GrantK
Qrew Cadet
Joined 3 years ago
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Re: Open beta for grid reports has begun!
Looks promising, but why doesn't the header row word wrap? You can no longer see many column heading names. Also, is there a way to move the Dynamic filters option from the right side to the top where the Search field is located? It is much more prominent and useful where it used to be in the old report style.Apply Dashboard Filter across all Tabs
Hi, Is there any way to apply a dashboard filter to cover all tabs? The filter works fine when all the reports are on the same tab, but if I want to split reports across tabs, then it's very inconvenient to ask the user to select the same item across every tab to get what they want. e.g. You select the Project via the "Main" tab and it will filter all reports across the "Main", "Calendar" and "Issues" tabs for that selected Project. Thanks.Re: How to Generate PDF with data from multiple children records
Hi Mark, I did look at reports, but the issue is the formatting as a report only allows everything in horizontal columns. It also doesn't look good if i want to do other tasks like Quotes etc too. Looks like will have to stick to the custom coding for a while longer. Thanks.How to Generate PDF with data from multiple children records
I am trying to see if there is a way to create a pdf that is able to loop a section depending on how many children records are linked to the parent. Here is the situation. I have a site record (parent). Each site may have one or more visits (children). I want the PDF to repeat a template section for each child record. It will have information such as Start Date/Time, and Job Description. e.g I know Quickbase has an API to generate a PDF using a static template, but is there a way get it to loop a section in a template for each child record that exists? Having a different template for each child quantity possibility seems inefficient. Thanks.Pipeline to run a URL formula field button
Hi, I have a URL formula field button which runs some other automation functions. This works fine when manually pressed. I have no issues with the scheduling part. I'm sure its something simple, but what I can't figure out is what I need to do in the Pipeline to simulate "Pressing the button"? Thanks.
