CharlotteMorin
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User fills in either of two fields, can QuickBase calculate the other?
We sell services to clients for an hourly rate. The workers who perform the services then get paid either a percentage of that rate, or a flat amount [yes, I know the flat rate is also a percentage of the total, but Accounting wants to be able to enter it as a flat rate because of other factors]. So if I have two fields - Percentage to Pay and Amount to Pay, what they want is to be able to enter either one, and have QuickBase calculate the other. For example, the hourly rate is $110. They want to enter 65% in the Percentage to Pay field, and have the amount calculate as $71.50. If, on the other hand, the pay to the worker is defined as $71.50 an hour, then they want to enter $71.50 in the Amount to Pay field, and have the percentage calculate as 65%. Is there a way to allow this? ------------------------------ Charlotte Morin ------------------------------1View0likes1CommentPipelines filtering with a boolean/checkbox?
I'm creating a record (B) when another record (A) is updated. But not every time (A) is updated, just when field Transform (a checkbox) changes from unchecked to checked. I need a filter for this. How can I express "checked" ? Should the pipeline say Transform is True, Yes, or 1? (there's no drop down for "checked") And do I also need to add to the filter that Transform is Set? I don't want the pipeline to run every time it sees the Transform checkbox is checked after the record is updated in any way, but rather to run only when the current modification includes the Transform checkbox changing from unchecked to checked. ------------------------------ Charlotte Morin ------------------------------3Views0likes3CommentsSubscriptions - direct different sections of the report to different people?
I have a report that needs to go out to 6 people weekly. But, each needs to see only their own section of the report. The report does have their name on each of the records. I don't see that the Subscription feature allows this, without writing 6 different reports different only in that they filter for one section. I can then use 6 different subscriptions to send them out. Wondering if there is a better way to do this. ------------------------------ Charlotte Morin ------------------------------0Views0likes2CommentsRTF Formula Field .... too long?
I have an RTF Formula Field (in a Company table) which resolves to an icon - it's the same icon for every record on the table, but I don't display it on the View form for the table unless another field (No Setup) is Checked. I don't ever display it on the Add/Edit form. Here is the formula: "<img src='https://images.quickbase.com/si/16/205-disable.png'>" This is all fine, and a report will show each record has this value in the field, except that today (the second day it's been set up), you can't create a new Company record and you can't modify a Company record - you get the message: The data for the field "Icon No Setup" is too long. (Maximum length allowed is 20 characters.) Please enter shorter text and try again. (The company was not changed) It's true that the RTF field is currently set to Max 20 characters. But how can the icon be "too long" ? And why did this work yesterday? I tested modifying a Company yesterday, and you could do it - but not now. What am I missing? ------------------------------ Charlotte Morin ------------------------------Re: Dynamic Report Filtering on Child Summary Fields
Thank you :-) I got it to work! Just one question, at the end, you say So, the user will edit the special record, set the dates, save and the resulting filtered report will be embedded right on that special record number 1. The way mine is working is: 1. The user goes to the table 2. Click Edit (on the sole record) 3. Change Date/s 4. Click Save 5. Click View (on the sole record) 6. See the report. That seems like a lot of clicking, is there any way to streamline? And more importantly, the report shows with the usual options: Full Report | Grid Edit | Email | More I've looked around but can't find any way to get rid of those. I'm particularly concerned with the "click in the square and delete all records in this report" option, which would be a disaster for this report - but not for others which they might run. Can these options be turned off on a per-report basis? ------------------------------ Charlotte Morin ------------------------------0Views0likes1CommentDynamic Report Filtering on Child Summary Fields
I have a Company table with two child tables - > Activity-1 > Activity-2 The user wants a report with a lot of company info, plus the count of related Activity-1's (easy, with summary field) and the count of related Activity-2's (easy, with summary field). But they also want to be able to see the count for Activity 1's and 2's only within a certain date range (which changes). Is there a way to see the summary counts of child records within a filter range the user can set each time the report is run? ------------------------------ Charlotte Morin ------------------------------0Views0likes3CommentsRe: Conditional Dropdown - from one contact to many
Thanks. I've got all this working; will let you know if they want it as a dropdown. Now of course, they decided they want multiple team members as well as multiple contacts outside the company - I have that all working but there is a twist - instead of restricting outside Contacts to the company they work for (which I have working as a classic Conditional Dropdown) I now want to restrict the Team Members seen to Current ones (which is a checkmark field on the Team Members Table), and which I've added to the Relationship Table as well. When I go to Related Team Member to set the Conditional Values field in Reference Field Options, I want to say "The Values in this field depend on a selection in another field - Show Only Team Members where Team Member Current = Yes." But the only option is Show Only Team Members related to some other field (not "Yes" in a field). How to restrict these values in a dropdown by some feature in the same record? (In this case, whether they are current or not?) ------------------------------ Charlotte ------------------------------0Views0likes1CommentRe: Conditional Dropdown - from one contact to many
I've created the Activity Contacts table, the relationships, and the conditional dropdown. But on the Activities form, It's only allowing me to add one new person/Activity Contact at a time. Is there a way to see all of the Employees for the Company in one list, and click the one/s that are needed for the current activity, then have those choices populated as different records in the Activity Contacts table? ------------------------------ Charlotte ------------------------------0Views0likes3CommentsConditional Dropdown - from one contact to many
I have three tables - Company, Employee, and Activity. Each Activity relates to only one Company, and each Company can have many Employees. I have a conditional dropdown in the Activity screen so that when you choose a Company for an Activity, you then can see all that Company's Employees, and pick one to relate to your Activity. OK, but now they want to be able to choose multiple Employees from that Company, not just one. I want to be able to pick multiple Employees from the Conditional Dropdown, not just one, and I want the email addresses associated with those Employees to be stored in a text field, preferably separated by semicolons, so I can put the entire string in the body of a Calendar invite (which I'm already creating, that part is done), and the user can then copy and paste that string into the Attendees field in the invitation to invite all the people in the Employee list to the Activity. Is this possible? I'd like info on how to allow the user to choose multiple Employees in the conditional dropdown Employee field, and how to create the field with all the matching Employee email addresses. ------------------------------ Charlotte ------------------------------0Views0likes5CommentsRe: Tracking history without logging
For the second Automation, I don't see how to write the Action portion. In the Trigger, I can say "If the record changes, and the Current-Acct field is updated...." But then in the Modify Action, it doesn't automatically stay in the same record, it wants to modify a related record. I can choose the same table using the "advanced" feature, but I don't see how to go to only the record that was just updated (I don't want to update all of them!) I don't see any way to choose the "previous value" in the action portion, like you can when you are modifying a related record. What am I missing? ------Original Message------ If I've understood you properly, you have two fields [Current Value] and [Previous Value]. When [Current Value] updates, regardless of how, [Previous Value] should be set the the old value of [Current Value]. A second Automation can set your [Previous Value] field to be the Old_Value of your [Current Value]. The second Automation should fire only when [Current Value] is modified, but it will fire in response to any change, whether it comes from a user or another Automation, (or an API call, or whatever else might change it). ------------------------------ Ben Smith ------------------------------1View0likes0Comments