JeffRichey
Qrew Trainee
Joined 7 years ago
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Re: Creating a embedded view of projects on the company table
Hi Ivan, In order to achieve your desired result, you have to pass the Project ID to your Companies table which will allow you to create a report link as described in this post. https://community.quickbase.com/quickbase/topics/lookup-from-a-lookupRe: Granting Access to a Parent Table Through Two Different Lineages
Excellent. So to further clarify the issue you are contending with, lets say for example that you have a field in Aspen Students called Emergency Phone Number and you have created a lookup field in the Student Athletes table to pass the Emergency Phone Number field to child records in the Student Athlete table. Finally lets assume that you have add the Aspen Students - Emergency Phone Number field to a form or report visible to your end users. Is the issue that your end users can see the Emergency Phone Number field when viewing the Aspen Students record, but cannot see it when viewing a related child record in the Student Athletes table? If the above is true, then lets determine whether as the application administrator you can see the fields in both records or if it is also "hidden" . If the administrator role can see the field, then we have confirmed that it is in fact a permissions issue for the end users rather than a database relationship or form design issue that is preventing your end users from seeing the information.Re: How do I perform a calculation (in a formula field) that uses a value from a field from another record in the same table?
Waldy, I did some experimenting and came up with this. This is the formula I used for the Ratio field [Widget 1 Installed Diameter]/[Related Widget Installed Diameter] I hope this helps get you started. To Mark's point, this solution requires the end user to manually select the related record, which could become cumbersome or difficult. You will want to make changes to the Record Picker to make it easier to chose the correct related record. I would look for a way to automate the creating the relationship, or at a minimum make the related Widget(record) field a conditional drop down.Re: Connect QB Tables with excel so that we dont have to go to QB all the time to update records.
Hello Raakesh, You can easily create a quickbase data table connected to your excel file with some limitations. Your excel file must be stored as .csv file. To do this in the QuickBase UI, click New Table and select Using connected data as shown below.Re: How do I perform a calculation (in a formula field) that uses a value from a field from another record in the same table?
Hi Waldy, You could create a table to table relationship where the table is related to iteslf. Doing this will allow you to pass the diameter of the second record to the first record so that you can do your calculation.Re: How to pull a report of recurring records?
Hi Michelle, Here is a quick solution that should work for you. 1. Put a checkbox in your client deposit form and name it something like Recurring Deposits. 2. Put a checkbox in your Client table, and name it something like Recurring Deposits. 3. Create 2 automations that are triggered by the checkbox in your Deposits table. a. Automation 1 to toggle the Recurring Deposit checkbox in the Client table to true if the Recurring Deposits checkbox in Deposits is changed to true. b a. Automation 2 to toggle the Recurring Deposit checkbox in the Client table to false if the Recurring Deposits checkbox in Deposits is changed to false With this solution, you can run a report from your Clients table that includes those which have opted in to recurring deposit.
