ContributionsMost RecentMost LikesSolutionsRe: Small Business Round TableEvan I am so excited to have the opportunity to chat with builders working in a small business setting! Thanks for setting this up. In my work as head app builder at a small non-profit, I find my biggest struggle is launching an application that can meet the needs of such a diverse scope of work. Thanks to QuickBase and it's incredibly flexibility, I created 100% customized apps for our teams. Usually, I approach this by engaging our direct users early on to understand their needs and how I can implement them into the QB app of their dreams. The process, while time consuming at first, is essential in building efficiency long term. However, I have yet to formalize a way to build resiliency and would love to hear what other builder's have experienced. To get through all the building and planning, I have two soundtracks. For when I am just about to give up, Queen and Freddie Mercury to the rescue. When I am energized and ready to keep going, I throw in a little Egyptian folk music for flavor. ------------------------------ Nada Mousa ------------------------------ Pipelines for Project Management: Moving a relationship across appsTo sort through our COVID-19 Projects by funding source, I need to move records from one app to another. I also need to move projects and their associated tasks. I currently have a pipeline that runs on a specific field at the project level. I want to extend that to move also the related tasks and their details (such as task description and status). In the receiving app, I have it configured to match the fields for both the tasks and projects, so I would just need to know how to move the relationship as I move the record (the receiving app already has a relationship between projects and tasks) Does anyone know how to do that? ------------------------------ Nada Mousa ------------------------------ Re: Filtering and Formulas using a Multi- Select Text FieldYes just a quick clarification, can I doIF(Contains(ToText([Primary Objectives]), "Objective 1" or "Objective 2"), "CEE") I am trying to make sure I can capture multiple objectives that go under one grant. Thank you so much! Hope you are staying safe and well! ------------------------------ Nada Mousa ------------------------------ Re: Filtering and Formulas using a Multi- Select Text FieldI am only checking for the objectives from that one "Primary Objectives" filed ------------------------------ Nada Mousa ------------------------------ Filtering and Formulas using a Multi- Select Text FieldI am trying to organize our work with out grant objectives. I have now a multi-select field with the objectives written in its called "Primary Objectives". I want to create a field that can read from the "Primary Objectives" and will output text identifying the grant name. I tried using Contains([Primary Objectives]), "Objective 1", CEE," "CEE" is the desired output. Does anyone know if this is possible or maybe I can use dynamic form rules? ------------------------------ Nada Mousa ------------------------------ Re: Creating dynamic SurveysThank you so much! ------------------------------ Nada Mousa ------------------------------ Creating dynamic SurveysHi Everyone, I am trying to ease the process of survey collection and analysis by having all surveys be created via Quick Base. While I found a way to open surveys for everyone on the internet, and ensure friendly user interface, I wanted to know how to create a Likert scale type of question. Would appreciate any and all help on this! Thank you in advance. ------------------------------ Nada Mousa ------------------------------