KellyLyons1
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If currency(summary field) is blank formula help
I have a currency summary field in my invoice table that shows "our cost" which is summarized from another table in out APP. I would like to create a formula checkbox field that will be checked if the "our cost" field is blank in my INVOCIES table. Is this possible to do? I have tried several formulas option in a checkbox formula field, the NZ function, as well as the Null function using another field I created and converted our cost to a text field. I need to use this missing our cost field for several other things as well, but cannot get the formula right..... ThanksSolved31Views0likes2CommentsRe: Client portal/App setup help
Hi Mark, Is this the easiest route to accomplish this? I see and agree with your point of using 1 separate app for all our clients. I have several questions, but first would like to clarify 1 thing first -- If I am reading this correctly, I would be creating 2 new apps, 1 - Client Portal APP, and 2 - Client Users APP?? Once you answer that it will allow me to ask my follow ups if that is okay!9Views0likes1CommentDisplay a logo on all child tables?
I have an image table where we have uploaded all of our clients logos so they are stored within our APP. I would like to automatically have the company logo placed on certain forms in several different tables. Any suggestions as to how to do this?16Views0likes1CommentClient portal/App setup help
I would like to create an app that is specific to a Client, I can use paid seats for the users logins. Specifically, there are 2 main functions I need. The ability for submission of request and then once reviewed, the ability to view/access the requested information from the Client specific App. I do not want to give any access to our main application, which is why I was thinking the client specific app would be best to build. I want to set the new app up similar to a “portal”, where this Client can log in and do/see several things such as: Submit an estimate request through a form Check the status of this request Provide updates for the request Add authorizations and scheduling updates Send message or make notes Upload attachments I am thinking I could create tables in the Client App that will mirror the tables/fields etc. that are in the main app, thus assisting in relating the data. Then have some type of notification set up when a new submission is made. Our teams would then review any new submissions etc. prior to using a pipeline to import the information into our main app. Once we have reviewed and approved the data in our main app, then I would like to have the client app updated to reflect the “same” details. I know this is possibly, I am just not sure the best way to set it up. Does QB have any prebuilt apps like this I could customize to our needs??? Any suggestions are appreciated!!26Views0likes3CommentsCan I use quickbase actions within the same table?
Is there a way to create an action to modify fields in the same table where the action is taking place? For example, when I change the status to XXX, I want the follow up date field to be changed to 45days from the schedule date field.Solved42Views0likes1CommentCreate and edit child and grandchildern from within a parent form help please
I am using legacy forms to try and accomplish this. I have these tables in use: Expense, Dates of Service, Invoices and Links to invoices. Expenses is the parent to Dates of service, Dates of service is the parent to links , and Invoices in the parent to Links. 1 Expense has many Dates of Service 1 Date of Service has many related Invoices 1 Invoice can have many linked DOS's (which need to connect to the related expense) What I want to do is streamline my process and try to add the date of service AND then link that DOS to an invoice, all while staying on the Expense's table and at one time. Currently, after creating the expense and date of service, I then have to go to the DOS table in order to create a link between the dos and invoice. My process goes like this: I receive and enter a new expense in the expense table. Since each new expense has many different Dates of Service (DOS's) I have the DOS table. On my expense form I have an embedded grid edit report from the DOS table so I can add each DOS and its specific cost while I am entering the new expense. So basically each expense has many line items, which are the dates of service. And then each date of service has many related invoices which I connect via my links table. I log the expense details with the total due for all the dates of service listed on the expense, ie total expense balance due = $1000.00 The $1000.00 due is for 2 different dates of service, which I log via the embedded grid edit dos report on the expenses form. Then..... DOS #1 - $500.00 amount Due - DOS#1 has 5 different related invoice (each related invoice belongs to 1 patient account and then the $500.00 cost for the dos is divided and out among the related invoices and tallied in a another place to be displayed on each patients record. DOS #2 - $500.00 (same scenario) This allows us to account for the expense's for each date of service for the related invoice we have sent out. So how can I accomplish this all with the expenses table at one time? I was thinking that I could use a save and keep working button after the expense and dos details are entered? I do have a relationship between the expense and links to dos tables but I would think I need to i want to link the dos to the related invoice using that relationship? Hopefully I am just overthinking this and it is an easy solution. Any help is awesome.16Views0likes0CommentsRe: Multiple reference proxy fields help
From your example: Bill #1234 from Vendor ABC Line Item 3456: Date 2/26/24 Total $ 1500.00 (6 related client invoices) Line Item 3457: Date 1/23/24 Total $ 1500.00 (5 related client invoices) etc Line Item 3458: Date 1/1/24 Total $ 2000.00 So each line item in your example, will have many related client invoices - which I currently connect right now through my links tables - What I am trying to figure out is how to connect the 2nd and 3rd line items on the example above in the same way. I have this already working using 1 date of service, I am trying to figure out how to connect the other dates of service to the many related client invoices. Does that clarify? ------------------------------ Kelly Lyons ------------------------------6Views0likes2Comments
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Pipelines Qrew
A Qrew dedicated to sharing all things Pipelines.12 Posts
