SherryBlackbur1
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Re: Embed Report in Notification? (view report not report link)
Hi Chayce, Thank you for this response. I just have one question is the "row" field a Formula - Rich Text? If so, it is throwing an error "expecting text" on the <tr>. ------------------------------ Sherry Blackburn Sr. Applications Systems Analyst (Quickbase at PeaceHealth) PeaceHealth ------------------------------Embed Report in Notification? (view report not report link)
I have two related tables Site Visits<Travel Partners. I have a notification in the Site Visits table that goes to the travel agency with all the travel information for the candidate (Site Visits table) and their travel partner(s) (Travel Partners table). I want the travel partners reports to display in the notification as a report, not the report link. Maybe my brain is just tired, but I cannot for the life of me figure it out. Forms give the option to display the report instead of the link. How can I code this behavior into the notification? ------------------------------ Sherry Blackburn Sr. Applications Systems Analyst (Quickbase) PeaceHealth ------------------------------Re: CRM style email tracking function - looking for ideas
@Carlos Abdelnour If you're just wanting a record of the sent email, you could Pipeline it from your email application into Quickbase based on a keyword in the subject and use a formula rich text field to parse the email text and create a record in a new table to receive the body content (rich text field) Formula rich text fields in QB to parse the text example: If(Contains(Left([Body]," "),"html"), NotRight(NotRight(NotLeft(NotLeft(NotLeft([Body],"#"),"#"),">"),"<"),"<")) Or, if you don't need to report out or group/sort them, you could save the email file and drop it into the record via the new forms drag and drop functionality for file attachments. ------------------------------ Sherry Blackburn Sr. Applications Systems Analyst (Quickbase at PeaceHealth) PeaceHealth ------------------------------Re: CRM style email tracking function - looking for ideas
Hi Carlos, I like Mark's idea for using Pipelines. I do have a non-pipeline alternative as well. I have an app where property owners can list their rentals and traveling caregivers can search, favorite and communicate with the property owners (think a Quickbase version of AirBnB). The messaging is set up with table to table relationships and using the "add record" button in the recursive relationship to reply to a message - changing the field/button label to "Reply to This Message". Listings have Messages and Messages have Messages (Replies). The messages and replies are all related to the listing, so you can group by the listing/sort by the message date and see the messages in a conversation view. There are notifications that send the email to the addresses in the to and Cc field. Roles/permissions limit owners and caregivers to only be able to view messages where they are either the From, To, or Cc, and only modify messages where they are the From. ------------------------------ Sherry Blackburn Sr. Applications Systems Analyst (Quickbase at PeaceHealth) PeaceHealth ------------------------------Get field value from another record based on a date 4 weeks in the past
Case: Weight loss program needs to auto-calculate a 4-week weight loss value. I need to be able to lookup the value in "Today's Weight" field for the same Patient's weekly tracker record dated 4 weeks prior. Here's the relationship between the tables. The recursive relationship looks up the previous week's weight to calculate the weight loss since last week. I just need the 4 week formula. Thanks in advance. ------------------------------ Sherry Blackburn Sr. Applications Systems Analyst (Quickbase at PeaceHealth) PeaceHealth ------------------------------Re: iframed PDF in a Form
Adam, this is awesome! Just curious if it's possible to tell it to open whatever is in the file attachment field - not a specific file url? This is the closest thing to a solution that I've found anywhere, but need it to just show whatever file is in the file attachment field. Think document library. Any ideas? ------------------------------ Sherry Blackburn Sr. Applications Systems Analyst (Quickbase at PeaceHealth) PeaceHealth ------------------------------Formula for Cancellation Deadline (15th of month prior to month of date field)
In an app that allows users to book a shift: Users are allowed to cancel their shift up to the 15th of the month prior to their [shift date] - for example, if my [shift date] is 1/6/23, I cannot cancel it after 12/15/22. I need either a date formula to calculate the cancellation deadline, or a rich text formula to show yes/no if the shift is able to be cancelled. Then I will use a form rule to hide the cancellation button if the cancellation deadline has passed. I've turned this over and over in my brain and can't figure it out. Thanks in advance for your help! :) ------------------------------ Sherry Blackburn ------------------------------
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