ContributionsMost RecentMost LikesSolutionsHow to Add filters in Dashboard Hompage Could you please assist me with adding date or text filters to a Quickbase dashboard? ------------------------------ manohar vankireddy ------------------------------ Re: I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine. Hi Mark, I have two tables. I added a new record to the 'New Request' table (A) using the Quickbase auto-generate API button, and then attempted to add the same record to the 'In Progress' table (B) by clicking on the API button. However, I received an error message stating that the 'rid' parameter was missing. 'In Progress' table (B) formula= "If(IsNull([Start Date]), URLRoot() & "db/" & [_DBID_INPROGRESS] & "?act=API_EditRecord&apptoken=apptoken&rid=" & [Record ID#] & "&_fid_45=" & URLEncode("Task Started") & "&_fid_6=" & Now() & "&rdr=" & URLEncode(URLRoot() & "db/" & [_DBID_INPROGRESS] & "?act=dr&rid=" & [Record ID#]) )" Thanks, Manohar ------------------------------ manohar vankireddy ------------------------------ Re: I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine. Hi Mark, I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine Thanks, Manohar ------------------------------ manohar vankireddy ------------------------------ Re: I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine. Yes Mark, After saving record, it is working fine with valid token Thanks, Manohar ------------------------------ manohar vankireddy ------------------------------ Re: I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine. Hi Mark, I'm Using below code If(IsNull([Start Date Time]),URLRoot() & "db/" & [_DBID_SITES_PIPELINE] & "?act=API_EditRecord&apptoken=apptoken&rid=" & [Record ID#] & "&_fid_10=" & Now() & "&rdr=" & URLEncode(URLRoot() & "db/" & [_DBID_SITES_PIPELINE] & "?act=dr&rid=" & [Record ID#]) ) Thanks, Manohar ------------------------------ manohar vankireddy ------------------------------ Re: I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine. Hi Mike, The app token is functioning correctly within the same table and another table, but I receive an error when attempting to use it with the formula below var text RID = If([Record ID#]>0, ToText([Record ID#]), "%%rid%%"); var text EditRecord = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord" & "&apptoken= Apptoken" // if you have the need for Application Tokens enabled. & "&rid=" & ToText($RID) & "&_fid_10=" & Now(); // sets this field to current date time but you can set any fields you need as typical var text DisplayRecordButMissingRID = URLRoot() & "db/" & Dbid() & "?a=dr&rid="; var text URL = $EditRecord & "&rdr=" & URLEncode($DisplayRecordButMissingRID) & $RID; // the %%RID%% does not like being URLEncoded. //below makes the button. Save before navigating and data-replaceRID=true are the important bits "<a class='SaveBeforeNavigating' data-replaceRid=true style=\"text-decoration:none; background: #1ba802; border-radius: 5px; color: #ffffff; display: inline-block; padding: 2px 2px 2px 2px; width:200px; text-align: center; text-shadow: none; border: 2px solid #1ba802; font-size: 18px \"href='" & $URL & "'>Button Words Here</a>" Thanks, Manohar ------------------------------ manohar vankireddy ------------------------------ I need to copy a record from one table to another based on the value of the status field. I want to automatically copy a record from the "CSR Pipeline" table to the "Completed CSR" table when the status field of the record in the "CSR Pipeline" table is set to "Completed". This should happen without requiring any manual intervention or button clicks. ------------------------------ manohar vankireddy ------------------------------ Re: I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine. Hi Mike, Im getting error, The Application Token dpvtvtrbuvtrjjd5ydp38bccn9np has not been assigned to this Application. To read about assigning an Application Token to your application go to https://help.quickbase.com/user-assistance/app_tokens.html Same Api I'm using across the application but it is working fine Thanks Manohar ------------------------------ manohar vankireddy ------------------------------ I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine. I have two tables. I added a new record to the 'New Request' table (A) using the Quickbase auto-generate API button, and then attempted to add the same record to the 'In Progress' table (B) by clicking on the API button. However, I received an error message stating that the 'rid' parameter was missing. 'In Progress' table (B) formula= "If(IsNull([Start Date]), URLRoot() & "db/" & [_DBID_INPROGRESS] & "?act=API_EditRecord&apptoken=dpvtvtrbuvtrjjd5ydp38bccn9np&rid=" & [Record ID#] & "&_fid_45=" & URLEncode("Task Started") & "&_fid_6=" & Now() & "&rdr=" & URLEncode(URLRoot() & "db/" & [_DBID_INPROGRESS] & "?act=dr&rid=" & [Record ID#]) )" Note: I am receiving an error when attempting to use a formula without saving the record in the 'In Progress' table (B). However, once I save the record in the 'In Progress' table (B), the same formula works fine ------------------------------ manohar vankireddy ------------------------------ Re: How can I update the "status" field in the parent table when there are multiple records with different statuses in the child table, such as "Started," "Inprogress," and "Hold"? Thanks Mike, I have to create a Summary field in the relationship, where you obtain the combined text for the field Status. In this case, I called the field "Site Status." If(Contains([Site Status], "Hold"), "Hold", If(Contains([Site Status], "IN-progress") or (Contains([Site Status], "IN-progress") and Contains([Site Status], "Yet to Start")), "IN-progress", If(Contains([Site Status], "Yet to Start"), "Yet to Start", null ))) ------------------------------ manohar vankireddy ------------------------------