JulieBowers1
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Joined 4 years ago
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Pipeline to create a record when a new pipeline is created
Hello all! We have a Wiki app that tracks all pipelines in our realm (along with other items regarding our apps). The process is for whomever created the pipeline to create a new record to enter details about the pipeline (pipelineID, name, description, etc.). The problem is that not all our builders remember this process. Someone on my team asked if we could create a pipeline that enters at least a placeholder record in the Wiki app with some details of the pipeline. I thought it was a great out of box idea but don't know if it's possible. Would love any ideas/insight any of you can provide.Solved97Views1like2CommentsRe: Document Template Spacing
Hi Jim, Thank you for offering to help. I'm also having an issue where I can't unwrap the text around the header. I find it odd that option doesn't show. I tried putting in the clear: both in the header and template source and it didn't work. The source in the Template is: <h1 style="margin-bottom:16px;"> <span style="color:#e41f35;font-family:Calibri;font-size:32px;"><span style="clear:both;display:block;"><qb-field field-id="13"></qb-field></span></span> </h1> <p style="line-height:max(17.33px, 100%);margin-bottom:0px;"> <span style="font-family:Verdana, Geneva, sans-serif;"><qb-field field-id="29"></qb-field></span> </p> <h2 style="margin-bottom:4px;"> </h2> <p style="margin-bottom:0px;"> </p> <p> </p>17Views0likes1CommentSending subscription reports to non users
I have another interesting use case. The request is to send a report subscription to two sales people who do not have access to the app from which the report will come. The requester does not want these users to have access but does want them to see the results of said report. I couldn't think of how to trick Quickbase into sending a report subscription to non-users so I futilely tried to give them a role of None in the app and then setup a subscription to send the report. Not surprisingly, they didn't receive the test email I sent. I know it was sent because I included myself in the Deliver to: Has anyone else encountered this use case and found a solution? ------------------------------ Julie Bowers ------------------------------475Views0likes2CommentsRe: Example of help documents in an app
Mark! Thank you so much! I didn't know about the indexing. I've turned that on and will test in a day or so since it doesn't appear you can tell when indexing is complete. And thank you for the reminder on teaching users how to search. For some reason, I hadn't thought of telling them to use OR or AND. Thank you thank you thank you! ------------------------------ Julie Bowers ------------------------------30Views0likes0CommentsExample of help documents in an app
Hi community! We have a table in one of our apps that stores help documents to help the people taking calls with certain call types or sub call types. The table has a text field for key words which is populated by the person responsible for the help document. The idea for this field is that it's a combination of words that a person would search for in order to find that document. The users have complained that this is not the best user experience. I noticed that whomever built the app (this was before I joined this org) had put a Search Articles button on the ticket form. As you can see from the formula below it doesn't tie to the call type/sub call type. I think it was built this way because some of the documents don't tie to a call/sub call type but rather are more general about a subject. URLRoot() & "db/" & [_DBID_SOPS___RESOURCES] & "?a=td" Has anyone ever stored help documents in one of their apps? I'm hoping for examples so that I can work on improving the user experience on this. ------------------------------ Julie Bowers ------------------------------69Views0likes2CommentsOverride a date formula field?
Hello, I've created a formula date field to auto-populate the date two weeks from today today()+Days(14) but I want to allow the users to override it. Normally they would have a call every two weeks but there could be occasions where they/the customer will be on vacation or the date just doesn't work for the customer. Any ideas? ------------------------------ Julie Bowers ------------------------------74Views0likes1CommentOverride a date formula field?
Hello, I've created a formula date field to auto-populate the date two weeks from today today()+Days(14) but I want to allow the users to override it. Normally they would have a call every two weeks but there could be occasions where they/the customer will be on vacation or the date just doesn't work for the customer. Any ideas? ------------------------------ Julie Bowers ------------------------------60Views0likes3CommentsRe: Show which report was viewed by which user
I'm looking for the same thing. Also would be handy to know how many times a report was run in the last xx months. Knowing when it was last run doesn't help much because that could have been a one off situation. I'm trying to clean up an app I inherited that has a ton of common reports and just reports in general. ------------------------------ Julie Bowers ------------------------------71Views0likes0Comments