PaulAgnew
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Re: How to transfer ownership of a Box connected table from one user to another
Thank-you! When a new connection under the new users QB and Box account is made will table relationships remain intact for connected fields? ------------------------------ Paul Agnew ------------------------------16Views0likes0CommentsHow to transfer ownership of a Box connected table from one user to another
Various tables in an app are Box connected tables under an employee's Box account (User A). We need to move all the connected tables for this app from the current Box user (User A) to another user account (User B). I wanted to confirm a few additional steps to what is outlined in the Help section noted below: 1) Move all the CSV files from User A's Quickbase Sync folder in Box to User B's Quickbase Sync folder. User A will need to give User B access to their sync folder. 2) Follow the directions per the Help below. Basically create a new QB Box connection using User B's Quickbase and Box account and then reconstruct the connection to each table with the same table and sync options as User A. Is there a Help section that outlines the steps when transferring ownership of the connection? Is there a simpler way to transfer ownership from one user to another? Connecting to a folder containing CSV files: https://help.quickbase.com/user-assistance/Connecting_to_a_folder_of_csv_files.html Regards, Paul ------------------------------ Paul Agnew ------------------------------27Views0likes2CommentsForm Refresh button
Hello, I need a button on the form that will refresh or reload the form. An Automation is run from a previous button click and the page needs to be refreshed to reflect the updated workflow options (buttons). Using a browser refresh technique for the timing being but the business users have requested a button. ------------------------------ Paul Agnew IT Manager Peak Properties CA 9494070409 ------------------------------46Views0likes4CommentsMake "Save and keep working" the default option for the Save button
Is there a way to make the green save button default to "Save and keep working" vs "Save & Close"? Without javascript of course. :) ------------------------------ Paul Agnew IT Manager Peak Properties CA 9494070409 ------------------------------Tag a survey note and send an email to external user
The business ask is to be able to "tag" one or more Notes on a survey form and then send that note(s) and its related information (site name, address, note type, etc.) to an email address they would type or select from a predefined list of external site contacts. Looking for general direction on how to solve for this. Quick Base Notification Automation Pipeline A rough mock-up of form is attached. Thanks in advance. ------------------------------ Paul Agnew IT Manager Peak Properties CA 9494070409 ------------------------------Re: Display Image in another app using a URL
Thank-you Blake. A Formula Rich Text Field was created that referenced the field which contained the above URL and that displayed the image. Example record where Image_Source contents = <img src = https://hcpi.quickbase.com/up/bnrpsnex8/a/r7/e186/v0" height="50" target=_blank /> Image_Photo (Formulta RTF) - [Image_Source] Regards, Paul ------------------------------ Paul Agnew IT Manager Peak Properties CA 9494070409 ------------------------------166Views0likes0CommentsDisplay Image in another app using a URL
How do I display an image stored in another app using the following URL? <img src = https://wmt.quickbase.com/up/bnrpsnex8/a/r406/e186/v0" height="50" target=_blank /> I discovered a way to display a file attachment within the same app using the following but of course this is different case. //"<a href=\"" & URLRoot() & "/up/"& Dbid () & "/a/r"& //[Record ID#] &"/e11/v0\" /> "& // "<img src=\"" & URLRoot() & "/up/"& Dbid () &"/a/r"& //[Record ID#] &"/e11/v0\" height=\"200\"alt='' />" & "</a>" Regards, Paul ------------------------------ Paul Agnew IT Manager Peak Properties CA 9494070409 ------------------------------Re: Need Last Primary, Secondary and Tertiary Approver in Parent Table
Thank-you Mark. The approval child records are stored in the Status Log (child table). This is more-or-less working now via an automation that calculates the "latest" Primary, Secondary and Tertiary approver. I'll pose additional questions as I run into any problems. Again, thanks so much. Regards, Paul ------------------------------ Paul Agnew IT Manager Peak Properties CA 9494070409 ------------------------------14Views0likes0Comments