AnnaTamaoka
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Joined 6 years ago
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Denied User Reports Maintenance
How can I manage reports created by denied users? This is a long string of if > thens, and the above question may not even be the correct question. I need to remove some fields from my table, but they are used in many reports. I've instructed users to update the fields on their reports, but, of course, people don't do what they're told. If I go ahead and delete the field (or make it un-reportable), current users will receive an error saying that the report doesn't work. Either the field is being displayed or used in a filter or some other configuration option. When I look at the fields' "usage", the fields are still being used on many reports (in some cases, over 700 reports). I found out that some of the reports are created by denied users, but some are still current users. I cannot see the "Owner" of the report on the Field Usage screen (is this a separate issue?). I think if I can at least remove the reports created by denied users, it will be easier to figure out whose reports are using the old fields and help them update their reports. Does anyone have any other ideas on how to maintain reports? ------------------------------ Anna Tamaoka ------------------------------Re: Email Notification Preferences
Thank you for your reply! I didn't know about the combined text field - that helps me with another unrelated problem I'm having, too! Very exciting! But I don't think I understand your suggested setup of the notifications. Are these my steps? Create an application/table (let's call it "Notifications"/"Recipients") that is open to Everyone on the internet. Fields are "Name", "Recipient Email", "Company", etc. Allow the Viewer role to add, remove, and edit items. Relate the Recipients table to the table where the notifications are (Properties) so one Property can have multiple Recipients. Assign all Recipients to all Properties. Create a Combined Text Field that combines the email addresses for each Property - one for each notification. (Combined Text Field Notification 1, Combined Text Field Notification 2, Combined Text Field Notification 3...) Set up the recipients in the existing Open notifications to go to [[Combined Text Field Notification No.]] instead of individual emails. Add something to the bottom of each email that says "to manage your preferences, reply to this email with Add or Remove". Set up a pipeline that reads that verbiage and manages the related Recipients table. Is that correct? Where does your second paragraph come in (about the 150! fields that parse the emails)? ------------------------------ Anna Tamaoka ------------------------------Email Notification Preferences
We have about 30 "open" email notifications that are sent when items are modified. These notifications are sent to over 130 unique email addresses both inside and outside of my organization, and only a few of them have access to my application. Instead of managing the recipients manually, is there a "notification preferences" portal I can direct people to? I'm looking to add a link or something at the bottom of each email that says "manage your notification preferences". Alternatively, can I do this with automation or pipelines somehow? ------------------------------ Anna Tamaoka ------------------------------Better Field Management
Hello, I have a table of 500+ fields. I was wondering if there was an easy way to categorize certain fields, maybe by adding a tag or a label, and then set role permissions based on the label instead of on the field. For example, about 50 of my fields are "Finance" role related, and only people in the Finance role should see them. I started naming fields prefaced by "Finance" to make it easier to manage the "Custom Field Access" menu. Doing it this way, I have to check the "Use Alternate Label Text" checkbox on my forms and reports and remove the "Finance" prefix to only display the column name I want. Is there a way I can assign a label to each field to group like fields together? Similar to the "Category" option in the My Apps page, where you can group Apps together. ------------------------------ Anna Tamaoka ------------------------------Re: Calculation for Time In and Time Out form
Just confirming that these are Date/Time fields and not just Time fields (I assume they are because I don't think there is a "Time" type option). I have a similar table where users enter a start date/time and an end date/time and it calculates duration, but you have to specify the date: Result: Setup: Duration formula: [End Time (Date / Time)]-[Start Time (Date / Time)] Fields (both Start and End time fields are set up the same way)Re: send notification when condition is met only on first instance
I'm so sorry to dig this up from 2 years ago, but I have a similar business need. We have a date field that changes all the time, but we only want people to get notified of the first initial change. Did the checkbox solution work for you? The logic is somehow not making sense to me. Ideally, if [Date.old] is blank and [Date] is not blank, send a notification. If [Date.old] is not blank and [Date] is not blank (meaning there was already a date entered), don't send a notification. How it should be is, Record has a blank date Date is added to the record, notification is sent Date is changed on the record, notification is not sent The suggested solution is, Record has a blank date Date is added to the record, notification is sent, box is checked upon record save Date is changed on the record, notification is not sent if the box is checked However, in step 2, saving the record with the added date will also check the box, so the notification wouldn't go out, anyway, because the box is checked as soon as it's saved, right? The only workaround I can think of is to have a manual checkbox that people will have to check if they do not want notifications to be sent.Re: Automatic export from QuickBase into Excel
Hello! Thank you for following up. I don't think I was able to do exactly what I wanted, but it turned out that the group I was working with decided to go a different direction with the project that would benefit them more in the long run. We'll see...I may need to open this topic back up in the future, but for now I think everything is all set. Thank you!Re: Automatic export from QuickBase into Excel
Thank you for your response! I tried to do this, and it was almost exactly what I wanted. Unfortunately, the output was a bit more complicated than I have the knowledge for. So the short answer is that this would be able to work for anyone trying to do this, but I don't think it would work for me. The long answer (if anyone is interested), is that I need the data of the table that I pull to appear in column/row A1. When I try to pull over the report from QuickBase, it seems to carry over much more information than is visible, including all 6 different types of reports and descriptions (i.e. "Table; Show your data in a spreadsheet-style report with rows and columns.") as well as the filters of the report and the summary of how many records are available. Another thing that doesn't work for me is that I have some multi-line text fields that show up in one cell per line; I need all lines to appear in one cell. Thank you for your help!
