ContributionsMost RecentMost LikesSolutionsQuickbase - 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 :) Go to login page when clicking on a file I have a file field that I must keep secure (I cannot open to public). A teaming partner has a limited access role, so that they can be logged into our realm in order to access the files. The problem I am having is this: In other scenarios, if you click on a QB link and are not already logged into the realm, it takes you to the realm login page. However, if you click on a file, it just gives you a 404 Error page. To the user, there is no indication that the real issue is that they need to log into the realm. Any thoughts on how to combat this? My instinct is to make a formula rich text field that doesnt take you to the file, but actually takes you to a custom form with only the file field on it. This way they should be sent to the login screen. I don't love that idea though, anyone have any better thoughts where they can still click on the file itself, and if they are already logged in it opens the file, otherwise it asks them to log in? ------------------------------ Michael Tamoush ------------------------------ Any way to find out where a role is used? Is there any way to tell if a role is part of any dynamic form rules, or if it is used in any formula text fields? I am thinking I might be able to use the search schema to look through formula text fields, but is there any way to know where you have used a role for dynamic form rules? ------------------------------ Michael Tamoush ------------------------------ Re: Scroll Down Automatically on Mobile Form Don, I checked with my contact and he said after testing, he does not believe this is possible on mobile, though he says definitely possible on desktop. However, I am checking with him to see if on desktop if he can get it to return to a specific place, if there are multiple tabs, or only on a form with no tabs (or a form with a single tab). ------------------------------ Michael Tamoush ------------------------------ Re: Platform Performance Issues? If you continue to have performance issues, ask Customer Support. I've had the issue where my App gets put into a 'lane' (sharing resources) with another realm, and that realm is hogging resources (usually due to something wrong - a formula query too intense, a bloated app...>) and will slow down your realm. Or, make sure you didn't just recently make a big change that could be causing it. Most likely culprits recently - formula queries. But can be other things. You can ask Customer Support to see if they see anything in your app causing delays. Once they found in my app I had a search widget on a home page, searching like 700 fields at once. When people used it, it would hog all the resources. Simple fix, that I would have never known if I didnt ask. ------------------------------ Michael Tamoush ------------------------------