HillaryWhitney
Qrew Cadet
Joined 7 years ago
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Re: Dashboard Dynamic Filter for Multiple Reports
Good call! That also takes care of having to reprogram a bunch of stuff if they decide they want them as users later. ------Original Message------ Hillary, The User field is too powerful not to deploy. Make all the Client Managers Users of the Application. Then put that User on the Deny list so that it does not count against your subscription. ------------------------------ Don Larson Paasporter Westlake OH ------------------------------19Views0likes1CommentRe: Dashboard Dynamic Filter for Multiple Reports
Sorry I went MIA on this, I was off for a while unexpectedly, but am now back! I am very much a visual person and would really appreciate seeing your app, Jason. I'm not sure if Mark's solution would work in this case, unless I'm not understanding something. This particular app only has two users, one for data entry and the other a manager. The manager needs to be able to run reports using the client manager filter, not a user filter, since each client manager isn't a user. We hope that to change eventually and that they will all be users, but at this time that's not the case. ------Original Message------ I plan to put it out there once I get some time to clean it up. It is in my builder program realm but I just realized I have an app in there to delete so I can copy the filter app. ------------------------------ Jason Johnson ------------------------------13Views0likes4CommentsDashboard Dynamic Filter for Multiple Reports
I am moving one of our teams from an Access Database to the QB Platform. In Access, they had a Dashboard that they really liked, but I'm not sure that it can be duplicated in QB. The screenshot shows filters under the Report Criteria heading (right side). When they filters are selected, they will apply to any of the reports selected under the Report heading (left side). I know how to add dynamic filters to a single report on the dashboard, but that is not what they want, they want to select their filters and then apply to all reports. Is this possible? ------------------------------ Hillary Hillary ------------------------------Re: Date stamp formula for checkbox
I am also trying to accomplish this. I tried the formula listed above and get the following error. Formulas are my weakness. A formula cannot end with an assignment to a variable declaration. var text TodaysDate = ToText(Today()); var text Update = URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&rid=" & [Record ID#] & "&apptoken=dhxpiidu5cj4edz3d8kvbn2cium" & "&_fid_1469=" & $TodaysDate & "&_fid_1468=" & totext(User()) & "&_fid_805=1" ; var text URL = "javascript:" & "$.get('" & $Update & "',function(){" & "location.reload(true);" & "});" & "void(0);"; ------------------------------ Hillary Hillary ------------------------------11Views0likes13CommentsRe: url button add record to same table, edit new record, and table report
I wanted to update just in case someone else was as boggled as I was. I was actually able to accomplish all of this through the new automations feature. I swear I attended a training where the instructor stated it couldn't be accomplished for the same table, but in fact, it could. Customer care also confirmed it and everything is running smoothly.2Views0likes1CommentRe: url button add record to same table, edit new record, and table report
Thank you for the offer. Unfortunately, they need it done today in order to write the process. Maybe I just need to walk away from it and come back to it later, sometimes that helps me. I've been in the URL for dummies referencing all morning and I'm not seeing what I'm needing. My QB has been very buggy in Chrome and likes to hide things from me and when I switch to IE they appear, but I don't get all of my functionality like in Chrome...ugh!8Views0likes0Comments