AviSikenpore1
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Joined 6 years ago
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Re: when the staff each have a custom dashboard and all the tables are hidden, how are they able to retreive their personal reports?
Mark, You can got to app settings -> app management - > manage reports and then select show"All personal Reports" which will list all personal reports in the application with the owner information.Re: Is there a way to show null values in a Summary Report
There are two ways you could accomplish this. 1. Create a new formula numeric field which basically convert the existing value into a numeric value even for now by doing a NZ. Use that new formula numeric field in your summary report and that should display. 2. The other way to try is to Modify the field properties of the summary field to treat blank values as zero. Make sure that you are not filtering out any records in your summary table based on the field value being zero.Re: Count file downloads
Another easier alternative is to provide a formula URL download button which first creates a child record with the file information and then downloads the file. Essentially use a API_AddRecord and then do a rdr to the download link. copied from the QB API guide (https://help.quickbase.com/api-guide/index.html#filemanagement.html%3FTocPath%3D_____5 ) ------ ou can download a file in two ways: If you know the database ID, the record ID, the Field ID of the file field you are attaching to, and the version ID, you can use issue a GET request using this URL format: https://<em alt="" title="" name="" value="" type="" target="" rel="">target_domain</em>.quickbase.com/up/<strong alt="" title="" name="" value="" type="" target="" rel="">DBID</strong>/a/r<strong alt="" title="" name="" value="" type="" target="" rel="">RID</strong>/e<strong alt="" title="" name="" value="" type="" target="" rel="">FID</strong>/v<strong alt="" title="" name="" value="" type="" target="" rel="">VID</strong><br alt="" title="" name="" value="" type="" target="" rel=""> where: target_domain is the domain against which you are invoking this call, for example, quickbase.com. Read about this notation. DBID is your TABLE dbid (not the application dbid) RID is the rid of the record with the File attachment FID is the fid of the File attachment field VID is the version ID of the file. Specifying 0 (zero) for the VID always gets you the most recent version. For example: https://quickbase.com/up/bdb5rjd6h/a/r13/e8/v0 If you know the URL of the file attachment, you can issue a GET request that contains the URL of the file attachment and the table dbid. (To get the URL, use API_DoQuery if and set its fmt parameter to �structured.� The URL is returned in the <url></url> tags.) Here�s a typical URL that you would use in this second way of doing a GET: https://<em alt="" title="" name="" value="" type="" target="" rel="">target_domain</em>.quickbase.com/up/bdb5rjd6g/g/rz/ey/va/Model_T.jpgRe: Separate Multi-Select Text Fields on a Pie Chart
Mark's approach is definitely what I would recommend. Make sure your multi select choices are coming from a table and not a field dropdown so you can maintain them easily. Secondly The automation should get triggered whenever that field is changed in the modified record option which cycles through and creates a child record for each of the selected item. You can add a step to first delete all existing child records and then add the ones in the multi select checkbox to avoid any duplication. Feel free to reach out if you need help setting up the automation - they are fairly intuitive. Obviously you can use middleware like Workato or Zapier to accomplish it as well.Re: Sneak Peek: Type-Ahead Search Picker
We have a report with a list of Auditors as a dropdown field. There are about 150 or so auditors but the record picker only displays 50. How can I display all the records beyond the 50 is the user does not know their names and wants to browse the entire list ? Previously you could just scroll down and pick from the dropdown. The ability to switch between search picker and standard multiple choice dropdown would be great.Re: Re-asking this Database Lock issue question
One way to overcome that is to setup a unique field requirement for the field. For example the record ID for the slot (if a dropdown) or a concatenated field (date+ time slot) will prevent users from saving a record if two users concurrently opened the form.Re: How do I change the realm admin?
You will need to submit a support case to Quickbase. They will send a verification email to the existing realm admins asking for written approval. Then the other person can be the realm admin. There is no native functionality to self service that due to security reasons.Re: Is it possible to mark a record (formula checkbox) when it has been 'saved as spreadsheet'?
Rather than allowing users to natively save as a spreadsheet, you can give them an icon/button to download. It would essentially be a url link to a report where the format of the report is set to csv. So prior to directing them to the URL, you can make an api add record call and log that info in a field which puts a timestamp and user info. And you formula checkbox can be driven off that field.
