JasonJohnson2
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Re: Utilization Rate
You will have to breakdown the duration into hours. This would allow you to sum more accurately and would also have the benefit of allowing you to see how many days were partial days of work. You could have a field to convert the hours to days also so you can see days. ------------------------------ Jason Johnson ------------------------------7Views0likes0CommentsRe: Counting Date/time field changes
If you are connected to another table and the other table is the one not the many you can do a 'distinct count' off of the 'date created' field and set the conditions. Then if you want it on the other table do a lookup back. You could create a distinct count for each field if it had to be more detailed. If it is one record changing then you could use the date modified. It all depends on have a relationship. ------------------------------ Jason Johnson ------------------------------20Views0likes0CommentsRe: Counting Date/time field changes
I might have an idea but need to understand the question a little better. You have records that get created? Are you looking for changes to one specific field or a change to any list of fields? Is their one field that stays the same and is related to another table? Perhaps mac address? We are counting these changes? ------------------------------ Jason Johnson ------------------------------21Views0likes2CommentsRe: Versioning Rich Text Field
What would i do if i had such a table and a rich text field? 1 - Have a process/procedure owner field. You could use the record owner but I lean more toward a user field that users could update so i don't have to do that. 2 - Create an approval process where if certain field are changed the owner must approve - the rich text and owner fields. Trigger a notification to a report to show the previous entry and the new change with 2 buttons, approve and disapprove. 3 - create another table for the history of the fields 4 - setup a relationship between the 2 tables 5 - create an automation to populate the history table triggered by specific changes 6 - approve makes no changes and disapprove kicks off an automation to return the values I'd probably for fun go so far as to create approval kanban reports inside the form and send the approver to the record to appear when approval is required. Slide the card and close the record, no buttons needed. ------------------------------ Jason Johnson ------------------------------3Views0likes0CommentsRe: Margins on a sales report Totaling
I would never total my margins. Right now my margin total is 572% but my margin average is 27% which is correct. I now know that our department is hitting the target but am also highlighting any under performing projects whose margin is not meeting goals. ------------------------------ Jason Johnson ------------------------------33Views0likes2CommentsRe: Margins on a sales report Totaling
I keep my changes in a Change Log table and put a table report in the Project form to show the margins on change orders. I then show the original margin , current projected margin (w/changes) and the actual margin. 1 line per project and in a table not a summary report with the average at the bottom. I made sure to put the financial details on one of the first few tabs to keep it simple to find for management when they want to see the details. This issue was a headache for me as well. ------------------------------ Jason Johnson ------------------------------20Views0likes5CommentsRe: Magic Button Question - Changing Appearance after clicking
I used to make rich text buttons that were able to perform different tasks, change colors, and change wording all based on specific criteria. URL formula buttons limit capability at least for me and I didn't like that so I made a decision to use only one type for all buttons so I can always control more. I am a bit rusty and lack time until later this week to put something better together but below is how you can make 2 different API's work on a single button. I am rusty because automations have eliminated those types of buttons for me. Combine everything together into one statement and wrap it all in an URLEcode like shown below with an rdr added between the commands. You may need to put another URLEncode from the URLRoot until right before the & of the next URLRoot, little foggy on that part. Essentially Quick Base doesn't like doing different API's at the same time out of a formula button unless you do this. I did bolding on my changes. var text editadd= URLEcode(URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_183=" & URLEncode(UserToName(User())) & "&_fid_233=true" & "&apptoken=......" & "&rdr=" & URLRoot() & "db/" & [_DBID_TRANSACTIONS] & "?act=API_AddRecord" & "&apptoken=....." & "&_fid_6=" & [Application/Offer Confirmation Date] & "&_fid_44=" & ([Deal %]*100) ........... & "&_fid_45=" & Round([Payment],0.01)); ------------------------------ Jason Johnson ------------------------------69Views0likes1CommentRe: Cannot Dynamic Filter in Many to Many Relationship
I would have made procedures a stand alone with the Departments Affected By field being a multi-Text Select but make the selections come from the Department Name field in the Departments table. Then you could make the role show only records that contain the users department in the Departments Affected By field. ------------------------------ Jason Johnson ------------------------------13Views0likes1Comment