Mark as always, thank you!!!! I am really lost in the weeds on the formulas and spent a collective few hours trying to achieve a few things yesterday. Are you by chance available to connect and screen share for like 10 minutes, and I feel like that will achieve what I'm trying to do.
If not - basically where I'm at:
- Filtering for "Unknowns" - I'm still not convinced that'll solve our issue. I don't want to exclude unknowns, if we never knew -- but if I'm making a chart on a roll-up, then the kind of field I want to clean up (but still count) might say, "Unknown" "Female" - and here, I want to count the case once, knowing the gender. I made all the roll-up fields, and I don't want to NOT count unknowns because that just leaves out a potential case where we never knew.
- Record Owners: Not sure I follow where to make said field. So I want to pull together the record owners across the child records, on the parent table. A drop down would be SUPER! I hadn't even thought of that - but that might enable us to then do the nurse-by-nurse QA right on this same form. But to start - I'm still lost back at, rolling up the child record owners :).
- A couple of things from another thread that I feel like one of y'all will be able to set me straight in 30 seconds flat on a screen share:
- API Buttons - How to Add New Parent Record ideally in the background and passing on information, or if not in background, as simple as possible in the foreground (I've studied some of Sharon/Quickbase Junkie's stuff available on this, and am just notttt figuring it out).
- How to use a button to open a specific form in VIEW on a parent table. I got as far as letting me open it in edit, but no matter how much I changed "er" to "dr", it just broke my formula. On all of this, I ended up settling for kind of "Good enough", but I know I can make it so much better!!