DianeSinawi
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Question about auto-populating fields across tables
I wish to auto-populate a field from another field in another table, but am not sure if it is possible for our specific scenario. If yes, how would I accomplish it? I tried to create an action, but it doesn't work. The affected tables are 'Audit' and 'Scorecard' and I have parent/child and child/parent relationships setup because in each form we need to pull in some fields from the other table. For every Audit record, there will be only 1 associated Scorecard record, and vice versa. Ultimately, we will have multiple different Scorecard tables for different categories. Each Scorecard form will have mostly unique fields. In every Audit record, a Scorecard from only one of the Scorecard tables will be associated, depending on the category selected in the Audit record. I created an action where when a new Audit record is created, then a new Scorecard record is also created, and in the new Scorecard record, the related Audit record # auto-populates along with selected associated lookup fields. This action is working fine. We will create a separate action in the Audit table for every Scorecard table - so when a certain category is selected in a new Audit record, the new Scorecard record will be created in the correct Scorecard table. This action allows us to auto-generate new Scorecard records (instead of manually), and see related Audit record info in the Scorecard record. This action is working fine. But we also need to get the Scorecard record # and some lookup fields into the Audit Record, automatically if possible. I tried creating an action in the Scorecard table, but it is not working, I think because it has no way to know which record in the Audit table is associated with the Scorecard record. Is there a way to accomplish this? Any help is appreciated. Also, I understand we can only have up to 10 actions in one table. So if we needed to have more than 10 Scorecard tables (say up to 50), is there any other way to automatically create new Scorecard records when a new Audit record is created, outside of using an action?Re: How to create form rule to hide pages based on value selected in dropdown fields
I looked at that post and the other post that was linked in that one. But I don't see how those are the same situation as mine. Also there seem to be multiple possible solutions given in those posts, but I don't see one that works for mine. Can you elaborate?How to create form rule to hide pages based on value selected in dropdown fields
I have a form with multiple pages. The first page has the main fields, and remaining pages have additional fields. Is it possible to hide or show certain pages based on the value selected in a field on page 1? What I would like to happen: If Service field has value "A" then hide Page 3, Page 4 and Page 5. If Service field has value "B" then hide Page 2, Page 4 and Page 5. If Service Field has value "C" then hide Page 2, Page 3 and Page 5. Etc. or If Service field has value "A" then show only Page 1 and Page 2. If Service field has value "B" then show only Page 1 and Page 3. Etc.Re: Report widget not showing available reports
Well that was weird. Mark, to answer your question - I did check report access through Roles before I submitted this question, but nothing had been changed (my admin role still had access to all reports, so they should all be showing up in the widget on my administrator dashboard home page). But when I checked again this morning, the report widget is working now! I did not make any changes between when I submitted this question and today.Report widget not showing available reports
On our app home page, when I try to update an existing report using the widget, or add a new report using the widget, our reports are not showing up in the report dropdown. Even the report that was already previously added via the widget is not showing up in the report dropdown. I am the app manager and have administrator access. We have a number of existing reports for this table, and several are used on the app home page, and have been there for at least a year. All are shared reports with no access restrictions. They are not grid-edit reports. I have not made any changes to the type or location of our reports. I have 3 apps where I'm the manager/administrator, and the issue is happening with all of them. How do I make them show up again? And could this be tied to the recent QB update that changed some UI (tables now listed in a left sidebar instead of on top, etc.)? This is the first time I've tried to change reports since that UI update. Thank you for your help! These are the reports as shown from the table page: This is what I see in edit mode on the home page. These 2 items are the only things that show up and neither are clickable and a search does not find the reports:
