ContributionsMost RecentMost LikesSolutionsRe: Shareouts for Philly Qrew Meetup! I saw in the March Release they have a new Exchange with support for formula and Jinja snippets. Would be curious to look at that in a little more detail. ------------------------------ Carlos Santiago ------------------------------ Re: CRM style email tracking function - looking for ideas Thank you Mark & Sherry. My main QB app is a scheduling / project management app and was looking to piggyback a more traditional CRM app where you can keep track of emails to potential clients. Was looking at something like HubSpot but since most of my data is in QB, was just looking for an efficient way to keep it in QB. I'll have to digest your responses in a little more detail but greatly appreciate your feedback. Re: CRM style email tracking function - looking for ideas Hi Sherry - I know this post is a couple of years old at this point but was just curious if you found any sort of solution in QB for this? Was looking for a similar solution and came across your post. ------------------------------ Carlos Santiago ------------------------------ Records won't save from Grid Edit because of Unique Value FieldI have a formula field called [Export ID] which is based off of the Record ID#. I had set this field to be a unique value. When I try to create multiple records via a grid edit report, it will give me an "Unable to Save Changes" error. The problem is these tentative records don't have a Record ID yet because they haven't been saved. Since there's no Record ID yet, the [Export ID] field has the same value for each, hence not unique. If I could save the record, the [Export ID] would be unique but I can't get that far. If I save one record at a time, it works fine. I was looking for a way to create a temporary unique value until the Record ID is created. There can be situations where there is nothing initially different between the records where I could create some sort of unique formula code.I was looking for a way to generate a random number to temporarily create a code but couldn't find a formula function to do this. Any thoughts would be appreciated. ------------------------------ Carlos Santiago ------------------------------ Re: Strip html from formula text fieldI was looking to do the same thing here and stumbled across this post. I figured I would post this for future users. It's cumbersome but appears to work. I just went up to 3 nonspecific tags here just to keep this relatively short but my actual formula has a lot more. var text Note = ToText([Your Rich Text Field Name]); //specific tags - can replace them all in note instead of one at a time var text AST= SearchAndReplace($NOTE,"<br />",""); var text BST= SearchAndReplace($AST,"<p>",""); var text CST= SearchAndReplace($BST,"</p>",""); var text DST= SearchAndReplace($CST,"<strong>",""); var text EST= SearchAndReplace($DST,"</strong>",""); var text FST= SearchAndReplace($EST,"<ol>",""); var text GST= SearchAndReplace($FST,"</ol>",""); var text HST= SearchAndReplace($GST,"<li>",""); var text IST= SearchAndReplace($HST,"</li>",""); var text JST= SearchAndReplace($IST,"</span>",""); var text KST= SearchAndReplace($IST," "," "); var text NoteNew = $KST; //Glossary //SPT = Start Position Tag //EPT = Eng Position Tag // 1st Tag (A) var number ASPT = (Length(Left($NoteNew,"<")))+1; var number AEPT = Length(Left($NoteNew,">"))+1; var number ALength = $AEPT-$ASPT+1; var text ATag = Mid($NoteNew, $ASPT, $Alength); var text ANote = SearchAndReplace($NoteNEw,$ATag,""); //2nd Tag (B) var number BSPT = (Length(Left($ANote,"<")))+1; var number BEPT = Length(Left($ANote,">"))+1; var number BLength = $BEPT-$BSPT+1; var text BTag = Mid($ANOTE, $BSPT, $Blength); var text BNote = SearchAndReplace($ANote,$BTag,""); //3nd Tag (C) var number CSPT = (Length(Left($BNote,"<")))+1; var number CEPT = Length(Left($BNote,">"))+1; var number CLength = $CEPT-$CSPT+1; var text CTag = Mid($BNOTE, $CSPT, $Clength); var text CNote = SearchAndReplace($BNote,$CTag,""); //Add more as needed $CNote Re: Automation: Update a TIME fieldI used a separate QB Action to update my Time field after my Automation runs. Not ideal but it works. Re: Qunect backup ErrorSorry - don't know the answer to your question (not an IT guy and I don't use Qunect). That being said, the first link is a list of all the SSL certs. The second link is the download link for the specific cert that Quick Base pointed me to. Sorry couldn't be more help.Re: Qunect backup ErrorI don't know if it's related but I was getting a "Certificate not validated" error this morning when I was trying to get a 3rd party software to talk to Quick Base. This was the response they sent: We removed the root certificate from our chain this morning, as it is not needed and adds additional bytes to our SSL negotiations. You should be able to download the Root certificate from GoDaddy and install it on your 3rd party app to get around this issue: https://certs.godaddy.com/repository https://certs.godaddy.com/repository/gdroot-g2.crtRe: Capture user initials when box is checkedThat was it - Thank you for your helpCapture user initials when box is checkedI want to capture a users initials if they check a certain box. I didn't want to do this through form rules because the checkbox will be marked in grid edit most of the time. I created the field to show the current user's initials and I wrote a Quick Base Action to copy those initials into a read only text field. The problem I'm having is that it's not putting in the user's initials. Since I'm the one that created the Action, QB is automatically putting my initials in the text field, regardless of who is checking the box. Thoughts on how to get around this?