RikkiRyan
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Joined 3 years ago
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Date/Time Stamp Formula
Hello! I am attempting to track when our leads are converted, which happens when our [Account Status] field switches from "Lead" to "Signed Customer." When I created a date/time field using the formula below, it is literally continuously updating to show the current time. My goal is to just capture the date/time of when the [Account Status] field switched from "Lead" to "Signed Customer." Help? If([Account Status]="Signed Customer", Now(),null) Thank you!! ------------------------------ Rikki Ryan ------------------------------54Views0likes1CommentRe: Document Status Colors and Reporting
I should have added - I needed the "Uploaded" and "Status" for EACH document to be able to use these fields for reporting in other tables. Also, I solved my own problem - but if anyone runs into a similar issue, I will leave this thread here. Solution: I added a general "Document Status" Formula - Rich Text field to use as a column in reporting on all doc statuses: If(IsNull([Date Created]), "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/226-rect_gray.png\"></div>", If(([Approved] = false and [Rejected] = false), "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/229-rect_yellow.png\"></div>", If([Approved] = true, "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/228-rect_green.png\"></div>", If([Rejected] = true, "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/227-rect_red.png\"></div>")))) ------------------------------ Rikki Ryan ------------------------------10Views0likes0CommentsDocument Status Colors and Reporting
Hi! An old company I worked for used Quickbase years ago and I'm trying to replicate something they did with documents. Can someone help me achieve the need below? Process need: When we upload files to our Documents table, we want a YELLOW status to appear. When they are reviewed, we'd like to approve (GREEN) or reject (RED) them. If the doc is not uploaded, we'd like to see a GRAY status box. My start: Created the following fields: "Document Name" Multiple Choice (Ex. "Permit" could be selected here) "Approved" Checkbox "Rejected" Checkbox Created the following fields for EACH document listed in the multiple choice field: Ex. "Permit: Uploaded" Formula - Date: ToDate([Date Created]) Ex. "Permit: Status" Formula - Rich Text: If(IsNull([Permit: Uploaded]), "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/226-rect_gray.png\"></div>", If(([Approved] = false and [Rejected] = false), "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/229-rect_yellow.png\"></div>", If([Approved] = true, "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/228-rect_green.png\"></div>", If([Rejected] = true, "<div align=\"center\"><img src=\"https://images.quickbase.com/si/16/227-rect_red.png\"></div>")))) My problem: Everything above works great to see individual doc statuses, but I cannot figure out how to create a report with columns to see a list of ALL documents, their uploaded dates, and their statuses (since I could only figure out the above by making "Uploaded" and "Status" fields for each doc): Document Name | Document Uploaded | Document Status ------------------------------ Rikki Ryan ------------------------------7Views0likes1Comment