JenniferJuhasz
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Joined 5 years ago
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Re: Count instances of value in table prior to date
Hi Mark, Thank you so much for this. It worked without a syntax error after removing the ')' following [Date of Interaction]; however, the results are still nothing - no counts of any kind. When using an OBF function relating to an email address, I would think I would always have a '1' as a result, counting the record that's doing the request here... If I search for a given email address I will get a range of results from 1 to 10 or 20 depending on the client, but never zero. I understand the difference between Count and Size, but I still can't get either function to provide an accurate result. I wonder if my challenge is to do with that my field with email addresses is actually a formula query combining two different/separate fields (it's an if-then field) as staff will populate a NEW address field if the client is New to us or perform a lookup of our contacts table if it's an existing client. Ie - if NEW is blank, then use Existing so that there's always something to report with. Thoughts? Thank you!Re: Count instances of value in table prior to date
Hi Mark, Thank you so much for this - it does contain syntax errors that I'm not sure how to resolve. It is looking for a semi-colon at the end of the first statement, but then when added it says the & in line two is "expecting a number". 145 = the fid of my email field; not quite sure how to work my way out of this one. Thank you though for your help!Count instances of value in table prior to date
Hi everyone, I'm trying to find a way to create a field that counts the # of times an email address exists within a table based on a date field within that record. Example: Record is created with an email address and a date of interaction. Goal - return the # of times that email address already exists in other records on or before the date of that interaction. My formula query currently is: Size(GetRecords("{145.OBF.'" & [Date of Interaction] & "'}")) Which DOES work, but it's counting huge numbers, and I don't understand why. The results are in the thousands, for an email address that if I search for it, only exists 21 times. I *think* it's because my field 145 is also a formula query which reads - Trim(If([NEW Contact Email Address]="",[Contacts Table Field - Email Address],[NEW Contact Email Address])) I'm wondering if it's not counting the results in the field, but query; however, when I switched the field to the field 'NEW Contact Email Address] I returned tens of thousands of records rather than the very few times a staff member manually entered it as a 'NEW' contact rather than looking up the email from our contacts table. Ideas? and thank you!Re: Validation error: Invalid literal for Decimal: u'TEST9-NewAccount'
Hi, This is all Text - it's a name field; I'm trying to populate a name field off of a list of options in another table. Here's the step where things are failing - the Pipeline starting when the Project Record is created works great; as does the Lookup to the reference table where the 'Task Name' list exists. This should be a pretty simple Pipeline: A record is created in the Projects Table; we lookup the Common Task Name List Table; then create a record in the 'Task Table' itself. This ultimately is to result in another pipeline where related sub-tasks are automatically assigned when a Common Task is selected and created into our Task table. What do you think? Thank you, Jen ------------------------------ Jennifer Juhasz FamilySmart BC, Canada ------------------------------Validation error: Invalid literal for Decimal: u'TEST9-NewAccount'
Hi folks, I have only found one thread from about a year and a half ago relating to this error, and it appears unresolved. Following the recommendation of another QB Expert on here, I am creating a Pipeline to create a record when an option from a drop-down list of 'tasks' is selected, and I keep getting this error. All fields in question are Text fields. There are no numeric fields. Has anyone experienced this before? I feel like I can't move forward into the next steps in this project without resolving this first. Thank you! Jen ------------------------------ Jennifer Juhasz FamilySmart BC, Canada ------------------------------How to automate tasks?
Hi everyone, I'm going in circles trying to figure this out, and I'm just not quite sure how to achieve what I want to do. I'm trying to customize one of the Project Management/Task Management templates in the library; many 'tasks' in our organization come with 20 or 30 "sub-tasks", and that's where I'm a bit stumped. If I build a table which contains a list of sub-tasks that are standard and apply to a specific task that is recurring, Then when a project is creating, the 'task' is selected, and all the sub-tasks automatically get assigned. Has anyone tried to do this? Could it be done using the list of sub-tasks that relate to the 'parent task' to create a kind of summary table, where a field gets created that lists all the subtasks (with checkboxes) - because I wouldn't want the 'Task' to be marked as complete until all of the sub-tasks are completed. Ideas? an example would be: HR Manager creates a project for a new hire and assigns the task: Create New User Account, which is assigned to the IT team. But a New User Account has 20 actions that are required before it's considered 'completed'; the HR Manager wouldn't know or have time to sit and create 20 actions each time - I need that part to be automated. Thank you so much for your thoughts! I always appreciate the creative minds that can help think through challenges. ------------------------------ Jennifer Juhasz FamilySmart BC, Canada ------------------------------Re: Check-in button that refreshes report and doesn't open the record
Thank you Mark! That example helped me a ton; I was able to make the correction and it's working now. I so appreciate your time and guidance! Take care, ------------------------------ Jennifer Juhasz FamilySmart BC, Canada ------------------------------
