Use New/Updated Flag in Report Filter
QB Update: Update: In late 2021 New and Updated Flags will be reach End of Life and will no longer be available, and this post includes information on this feature. Use report filters and formulas to ...
Forum Discussion
Hi Tate,
If being able to set up a filter to allow you to combine the New and Updated records with a status value as well would be helpful for your business process I would suggest adding that request to our User Voice. It is the user feedback platform our Product Development team uses to track customer feedback on requests for new features and enhancements to existing features. The Quick Base User voice can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab that appears on the right of the page or at http://quickbase.uservoice.com by signing in with your Quick Base credentials.
In the interim if your dashboard is getting too cluttered with repeating reports but you would still like to make access to them possible one short term option is to create a button bar with buttons set to open up the reports that have been filtered to only show new and updated records for that user or to show the in progress reports. This way they can at least get to the report with one more click, allowing them to know where to find the report since you are running out of real estate on the Dashboard.
I hope that information is helpful Tate and thank you very much for your time today.
If being able to set up a filter to allow you to combine the New and Updated records with a status value as well would be helpful for your business process I would suggest adding that request to our User Voice. It is the user feedback platform our Product Development team uses to track customer feedback on requests for new features and enhancements to existing features. The Quick Base User voice can most easily be accessed from the My Apps page in Quick Base by clicking on the orange Feedback tab that appears on the right of the page or at http://quickbase.uservoice.com by signing in with your Quick Base credentials.
In the interim if your dashboard is getting too cluttered with repeating reports but you would still like to make access to them possible one short term option is to create a button bar with buttons set to open up the reports that have been filtered to only show new and updated records for that user or to show the in progress reports. This way they can at least get to the report with one more click, allowing them to know where to find the report since you are running out of real estate on the Dashboard.
I hope that information is helpful Tate and thank you very much for your time today.
Hi,
Okay, glad I checked the forum. I was toggling the show the green or yellow, new or modified records added and wondered why it doesn't work in Feb. 2022. So the option in 'My Preferences' is still there, but doesn't work. Is this toggle going to be removed?
I will read the comments here how to do.
This is a learning experience for me as I find it valuable to alert my users to certain new records or changes.
------------------------------
Bob Thomas
------------------------------
Okay, glad I checked the forum. I was toggling the show the green or yellow, new or modified records added and wondered why it doesn't work in Feb. 2022. So the option in 'My Preferences' is still there, but doesn't work. Is this toggle going to be removed?
I will read the comments here how to do.
This is a learning experience for me as I find it valuable to alert my users to certain new records or changes.
------------------------------
Bob Thomas
------------------------------
