CaroleVandenbe1
Qrew Cadet
Joined 7 years ago
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Re: how do I create a button that allows the user to continue to the next tab
This is an excellent write-up and solved a problem for me. Thank you! And of course, I do have a question - is there a way to have a Save button at the end of the completion of the fields on the various tabs? I want to proceed this way: In the Add form, the user fills out tab 1, 2 and 3 and then saves the record by hitting a Save button somewhere which takes them either to completed record or back out to dashboard. . In the Edit form (it is a different form), they can edit anywhere and save from anywhere - not sure I'll need the Next buttons on that form. Thanks!!!55Views0likes1CommentRe: Embed Quickbase chart on Sharepoint intranet page?
Thanks and yes, this does make sense. So the issue that blocked my attempt to try this yesterday was the authentication issue. I am checking in with our QB rep on a way to do this but if not, I will simply use a static image that links up to the app. That will still work for the point of advertising our app on our intranet...124Views0likes0CommentsEmbed Quickbase chart on Sharepoint intranet page?
I need to post a chart from one of my Quick Base apps to our SharePoint intranet to 'advertise' a new program the chart represents - generate excitement, awareness, etc. I have seen this done on our very old intranet a long time ago, but cannot remember how to do it. I've seen some posts in here about this, but not clear on the steps. Can anyone please help? Thanks!!!Re: Website interaction and access to Quick Base
Is there anything missing in these instructions above that perhaps may be assumed? Asking because I am trying to do this - allow for an extended group of people to be able to create a request record without having licenses (all internal folks will but we don't want to license this extended group) so I've added Everyone on the Internet, given them a restricted role, and it's not letting a user I'm testing with in - she gets the prompt to request permissions.104Views0likes0CommentsRe: How to have one reference field selection auto-select one from another table?
Thanks, Mark! I have many, many ways I want to use this, so appreciate! I will pick one - one app, two tables - one for Projects and one for Assessments. So I want to display some basic details from the Assessment for a given project, even if the assessment was created separately from the project (so they aren't tied internally). I have a relationship where Assessments are the master table, with a key field of Record ID and the Projects are the child table, with Related Assessment as the numeric reference. If I turn that into a formula numeric and point to the Record ID (which has also been pulled into same relationship from the project to the assessment), it doesn't display anything in that field. Now also what I'd really love to do is just have it pull the record in the Assessment table where the name of the customer field == name of customer field in the Project table. So, when a user creates a project, it has a customer name. It will duplicate that customer name in the refernece fields for other tables automatically where i need to pull data from - that's actually what I'd really most like to do. Sorry if this is getting super convoluted, but I could use this so many times just if I could figure it out. And now I wonder if when I said it worked before if I thought it did but was wrong - cannot find that example anywhere now. (I have a LOT of apps we use.)15Views0likes0CommentsRe: How to have one reference field selection auto-select one from another table?
Sadly, I cannot find where I did this before successfully but cannot get it to work again. Questions: is it the reference proxy I need to change to a formula field that matches the contents or the actual numeric reference field? If I use numeric reference, it doesn't pull any data - but i'm thinking those internal numbers don't match and that's why. But if I change the text reference proxy to a formula, it pulls it out of the relationship. Works but doesn't allow for any lookups.73Views0likes0Comments