Melissa_Doran
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Joined 4 years ago
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Re: Jinja Expression
Hey Don I found a solution to this a while back - take a look my responses in this thread. I think it has what you need. :) ------------------------------ Melissa Doran Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------57Views0likes3CommentsRe: New Dashboard Date Filters
In situations like this, I think it's useful to create the first tab filtered to the "defaults" you want and then provide additional unfiltered tabs for other filters. ------------------------------ Melissa Doran Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------34Views0likes0CommentsRe: Order results returned in Pipeline search query
If it's the maximum from all records on the table, I would suggest using a 'helper' table. You would relate all the contact records to the one single record on that table. Related help table = 1 (Default this field to 1, so all contacts are automatically related to the only record on that table) Then get the max version number through a summary up to the help table, then either a) reference the help table directly in your pipeline or b) If the contact records are already part of your pipeline, lookup the max version number from the help table down to the contacts table. ------------------------------ Melissa Doran Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------77Views0likes0CommentsRe: Log of Email Notifications
When I ran into this issue in the past, I had to create a support case. The QB support reps could see the history of emails sent out. In my case, all of the emails had sent as expected but there was an organization-wide spam filter catching some but not all of the notifications before delivering to user's email. ------------------------------ Melissa Doran Jr Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------47Views1like0CommentsRe: New Dashboard Performance Issues
I've found them cumbersome to work with and they filter slowly for me as well. Some dashboards are faster than others. I presume it's due to formulas/relationships involved in the filtered values. ------------------------------ Melissa Doran Jr Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------20Views0likes0CommentsRe: API_AddRecord and land the user in edit mode.
I've seen some solution used by someone else where there is a helper table that calcs max RID, then if you add 1 to that it should relay to the newest record if used in a formula URL w/ a=er and RID=Maxrecord+1. Have not tested this, but don't see why it would not work. ------------------------------ Melissa Doran Jr Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------113Views0likes0CommentsRe: Unable To Create New Child Records In Grid-Edit
Awesome, I'll be on the lookout for that post. I'd love to see other solutions to this problem as it seems to crop up fairly often for me. ------------------------------ Melissa Doran Jr Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------0Views0likes0CommentsRe: Unable To Create New Child Records In Grid-Edit
I have run into this issue before. My workaround was to create blank rows via pipeline (other than the relationship field - it would be filled in) ahead of the time that the user would be filling in on the grid. Once the record exists and is related to the parent, conditional dropdowns work in grid edit. In my case, it was for timesheets so it was simple enough to have the blanks ready before user interaction. There was a pipeline running weekly to remove the blanks once users were done interacting with that timesheet-week. It may be trickier if the users are intending to use the grid while adding a new parent record or immediately after adding one. ------------------------------ Melissa Doran Jr Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------7Views0likes3CommentsRe: Field Name changes and pipelines
The biggest one that sticks out in my memory was an in-production pipeline. I wonder if it has to do with hard coding the FIDs when building or using the dropdown. ------------------------------ Melissa Doran Jr Solutions Consultant Quandary Consulting Group linkedin.com/in/melissardoran mdoran@quandarycg.com ------------------------------16Views0likes2Comments