WadeMyers1
Qrew Cadet
Joined 6 years ago
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Copying Apps that contain imports
A lot of automation occurs in our application using imports. Most times it is an import from and to the same table to update content based on conditions. Problem: if you create a copy of an application, it appears that all the imports still point back to the original application name and tables. It would be simple enough if we could simply update the import target application name and have all the configurations update, but when you change the app name and select the table, all the import configs get lost, so you basically have to rebuild them all from scratch, risking potential human error. Does anyone have a known method out there for updating imports when copying an app?Re: Summarize a value in the same table
I figured it out. Looks like ChatGPT gave bad advice - insert GetFieldValues into the mix. When I pulled that out I eliminated the error. I also decided not to try calculating the OT value on an individual timecard just for the sake of capturing the day it happened, but instead will break that out in the formula on the payroll page for hours > 40. For those who are interested, here's a screenshot of the formula that worked, with comments inline.Summarize a value in the same table
I'm building a new Table [Daily Time Cards], now trying to calculate for overtime. I built formula fields for week and year number, with the idea that I would query the same table for [Related Team Member] those number fields and only render total hours logged for the week, not on the same Record ID (or blank, since could be the case initially). Example: A user logging time submitted 38 hours previously this week in prior saved time cards. On Friday they have 4 hours to log. The highlighted field should summarize to 38 The formula for the new timecard should calculate 2 hours at regular time, and 2 hours OT I attempted to make this field work with a formula Query, then tried doing a self to self relationship. I think the FQ is the way to go, but I get an error "Expecting Records list but found text list" on GetFieldValues. SumValues( GetFieldValues( GetRecords( "{Related Team Member.EX.'" & [Related Team Member] & "'}" & " AND {Week Of Year.EX." & [Week Of Year] & "}" & " AND {Record ID#.EX.NOT." & [Record ID#] & "}", [_DBID_DAILY_TIME_CARDS] ), 36 ) ) Recommendations are appreciated.Re: Limit the number of displayed rows in reports when editable on the form
I'll have to give that a try. I'm not sure it works for every case, just because I found that if you activate a record that has a required field it doesn't easily let go. As I recall, during testing I typed in data to a field and the deleted it to see what happened, and it kept throwing the required field error and essentially wouldn't let me back out of it. I think another way to handle it could simply be not to display in edit mode but get give the user an edit button in the row on a report line and either give them a pop up or open in same window.Re: Preventing Budget Overrun
I found a gap in testing where the user could "trick" the system. I'm thinking "maybe" a Formula query could help, looking for insights. Use Case. The user enters a value of 11 hours on a budget of 10. At this point, [Save & Continue] button is hidden by a form rule, and in it's place an [Update] button is required to save and redisplay the record in edit mode. If no Alerts exist, [Save & Continue] is visible. The problem being that at this point, the user "could" opt to edit the hours again, and potentially those hours could exceed the budget as shown below because [Save & Continue] is visible. I modified the button formula as follows to redisplay form 1 which is 16 instead of proceeding to form 2 which is 20. var text DisplayFormInEditNoAlerts = If([Active Form]=1 and [Qualifies to Show Save & Continue]=false, URLRoot() & "db/" & Dbid() & "?a=er&dfid=16&ifv=1&rid=", URLRoot() & "db/" & Dbid() & "?a=er&dfid=20&ifv=1&rid=" ); Maybe the simplest solution would be to take them to Form 2 and use a rule to take away buttons and present the alert with the only option to go back, and let the form rule 1 lock them into place; however, a more pristine solution would simply refresh using the above code. The problem is that even feeding up a budget warning with a relationship doesn't work because it is not real time with the task budget until it saves. I'm curious if a Formula query would be more dynamic/real-time? If so, what would be a good syntax for looking at Units delivered on the task table from the current DSR?Using variables with class='SaveBeforeNavigating
Maybe this is not possible, but I'd like to insert variables in the class definition so that the stat of the record referenced changes the color and text of button in the report. The button [Edit DSR on Active Page] exists in a report on the user home page. The user initiates editing of an incomplete record by hitting that button, editing it until they they hit [Save & Continue] which will increment the [Active Form] which is a page counter. User also decrement [Active Form] it if they hit the [Back] button. When the user reaches form 4, they are there simply to review their work. If they hit [Save & Finish Later] they return to the home page --- That's where the scenario changes. I'm attempting to use fields to provide dynamic color values so when they see the record in the report on their home page it will be green instead of blue and black text instead of red. If possible I'd also change the text. I made a copy of [Edit DSR on Active Page] and labeled it "Update DSR", then tried inserting the fields in the class statement like this: "<a class='SaveBeforeNavigating' data-replaceRid=true style=\"text-decoration:none; background: [Background Color]; border-radius: 5px; color: [Text Color]; display: inline-block; padding: 5px 0px 5px 0px; width:138px; text-align: center; text-shadow: none; border: 2px solid #1b8b0a; font-size: 12px \"href='" & $URL & "'>Update DSR</a>" For reference, The two formula text fields I used I inserted were as follows: [background color] field 280, If([Active Form]=4,"1b8b0a","0863f5") [text color] field 281, If([Active Form]=4,"ffffff","0a0a0a") The results were unsuccessful (shown below) but I'm hoping that I'm not far off if this is something possible. If it had worked correctly only the top record shown would be different from the left column. I appreciate any ideas you might provide.Hide "Full Report" and other report options
I have a read only report displayed in several places where IForms is used to supports user access to just what they need. Unfortunately, at the top of all reports there's a remaining set of links I can't seem to hide. Full report is at the left and you see in the screenshot there are others. I looked for any content on the subject but it seems to be years old and I don't believe the question has been posed recently. Is there yet a way to display a report suppress these features?Limit the number of displayed rows in reports when editable on the form
I'd like to limit the number of rows displayed on a report to only rows where data already exists. I have several forms where a report is editable whenever displayed on a form in edit mode. The risk is that users can type in those rows. I've done scenario testing and I can see how a user could create some problems that will actually get them locked into a no win scenario where they are in conflict with form rules and unable to remove the extra rows created while unable to proceed. It's particularly true if one of the fields is a required field. Obviously orphans can occur if they have to close the browser. Below is a screenshot of an example where the report renders 3 rows but shows 4 additional rows. Is there a way to limit editable rows to only those already containing data when rendered?
