ContributionsMost RecentMost LikesSolutionsRe: Automation or WebHook to pull all records into one tableok, so I got this working great. Saw what you meant by mapping the fields and making sure the records are merged together. Definitely a huge improvement and allows the user the ability to massively alter a bunch of records with standard information. Is there a way to redirect the user back to a home page or conversely take all the records that were altered and spit them into a CSV file that the user can save somewhere? Thank you guys so much for the help! ------------------------------ Jeremy Cohen ------------------------------ Re: Automation or WebHook to pull all records into one tableHey Mark, Thank you for your response yesterday evening. I have been playing with it here or there when I get time. I added, what I thought, was the formula to make this work all across the record but I think I am missing something. I created a URL button that reads as followed: var text URL = URLRoot() & "db/" & [_DBID_PREVIOUS_INVOICES] &"?act=API_RunImport&ID=12"; var text EDIT = URLRoot() & "db/" & [_DBID_PREVIOUS_INVOICES] & "?a=API_EditRecord"& "&_fid_55=" &Today()& "&_fid_53=" &true; "javascript:" & "$.get('" & $URL & $EDIT & "',function(){" & "location.reload(true);" & "});" & "void(0);" I was hoping this would go through every record ID on the table and change the record fields to today as well as the checkbox to "Checked". Please let me know what I am overlooking or not quite understanding. THANK YOU! ------------------------------ Jeremy Cohen ------------------------------ Re: Automation or WebHook to pull all records into one tableThank you for the reply Austin, I'm not looking to do a ton and it may be able to be done in another fashion. There is a table for invoices which get processed and uploaded into another system. The issue is that when these get processed I need to record the date on all of the records that are uploaded [Change a field from blank to today]. I really need a button that pulls them to a visual place which lists the information (A report would work fine which is already filtered to show anything that has not been processed) and then press a secondary button which adds today's date to all those records. I have been trucking along with most of my solutions up until here, this one has me stumped. I know very basic javascript but even so this would eventually become something which I will not be interacting with to that level and someone else may be taking it from there. The more intuitive it is the better it is. ------------------------------ Jeremy Cohen ------------------------------ Automation or WebHook to pull all records into one tableI need to get a system in place which allows a single button press that pulls all the records with a designated box not checked into a report and changes all the dates to today. It would be even better if it automatically creates a CSV file from this button as well based upon the selection criteria. I was trying to even think of where to start on something like this. It could not be in the record itself so I was thinking a home page or maybe a code page that was linked to a button on a homepage. Any help would be very appreciated! ------------------------------ Thank you, Jeremy Cohen ------------------------------ Re: rolled up amount to another tableSorry I ended up finding my solution based upon a recent response to someone else. I created a 3rd table and changed the Key field to the data I was rolling up to. Then I linked both tables back to the 3rd table with summary totals. ------------------------------ Jeremy Cohen ------------------------------ rolled up amount to another tableI'm trying to figure out how to take a summary field and relate it to another summary field on a different table. I have one table for a standard action that dictates number of hours a person is on site. Then I have a second table which is a required action based upon totals for a month. For instance if I have 400 hours of work in one month then I need to have 6 reports done by that month to be in compliance. The issue is the comparison would show as a summary on both tables. There can be multiple actions for a single company in a month so it is a roll up look. Since this table is going to be for the standard user it would be amazing if I could color code the summary table to show who is and is not in compliance. For instance if Company A did their 6 reports the color would be green and if they did not then it would be red. This helps the person who needs to audit the records substantially. ------------------------------ Jeremy Cohen ------------------------------ Re: Searching for text in field name within formula ie. 2019, 2018, 2017 in field nameSo what your suggesting is a separate table for this information that ties to each year? How could i separate that by each record would it be more like... "Record Name", "Process Information", "Year it ties to" as 3 separate fields? then wouldn't the unique ID end up becoming just as cumbersome? I created a nested if statement to include the variances which ended up quite astronomical just to include 3-4 years of data. Was hoping for a way to keep it searching so that anyone in the future could add a new field for the new year and it would just automatically populate the data correctly. Would it work to have a case within the brackets...for instance "["&Year(today())&"]" This would involve something similar to the "indirect" formula within excelRe: Searching for text in field name within formula ie. 2019, 2018, 2017 in field nameMaintaining history of years prior while allowing the fluctuation of what field is used in the calculation. In this circumstance it is important to keep historical data but the calculation should always be on the current year. I have other circumstances that are similar where historical data is also important.Searching for text in field name within formula ie. 2019, 2018, 2017 in field nameI am trying to make a formula that pulls through historical data to find which one to utilize. Currently I'm using dates but I can see multiple areas where this is very useful. In excel it would be a "Match" function against the headings of the page. I need to be able to search all the field titles and figure out which one to pull forward into a formula. The way to do this without this match function is quite extensive and being able to search would make a lot less laborsome. I appreciate any help you can provide. I had searched through the information out there first but did not see any requests for this information.Re: How to Highlight an embedded report within a form so that data entry is intuitivehmmm that's actually not a bad thought. I might have to give that a go. Thank You