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Re: log edits to a formula text field
any suggestions on how to get something to work when importing a large number of records? Each of my records has about a dozen fields that need to be tracked for changes and i import it weekly. I've been spending hours going through each line item and validating - using Excel and vlookup, but its still a pain in the butt.25Views0likes3CommentsHow do i display text values in summary field if i cannot make a reverse relationship?
Attached image poses the question better than the text below: Question: How do I display the Date of the most recently completed work order on the Site record AND pull in the [Work Order ID] to the Site record??? I was able to create a summary field to pull in the maximum [Date Completed] for any Work Order related to that site, but I can?t figure out how to get the [Work Order ID] pulled in since the data fields are text instead of numeric. I also can?t create a reverse relationship based on the [Record ID#] because the key fields are text fields... I created a summary field on the Sites Table: [Record ID# for Most Recently Completed Work Order], but I?m unable to get that into the Reference field when I make the reverse relationship.log edits to a formula text field
I want to track the dates that have been entered into a specific field and log the date/time (and user) that the date was changed. How can i log edits to a formula text field without creating another text field in addition to the formula date field? Example: Primary field is: [Install Date]. This date changes periodically and we need to track it's lifecycle. ? User #1 changes [Install Date] from blank to May 9, 2016 - this change is made on May 2nd. ? User #1 changes [Install Date] from May 9, 2016 to May 10, 2016 - this change is made on May 8th. ? User #2 changes [Install Date] from May 10, 2016 to May 21, 2016 - this change is made on May 10th. ? User #1 comes back in and changes [Install Date] from May 21, 2016 to May 18, 2016 - this change is made on May 12th. I'd like a text field that shows: " 5/2/16 User #1 - New Install Date of 5/9/16. 5/8/16 User #1 - Install Date changed from 5/9/16 to 5/10/16 5/10/16 User #2 - Install Date changed from 5/10/16 to 5/21/16 5/12/16 User #1 - Install Date changed from 5/21/16 to 5/12/16 ? i know i can create a formula date field that "=[Install Date]" then create a form rule that changes the value in [AnotherNewField] to the value in the "=[Install Date]" formula date field and logs edits to the date field... But we need to duplicate this for a significant number of fields and would rather not create two new fields for each date field we have on the form.How do I add a child record without saving the parent record?
i'd like to be able to add child records to a parent record without having to save the parent record that i'm currently editing. i'm using a meeting tracker app and would like to be able to add action items while i have the main meeting record open. the goal is to have a button that i can press from the meeting (parent record) that will open a new window for quick editing, then i can edit the child record quickly, then save the child record and go right back to the meeting record to continue the call and continue adding child records as needed.Re: How do I create a button to initiate an email from Outlook?
"MailTo:user1@domain.com" &"?cc=user2@domain.com; user3@domain.com; user4@domain.com" &"&subject=Subject - "&[field name] &" - Site #: "&URLEncode([Site #])&" - Site Name: "&URLEncode([Site Name]) &"&body=user1,"&"%0A%0A"& "Please send package for this site to:"&"%0A%0A" &[Address]7Views0likes0CommentsRe: How do I create a button to initiate an email from Outlook?
how do i make QB return to the record after initiating the MailTo fuction? when i'm editing the record i click the button and i'm advised to save my record first. Outlook opens correctly, but my QB form goes to a blank page.11Views0likes0CommentsRe: How do I create a button to initiate an email from Outlook?
fantastic. i started copying and pasting like a crazy man and randomly discovered that if i only put the ? before the "cc" and then used "&" for each line of stuff it worked. thanks so much for your help on this one. i didn't know what the ? meant, but now i do and it makes much more sense.6Views0likes0Comments