MarkShnier__You
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Re: Modifying an existing app for unusual reporting needs
Actually, you may be on the right track. Wherever possible I always prefer to have summary fields and relationships and avoid Formula Queries. The syntax is more difficult and they can fail in the future in case where there are too many records. (But when there is not a regular solution, then FQs are always a fall back). But for sure we can get this working one way or the other. I'm also on duty tonight handing out treats at the door at my daughter's house (and watching what I hope will be the final game of the World Series from here in Toronto!)4Views0likes0CommentsRe: Modifying an existing app for unusual reporting needs
I have done some work in that sector that I think you are in. With another client of mine, they were working with sort of troubled teenagers who get caught up in the justice system and they were trying to get them on a better path, So using that an an example situation They had Clients (the teenagers). So that is where they record their name and DOB and other "demographics" like address, contact info and who they live with parents / guardians etc...... Then there were Cases. One Client has many Cases. A case would be the Event that caused them to be "in trouble". Then they would have Interactions, so one Case had many Interactions, which would be counselling sessions on anger management or getting them to show up for a court date or some other attendance with "the system". So that might be the same three table setup that you need. Why don't you contact me directly at mark.shnier@gmail.com and I can give you some free time to look at your app and suggest next steps. As for the immediate question of how to get the number of unique clients served in a quarter, you can run a summary report of your Interactions, grouped by Client Name and filtering on the dates for the quarter. The bottom of the report will give you the number of "groups" which is the number of unique clients served that quarter. The next question about the number of new clients each Quarter with a reset for the next calendar year is trickier and might need the use of a "Formula Query". The syntax and logic for can be a bit daunting, so if it needs that and you are in somewhat of a non profit type organization, I can help with that with some free consulting hours. .1View1like2CommentsRe: Help me write a formula that is dynamic
It sounds like you have a relationship where one person has many "Service Provided records". You can make a new field there for Age at Service Provided date. var date DOB = [My Date of Service Provided field]; // update with your own field here Year(Today())-Year($DOB) - If( Month(Today())<Month($DOB) or (Month(Today())=Month($DOB) and Day(Today())<Day($DOB)),1,0) Then you can make a [Age Category at Date of Service] field there too.8Views1like0CommentsRe: Help me write a formula that is dynamic
I will a respond step wise. To create a numeric field hat calculates a person's age, you can use this formula. var date DOB = [My Date of Birth field]; // update with your own field here Year(Today())-Year($DOB) - If( Month(Today())<Month($DOB) or (Month(Today())=Month($DOB) and Day(Today())<Day($DOB)),1,0)9Views0likes0CommentsRe: Changing from steps to tabs based on roll
There is not a way to change the form dynamically to be formatted for Steps vs Tabs. The only way I can think out would be to duplicate the form and use a different version in edit mode. But it would mean that you now have two forms to keep in sync if you make changes. Once you have multiple forms, the forms usage tab gives you control over which Roles use which forms for view and for edit, separately.21Views0likes1CommentRe: Line Graph Limitations
I don't see it as a published limit, but a limit of 1000 is a pretty common limit with Quickbase for various unrelated features when they need to set a reasonably high but somewhat arbitrary limit when they can't support infinity. I'm not sure if your stock price example was a real one, but you could group by Weeks instead of by days, and use an average. Or else maybe you can line up multiple graphs on a dashboard page side-by-side for different time periods relative to the current date. For example, a chart for the current and last year, a chart for two and three years ago and a chart for four and five years ago.24Views0likes0CommentsRe: Secure Links & File Attachments
I'm guessing it's possible that File attachments do not recognize access keys. But if you go to the field properties for the File attachment field and enable this checkbox below, then anyone on the Internet, even those without a secure access key will be able to view the file. So it does in theory lower your security threshold, but in reality, nobody can really get to the record to click the link unless they had the secure access key in the first place. Allow open access Allow access to this file attachment from a Quickbase link without signing in53Views0likes1Comment