XavierFan
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Re: Changing record picker value based another record picker
If you're talking about changing the value of the 2nd record picker - you can use form rules to change the value of the reference field, for example. If you're talking about having the 2nd record picker only show certain values based on the selection of the 1st record picker, check out this online help article on "Conditional Dropdowns". Conditional Dropdowns https://help.quickbase.com/user-assistance/conditional_dropdowns.html ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------7Views3likes1CommentRe: Formula-User field that shows value of another Nonempty user field
(for some reason - I encountered an error when trying to reply to your message) Ok - if you want to check [User A] against some email, try this formula: If( IsNull([User A]) = false and UserToEmail([User A]) <> "supervisor@gmail.com", [User A], IsNull([User B]) = false, [User B], IsNull([User C]) = false, [User C], IsNull([User D]) = false, [User D] ) The UserNameToEmail changes the User into the email it corresponds to, and you compare that with the email that you have. Then the rest of the formula is the same. Hope this helps! ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------9Views1like0CommentsRe: Formula-User field that shows value of another Nonempty user field
Try this formula. You may want to put a default user at the end, in case [User D] is also blank. If( IsNull([User A]) = false, [User A], IsNull([User B]) = false, [User B], IsNull([User C]) = false, [User C], IsNull([User D]) = false, [User D] ) ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------14Views2likes2CommentsRe: Populating User Fields for workflow
If I understand you correctly, you would want 4 separate Formula User fields for the 4 Stages. So create 4 Formula User fields, and call them [Stage 1 - Assigned User], [Stage 2 - Assigned User], [Stage 3 - Assigned User], [Stage 4 - Assigned User] - or whatever your naming convention is. For the formulas - you can do something like this: (let's say this is for Stage 1) If ( [Product Line] = "A" and [Type] = "X", ToUser("john@company.com"), [Product Line] = "B" and [Type] = "Y", ToUser("mary@company.com"), [Product Line] = "C" and [Type] = "Y", ToUser("bob@company.com"), ToUser("john@company.com") ) Here - you're specifying the conditions for [Product Line] and [Type], and then outputting the correct user (based on their email for their Quick Base account). The last line is the default user for this Stage, if the previous conditions and assignments are not fulfilled. Then repeat this for the other Stages. ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------10Views0likes0CommentsRe: Duration Formula minus weekend hours (smart Unit result)
Try this formula below - this is assuming that [Completed Date] and [Open Date] are Date/Time fields. It first looks for [Completed Date] and [Open] date within the same 5 day period in the same week - in which case there are no weekend hours to remove. Then it checks for the duration being within 5 days, but crossing a weekend - in which case you remove 48 hours. Finally - it checks for the duration spanning multiple weekends, and removes the total weekend hours. var Duration TotalDuration = [Completed Date] - [Open Date]; If ( // if less than 7 days and within the same week, then there are no weekend hours to remove $TotalDuration <= Hours(168) and DayOfWeek(ToDate([Completed Date])) > DayOfWeek(ToDate([Open Date])), $TotalDuration, // if less than 7 days, but crosses a weekend - then remove 48 hours $TotalDuration <= Hours(168), $TotalDuration - Hours(48), // otherwise remove the hours belonging to multiple weekends $TotalDuration - Hours(Int(ToHours($TotalDuration) / 168) * 48) ) ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------8Views1like0CommentsRe: Multiple Character delimiter in formula
Ok - then you'd want to change your mini line as follows - to use "NotLeft", and get the remainder of the text after excluding the leftmost 3 characters. var number AWBLength = Length([Number]); var number Cut = 5; var text Short = If($AWBLength > 11,(Left(ToText([Number]),$AWBLength - $Cut)),[Number]); var text Prefix = If([Type]="Master", Left(ToText([Number]),3),""); var text mini = NotLeft($short, 3); var text Result = If([Type]= "Master", $prefix&"-"&$mini,$Short); ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------28Views0likes3CommentsRe: Multiple Character delimiter in formula
With the formula you posted above - it returns the following: So looks like it's behaving as expected? When Type = "Master", the prefix is 123, with mini being 4567890. 1) With Number = 1234567890, Type = "Master" Result = 123-4567890 2) With Number = 1234567890, Type <> "Master" Result = 1234567890 ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------12Views0likes5CommentsRe: Group and filter by "customized week"
A couple different options here: 1) Change the global "start of week" for the entire app - in App Properties > App date and time > Date options - you can set First day of week to "Wed" - then your normal grouping in table and summary reports will use the new setting with Wednesday as first day of the week - this only works if this Wednesday week setting will work for all the dates in your entire app 2) Create a custom formula to display the custom week - create a Formula Text field - let's say you call it something like Custom Week Starting Wednesday - use this formula (this is assuming that your current First day of week is set to Sunday) - use this formula: var Date CurrentWednesday = FirstDayOfWeek([Sent to 1st Level Review]) + Days(3); var Date PreviousWednesday = $CurrentWednesday - Days(7); If ([Sent to 1st Level Review] < $CurrentWednesday, "Week of Wednesday - " & ToText($PreviousWednesday), "Week of Wednesday - " & ToText($CurrentWednesday) ) Now this text column will display something like: - Week of Wednesday - 07-31-2019 - Week of Wednesday - 08-07-2019 etc. If you group using this Formula Text column in your table or summary reports - then the grouping will be by week, starting on Wednesdays. If you have multiple different custom weeks, then your formula will need to account for them, or you can create separate Formula Text fields for the different weeks. ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------6Views0likes2CommentsRe: $ Decision-making workflow - Rolling Approved Budget Total
I'm assuming that these are "Project Budget" records, with a related parent "Project" table. If I understand correctly - you want to grab the latest (4) New Approved Project Budget, and put it as the (1) Current Approved Project Budget in a new "Project Budget" record. So first - you have to find the latest New Approved Project Budget. Do a summary field from Projects to Project Budget - for "Maximum Record ID#" (or if you have a Budget Request Date or something similar, you can do that too) Do a lookup field from Project Budget (looking up to Projects) - for the same Maximum Record ID# (or Date if you're using that) Do a summary field from Projects to Project Budget - for "Latest Approved Project Budget" - where the Record ID# of the Project Budget record = "Maximum Record ID#" Now the Project knows the "Latest Approved Project Budget". You want the Project Budget records to know the Latest Approved Project Budget as well, so do a lookup. Do a lookup field from Project Budget (looking up to Projects) - Latest Approved Project Budget Now - have a form rule that fills in the (1) Current Approved Project Budget with Latest Approved Project Budget When Current Approved Project Budget = blank change the value of Current Approved Project Budget to the value in the field Latest Approved Project Budget - always apply this action - Uncheck - Fire "change" actions only when a condition changes from false to true This way - when you create a new Project Budget record (and it's related to the parent Project) - it will fill in the Current Approved Project Budget with the current Latest Approved Project Budget. ------------------------------ Xavier Fan Quick Base Solution Provider http://xavierfanconsulting.com/ ------------------------------10Views0likes0Comments