DavidSemitekol
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Joined 5 years ago
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Assign Child Record to Parent Record
I'm trying to create an inventory database with my Users as a parent table and my Computers as the child table. Computers need to be assigned to users. I can go to the computer table and easily assign to a user, but I want to be able to go to the user table form and assign an existing computer. This is a Quality Of Life request, to be able to open the form view of the user and then assign existing computers from the computer table and other equipment from subsequent tables. Thanks.Re: How to use the ToUser function
Thanks Mark, you actually gave me an idea that solved my problem. My original table of names did not have emails so I created a new field and only entered the email address to those that I know are users in my app. I was then able to modify my original formula to match on email address which brought me to my goal of being able to filter reports based on the logged in user. ------------------------------ David Semitekol ------------------------------How to use the ToUser function
Does anyone know how the ToUser function works? The QB help isn't very helpful. I have a field in my table with first and last names. I would like to match those to a user list so that I can create filtered reports based on the logged in user. I created a ToUser formula field and entered a formula: ToUser([Broker Name]) While QB is not reporting any error in the formula, it is also not reporting anything in the field. Is the only way to filter a report based on the user is to create a User field? What to does the User Formula field accomplish? Thanks. ------------------------------ David Semitekol ------------------------------Re: How to limit the number of records a user can download
Okay, thanks Mark and Chayce. Yes, it's a precarious situation because there is a legitimate advantage for them being able to download some of the records to work in Excel. I don't want to take away the option completely and users still need the ability to see all records also. Too bad QuickBase doesn't have a built-in limiter on the number of records a user can download or some safeguards against that "one" malicious actor. ------------------------------ David Semitekol ------------------------------How to limit the number of records a user can download
Hello, does anyone know if we can limit the number of records a user can download? I know I can restrict all downloads, but I would like a user to be able to download a report into Excel (csv) but not be able to download every record. Or is there a way to monitor how many records a user downloads? I'm just worried about all of our data walking out the door! ------------------------------ David Semitekol ------------------------------Re: Formula for figuring out age in months
Thanks Mark, this really good and useful code that you provided! If anyone is looking for a return that is a numeric number, I adjusted Mark's code here: var date MyDate = [In Service Date]; var text Years = ToText(Year(Today()) - Year($MyDate) - If(Month(Today()) < Month($MyDate) or (Month(Today()) = Month($MyDate) and Day(Today()) < Day($MyDate)),1,0)); var text Months = If( Month(Today()) > Month($MyDate), ToText(Month(Today()) - Month($MyDate)), Month(Today()) = Month($MyDate) and Day(Today()) >= Day($MyDate), ToText(Month(Today()) - Month($MyDate)), Month(Today()) = Month($MyDate) and Day(Today()) < Day($MyDate), "11", ToText(12-(Month($MyDate) - Month(Today())))); var text RawResult= $Years & "." & $Months; If(not IsNull($MyDate), $RawResult) This is still a Formula Text field but you can create an additional Formula Numeric field and just convert with ToNumber([Age Formula Text]) ------------------------------ David Semitekol ------------------------------Re: Address Importing Best Practices
Sorry Mark, yes, the Street Name is a lookup field. I'm okay with the current solution of using a custom data rule. What I'm really struggling with is the QB Address Field and the formatting of the MapBox address. They just are not using standard address formatting that we expect from the USPS or Google Maps. This causes 2 issues: The first is that searching for addresses becomes very difficult because end users are accustomed to entering an address using the standard format. But when the QB Address field changes the way an address gets entered, the user can no longer find the address using the search records tool. The second is there is no way to prevent duplicate entries easily, if at all, so it becomes a data entry nightmare. Sure, we could write a complex formula that looks for "North" and converts to "N" but that won't account for all variables in an address. Like when "North" is actually the street name and not the predirectional. Today's end user wants to be able to start entering an address and have a dropdown autofill the result. We need to find a way to duplicate that experience in QB. I think that is why I've been experimenting with this complex address table but I'm not sure if it is future proof, provides a quality user experience, or can scale when we go from 1k to 5k to 10k plus records. Any help would be greatly appreciated in solving this Rubik's Cube. ------------------------------ David Semitekol ------------------------------Re: Address Importing Best Practices
Hi Mark, I'm referring to the "Must be unique" checkbox in the field settings. Here is my formula: List(ToText([Number Start]),ToText([Number End]),[Address Number],[Predirectional],[Street Name],[Suffix],[Post Directional]) When I tried to save the field, I got this error: When I did some research, I came across this post in the community: Enforcing Uniqueness on a Formula Field ------------------------------ David Semitekol ------------------------------
