Report Formula for Header fields
Hi, I need a report formula that will change the header/column name to whatever year is "Year 1" based on a date (a start date, let's say). How do you do that?
Forum Discussion
You can rename the field using a Pipeline which will call the Quickbase API.
- Create a set of fields which correspond to the field name(s) you need. For example ToText(Year(Today())) would calculate to 2024 and might be called [Year 1 Field name].
- Create a Pipeline which will search the table to get the first record (any record will do) , so Limit the search to just 1 result.
- Inside the For each loop, do a Make Request Step with this URL
(set the xxxxxxx from the table's URL and the 999 to the fid of the field to be renamed)
- You will need an additional Make Request ste for every field that you want to rename.
- Run the Pipeline manually to confirm it works.
- Schedule it to run monthly.
I don't have access to pipelines. Any non-pipeline way?
- MarkShnier__You
Qrew Legend
Sort of. You can use a webhook. I can show you the syntax for that. But the question would be what to use as a trigger as it needs to run I guess just once a year. Do you want to push a button to trigger the renaming?
I think part of the problem is that - these aren't static years. They'll change based on the Business case date - so is this like an "alias" type thing, or is this an overwrite every day?
Yes a button is a good idea- MarkShnier__You
I may have completely misunderstood your question. If you have a bunch of records and inherently each separate belongs in a particular year column based on a date field or a calculated numerical year, you should use a Summary report and use column grouping on the date, grouping by year.
