ContributionsMost RecentMost LikesSolutionsRe: Monthly Projected Revenue I have a similar question ------------------------------ Kevin Gullickson ------------------------------ URL Field on Record Picker?? I'm trying to set up the default Record Picker fields on a table. The table is called Landing Pages because it's about identifying specific web pages--especially by their URL. However, the dropdown for selecting the Record Picker fields does not include the field I need, which is the URL field on that table. Is it possible that Quick Base doesn't allow a URL field as a Record Picker field? ------------------------------ Kevin Gullickson ------------------------------ Re: Sorting a Summary ReportI have the same question. ------------------------------ Kevin BP ------------------------------ Re: New Dashboard Open BetaWas wondering the same thing...those single number widgets will be amazing! Are they currently available?Embedded Report Based on a Third TableI have a table (Partners) with two child tables: (Ads) and (Publications). A Partner can be both an Advertising Partner (Ads table) and a Publication Partner (Publications table). (Publications) is also a parent of the (Ads) table, so an Ad also has a Publication Partner. I want to embed a report within a Partner record when they are the related Advertising Partner. Easy...I got that! But I also want to embed a report on the Partner record when the Partner is the Publication Partner (not necessarily the Related Advertising Partner) on the Ads table. I'm stumped on how I would go about that and would appreciate any tips there. Thanks! ------------------------------ Kevin BP ------------------------------ Re: Year-Month Reference FieldIt was a process with 300,000 records, but I did a find and replace, month by month, and made it work! It was a learning process, and was much more complicated than I imagined it would be to create that table. Thanks again for your help! ------------------------------ Kevin BP ------------------------------ Re: Year-Month Reference FieldI see where you're going there. I have Monthly Start (formula-date) and Monthly Start Scalar (date). I set up a form rule that will copy the date in the Monthly Start field to the Monthly Start Scalar field. Monthly Start Scalar is now my reference field for the Monthly table (I started fresh with a new table). Now this is where I'm stuck... The form rule is working, but only updates one record at a time as they records are added or edited. I need to find a way to update all of the current records to fill in the Month Start Scalar field. I tried an automation. Under Source, I can "copy a value from another record," but there does not seem to be an option to copy a value from another field on the same record. Is there a simple way to bulk copy the value of a formula field to another field on the same record? ------------------------------ Kevin BP ------------------------------ Re: Quickbase Analytics: Improve your monthly insights by implementing a Months tableThis is the article I think I needed, but there are missing details in the steps that seem to be assumed. I.e. It's missing details on the Related Month field and how to set that up. What type of field should it be? It says how to use a pipeline to update a record when a Date field changes, but how do you initially get all of the records to fill in? Why won't my Date field show up on the dropdown for reference fields on my parent table when I try to make the connection? Please add more details. Thanks.Re: Year-Month Reference FieldOkay, ran into one other issue. Trying to create a Summary Field and got this message: We are sorry -- at this time, you cannot create a summary field using a relationship where the reference field is this type of formula field. Please visit our limits page (https://barton-publishing-inc.quickbase.com/db/main?act=dohelp&page=quickbase_limits) or contact Care for more information. ------------------------------ Kevin BP ------------------------------ Re: Year-Month Reference FieldFormula worked, thanks! And I created the excel file, imported, and connected the two tables. Thanks for your help! Much appreciated! ------------------------------ Kevin BP ------------------------------