JuanSolorio1
Qrew Cadet
Joined 7 years ago
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Support Needed for QB - PowerBI
Hello everyone, We are looking for some assistance with some PowerBI reports that are linked to QB. We already have the channel working and have some reports that were created by a developer who is no longer with the company. The issue is that these reports no longer seem to be updating and we are having some difficulty understanding why. If you have any recommendations, that would be greatly appreciated. Of course, we are willing to bring in a consultant for an hour to help us with this issue as well. Thank you in advance!29Views0likes0CommentsOverride role permissions with button
Hello everyone! I am hoping someone may be able to assist me with this issue. I have a role that prevents users from editing a record once the status of the record has changed to "Closed". However, there are instances where I want to allow the user to edit certain aspects of the record. I would do this by creating a button that would show up for the user based on certain conditions that I set. The issue, naturally, is that even though I can display the button for them, they still cannot edit the record due to the restrictive conditions of the role. They get the "Access Needed" message. Is there a way to override user's roles, and maybe use Administrator access, in a URL button so that users who see the button can click it and edit the record? Thank you in advance for your input!95Views0likes1CommentRe: QR code to add new record
Hi Mark, Thank you for your feedback. Yes, the issue is that users can only access the EOTI table through the app if they are registered users. Otherwise, they have to go through a web browser. The web browser option would be just fine if users could scan the equipment item as was intended. However, when opening the form via a browser, the scan functionality is not there. Users are forced to select the equipment from a dropdown menu with thousands of options. I am aware that users can just start typing in the field to limit the available options. However, we are really trying to make this as easy as possible for them to "select" the item they are inspecting by scanning it. Juan ------------------------------ Juan Solorio ------------------------------22Views0likes1CommentRe: QR code to add new record
Hi Mark, Non-registered users will be accessing the form via a link. Unfortunately, the scanning icon does not show up for them when the user doesn't have the app installed. It forces them to select from the drop-down list. ------------------------------ Juan Solorio ------------------------------86Views0likes3CommentsQR code to add new record
Hello everyone, I have a table that stores equipment items, and there's a field that stores a QR code for each item. These QR codes are also printed on labels and affixed to their corresponding equipment item. Users perform inspections on these equipment items daily. The goal is to have users walk up to a piece of equipment and scan it, and this would launch the inspection form in QB in add mode, with the equipment item already filled out or selected. I know that we can already accomplish this with the QB app. However, many users will not be registered QB users simply because it's pointless to add them and pay for a license when all they'll ever do in QB is fill out these forms. Since they won't be registered users, they won't be able to use the app. Note that we already have the relevant table available to "Everyone on the internet". We just need to be able to incorporate the scanning functionality. Any suggestions are welcome and appreciated! ------------------------------ Juan Solorio ------------------------------124Views0likes5CommentsCustom Save and Close button
Hello everyone, This is probably a super simple solution but for the life of me I have not been able to get it to work. I am trying to create a custom button that simply saves the record on a form that has both the parent and the child records in edit mode. Example: A parent record form has an embedded grid of related child records. When the parent record is in edit mode, the grid of child records is editable, so that the user can add or modify the related child records. At this point, the parent record has already been saved, so the record ID of the parent already exists. All I want my button to do is to save any changes made to both/either the parent or the child records. I want this button to work exactly like Quickbase's native "save & close" button. Thanks in advance for your help! ------------------------------ Juan Solorio ------------------------------897Views0likes5CommentsRe: Limiting size of files a user can upload.
Hi Mike, Same here. This feature has been needed by almost every client of mine. There is an update from Quick Base on this: ------------------------------------------- There's been an update on your Quickbase request: attachment size Your request status is now: Planned Here's the update from Kristina Hristova of Quickbase: "Hello all - we want to let everyone know that we plan to implement this feature on our new forms. There is no timeline at this point, but keep an eye on our release notes for more details." -------------------------------------------- A step in the right direction, no doubt. Hopefully, it will be implemented sooner rather than later. ------------------------------ Juan Solorio ------------------------------34Views0likes1CommentRe: Formula text button to create Quick Base Action (Add Record) and redirect to that record
Hi Mark, I am trying to use this solution to open the newly created record in edit mode instead of view mode. Do you know how to go about doing that? Thanks in advance! ------------------------------ Juan Solorio ------------------------------223Views0likes1Comment