MichaelTamoushQrew CaptainJoined 7 years ago933 Posts78 LikesLikes received2 SolutionsView All Badges
ContributionsMost RecentMost LikesSolutionsRe: URL Add Related Form (But popup like embedded Reports) I also would like to see an option to either call the subform myself perhaps with a specific class, in a formula rich text button, or be able to modify the native button. Like you, it would be hugely helpful on mobile. I have feedback for this! Request | Feedback Re: How to add Tabs (Pages) to only a specific section of a form? You can't do exactly what you are describing (having tabs in one section, then more tabs in another section). Quickbase only allows: Pages (Tabs) Sections Columns Pinned Section (only 1) One page can have many sections underneath. One Section can have many columns (you might be able to utilize this...?) You are allowed ONE pinned section, which will remain above all tabs. It's not quite what you want....but perhaps you can work that in as well? Re: [Account Manager Email] is Current User You'll have to compare email to email or user to user. So that could look like: ToUser([Account manager Email]) = User() or [Account manager Email] = UsertoEmail(User()) You can either use a Report Formula for this, or you can create a new formula checkbox field called [Account Manager is Current User?] , with either of the formulas I put above. Then in your report, use that checkbox in your filters. Possible to Preview PDF and not Download? Is anyone able to get Chrome (or Edge) to auto preview pdf files (saved in attachment fields) as opposed to downloading them? There is a setting in Chrome for this, but it doesn't seem to do anything (at least, it doesn't change the behavior of a pdf in a file attachment field). Is there a way to force a browser to view a pdf rather than download it? Quickbase - Sage Intacct Sync Anyone? Does anyone use the Sage intacct Sync? If so, was wondering if you have ever tried to sync the Record URL field. It is the only field that comes through with no data. Wondering if others have seen this behavior and have a fix. Re: formula help "if statement" What is it you want to do in the end, just written out? If field Salesroom = Playa Grande, perform one calculation, else if SalesRoom=Landsend or Salesroom= Pacific Dunes, perform a different calculation? If so, that looks like this: If( [Salesroom]="Playa Grande",([# of people in party]+1)*7.81, [Salesroom]="GS Landsend" or [Salesroom]="Pacific Dunes", ([# of people in party]+1*9.63) ) (This assumes you want to take the number of people, add one, and THEN multiply) Can you prohibit a role from adding columns to a report? Is this possible? Or are your only options to change the permissions of every field so the role cannot view, or alterntively change the permissions of every field to not allow to be added to a report? Save and New for Children No longer an option? Just making sure I am not missing something: On new forms, when you use the embedded 'New Child' button (its an option to add to the toolbar in a report link), it opens up the cool pop up dialogue box to enter your child. I see no way of doing a 'save and new' when using this new pop up. Am I missing something, or did they remove that option? Re: Huge Oversight with New Forms? Just reviving this thread. I too had this same issue but I think I have found a work around. If you actually put the related field parent field on the child record, it seems to work. I am not sure why...but I think I am having success. Let me know if it works for you! Testing Notifications This is purely for me to test notifications on my account. I am logging in under different accounts and using this dummy discussion so I don't flood another email string with test notifications. Thanks all :)