PaulEaston
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Joined 5 years ago
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Create Table Relationship from Existing Values
I have a "definitions" table and a "citations" table. One citation can be related to many definitions. The data for both was populated by importing from a spreadsheets. The Definition table has a "Citation" field with a short version of the citation. The Citations table has an "ID" field that provides the same format used as the Citation field in the Definition table. I would like to relate the Definitions to the citations by matching the Citation field in the Definition table to the ID field in the Citations table. I can't figure out how to do this using a Table‑to-Table relationship. Is there a fairly simple solution that will enable me to do this in QuickBase? Or am I going to have to manipulate in Excel with vlookups to associate a citation record ID with each definition record and do an update import? ------------------------------ Paul Easton ------------------------------6Views0likes2CommentsRe: Copying rich-text field data to plain-text field without the HTML code
Thank you, I really need to take some time and get familiar with using Jinja in pipelines. For now, I think it will be quicker for me to export the text and edit outside of QuickBase. Then import the clean text. This is a one-time operation. ------------------------------ Paul Easton ------------------------------36Views0likes0CommentsRe: Copying rich-text field data to plain-text field without the HTML code
If no easy way to do with QB formulas, I'll just download to CSV and run search and replace using RegEx to remove < and > and anything in between those two characters. ------------------------------ Paul Easton ------------------------------42Views0likes0CommentsCopying rich-text field data to plain-text field without the HTML code
We have a table that includes the fields "Name (ASCII/Latin)" and "Name (Arabic)". The "Name (Arabic)" field was created as a rich-text field. Which, IIRC, was because, when the app was created, QuickBase didn't support UNICODE in plain-text fields. Having this field as a rich-text field prevents using it when creating a filter on the new dashboard pages. To test, I created a formula text field with the formula: ToText([Name(Arabic)]) and then created a report with both fields to compare. The Arabic text now displays in the plain-text field, but ,any of the transformed-to-text names in the plain-text version have HTML tags. This prevents me from even thinking about simply changing the field type of the existing rich-text field to plain text. Does anyone have any handy formulas that will strip out all HTML when copying from a rich-text to plain text field? The HTML is also there when I export to CSV. I can clean up the export outside of QB, but am wondering if I can do this via QB formulas. ------------------------------ Paul Easton ------------------------------58Views0likes4CommentsCan you set column widths for reports in the new dashboard pages?
I've been upgrading our existing dashboards using the new dashboard pages. For some of the report widgets, it seems that the report displayed is not remembering the users' settings for report column widths. My understanding is that I cannot set default report widths for other users. But if a user opens a report from a table, and adjusts the column widths, this is remembered by QB and the next time the user opens the report, the widths will be displayed based on widths set the last time the user opened the report. In the report widget on the new dashboard, the display appears to be independent of the user-specific report preferences. If they go to the actual report on the report table from the widget, they will see the report with their column width preferences. Also, while a user can adjust column widths in a dashboard report widget, they don't "stick". If you refresh the page or navigate away and return, the QB default widths are re-applied. I would think that is would be especially important for a designer to set column widths on a dashboard report widget to make things display well. For example, I have a report that has a column for Name (ASCII/Latin) and for Name (Arabic). The first column is much longer than the other and pushes other columns out of the viewable area (e.g., forcing horizontal scroll). The settings of both name columns are the same in terms of max characters, etc. Yet QB makes one much wider than the other. I'm wondering whether I am missing something or if we just have to live with QuickBase's display algorithms for displaying reports in dashboard widgets. ------------------------------ Paul Easton ------------------------------107Views0likes4CommentsRe: Can I use a pipeline to update a table when a Page is created?
Thanks. I would probably just run it manually, when new pages are added. I'll need to spend some time reading the API documentation to figure out how to do this. For now I'm just adding a button on the dashboards that take the user to the main help page, which has hyperlinks to the specific job aids. ------------------------------ Paul Easton ------------------------------2Views0likes0CommentsCan I use a pipeline to update a table when a Page is created?
Is it possible to have a pipeline triggered when new Page is created (rich-text page in this instance) and create a record in a table populating fields with the page's title, description, and URL? ------------------------------ Paul Easton ------------------------------1View0likes4CommentsRe: Remove "manage support cases" link from help button drop-down
Thanks, that does indeed remove the help button. I would like to keep the help button but only have it display our custom help pages. I suppose I can link to the main page that contains links to all the other job aids from dashboards. Or perhaps I create a table with a custom report giving searchable and filterable list of all job aids, so I can have a "help" icon on the tables bar that takes users to our internal help pages. ------------------------------ Paul Easton ------------------------------0Views0likes0CommentsRe: Remove "manage support cases" link from help button drop-down
When I view as another role or user, I still see it, but then I'm still logged in under my account. I will test with user with limited permissions and see if when actually logged in from the limited-user account it is still shown. ------------------------------ Paul Easton ------------------------------0Views0likes2Comments