},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:84810/message:84813","replies":{"__typename":"MessageConnection","pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null},"edges":[{"__typename":"MessageEdge","cursor":"MjUuM3wyLjF8b3wxfDE0OjAsMzk6MXwx","node":{"__ref":"ForumReplyMessage:message:84814"}}]},"customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"ModerationData:moderation_data:84814":{"__typename":"ModerationData","id":"moderation_data:84814","status":"APPROVED","rejectReason":null,"isReportedAbuse":false,"rejectUser":null,"rejectTime":null,"rejectActorType":null},"ForumReplyMessage:message:84814":{"__typename":"ForumReplyMessage","author":{"__ref":"User:user:45384"},"id":"message:84814","revisionNum":1,"uid":84814,"depth":4,"hasGivenKudo":false,"subscribed":false,"board":{"__ref":"Forum:board:quickbase-discussions"},"parent":{"__ref":"ForumReplyMessage:message:84813"},"conversation":{"__ref":"Conversation:conversation:84810"},"subject":"Re: Conversion rate within a Guage, possible?","moderationData":{"__ref":"ModerationData:moderation_data:84814"},"body":"
For the NoSale I return all the records where the agent is assigned and the but the Agreement Signed is null.
\n
For the Sale I return all records for the last 30 Days where the agent is assigned and the Agreement signed is not null, so effectively it excludes all records where the agent is assigned and the Agreement Signed is not null, to get an accurate value of their current conversion of those records that still need to get the customer on boarded.
\n
I've not set an actual filter on the report, I am letting the formula do the lifting in this case.
\n
So at the moment it is returning actual values, they just appear to be skewed.
\n
------------------------------ Nick Green ------------------------------ ","body@stripHtml({\"removeProcessingText\":false,\"removeSpoilerMarkup\":false,\"removeTocMarkup\":false,\"truncateLength\":200})@stringLength":"203","kudosSumWeight":0,"repliesCount":2,"postTime":"2024-02-28T06:38:00.000-08:00","lastPublishTime":"2024-02-28T06:38:00.000-08:00","metrics":{"__typename":"MessageMetrics","views":11},"visibilityScope":"PUBLIC","placeholder":false,"originalMessageForPlaceholder":null,"isEscalated":null,"solution":false,"entityType":"FORUM_REPLY","eventPath":"category:connect/community:kqufx49752board:quickbase-discussions/message:84810/message:84814","customFields":[],"attachments":{"__typename":"AttachmentConnection","edges":[],"pageInfo":{"__typename":"PageInfo","hasNextPage":false,"endCursor":null,"hasPreviousPage":false,"startCursor":null}}},"CachedAsset:text:en_US-components/community/NavbarDropdownToggle-1744394574856":{"__typename":"CachedAsset","id":"text:en_US-components/community/NavbarDropdownToggle-1744394574856","value":{"ariaLabelClosed":"Press the down arrow to open the menu"},"localOverride":false},"CachedAsset:text:en_US-shared/client/components/users/UserAvatar-1744394574856":{"__typename":"CachedAsset","id":"text:en_US-shared/client/components/users/UserAvatar-1744394574856","value":{"altText":"{login}'s avatar","altTextGeneric":"User's avatar"},"localOverride":false},"CachedAsset:text:en_US-shared/client/components/ranks/UserRankLabel-1744394574856":{"__typename":"CachedAsset","id":"text:en_US-shared/client/components/ranks/UserRankLabel-1744394574856","value":{"altTitle":"Icon for {rankName} rank"},"localOverride":false},"CachedAsset:text:en_US-components/tags/TagView/TagViewChip-1744394574856":{"__typename":"CachedAsset","id":"text:en_US-components/tags/TagView/TagViewChip-1744394574856","value":{"tagLabelName":"Tag name {tagName}"},"localOverride":false},"CachedAsset:text:en_US-shared/client/components/common/Pager/PagerLoadMore-1744394574856":{"__typename":"CachedAsset","id":"text:en_US-shared/client/components/common/Pager/PagerLoadMore-1744394574856","value":{"loadMore":"Show More"},"localOverride":false},"CachedAsset:text:en_US-components/messages/MessageView/MessageViewInline-1744394574856":{"__typename":"CachedAsset","id":"text:en_US-components/messages/MessageView/MessageViewInline-1744394574856","value":{"bylineAuthor":"{bylineAuthor}","bylineBoard":"{bylineBoard}","anonymous":"Anonymous","place":"Place {bylineBoard}","gotoParent":"Go to parent {name}"},"localOverride":false},"CachedAsset:text:en_US-components/customComponent/CustomComponent-1744394574856":{"__typename":"CachedAsset","id":"text:en_US-components/customComponent/CustomComponent-1744394574856","value":{"errorMessage":"Error rendering component id: {customComponentId}","bannerTitle":"Video provider requires cookies to play the video. 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If not at all, how willing are you to learn?
If you know JavaScript or are willing to learn then I would definitely suggest trying some of these things. The second link(pastie database) in the first post shows the code needed to do this. Most of them are not a simple \"move this code here and it works!\" because you will have to customize it to your own use.
Most of the things Dan Diebolt has posted work with the \"Image On Load\" technique or a few other ways to do the same thing. There have been several updates to it over the years so I'm not sure which link to give you but this is one where he explains it. https://community.quickbase.com/quickbase/topics/how-do-i-setup-the-image-onload-technique-iol Look that over and see if it would make sense for you to DIY this or not.
