ChristineK
Qrew Cadet
Joined 3 years ago
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App roles with some leeway but without the keys to the kingdom
Hey folx! Is there a way to set up roles to give others the ability to edit a dashboard page without allowing them full ability to edit app structure and permissions? We're using a dashboard page, and a text block in one section that we regularly lock/unlock to update on our daily huddles. I want folx to be able to do that in my absence, but also, not have the ability to be on the back end. Thanks!App-to-App Permissions/Relationships
Hello! I am building my second app and trying to tie it into my first -- it feels like it wants to be separate because the users who will primarily use this app are from another department, but there is a lot of collaborative/universal information in my existing app I'd like to be able to share between the two apps, though there's too much in my initial app that the other department should not have access to, so creating a whole separate space for them and feeding in the pieces I do want shared access to feels like the best way, rather than bring them into my existing app and cull back their access. To that -- A) does that logic track properly? And B) Do they need a relationship to every table I watn them to access, including grandparent tables? I wanted them to see some grandparent info, and I notice when I run tests using them as a user, that since they're not in that other app, they only see throughput from the table-to-table access, and anything that's generating off a grandparent table just won't throughput for them, which is really surprising to me. Thanks! My view, and then that user's view side by side:Re: Color coding report based on Date Modified
Coming back to update actually. Pipeline worked! Woo!!!! Took some learning how to write the "Today" code (I used {{time.now}}). Still remaining two items: Is there a way to color code specifically anything since the prior Wednesday? Currently I'm using a code that says anytime in the last 6 days..... but if I can keep it to "since last Wednesday", even better My subsequent question which is unrelated to this one - putting that here to consolidate the outstanding items: I'd like to show the status of implementation across 4 key buckets (OR actually it would be really cool to even show percentage of each bucket perhaps, based on the sub-tasks on the table).... but for now, a checkbox showing whether each implementation bucket is or is not finished would be great. Presently, I've got it just reporting out on the final step of each stage - but one of them is a log-edits field and so that's a lot to look at. Looking for ways to automate that into a checkbox or percentage of steps!Re: Color coding report based on Date Modified
OK I am going to wade into this. I'm guessing, but double-checking here if my thinking is correct.... the way to do this and achieve what I want will be to: Create a new field to capture date my desired field is updated. We'll call it "Status Last Updated" Create pipeline with logic that says, "If the record is updated and "Status Detail" changes, update "Status Last Updated" to "Today"" Go back to my report that I want color-coded, and now color code it based on that date Is that accurate? A different question/problem that I'm trying to fix on the same report. I'd like to use my report to show high level which buckets a partner has completed through implementation - using simple checkboxes that are automated. Pipelines for this? Or formula box? A few key implementation steps do log dates, so it's not as simple as "This field = This", because that field always equals a string of changes. But on the report, I just want simple, clean checkboxes that don't require manual fill-ins for folks. Thank you!!!!!!!!!!!!!Re: Color coding report based on Date Modified
Thanks, Mark! I used Google to try to find that hah - that's the whole "experimental" disclaimer of AI, I guess! 🤣 I'm using mostly new style forms, though I have a few handful legacy forms left. Last I knew (this may have updated), by default, tables will include one legacy template that can't be deleted. I coudl make a legacy form for the purposes of this trap though -- the activity I'm doing is very specific to our team huddles, and the new field I created "Present status breif detail" was created specifically for this purpose, so it could absolutely live alone on its own Legacy-style form. Typically, my staff are grid-editing the detail each week though, not using a form. In my mind, I'd love to find a way to essentially have it highlight any records that had a status update, for ease of viewing the team-wide updates.Re: Color coding report based on Date Modified
Ok - no pipelines experience yet. Here's an idea I'm trying. New field - Formula Date - and then color code report based on whether that's changed in the past 7 days. My not-quite-working new formula: If(Changed([Present Status Brief Detail])>= Today-Days(7), "") Error Detail: On "Changed" function - "The number of arguments supplie ddo not meet the requirements of the function Case. The function is defined to be If (Boolean condition1, result1, ..., else-result Bonus Wishes: It would be really awesome if I can actually tie this to a specific weekday -- if that field has been updated since last Wednesday. This way, when we're writing our quick team notes, we can skim whole reports of statuses, and the recently-updated statuses will stand out. Thank you, Mark!Color coding report based on Date Modified
Hi all! I'm trying my hand at color-coding a report based on any records updated in the past 7 days. I found a few similar threads/tried to emulate the formulas, but it's giving me guff because Date Modified is a Date/Time field. My not-working formula is: If( [Date Modified]<=Today()-Days(7),"green" My error says "The operator '<' can't be applied on types datetime, date #SendHelp! Thanks!!Re: Help me figure out why my chart is not charting 🤣
Sorry, let me re-summarize that in a way that maybe makes better sense hah. I wish Quickbase would allow post edits. I want every label in my stacked-bar X series to ultimately = 100%. So, of this County (X label), here are how all of their outcomes unfolded. I do have the data filtered, but my understanding of filters is that shouldn't affect what I'm doing - it's still applying my parameters to the series, as I've filtered it. How this is powering: X Label = Counties Y Label = Calls to my program Series = The outcomes of the calls I'm trying to display, which added up = 100% of Y Filtering by: Calls that weren't the type that I want to see, by date, and by call type not being the right type
