ContributionsMost RecentMost LikesSolutionsRe: URL button to preform multiple actions in same clickTry wrapping everything inside the var text inside a URLEncode like below. This is a method that I use when doing 2 different types of API commands in a single button click so it might work here as well. I also changed the third line data from Now() to "today" because Now() gives the time that the browser last refreshed not the actual now. var text url= URLEncode(URLRoot() & "db/" & [_DBID_TIME_CARDS] & "?a=API_EditRecord&apptoken=xxxxxxxxxxxxxxxxxxxxxxxxxxxxx" & URLEncode ([Max Check-In Time Card Record ID # for Current User]) & "&_fid_33=" & URLEncode("today") // check out & "&_fid_35=" & URLEncode([WORK_ORDER - wo_number]) & "&rdr=" & URLEncode(URLRoot() & "db/" & [_DBID_TASKS_CHECK_OUTS] & "?a=nwr&dfid=2" & "&_fid_9=" & URLEncode([Record ID#]) )) ; If([Max Check-In Time Card Record ID # for Current User]>=1, "javascript:" & "$.get('" & $url & "', function(){" & "location.reload(true);" & "});" & "void(0);" ) ------------------------------ jason johnson ------------------------------ Re: Creating Sales Goals Comparison to Actual Sales (Invoices Submitted)Where is project solutions coming from? ------------------------------ jason johnson ------------------------------ Re: Error from URL FormulaLittle tip - if you ever plan on having a Date/Time field to fill in from a button use thisURLEncode("today"). It will drop in the current time along with the date. ------------------------------ jason johnson ------------------------------ Re: Creating Sales Goals Comparison to Actual Sales (Invoices Submitted)One - Sale Goals to Many- - Invoices is the relationship and make the Sale Person the proxy lookup field in invoices. Change the default record picker in Sales Goals to Team Member as the only field showing so that way people are only selecting names. I would suggest having a formula in the Invoices table to assign the quarter based on invoice date if you don't want people to pick the quarter themselves. For example: If(Month([Invoice Date])>0 and Month([Invoice Date])<4,1, If(Month([Invoice Date])>3 and Month([Invoice Date])<7,2, If(Month([Invoice Date])>6 and Month([Invoice Date])<10,3, 4))) Now with the relationship setup you can create the summary fields. Yes you could use the "is during" Criteria when making the summary instead. Make sure when you design this that you are thinking of what it will look like at the end of the year going into the next year with new sales goals. Don't forget the field to select in Invoices if the project is design or build. ------------------------------ jason johnson ------------------------------ Re: Cannot Dynamic Filter in Many to Many Relationship Here is how the filtering turned out when only using the Departments Affected field and you can see some procedures had more than one department but the departments split out singularly. Below that image is the how the field is setup. Honestly I just never expected the filter to only show the separate departments because in some fields it gave all the options I made. This didn't require relationships to work, I tested with another table and it worked without issue. ------------------------------ jason johnson ------------------------------ Re: Formula URL - Add Record fid'sThere is no native way to do this within QB that I could find. Sharon'sCTRL+Shift+Spacetip is the best option on time savings when writing the formulas. Another option is to use Automations as well, it takes away most of the typing in formula writing in creating new records. I have replaced almost all of my buttons to create new records with automations. ------------------------------ jason johnson ------------------------------ Re: Cannot Dynamic Filter in Many to Many RelationshipHere is what I did. I have a User table where the user field is the key field. There a relationship with a Departments table that is One Department to Many Users and for each user they will have selected Department that they belong to. The next relationship is One User to Many Procedures with a lookup of the Department. One change must be made, the Related User field must be changed to a Formula - User field. The formula is as follows: User() This will make that relationship always choose the current user and lookup their department. With a Departments Affected field being a multi-select text field where the values coming from the Department Name field in Departments and a lookup of the current user department we can build a formula-checkbox. Call the field 'Allowed to View Procedure'. The formula is as follows:If(Contains([Departments Affected],[User- Department Name])=true,true,false) Now you can go to the role and custom filter to 'Allowed to View Procedure' being true before a user can view the procedure. I have a User table to do 2 special items in my pmo app and in that design this would be the easiest solution and avoid a many to many relationship. I wanted to answer this in 2019 but needed that New Years day off. Hope this helps. ------------------------------ jason johnson ------------------------------ Re: Save and next tab buttonMike you have =") in the second line and you are missing the first single quote "') ------------------------------ jason johnson ------------------------------ Re: Looking for error message help Go to table settings Go to Advanced settings At the bottom there is a part called 'Build custom data rules for this table' Put in the following formula If([Complete Date]<[Start Date],"Complete Date cannot occur before Start Date! Exterminate!! Exterminate!!") Check the box Turn custom data rules on? Save Now when you go grid edit and the rule is violated you get this error message and the line is highlighted red In the record you get this message Obviously you might want to change that last part. ------------------------------ jason johnson ------------------------------ Re: Choose Meeting Time Zone & Display Current Time ZoneDanaya, I've done this so much but you have this fun twist that I had never worked on. I went and made an app with 3 tables Meetings, Users and Clients. Then I made a field called Meeting Time/Date and put it together so that it accommodates the user and client times zones along with daylight savings down to the day. I think it is finished but my brain got a little tired during testing. Anyway I have an app and can give you access to it as an admin where you can see test it and learn how it is put together so you can replicate it yourself. All I need is an email address so I can add you. ------------------------------ jason johnson ------------------------------