Lee_SGilmore
Qrew Cadet
Joined 6 years ago
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Re: Is there a formula that will retrieve the url of a file attachment field?
This was very helpful! In sync tables from one app to another, attachments do not pass through in the sync. However, I was able to create a formula URL for the file attachment with this information which I can pass through the sync. Thanks for the help!168Views0likes1CommentGrid Edit Standard Behavior - Related Field using Report to Filter available records only option?
My current users want the ability to use the Grid Edit for their various reports in one table. Those reports have more or less fields displayed based on the report. Additionally, roles won't have access to various fields. Using the Standard Behavior for Grid Edit is very useful in this scenario. My problem exists where I have to have a specific form created in order to have the drop down selection of a related field to limit the available selections. I want the users to only be able to select "Active Projects". There is no other way (that I'm aware of) to limit the available selection than creating a new Form and then selecting a report for that related field. in the Form Elements section. If this is my only option, I need to build many forms for each role and report to achieve that is happening with the Standard Behavior. It's like I want to just modify one field in the Standard Behavior and my issues would be solved.19Views1like1CommentRe: print multiple records' exact forms
I'm trying to follow what's going on here and see if I can utilize it for my particular use case. I'm trying to print one record per page, that record has an embedded report associated. The records are employees where the embedded report is their time sheet records. Each day is a time sheet record and the embedded report is a list of days within the current week. I can pull up each record one at a time and print, but like the original poster, would love to minimize clicks. I have no love of printing but our payroll needs a paper copy for a job site requirement. I'm a little lost on the explanations described above and not sure if my case fits the suggestions made here.16Views0likes0CommentsFormula Checkbox to Turn On at 11:00am on Monday
I'm currently building in some time sheet data protections and I wanted to turn off the ability to edit a time sheet record anytime after Monday at 11am. Users submit time each week, due end of day Friday. The grace period is available until 11am the following Monday morning. After that, I'd like the record to be view only and require the user to contact the payroll department if they need to make any changes. My sketch for a Check Box formula field went something like this: If(Now) > TimeofDay(FirstDayOfWeek([Date])+Days(1) + Hours(11)) I understand this formula is riddled with issues but it's sketching out my thought process. Any way to achieve this? I can build in permissions that make the record view only once I have the field functioning.Re: Changing the Week Starting on a Summary Report from Sunday to Monday
Okay, I figured out a means to trick the system. I had to build a field that returns the Monday based on a Date. I then had to summarize by this field on a Day level, not a week. My frustrations still exist as I have to modify all of my date filters in reports since the QB system still views Sunday to Saturday as a week. FirstDayOfWeek([Date])+Days(1)38Views0likes0CommentsChanging the Week Starting on a Summary Report from Sunday to Monday
Currently I'm building out a payroll application and trying to provide summary level data using the Summary Reports. When summarizing by Date and for a Week, it list "Week Beginning on Sunday". This is confusing my users greatly as we're focused on Monday being the start of the work week. I can't seem to find an override for all of the default report date filters and criterias. It's all based on a Sunday start for the week. Construction just doesn't work that way. There has to be a better means to modify the global calendar settings.44Views1like4Comments