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In my current application I am building for the purpose of tracking Assets, their monthly rental rates, rental charges for each/month, and monthly invoices for each client.Currently the application has about 10 years' worth of data and this is making some of the reports, forms have long load times as there are at least 3 dozen or so calculations being done across all the tables and forms.My thought was when a month, quarter, year is closed then specific data would be "captured" and moved to another table. The "Archived" table would just hold the results of any calculations previously done, essentially creating a snapshot of that record into another table. The Archived table could then be used for other reports but wouldn't be bogged down with having to do the original calculations, their results would just be summarized.Once this data was captured, the original record would either somehow be closed for editing or get an archived indicator, so they could be excluded from the current mon

I'm trying to paste an image of a map inside a rich text field of a form, but it's not working. I've tried uploading the image and as a URL and it's not displaying. 

There is a smart section in the field settings related to the Units description. If this field is filled, the text is supposed to append to the calculated field.When you import this field in a form, append does not work. (See attached pictures).Of course, I can do it straight in the formula but it is a bit sad since this option exists.Somebody knows why ? Is it a bug ? 

Hello, I’ve set up an email notification that includes a form with embedded reports. In those reports, each record shows an edit pencil and a view icon next to the record ID. I’d like to remove those icons from the email notification.Currently, access to view or edit is controlled by user roles in QuickBase forms.How can I hide the edit/view options in the embedded reports within the form in the email notifications?

I have a Parent/Child table relationship for two tables.   On the Child table there is a date field that I would like to populate up to the Parent table for use on every new child record in the Child table.  Do I need to create a new one to many relationship for the current child table to the current Parent table flipping them in this new relationship or can this be done in the current relationsip?ThanksBrian

I have a form (based on a parent table) with 3 embedded reports (based on the same child table).The children reports are the same except that they have one different filter each.I need the Total of a column to calculate another column (class % in my picture).If I use the summary field in the parent table, it gives the total of the all three tables. (See first picture)I also tried with the report formula but I have the same issue.Do that Total field have a name that we can re-use in the formula ?You will find attached some pictures of my form for your understanding 

Hi!Use case: On opening a form (new or existing record) I want to auto-populate a field (e.g. timestamp field with now() and a user field with currentUser()) when the fields are currently empty.I tried the following:❌ A trigger that is just user == <other> with a blank field --> should be true on open but does not do anything❌ A custom when formula with the content `true` --> definetly true on open, but does not do anything❌ Record ID != -1 (also always true) does not do anything✅ A trigger "when checkbox is checked" using a helper checkbox: As soon as user checks, checkbox, the field fills correctly. But this is not the intended behaviour🤔 The options to change field value after save and validation also seems to work (mostly) But this is not the intended behaviour.Any way of enabling this pattern of "fill a field when form is opened (and field is empty)" would be helpful.

Whenever I try to create a form rule based that has a record link numeric field as a condition, quickbase crashes withUnexpected error. Something went wrong!One note: This currently is the only field I have for this relationship in my table. I don't have any lookups.I have tried to create a new form with just one of the record link fields and it still fails. Any hints for me?

 I have a form I use to enter a new project or edit an existing one. In the middle of it (see attachment) is something called "Task Details," which appears as a clunky table and is absolutely useless for me. Can I move it or get rid of it? Thanks! 

Welcome Quickbasers to the Atlanta Qrew community space! This is a community board where we can collaborate and communicate as a group to share ideas, ask questions and plan our next meetups.  Our kick off event at Top Golf on September 25th was amazing and so much fun! Thanks to everyone who came and made it such a success! A big shout out to Harrison Hersch, Senior Product Manager, for flying in to show off some REALLY cool new stuff that is in the works. And thanks for Jose Rivera, our Qrew leader for all his help leading the charge for this group! We're excited to keep the momentum going and getting together again virtually on October 23rd! I hope you all can make it! You can register here! Our agenda will cover our next in-person meetup in Q4 and we need your help to make it happen, so bring your ideas!  Looking forward to chatting again soon!  Skye, Qrew Coach  

I am trying to write a formula that will subtract to date fields only when certain conditions are met. The fields for the conditions are checkbox fields. The formula field I started below is numeric. This formula works without the conditions of the checkbox fields. If([RX Ready Date]<[Plan Set -Up  All],0,(not IsNull([RX Ready Date])),ToDays(([RX Ready Date]-[Plan Set -Up  All])))I want to add to the formula to only subtract the dates when [Pharmacy], true and [Fast Track] is false (both checkbox fields). Any help to add in the conditions is much appreciated. 

Hi,I have a Summary field set up as a Combined Text Comment (Rich Text) field. The output is currently wrapped in tags.Does anyone know how I can remove those tags?Example:  <p>Market is currently not working</p>  <p>tets1 </p>

My query is not returning any value for records that meet the conditions.ToNumber(ToText(GetFieldValues(GetRecords("{86.EX.'"&true&"'}" & "{15.EX.'"&[mhe_type]&"'}", [_DBID_BTS_METRICS]), 10)))I need to return the field value (fid 10) from the table [_DBID_BTS_METRICS] when field ID 86 in the queried table is true (checkbox is checked) and the value in field ID 15 is equal to the value in the field [mhe_type] in the querying table.I have tried:punctuation, format, etc numerous timesusing a text field to give the checkbox a yes/no value and using that field (fid 89) in the conditions in case it is the checkbox giving me the problemchanging it to a SumValues query, but then it returned a value of 0.

At the top of the app there is a button that says "Add new record in any table". When a user clicks this button a drop down of every table is shown to them, even tables I have hidden from their role. Is there a way to remove this button completely or at least hide the tables I don't want them seeing? 

Is it possible to put Map Reports on Dashboards? I created a map report, but when I go to create a dashboard, I can't find the map report. Are we not able to add map reports to dashboards?------------------------------Amber Gartner------------------------------

Is there a way to color code the pins in a map report?------------------------------Annalise Sansouci------------------------------

Can I import a map of addresses sort of like a route and as I go into accounts that are already loaded could it show me where that account lands in relation to the mapped out addresses?------------------------------Keith Maxwell------------------------------

I would love to use a map report to see how many clients come from each zip code, but currently the map will only show the first 100 clients. Is there a workaround for this where I could have each pin represent 50 clients? Or even just have one pin per zip code and hovering over will show the number of clients? I would really love to be able to have a visual element for this data, and my current summary report is long and clunky. Thank you so much!------------------------------Hunter Collins------------------------------

Just FYI, and not a question .....I just did my first production map report with hundreds of pins ( 610 pins to be exact!) on the Dashboard and OMG, you really have to give Quickbase credit for this one.  The map loads super fast and as advertised, I was able to customize the pin colour and pin icon. They also did quite a nice job of handling the situation where multiple pins are at the exact same address.Kudos to some unknown software engineers and Product Manager for nailing this one.------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

How can I display a parent summary table report in each child record?The report, screenshot below, includes all subprojects (the child records) related to a project site (the parent). I desire this report in the child table to display the related subprojects.