ContributionsMost RecentMost LikesSolutionsRe: pipelines update parent record from child record You're right - that was such a simple fix. Thank you! I was making it way more complicated 🤦♀️ ------------------------------ Brittany Lipinski ------------------------------ Re: pipelines update parent record from child record Did you ever solve this by the way? Stuck on the exact same issue. ------------------------------ Brittany Lipinski ------------------------------ Re: Report showing comparison for sales per month this year vs. last year Mark beat me to it. I used a Report Formula and added this in there to show months: Case(Month([Date of Booking]), 1,"01 Jan", 2,"02 Feb", 3,"03 March", 4,"04 Apr", 5,"05 May", 6,"06 June", 7,"07 July", 8,"08 Aug", 9,"09 Sept", 10,"10 Oct", 11,"11 Nov", 12,"12 Dec") **I will say, I ended up settling on a line graph instead of a bar graph; the overall look of it is sooooo much cleaner: ------------------------------ Brittany Lipinski ------------------------------ Re: Ground rules for triggering an email notification or automationHey there Paul, It's been about a month since I worked with QB Actions, but I am about 99.99% positive it will work with a formula field. And here is the Quickbase Actions section. It's still fairly new. This could also probably be done in automations, but I just tend to prefer Actions: ------------------------------ Monster Monster ------------------------------ Re: Ground rules for triggering an email notification or automationHey Paul, If I understand correctly, you are trying to trigger an email notification in a child record if the Formula-Checkbox-Field in the parent record changes to true, is that correct? If that is the case, this could pretty easily be done using "Quickbase Actions". Pretty simple steps: Go to your Child table & create a checkbox or something, this will serve later as the notification trigger. We will call this Child Box A Create a new Quickbase Action in your Parent Table. Select "when a reservation is modified" (or added/modified if you want), and select your Formula Checkbox Field under additional criteria. I would also set under the "If all these conditions are true" section to only execute if said formula checkbox field = true Then perform an action - would be to edit a related record, select the correct child table. Set this to change Child Box A to true when these situations occur. Now you can go to your Child Table & set up an email notification. If you aren't familiar with them, these will trigger anytime a certain criteria is displayed on execution. Set up the notification in the Child Table to when a record is modified, and then make sure you click the box for Child Box A that we created. And again, filter to only continue if this box is equal to true. From there, you can pick exactly what you want displayed in your email notification & who it should go to. Let me know if this helps - I am definitely not a QB expert, but I've been using it for several years & always love learning new tricks. ------------------------------ Monster Monster ------------------------------ Re: Report showing comparison for sales per month this year vs. last yearI had the exact same issue & was pretty confused by the previously posted "solutions". But I came up with a MUCH easier solution for this. To make a Bar Chart, you can do the following: Create a Chart Report & select Bar Graph Immediately create a custom report field (I called it "Months"). This will be a number formula field - formula you will post is simple: Month(ToDate([Date Created])) Set X Axis to your custom field, set Y Axis to whatever you are trying to summarize (I just did a count field), and set the series to Date Created, grouped by Year Here is the final product: ------------------------------ Monster Monster ------------------------------ Post New Record Creations to Google SheetsI am trying to populate new form entries in my Database to a Google Spreadsheet in real time. How can I do this using either webhooks or another feature in QB?