RickPutnam
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Joined 6 years ago
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New Forms - Mobile support
Greetings, Am I correct to understand that the new forms do not yet support mobile views? I started building a new app last week using the new forms and it seems the mobile view/app only uses the legacy form. That may also explain why I cannot seem to delete the legacy form. Thanks. ------------------------------ Rick Putnam ------------------------------514Views0likes11CommentsRestrict Add/Delete records based on field value (status)
Greetings, I have an app that has an invoice approval workflow. Invoices can be of 3 different types. For two of the three invoice types, approvers need to be able edit but not add or delete line items. In the case of the third type, approvers need to be able to add, edit, and delete line items. Invoice Items are on a table with a child relationship to the Invoice table. I'd like to be able to provide a grid edit report on the Invoice Approval Form that would allow access to the line item records. Is there a way to allow items to be deleted from the grid when the parent invoice is one type but prevent deleting for the other two types? Setting role-based Add/Delete/Edit table permissions seems only to apply to all records in the table. One is not able to allow only some records to be deleted based on type or other record specific data. I suppose I could use a custom data rule to prevent deletion in those cases but that will make for a clumsy user experience. Thanks in advance for your assistance. ------------------------------ Rick Putnam ------------------------------Re: Filter in Report using Time Period Filter
Came to the forum looking for an answer to a similar question today. I suspected there would be a perfect Mark Shnier response if I just looked hard enough. Thanks again for your contributions to this forum, Mark. ------------------------------ Rick Putnam ------------------------------39Views0likes0CommentsCustom Report Link question
I have an Accounts Payable app that maps Invoices to Purchase Orders. A purchase order may be referenced by several invoices so I have a relationship between Purchase Orders as parent and Invoices as child. On the Invoices form, I want to display a report showing any other invoices that reference this invoice's purchase order. To achieve this, I created a report link that relates invoices by the purchase order. So far so good. Now I'd like to filter the current invoice -- where the report is displayed -- from the report. For example: Invoices 123, 456, and 789 all reference PO ABC. On the form displaying Invoice 123, I'd like the report link to display only invoices 456 and 789. Thanks in advance for your assistance with this. ------------------------------ Rick Putnam ------------------------------34Views0likes2CommentsRe: Is there a way to configure which fields are displayed as modified in a notification email?
Hi, Mark, I think I wasn't clear. I want to not display some of the changed fields in the notification -- those which are not relevant to the recipient. That said, I think you've given me a clue to try a custom notification. Thanks, Rick ------------------------------ Rick Putnam ------------------------------38Views0likes1CommentIs there a way to configure which fields are displayed as modified in a notification email?
Hi, How might I configure a notification so that the fields are not included in the list of changes included in the notification? My table has a lot of formula fields dependent on the "Status" field. A notification that is triggered by a change in status includes a list of all the affected formula fields. The fields are not relevant to the recipient and in several cases contain URL links that the recipient should not be seeing. Maybe field permissions is the key? For example: Payment request 37 was changed: Workflow: Status changed from Pending to Approval Requested Workflow: Next Workflow Status changed from Approval Requested to Merch Approved Workflow: Current Responsib... changed from Buyer to Merchandising Manager etc. These "Workflow" fields are used to manage apps workflow and as such are not relevant to the notification recipient. Thanks. ------------------------------ Rick Putnam ------------------------------45Views0likes3CommentsFind Parent Record by Searching for field on Child
Greetings, I'm trying to figure out how to allow my users to find a parent record when they have the child records key value. Parent is Product Data Sheet (PDS). Child is Product. Product has 3 fields, say, SKU (key), ProductId and Name. PDS has a key field ProductId. When a new PDS record is entered the products are automatically associated based on the ProductId fields. What I like to do, is provide search widget on the home page whereby a user can enter a SKU (Product table key) to find the related PDS record. Thanks in advance for your help. ------------------------------ Rick Putnam ------------------------------22Views0likes2Comments