DonLarson
Qrew Commander
Joined 5 years ago
User Profile
User Widgets
Contributions
Re: URL formula to open record in edit mode
Colleen, A generic formula for an APIEdit is: URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&apptoken="& $Token & "&rid=" &[Record ID#] & "&dfid=X"&; You will have to replace the Dbid() with the actual table Replace the X with the Form to land on Include the real Token if your realm requires it. ------------------------------ Don Larson ------------------------------Re: Multiple reference proxy fields help
Kelly, Line Items in the Dates of Service is a Many to Many on Invoices. This will let you do that. Sticking with our example: Line Item 3456 can be on an unlimited number of Invoices for every Client in the System. Naturally you will want some sort of rules to prevent a Line Item from this month going on an Invoice from 2023, but you could do that if you wanted to. You can build a report in the Invoice Services table that you can embed into the Dates of Service table. It would show something like this. 3457: Date 1/23/24 Total $ 1500.00 Client Invoice Number Invoice Date IBM 123456 March 15 2024 Oracle 123460 March 16 2024 Google 124751 March 17 2024 Invoices # 123456, 123460 and 124751 might also have dozens of other Line Items on them, but all three have the Line Item 3457. I assume you are not billing the whole $1500 to each so you will need another field in the Invoiced Services table for their share of the $1500. If you are billing the whole thing, I want to learn more about your business. :) ------------------------------ Don Larson ------------------------------Re: Multiple reference proxy fields help
Kelly, It sounds like you need this: Each Expense grows with additional Dates of Service The Expense is not Invoiced at once but instead the Dates of Service go on Invoices for the Client with other Dates of Service from different Expenses. This way a single Invoice can contain the Dates of Service from many Expenses. ------------------------------ Don Larson ------------------------------
