IvanWeiss
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Joined 6 years ago
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How to enable printing of a report (or disable it)
I am driving myself crazy on this. I have a user that needs to print a report but the print option is not showing. I remember this being a security setting somewhere but cannot find it. How do I enable printing for him on the report and/or table?15Views0likes3CommentsFile Attachment Field in Pipelines
Hello, We have a use case where we are storing Certificate of Insurance (PDF's) in quick base records. When that file is updated I want to send an email with the attachment to an email stored in the record. However, in the Pipeline designer I cannot grab the file attachment field even though Outlook channel supports send with attachments. How do I grab that file attachment field in Pipelines?108Views0likes1CommentGet the latest record only on a table relationship
I have a relationship between team member and compensation. It tracks all of the compensation offers to each of my employees. I have a payroll report on the team members table that runs every tuesday showing me everyones payroll to confirm with our payroll service. How do I ensure that it only returns the most recent create date record on that report? Right now it is showing me the highest salary. For some reasons some of the ownership reduced salaries so on the report I want to get the most recent date created compensation record, not the highest salary ------------------------------ Ivan Weiss ------------------------------44Views0likes2CommentsRe: Determining current record per employee (payroll compensation history)
Hi Don, sorry for the slow response. Heavy travel week! So I could convert to something like this. However, today I do not create a "payroll record". I just run a report off of the team members table. I am not sure I have the need to actually record the payroll as a record although perhaps it would be an interesting idea as if I made the lookup/summary fields snapshots I guess it would record what was paid in that instance. Thoughts on doing it without that payroll table or you think that is the best implementation? ------------------------------ Ivan Weiss ------------------------------15Views0likes1CommentDetermining current record per employee (payroll compensation history)
Hi everyone, thanks in advance for the help. I have a "Team Members" Table which is a table of all of my employees. It is a one to many relationship with a "Compensation" table where I enter all of the compensation for each employee. On the Team Members table there is a report called "Payroll Sheet" that will be used for bi-weekly payroll. It prints out the team members name, annual salary, bi-weekly salary, which is used for payroll entry. Currently, I am taking the largest salary for each team member on that sheet. However, two of the owners have decided to reduce their salary. So now I do not need the highest salary but I need the most recent (effective date salary). But I cannot just take the highest effective date as it needs to be before the payroll date. This way if we decide to give someone a raise in a month we can enter it now but it will not populate on the report until after that payroll date. So my thoughts are to create a formula checkbox on the compensation table that will be marked check for each employee's salary to use. I have this code in there so far //To be the most current salary the following conditions must be met: // Salary must be the most recent effective date that is before the payroll date per employee If([Effective Date]<=[Payroll Date],true,false) What I cannot figure out is how to limit this to (1) checked entry per Team Member and how to take only the most recent effective date. Any thoughts? ------------------------------ Ivan Weiss ------------------------------31Views0likes3CommentsTabs on iPad Pro Dashboards
Any ideas on how to get the tabs at the bottom of dashboards to be visible on ipad? I have a large iPad Pro I use as my primary device when I travel. It displays web sites as desktop version in the browser but tabs dont show for some reason ------------------------------ Ivan Weiss ------------------------------23Views0likes5Comments