ContributionsMost RecentMost LikesSolutionsHow to support complex query with conditional dropdowns I have a generic 'Contacts' table that is a child table to both a 'Company' table and also to a 'Customer' table. In then have an 'Issues' table where I want to use a relationship to 'Contacts' to select the Issue Owner (thus 'Contacts' is the parent table to 'Issues') . 'Issues' is also a child table to 'Customers' (Full Diagram below) When creating a new issue record, I'd like the Owner (Contact) dropdown to contain all of the contacts related to Company A + the contacts related to the Issues related customer. I'm familiar with the conditional dropdown concept but can't wrap my head around how it might support this type of query (e.g. contacts related to Company A AND contacts related to the Issue's related customer) Hoping I'm just overthinking it. Appreciate any help. ------------------------------ Jennason Quick Base Admin ------------------------------ Dashboard KPI Widget Delta ChangeTrying to understand how to correctly use the dashboard KPI Widget Delta change feature. My scenario: I have a chart/gauge report called 'Alerts today' that counts the # of alert records based on an Alert Date field. The report is filtered where the Alert Date is during the current day I then created a Dashboard KPI widget and selected the Alerts Today report. I want to take advantage of the Delta Change feature and selected the same Alert Date field as the 'Field for Comparison' and the comparison period as 'Yesterday'. My hope was this would show some kind of "delta change" of the # of alerts from today compared to the # of alerts from yesterday. But the delta change is always showing the value of alerts from today. For example- if we received 100 alerts yesterday and 20 alerts today I was hoping 'delta change' would show either "↓80 alerts but instead its showing "↑20". I'm assuming I have some conflict between the filter in my report looking for alerts from today and then setting the comparison date to yesterday. In which case I appreciate any help as to how I might meet my requirement which is to show a KPI widget that displays alerts with and alert date from today and shows the delta change compared to the # of alerts with an alert date of yesterday. Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------ Re: Looping through field values in PipelineKristoffer- Many thanks for your reply. A follow up question to see if I am understanding this method correctly: Does this method require there be the same # of items in the list of values everytime? In my situation I will have records where the multi-value field has different #s of values (E.g. record 1 might have 1 value in that field, record 2 might have 2 values in that field, etc). So in each case I need to make sure the loop in pipelines can be dynamic based on the # of values in that field. I think what was throwing me off is the 'Group_1' notation and I'm just not familiar with the Regex step. Does the regex step provide this 'dynamic' capability? Or does 'Group_1' mean the first value in the group? and subsequently there would be a 'Group_2', etc if the field had multiple values? which would seem to imply it doesnt provide that dynamic capability. Apologies if I am not following correctly. Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------ Looping through field values in PipelineI have a record that contains a text field with multiple values separated by commas (which I can also turn into a multi select field if that makes things easier). I want to loop through the values in the field and within each loop perform a QB record update. In pipelines, I understand how I can perform a loop based off a list of records, but in this case I need the loop to be based off a list of values in a field.... any way to do this? Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------ Dynamic Column FilteringJust want to get thoughts on the current column filtering in the new table report: Example 1: When viewing a table report, if I filter by Column A I notice that the selections in other column filters do not dynamically update Example 2: From a summary pie chart, upon clicking one slice I drill down to the same table report, with Column A filtered (same as was done in Example 1), but then the selection in other columns do dynamically filter. Example 2 makes sense to me- curious more about Example 1 and if other folks see the benefit of having the other column selections dynamically filter. (or if I'm missing something and this is already possible somehow) Thanks ------------------------------ Jennason Quick Base Admin ------------------------------ Default Font/Font Size in Rich Text FieldAny way to set the default font and font size in rich text fields on forms? Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------ Re: PIpelines Down?Mike- Curious if you had any resolution to your pipeline performance issues. I have experienced similar/same behavior the last few days. I've opened a case but no input as to whether its something I'm doing wrong vs a broader issue. I have some pipelines that are taking over an hour to complete.- and these are simple, 2-3 QB steps. Appreciate any input. ------------------------------ Jennason Quick Base Admin ------------------------------ Expressions in Column FiltersIn the new table report, is it possible to use expressions in column filters? For example, in the column shown below I want to be able to filter alerts where Product code = 04150109468990 or Product Code = 05999540230372? Is this possible? Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------ Re: Delete a user permanentlyEvan- As part of EU Data protection regulations, if a user requests for all personal information to be removed- can we open a support case with Quick Base to have them completely removed from the Billing Account user list? Thanks ------------------------------ Jennason Quick Base Admin ------------------------------ Grid Edit with Multi-record option disabledHere is my scenario- I'd like to keep the multi-record option disabled on Table ABC for a particular role as that then hides the 'Search/Replace in these records option' Disabling also takes away the ability to flip into Grid Edit mode for Table ABC's reports however. I have one report in Table ABC that I'd like the role to be able to access in Grid Edit mode (But still keep the multi-record option disabled). I can't just create as a Grid Edit report because I then lose the filtering ability that I get with the Table report type. Curious if there was any way to play around with forms or other mechanisms to I can get this one report in Grid Edit mode but not have to turn on 'multi-record' for the whole table Thanks. ------------------------------ Jennason Quick Base Admin ------------------------------