Listing Required fields not completed
I am in need of some brain power to figure out how to go about listing all required fields not completed. For a Work Order to be deemed "Active", several different fields must be completed. These f...
Forum Discussion
Mark,
Exactly!!! Trust me, I don't want to be the topic of gossip around the water cooler!! There is enough of that already!! LOL
Rather than requiring 100 fields be completed prior to being allowed to submit the record, I would rather require say 4 fields so that the record can at least be generated with a bare minimum of information and thus get in to the system. It would be considered "Pending" at that point because it doesn't have all of the required information to be "Active".
Then I would want a report to list all work orders which are in a Non-Active (i.e. Pending) status and which have missing information.
I can already generate a report listing all Pending Work Orders, and all other needed information. The issue I am having is how do I compile a list of all missing fields for each individual work order and present that in the report? Ideally I would want it to be a single column that lists each missing field all together in a single cell in the report for each work order. As each field is populated, the list shrinks for that particular work order.
I like the idea of having a warning at the top of the form, but the user wouldn't see it unless they had that form open. So having both a report on the dashboard and the warning in the form I think would be the ideal way to go. What do you think?
So for the warning field, based upon the fact that you provided some excellent code as an example (thanks for doing that!!!), I am assuming that the Warning field would need to be a Text Formula Field. Am I correct in that assumption?
Thanks for the in depth response Mark and, again, for the snippet of code as an example.
Also, which range is that behind you in your profile pic?
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Andrew Fry
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Exactly!!! Trust me, I don't want to be the topic of gossip around the water cooler!! There is enough of that already!! LOL
Rather than requiring 100 fields be completed prior to being allowed to submit the record, I would rather require say 4 fields so that the record can at least be generated with a bare minimum of information and thus get in to the system. It would be considered "Pending" at that point because it doesn't have all of the required information to be "Active".
Then I would want a report to list all work orders which are in a Non-Active (i.e. Pending) status and which have missing information.
I can already generate a report listing all Pending Work Orders, and all other needed information. The issue I am having is how do I compile a list of all missing fields for each individual work order and present that in the report? Ideally I would want it to be a single column that lists each missing field all together in a single cell in the report for each work order. As each field is populated, the list shrinks for that particular work order.
I like the idea of having a warning at the top of the form, but the user wouldn't see it unless they had that form open. So having both a report on the dashboard and the warning in the form I think would be the ideal way to go. What do you think?
So for the warning field, based upon the fact that you provided some excellent code as an example (thanks for doing that!!!), I am assuming that the Warning field would need to be a Text Formula Field. Am I correct in that assumption?
Thanks for the in depth response Mark and, again, for the snippet of code as an example.
Also, which range is that behind you in your profile pic?
------------------------------
Andrew Fry
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MarkShnier__You
Qrew Legend
Qrew LegendThe mountain range is in Switzerland (probably St. Moritz) and the Intuit jacket is back from the days when the Company had larger budgets for giving Christmas presents to Quick Base Solution providers. :)
As for a report, just put that warning field on a report and filter the report where the warning field is not blank. Yes, this is a formula Rich Text field if you want it to be in red, or if you just want plain text and not fancy, then make it a formula text field and change the separator on the list function from
"<br>" (that means in html to break to a new line)
and change that to
"\n" (which is the non HTML marker to break to a new line)
The new line will make the individual missing fields list vertically.
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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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As for a report, just put that warning field on a report and filter the report where the warning field is not blank. Yes, this is a formula Rich Text field if you want it to be in red, or if you just want plain text and not fancy, then make it a formula text field and change the separator on the list function from
"<br>" (that means in html to break to a new line)
and change that to
"\n" (which is the non HTML marker to break to a new line)
The new line will make the individual missing fields list vertically.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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- Fantastic!! Thanks for the info.
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Andrew Fry
------------------------------ - Mark,
I just wanted to say thanks again for the pointers. They have gotten me started in the right direction.
I started to implement it and it has really helped. I did have to set up a number of summary fields (like 10 - 15 of them) in order to capture children and grandchildren fields being completed.
Example:
I have a work order which has many jobs. Each job has many different fields that need to be completed, as well as many assignments. Each assignment has many different fields which need to be completed.
In order to see if all of the required fields in the assignments are completed, I generated a summary field in the Jobs table to count how many assignments there are. I then have a summary field for each required field to count how many do not have blanks. I then evaluate in a formula the number of assignments for that job compared to the number of non-blank fields for that particular field. (e.g. # of Assignments vs # of Dates Scheduled). If they are the same, then I know that all of my assignments have corresponding Dates Scheduled. If they are not the same, then I have the Exceptions populate that field's title into the list.
However, this seems rather cumbersome to me and not very elegant. I have to do a comparison of every "required" assignment field to the total number of assignments, for each job, to identify if any of the assignment fields are missing.
Then I have to do the same thing for all of the jobs to identify if any of the "required" job fields are missing.
There has to be a better, more efficient, more elegant, less cumbersome way of doing this.
The code example you gave me works great, and works the way it is supposed to.
I just think that my implementation of it is not ideal.
What are everyone's thoughts?
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Andrew
------------------------------- MarkShnier__YouI don't think that there is a more elegant way, if you really do need that level of detail rolled up to higher levels. Normally, the need is to identify the missing fields on a single record in a single earning message.
The "normally" you might want to roll up how many child records have warnings. ie where the warming field is not blank.
But if your need is to provide at a parent level the details of how many child record are missing which required fields, field by field, then it's a lot of work and not something that any "normal" computer system would attempt.
But if it is a legitimate business need then all you can do is to get in an undisturbed mode either with music or quiet - whatever works for you and just hunker down and grind away at that until its all done.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------- " then all you can do is to get in an undisturbed mode either with music or quiet - whatever works for you and just hunker down and grind away at that until its all done. "
Yes, very true!!! That one made me chuckle a bit.
I am working through it all right now and it is definitely a grind .... I have run into a few snags, but I think I will tackle those once I know the other items are working.
Thanks again Mark!
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Andrew Fry
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