DonLarson
Qrew Elite
Joined 7 years ago
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Re: Suggestions for archiving or closing records
You can write a Pipeline that duplicates the data in a new table and then deletes the old records. You need to really think through all your reporting scenarios to make sure that you are covered. Another answer would be to push all of this data including the relationships out to a real SQL DB. That you can really query it for unique purposes, push to an AI model and so on.Re: Expense Management App to QuickBase
I had a customer on Concur. The integration was very complex and the Concur costs were high. In the end they transitioned to a QB App for expenses. To match the key functionality of Concur, they added a person in house to take travel requests and do the airline, hotel and rental car booking. This was captured in Quickbase and reported back to the User. The cost savings more than paid for the FTE.Re: Button to go to related record in a different table
If you have related the two tables, the Child Table will automatically get a field to the Parent Record. Here is a picture from a relationship. The field Related Parent and Parent-Name should both be links back to Parent. If I misunderstood your question, please expand.
