ChrisFaye1
Qrew Cadet
Joined 6 years ago
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Import CSV via email
Hi All! I feel like this is a thing and I'm just blanking on how to do it, but haven't found anything online. All I'm looking to do is to import a csv into a QB table when forwarding the email (with CSV attachment) to a specific email address. I completely understand how to do this when utilizing the webhook endpoint. I thought there was a more direct way of doing this without needing to utilize an external parser. Any help would be awesome! Thank You! Chris ------------------------------ Chris ------------------------------25Views0likes2CommentsStatic Future Date Formula
Hi! Date formulas always get me. Here's what I'm trying to do: If ([Paid Date] + Days(15)) is on or before the 15th of the month, set the date to that month/day 15/year. If ([Paid Date] + Days(15)) is after the 15th of the month, set the date to the upcoming month/day 1/year. Really just looking to add 15 days to the paid date and then set to the next pay date either the next 1st or 15th. Any help would be amazing! Thank You! ------------------------------ Chris ------------------------------43Views0likes1CommentButton to download multiple csv's
Hi! Ultimately I'm trying to create a button that when clicked will auto-download multiple csv's, based on the current record. Realistically it'd be way better to put this into a Rich Text button, but I've only been able to work out the Formula - URL for generating the first report download. My current formula isn't triggering the second download. URLRoot() & "db/bn8akwbh8?a=q&qid=483&nv=1&v0=" & URLEncode ([Property]) & "&opts=csv" & "&nextURL=" & URLEncode(URLRoot() & "db/bn8akwbh8?a=q&qid=484&nv=1&v0=" & URLEncode ([Property]) & "&opts=csv") Any thoughts to, first, be able to continue the formula to download multiple reports and, second, convert this button to a Rich Text formula button so I can utilize a field in the button text itself. Thank You! Chris ------------------------------ Chris ------------------------------Re: Using Rich Text Button in Report w/out losing report filtering
Hi Mark! Thank You so much for the update! So whenever the update rolls out are you assuming that the code above would be the way to go or would you write it differently? Thanks Again! Chris ------------------------------ Chris ------------------------------3Views0likes2CommentsUsing Rich Text Button in Report w/out losing report filtering
Hi, Working through a button update. Our team is using the button in a filtered report. When the button is clicked the report is refreshed and thus clears out all the filtering - so instead of being able to click through all the records efficiently the user needs to click one, re-filter the report and then click the next. Any solves to fix this? Thank You! Chris Current Formula: var text URLONE = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_17=" & URLEncode(UserToName(User())) & "&_fid_16=true" & "&apptoken=*****" & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl()); var text URL = $URLONE; //button colors var text bgcolorone = "#e5a652"; var text txtcolorone = "white"; var text styleone = "style=\"text-decoration: none; width: 150px; text-align: center; background:" & $bgcolorone & "; border-radius: 5px; padding: 8px 20px; color: " & $txtcolorone & "; display: inline-block; font: normal 700 24px/1 \"Calibri\", sans-serif; text-shadow: none;"; var text bgcolortwo = "#ffffff"; var text txtcolortwo = "black"; var text styletwo = "style=\"text-decoration: none; width: 300 px; text-align: center; background:" & $bgcolortwo & "; border-radius: 5px; padding: 8px 20px; color: " & $txtcolortwo & "; display: inline-block; font: normal 700 24px/1 \"Calibri\", sans-serif; text-shadow: none;"; If([Update Completed]=true, "<a " & $styletwo & "'> Completed </a>", "<a class='SaveBeforeNavigating'" & $styleone & " href= '" & $URL & "'> Complete? </a>" ) ------------------------------ Chris ------------------------------19Views0likes5CommentsRe: Add Record Button that references current record & related record
Thanks, Mark! Unfortunately, the snapshot option only triggers when initiating the snapshot option in the field settings. The requirement of this process is that the user needs to be able to click a button (update something) that triggers a the snapshot and then those snapshots needs to be editable for possible manual future corrections. Basically this is looking at the Property table's *current* rates at the time the rental application is placed for each individual rental application and freezing those values in an manually editable way. It sounds like duplicating the look-up fields in the child table and doing the copy values locally in the button currently still the most efficient way. 🤷♂️ ------------------------------ Chris ------------------------------0Views0likes1CommentRe: Add Record Button that references current record & related record
Thanks, Mark! The trick here is we're using the button to create a carbon copy of the information rather than relate the new record because it needs to be frozen in time. Sorry I misspoke on the add vs. edit record part. Here's a bit of the current button - var text URLONE = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_1784=" & URLEncode(UserToName(User())) & "&_fid_1783=true" & "&_fid_236=" & URLEncode("Application in Process") & "&_fid_1618=" & URLEncode([Property - Payment Structure]) & "&_fid_1013=" & URLEncode([Property - Accounting Structure]) & "&_fid_974=" & ([Property - Invoice Commission Rate]*100) Anything with "Property - " is a look-up field in the local table. It would be super-efficient if there was a way to avoid having the create the redundant look-up fields in the local table and instead have the button reference the fields in the related record on the parent table. In written out terms - var text URLONE = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_1784=" & URLEncode(UserToName(User())) & "&_fid_1783=true" & "&_fid_236=" & URLEncode("Application in Process") & "&_fid_1618=" & <<<Look to Related Record in Property Table>>> URLEncode([Payment Structure]) & "&_fid_1013=" & <<<Look to Related Record in Property Table>>> URLEncode([Accounting Structure]) & "&_fid_974=" & <<<Look to Related Record in Property Table>>> ([Invoice Commission Rate]*100) ------------------------------ Chris ------------------------------0Views0likes3CommentsAdd Record Button that references current record & related record
Hi, I'm seeing if I can cut down on a few extra look-up fields. Currently, I have a button that will add a record in another table and copy the values from the current record into the created record. Here's a simple example of the action: Add record...... Unit: Number fid=NewRecord Unit Number Unit: Applicant Name fid=NewRecord Applicant Name Property - Name fid=NewRecord Property Name <<<<<Related Table Look-Up Field Property - Address fid=NewRecord Property Address <<<<<Related Table Look-Up Field Is there a way to avoid having to create the Look-up fields and rather simple tell the add record action to grab the local record info for some copied values and reference the related parent record for other copied values? ------------------------------ Chris ------------------------------Re: Copy Record Action in Rich Text Button
Never mind... I figured it out... Just being dumn... Posting in case it's helpful for anyone. Thanks Again for all your help, Mark! var text URLONE = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_2042=" & URLEncode(UserToName(User())) & "&_fid_2043=true" & "&_fid_627=false" & "&_fid_236=" & "Transfer" & "&apptoken=_______________"; var text URLTWO = URLRoot() & "db/" & Dbid() & "?a=GenCopyRecord&rid=" & [Record ID#]; var text URL = $URLONE & "&rdr=" & URLEncode($URLTWO); If([Status]="Transfer", "<a class='Vibrant Danger'>Transferred</a>", "<a class='Vibrant Alert' style='border:1px solid #6BBD57; background-color:#47368B'" & "a href=" & $URL & ">Transfer</a>") ------------------------------ Chris ------------------------------4Views0likes0Comments