Forum Discussion
EverettPatterso
6 years agoQrew Captain
Hi Adam, welcome and glad you are part of our amazing community.
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Everett Patterson
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For Task 1, you could make a status multiple choice field and formula rich text field. You would have to update the status field manually or, write a formula, and/or use Automations to determine what is New and what is Updated. You may want something more automated if you have alot of users and/or reports.
(Formula Rich Text)
var text mystatus = [Status]; Case($mystatus, "NEW", "<div style='color: #fff !important; background-color: #2ca01c; display: inline-block; border-radius: 4px; padding: 0.5em 1em .5em .75em; margin: 0.5em; border: 1px solid #2ca01c; text-decoration: none;'>NEW</div>", "UPDATED", "<div style='color: #fff !important; background-color: #FFB749; display: inline-block; border-radius: 4px; padding: 0.5em 1em .5em .75em; margin: 0.5em; border: 1px solid #FFB749; text-decoration: none;'>UPDATED</div>")
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Everett Patterson
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MarkShnier__You
Qrew Legend
6 years agoAdam,
Can you post these two questions below as separate questions on this forum and for each try to better explain them with an example? I'd like to help but not able to understand either one.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Can you post these two questions below as separate questions on this forum and for each try to better explain them with an example? I'd like to help but not able to understand either one.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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- AdamHollman6 years agoQrew TraineeHI Mark
Thankyou for spending the time to read and try and work out my quandry...
TASK 1
Creating a New/Update field which will show the status NEW with green background when a new record is created in the past 30 days from report creation.
OR show the status UPDATE with orange background when a new record is updated in the past 30 days from date of access. These will show in a new field which will then be able to print on the reports. The flags do not.
So I need a formula so that a column returns a status of NEW or UPDATED if the Record Created field is 30 days old or if the Record Modified field is 30 days old (to show UPDATED)
Thanks to @Everett Patterson above I know how to create a colour field but I don't know the formula to create the NEW or UPDATED marker.
Thanks Adam
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Adam Hollman
------------------------------- MarkShnier__You6 years ago
Qrew Legend
if you are referring to those tags at the left side of the record on a report for new and updated, they cannot be manually set by any formula or API. They are also a bit mysterious as to what causes a record to be considered new or updated for any user - note that these flags are user dependent as if a user comes into an app after being away from it for a month there will be many records flagged as new - for them.
So, either forget about trying to control them or just disable that feature for the app or else make your own fields if you field you know what definition you want for new and updated.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- AdamHollman6 years agoQrew TraineeI think I've still go the idea in my head of a formula which runs from the standard Date Created and Date Modified fields. So:
If Date Created is less than 30 days old show 'NEW' or If Date Modified is less than 30 days old show 'UPDATED' and if neither, keep blank.
And then work on another field to create a formula based on that field with colours etc.
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Adam Hollman
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- AdamHollman6 years agoQrew TraineeTASK TWO:
Create a report which lists all of the records in the database where a specific cell has been updated over the past thirty days by using the Record Modified field and create a report with basic record details but showing the specific cell which has been updated.
Basically, is there a way the quickbase platform can identify fields which have been updated?
Thanks, Adam
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Adam Hollman
------------------------------- MarkShnier__You6 years ago
Qrew Legend
You can see who in future its better to post one question per post as the questions and responses get all tangled up when there are three separate questions.
The high plan levels of Quick Base has native full audit logging capability on a limited number of important fields in any table.
But if you are not opting for that feature in your plan, then you need to do your own logging. One very low tech solution for a poor man's auto trail is to set up a notification to fire the default email notification into say a gmail account setup for that exclusive purpose. The form will highlight changed in red, but will not tell you the old value, just the new value.
The Custom email Notifications can also be set up using the field name like [old.Scheduled Date] and that will show the old value of the [Scheduled date] field. Again, that can be send into a gmail account to allow searching
The other alternative is to use Automations to write out a child record to the main record to show the changes to specific important fields. So, you need to think though which fields are important to track and how much money you want to spend for the native Audit Logging feature (knowing that it's really designed more as an Audit / compliance tool and not so much to easily expose the history to regular users) or how much effort you want to go to to log key fields. if you want to log changes to key fields in a child table, then we can carry on that discussion on best practices there.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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- AdamHollman6 years agoQrew TraineeTASK THREE - I have a Notes On Progress field set with Log the edits to this field, and show them on forms option turned on am using the formula Trim(Left(NotLeft([Notes],"]"),"[")) in another field to trim off all the other tracked notes when running reports, but I need a formula which if there are no other updated or edited notes, it shows the original note OR the updated note. Can someone help?
For example, the notes on progress cell shows:
[OCT-18-19 xxxx@warnerbros.com] Following the rating's success, we're working on a primetime edition now
Commissioned.
And I only want the last comment below to be added to a field, and not the original comment of 'commissioned'[OCT-18-19 xxxx@warnerbros.com] Following the rating's success, we're working on a primetime edition now
Thanks, Adam
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Adam Hollman
------------------------------- MarkShnier__You6 years ago
Qrew Legend
So it looks like you only enabled logging after some comments were entered as the "Comissioned" entry has no logging as who who made the entry or when.
Also do you have the new entries set to log at the top of the list? Normally they default to show at the end of the field. Obviously the formula needs to be different if you want to hive off the first entry at the top of the logging as opposed to the last one.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- AdamHollman6 years agoQrew TraineeYes only after I imported the database in, oh hindsight!
And yes, new comments are at the top. There is always a line break between new and old comments if that helps.
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Adam Hollman
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