BabiPanjikar
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Joined 5 years ago
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Re: Automatic Current Date Tracking Based on Status Field Choice
You should make use of mix of solutions for this (QB action, timeofDay fields and a log table) to record the timestamp when the status was changed. We do track duration for every activity on our production apps. Feel free to connect and understand more on how we achieve this. Create a log table: Related Record ID Status Start Date Start TimeOfDay End Date End TimeOfDay Create below fields in the main table where you want to change the status CF-Start Date - Formula Date - ToDate(Now) CF-Start TimeOFDay - Formula TimeofDay - ToTimeOFDay (Now()) Start Date Start TimeOfDay End Date - Use Formula Date = ToDate([Date Modified) End TimeOfDay - Use Formula TimeOfDay = ( ToTimeOFDay([Date Modified])) Write a form rule on Save record. When the record is saved, change Start Date -> value from CF-Start Date Change Start TimeOfDay - > Value from CF-Start TimeOFDay Make sure that both CF- fields are used on the form. Otherwise the value will not be updated. Write a QB Automation on Add/Modify to copy the values from above fields to log table. Use condition when StartTimeOFDay field changes. Now Create relationship between your main table and log table using related record id. Use Summary fields or reverse relationship using max id for each status to derive the duration. Hope that helps. ------------------------------ Babi Panjikar ------------------------------0Views0likes0CommentsRe: Autopopulate Key Field on Import
Quickbase does not have functionality to set sequence number generation properties in fields like built-in record id. What you are doing in excel is better option if that is not a pain. If you are using any data integration tools like SSIS, you could easily do this to generate those numbers and create the requirement results (excel transform to excel) and then load into quickbase. ------------------------------ Babi Panjikar ------------------------------0Views0likes0CommentsRe: Populating another field from a selected Text - Multiple Choice field
Adding to this, you can still store the contact while saving the form using dynamic form rules to update field value from a lookup contact field and show that field during view. ------------------------------ Babi Panjikar ------------------------------1View0likes0CommentsRe: Create New Entry, Options
Adding to Mark's response, when you create parent child relationship, add child url button is default created for you. You can edit this url formula to place addition condition to show the 'add' option . example: If ( a=b and c=d, URLRoot() & "db/" & [_DBID] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#])& "&z=" & Rurl() ) replace the dummy variables and conditions as needed. ------------------------------ Babi Panjikar ------------------------------0Views0likes0CommentsRe: QuickBase to Sharepoint Sync?
We use QuNect ODBC to refresh data into excel and SQL Server. QuNect is onetime cost of around $1999 perpetual license. However, the only issue is its efficiency. Don't expect efficient response from QuNect as it is a ODBC connector. The other option is Zapier, Workato. ------------------------------ Babi Panjikar ------------------------------0Views0likes1CommentRe: Sharing Reports
Did you tried creating a formula field and applying that to report as a filter criteria for those specific report. With this method, even though the reports are exposed to users, when they run, they dont see that data being populated. I often do this to place additional control on who can view the data in reports. Example: Formula Text field 1) create formula text field in the table : "View Allowed-My Boss" = If ( User()=ToUser([My Boss email address]) , "Yes","No") And <other data conditions> to filter out the data. 2) Customize the report you and add data filter on top of you existing crieria's using View Allowed-My Boss = Yes ------------------------------ Babi Panjikar ------------------------------0Views0likes0Comments