ContributionsMost RecentMost LikesSolutionsRe: Scheduling CalendarAre you able to share the tool that allows the drag and drop? I think that will be an effective solution for me. ------------------------------ Michael Jameson ------------------------------ Re: Scheduling CalendarPredecessor tasks (on the surface) appear to be more catered towards a chained tasking system. Like, in order to finish a product; dept 1 needs to complete task A -> then dept 2 can complete task A etc. But, in my situation, I have multiple tasks in my system for the same dept. Dept 1 has task A, B, C...Z and can't start on B until A is complete. (ultimate goal is to see the total number of expected days for any given dept to complete all tasks assigned) Maybe predecessor tasks can do this, but can it do this in an automated way? My concern is that I understand if I use a standard set of tasks then the predecessor is pre-determined. ex. dept 1 always comes before dept 2 and dept 2 before dept 3 etc. but I don't need completion by task A in dept 1 to trigger task A in dept 2 I need completion of task A in dept 1 to trigger task B in dept 1 and I want to sort tasks A, B, C...Z by record ID rather than a preset order I hope this makes sense, I have been confusing myself on writing this ------------------------------ Michael Jameson ------------------------------ Scheduling CalendarHas anyone figured out how to produce a good scheduling calendar? I have a table where I have production tasks for various departments with an associated time estimate for completion. I would like to make a calendar that will look at tasks (by dept) and also look at time estimated (if 16 hours, span 2 days) then append the subsequent tasks to the following days. For example, if a department has three tasks; task 1 - 16 hours task 2 - 4 hours task 3 - 20 hours I would like task 1 to span Mon and Tues task 2 to be only on Wed and task 3 should span Wed Thurs and Fri I already made a calendar view; but all of my tasks overlap each other - showing tasks exceeding a standard work day on any given day. I could resolve this by going into each task and manually setting a start / end date. But this solution seems quite tedious as I have hundreds of tasks. I am hoping to utilize a formula (maybe?) to make the calendar limit the number of tasks on any given day by the estimated work time. (ordering of tasks - take precedence by lower record ID) ------------------------------ Michael Jameson ------------------------------ Pulling Specific Numbers from an Embedded Report I have an Embedded Report in a table called "Sign Types" the report is for Time Reports (by individual and department). I need to pull the total time spent, by department, from this report and insert it elsewhere. The goal is to track over time how long each department spends on certain sign types to assist with estimations in the future. I tried using a formula numeric field for this but I can't reference the fields in my embedded report. Here is a screen shot: Black is sensitive employee or client information Yellow is the numbers I need access to in a different field Red is text I need it associated with I was thinking of making new fields; something like "Total Time Spent - Graphics" where it is populated with (in this case) 9.5 ------------------------------ Michael Jameson ------------------------------ Who Triggered a Pipeline I need to have the capability of reporting time and tracking it by user. I made a pipeline that allows for bulk entries (a user can go into a table which will have multiple tasks and they can enter one number that will be divided evenly across these tasks). The issue I'm having is that in this table I also have a field that is "member reporting" which is a formula user [Current User], when the pipeline runs and dumps the data into a separate table, the pipeline uses this field to dictate who is reporting time; except this field is always myself. Does anyone know how to make this display who triggered the pipeline rather than who wrote it? ------------------------------ Michael Jameson ------------------------------ Re: Adding Text to Reports Summary TableYes, I was referring to the old style table report. Adding the filters into the report description works perfectly, thank you Mark ------------------------------ Michael Jameson ------------------------------ Adding Text to Reports Summary TableI made a report where I can look at various project data (total project size, total project profit etc) This report is sorted and grouped by salesperson At the bottom of this report I have a summary table I made filters on this report so that it only shows certain projects: project status is equal to complete / profit is NOT equal to 100% (sometimes projects get completed but there is no cost accounting associated with the project, obviously this is bad data and I filter this out) just to give examples of my filters on this report When I presented this data to my supervisor, they were confused and wanted to see the filter criteria (I know they can easily access this by looking at the report settings, but they are not very tech savvy) So they requested that I add text next to the report summary table listing all my filters; I can't figure out how to do this - can I use a report formula? Any help is greatly appreciated ------------------------------ Michael Jameson ------------------------------ Re: Using Pipeline's to create a report linkI just noticed that it says "Unknown Project (Record ID# 2000170). Not sure why it says that, I don't insert the record ID# in my pipeline. I'm adding a screenshot of my bulk upsert. Thanks in advance for any advice on resolving this. ------------------------------ Michael Jameson ------------------------------ Using Pipeline's to create a report linkI have an app with 5 tables ("Parent Projects and Proposals", "Parent Projects", "Proposals", "Parents Projects - dump" and "Proposals - dump"). The "Parent Projects" and "Proposals" tables are sync tables (each from a different app). The "Parent Projects and Proposals" table is designed to be a merge of these two sync tables (via the "dump" tables). The only table a user needs to interact with is the "Parent Projects and Proposals" table, where they input a project number (ex. 2000170) then I have a pipeline run that pulls records from the "Parent Projects" and the "Proposals" tables that are associated with this project number and dumps them into their respective "dump" tables. In the "Parent Projects and Proposals" table I have report summaries of the "dump" tables, however when I use my pipeline to assign the "numeric reference" field, it isn't recognized. I need to go into each record and change the "numeric reference" field manually...even though it is the number I need it to be (quickbase is interpreting it differently and I can't figure out why; the report summaries display nothing in the "Parent Projects and Proposals" table until I manually change this field - see attached) ------------------------------ Michael Jameson ------------------------------ Pipelines; can't remove a "Stop Pipeline" I made a pipeline that has a trigger when a record is updated, then an if statement (if [field val] > 0) then create record, else "Stop Pipeline". I have this iterate over 10 fields to check if [field val] > 0 and a "Stop Pipeline" for every else (the way my data is formatted is linear, if the second field checked IS NOT > 0 then the third field checked will never be > 0 and so on). I put the "Stop Pipeline" in for the purpose of ending it as soon as it has made all the records it can; however I realized I wanted it to do more after all the records are created, but it will always reach a "Stop Pipeline" while creating records. When I go edit the pipeline I can delete the "Stop Pipeline" (after every else) but when I refresh the page, they come back. Is there a way to permanently remove these? Or a way to "hard save" the pipeline? (like an automation) P.S. I am editing the pipeline while it is off, making my adjustments, then turning it on and refreshing the page ------------------------------ Michael Jameson ------------------------------