BrettHinman1
Qrew Trainee
Joined 6 years ago
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Automatically Import CSV Files
Are there any options other than Pipelines (using Dropbox or something similar is not an option) that can simply import a CSV file? All I want to do is automate what we can already do manually in QB by selecting a file on the network drive and import. I was doing this 20 years ago in Microsoft Access so surely there is a low code/no code solution to this. ------------------------------ Brett Hinman ------------------------------50Views0likes3CommentsRe: 'Require' Form Rule Doesn't Require Address Fields
What I do notice right away is that after you select the check box none of your fields show the red "required" asterisk. So unless the fields on your form are different than the fields you selected in the form rules (unlikely) then it appears to be some sort of bug to me. ------------------------------ Brett Hinman ------------------------------33Views0likes4CommentsRe: 'Require' Form Rule Doesn't Require Address Fields
Hi Heather, I currently use this functionality in my forms and I just tested it and it works as it should. Do you have any conflicting form rules that may undo that rule? ------------------------------ Brett Hinman ------------------------------36Views0likes6CommentsCompare records in the same table
How can I compare records in the same table. For example how could I compare a payment from the customer for the current month vs the prior month? I need to be able to identify payments that have a monthly variance that is outside of a given tolerance. Thank you in advance for any suggestions you might have.Monthly Notification if NO records are found
I'd like to send out a notification if no new records have been added for a given month. For example if we have not received a payment from a customer for a particular month how can I send a notification (when there is no trigger)? Thank you in advance for any suggestions.7Views1like2Comments