MarkShnier__You
Qrew LegendJoined 6 years ago
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Re: Need help building a Formula–Text field
You can only use the function Contains a field, which is of type Text. So in my example, I assumed that you would make a helper field that would convert the multi select text field to be a text field. also, the contains function should just be looking for the phrase Tier 1. so if you were not using a helper field, that would look like this. IF( Contains(ToText([My Multi-Select Field]), "tier 1"), "Tier 1", Contains(ToText([My Multi-Select Field]), "tier 2"), "Tier 2", Contains(ToText([My Multi-Select Field]), "tier 3"), "Tier 3")5Views0likes0CommentsRe: Need help building a Formula–Text field
There should be a very easy formula. Can you post a copy paste example of the semi colon delimited field's result from an example record, and the result you would like? If you do a copy paste as opposed to a screenshot, then I can actually test the formula myself.24Views0likes0CommentsRe: Reconnect existing Salesforce Sync Table after "Disconnect Table" was selected
Ouch. One option would be to re-create a brand new connected table. But of course you don't want to re-create all of your pipelines and relationships. Then you would make one new pipeline, which would update your no disconnect the table from the new connected Sync Table. You will have to look at the field that was your refresh key, which uniquely identifies the records in the old disconnected Table, and then your pipeline would know which record to act on. You may want to consider making the key field of the disconnected table to be the refresh key that it used to have. That way when you have a pipeline running on your new connected table, it will know which record to update. You could try using the new pipeline step which does bulk trigger. So say, for example during the Sync refresh process it updates 100 records virtually at the same time. Then you could efficient the trigger a bulk trigger to update those records in the disconnected table. Something else to consider is if fields will be blanked out in the sync table. Pipelines typically do not blank out target fields if the source is blank. Thy just leave them unchnged. So an alternative approach is see when the hourly refresh runs and set up a Saved Table to table copy form the new Sync to the old disconnected table. Then have a pipeline run that hourly set to a munute of the hour after the Refresh is scheduled to refresh. Also, one more issue is if its possible that the source connected table will have records deleted which you need to delete. There is a easy way to handle that, which I can explain if necessary.4Views1like1CommentRe: Document Template alignment
I'm just guessing here and I'm not sure if you're talking about native document generation or the Quick Base extensions (formerly Juiced), but I think it's all about the Word Template that you're using so this is going to be controlled by Word. I often found myself since I was not relieved proficient in advanced Word that's where I struggled the most. So maybe with a little ChatGPT AI help you can get help to get your Word Document Template formatted to your liking.14Views0likes0CommentsRe: Trouble with URL button to copy a record with custom GUID (key) field
Unfortunately, the a=GenCopyRecord function does not allow you to specify values for any fields. It simply puts you into the Add record mode with fields copying forward where the field is flagged to copy forward on the field properties settings. But instead, you could use this syntax URLRoot() & "db/" & dbid() & "?act=API_GenAddRecordForm" & "&_fid_6=" & URLEncode([SDO Request GUID]&"-"&ToText([Record ID#])) & "&_fid_7=" & URLEncode([my field in field 7]) & "&_fid_8=" & URLEncode([my field in field 8]) & "&_fid_9=" & URLEncode([my field in field 9]) .. So this is pretty easy to do except that you do have to specify every single field to be copied forward.6Views1like0CommentsRe: Table to Table Relationships between two apps
There are two different approaches you can use here. You haven't really given an example of what specifically you're trying to do, but let's say for example you had a table of customers in one application. You can have a cross relationship where you enter say an order in one application and have a Cross relationship to select a customer and then you would have look up fields to bring down all those lookup fields automatically into your orders table. That does create a dependency between those two apps and a few were in the situation where you have hundreds of thousands of records and a lot of users than you can run into performance issues down the road. The other approach which maintains the apps being separate is you can have what's called the connected sync table. So for example, your source of truth for customers would be in one app and you create a Connected sync table in the other app and then every hour the data quietly mirrors across an updates on its own. So now both apps have a complete customer list but only one is the source of truth and can be updated.44Views0likes0Comments