BenPonder
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Joined 7 years ago
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Re: is there a way to control when an app snapshots a field?
part of the issue though is that these are all being done through automation; I'm importing a spreadsheet with around 400 different metrics to the "results" table, the system is determining for which of them we have missed the target and then generating records in the "penalties" table for each of those, and part of the penalties table records is this formula. on the summary field it allows for some filtering, I'm going to try and grab the time stamp from the results table and see if I can filter before "now"... maybe that will do the trick?is there a way to control when an app snapshots a field?
I've got an app which is tracking penalty accruals and cutting off further accruals once a max amount has been met. For this I need the summary of the net penalty amounts before adding the new penalty; since it is taking a summary of the net penalty field, it is including the one that I am currently using in the calculation. net penalty amount (formula - currency): If([Gross Penalty Amount]+[PG CYTD]>[annual max penalty], [annual max penalty]-[PG CYTD], [Gross Penalty Amount]) [PG CYTD] is a lookup of the summary field for the total of "net penalty amount" for that particular service level agreement. in the test case below I've got the annual max set as $10,000; net penalty amount should be $10,000 for the first line and $0 for the second line since the max amount was met. if I cannot take the snapshot before calculating the current penalty, any thoughts on a workaround? Thanks everyone for taking a look at this.automation stopped working after modifying a formula field
I've got an app where performance metrics are entered quarterly, and if the metric does not meet standard it will generate an entry on the Penalties table, and I've been working on a rather complicated net penalty formula that will 1. calculate the gross penalty amount 2. prorate based on any client or penalty maximums 3. zero out if a minimum event count is not met been wrestling with that formula much of the day, deleting and importing a small test file of eighteen records to make all the numbers behave as they're supposed to. After altering something involving a summary field inside of this formula, suddenly the automation is no longer working. It is still switched on in the settings, still says it will trigger if a certain checkbox in the parent record is unchecked, the requisite checkboxes are unchecked in the imported records, and yet the automation is not creating the penalty records. Does anyone have any idea how I may have broken this, and how I can unbreak it?Re: changing field types from user input
solution I'm going with then is to change my [standard] field to a numeric and enter everything as a decimal (boolean are 1 and 0, 99.95% is 0.9995, etc.) and using mid(totext([standard])) to grab digits at certain places and insert the "." and "%" where appropriate. (I am of course using a case function for boolean, integer or percentage, just working on the percentage part now) The problem I'm running into now is that the system isn't keeping leading/trailing zeroes, so percentages that are single digit or have no value after the inserted decimal point will not show up properly. Is there a way to tell Quickbase that I need to keep all the leading/trailing zeroes on a field?changing field types from user input
Is there a way to change a field type based on data in another field? My app tracks performance on service level agreements, and the metric can be either a percentage, a time in seconds or a number of incidents, depending on the contractual language of the SLA. Currently it's a text value, but I am going to add some formulas to determine whether we failed the metric and to calculate penalty amounts and need to be able to toggle the type between "number" and "number - percentage" depending on the value in a metric data type drop down list. Is there a way to do this?Re: populating the record picker with a value from a spreadsheet
You'll have to forgive me, I am very new at this and either not understanding or not communicating correctly. The impression that I get from the original response is that there is no way to connect the tables within Quickbase, that I'd need to export the standards table to a spreadsheet, do all the sorting and parsing manually, then import the resulting spreadsheet to the measurements table. This would be done once a month and would frankly take more time than just manually entering each of the performance metrics and using the lookup fields to connect it to the standard. when we say "mapping" the record ID into the related standard field, does this imply that there _is_ a way to import from a spreadsheet and have the imported data lookup information from another table?populating the record picker with a value from a spreadsheet
I've got a table or performance standards and a spreadsheet with performance measurements; the standards table is then a parent table for the measurements table. Even though we've got the standards table key field ID attached to each of the measurements on the spreadsheet, as it stands I've got to manually select that record ID from the record picker and then enter the performance measurement for every single measurement, which ends up consuming the better part of a day. Is there a way to use the record ID column from my spreadsheet and populate all the lookup fields automatically, rather than having to manually match the number on my spreadsheet with the number in the record picker?
