BarbaraAlvarez1
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Joined 5 years ago
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QB Suggestion for 'Reminder' emails
Hi, I use email reminders and, in most cases, my default reports are somewhat large and render horribly as the inline email report. Has there been a suggestion submitted to be able to select a custom report rather than have the reminders default to the default report? If not I'd like to submit that suggestion: Allow the selection of a custom report rather than defaulting to the default report for email reminders. If there is currently a way to get around the default report today please let me know as I'm not aware. Thank you, Barb ------------------------------ Barbara Alvarez ------------------------------5Views0likes2CommentsSuggestion for a new Map report showing 'counts', not pins, per state base on state/state abbreviation.
Hi I know there is a Map report that can chart out locations if you have an address, however, I have a need for counts per state where I only have a state abbreviation. I envision a Map with a numerical count per state abbreviation . I don't believe anything like that currently exits? Can I throw this in the suggestion bucket please! Thank you Barb ------------------------------ Barbara Alvarez ------------------------------17Views0likes1CommentRe: Exact Forms not connecting to QB
I was able to resolve this issue. Apparently I had some generic login id's to proxy servers and one of them was to our Quickbase realm. After going into Credentials Manager (search for it in Windows search bar) and deleting all the generic logins it resolved the problem. I had never heard of or used Credentials Manager prior to this. Using a tracer I was able to see that I was getting a 407 Authorization Required error which was resolved after deleting the entries using Credentials Manager. ------------------------------ Barbara Alvarez ------------------------------8Views0likes0CommentsExact Forms not connecting to QB
I've been using EF successfully for the last couple of months. Starting yesterday when I click on 'Open From Quickbase' and supplied the app token, it does 'nothing'! It usually comes back with the dialog box to pick your QB table and form but the dialog box does not appear and it just sits on the word page. As far as I know nothing has changed. I spent a couple of hours with our IT Support and they were not able to figure anything out. Odd, I sent the token to our QB Support team and the dialog box with tables came up fine for them so it's seems to be an issue with my machine(?). Does anyone have any ideas what may be causing this? Thank you Barb ------------------------------ Barbara Alvarez ------------------------------10Views0likes1CommentRe: Exact forms. Can I pull a field from an imbedded grid table?
Sequence is ... select and save an agency then add Type-A record(s) to the agency then add a Type-B record to the agency I then can print the form. The exact form then shows the agency, and the Type-A report grid and the Type-B report grid. Then I build a small table in the form that needs to populate a column with a field value from the Type-B record(report) - Client name. So I need the client name related to the Agency record save. Hope that is understandable. ------------------------------ Barbara Alvarez ------------------------------20Views0likes1CommentExact forms. Can I pull a field from an imbedded grid table?
Hi, I have an imbedded grid table from a relationship in my exact form. I need to use one of those fields further down in my from. Is there any way I can extract a field from the grid table? The form is linked to the parent table so I don't have access to the child fields for the form extract. Or, any suggestions on how to get at the child field to expose to the form? Thank you! ------------------------------ Barbara Alvarez ------------------------------Re: Exact Form not rendering. Only a blink!
Yes! once I uncheck that box it worked for me. Can't explain why it worked for others. They were in the support team so perhaps they had 'special' access. Thank you. ------------------------------ Barbara Alvarez ------------------------------10Views0likes1CommentExact Form not rendering. Only a blink!
I've created a form using exact forms and when click I on the generated print URL I can see the form, for a split second, open in a new tab then the page goes white/blank. I've sent to my internal support and it opened fine for them in Chrome. I tried Chrome and Edge. Cleared my cache, and rebooted. Nothing seems to fix it. Has this happened to anyone else? Seems like a browser issue since it opened fine for Support, but I can't resolve. Thank you for any suggestions. ------------------------------ Barbara Alvarez ------------------------------12Views0likes3CommentsRe: Return only one occurrence into a table report from multiple occurrences in a table.
I could create more than one summary report to include the group by(s) that I'm missing. The end results of this report(s) - I will export to a spreadsheet and use as data to populate another table. So I think this will solve the problem. You can still provide other suggestions! Thank you ------------------------------ Barbara Alvarez ------------------------------0Views0likes0Comments