ContributionsMost RecentMost LikesSolutionsFilter records in a report how do you filter out records in a report that you mark complete? ------------------------------ Amy Migliore ------------------------------ lookup tables across apps Can you use a table in a different QB app to be a lookup table in your current QB app? ------------------------------ Amy Migliore ------------------------------ Re: Auto correct fields based on formulas? So unfortunately the data is not being added to the quickbase first. It's coming from an excel spreadsheet and we can't have a list for them to choose from. I'm hoping that quickbase could correct or match the company names based on some logic? Amy Migliore | Communications Production Manager, Resources For Living https://www.resourcesforliving.com/ A company CONFIDENTIALITY NOTICE: This communication and any attachments may contain confidential and/or privileged information for the use of the designated recipients named above. If you are not the intended recipient, you are hereby notified that you have received this communication in error and that any review, disclosure, dissemination, distribution or copying of it or its contents is prohibited. If you have received this communication in error, please notify the sender immediately by email or telephone and destroy all copies of this communication and any attachments. NOTICE TO RECIPIENT OF INFORMATION: This e-mail may contain confidential or privileged information. If you think you have received this e-mail in error, please advise the sender by reply e-mail and then delete this e-mail immediately. This e-mail may also contain protected health information (PHI) with information about sensitive medical conditions, including, but not limited to, treatment for substance use disorders, behavioral health, HIV/AIDS, or pregnancy. This type of information may be protected by various federal and/or state laws which prohibit any further disclosure without the express written consent of the person to whom it pertains or as otherwise permitted by law. Any unauthorized further disclosure may be considered a violation of federal and/or state law. A general authorization for the release of medical or other information may NOT be sufficient consent for release of this type of information. Thank you, Aetna Auto correct fields based on formulas? I have data that is for the same company but is manually put in and is sometimes misspelled and not the same way it is entered. Is there a way for QB to look up the misspelled entries and autocorrect that field to be the correct spelling of the company and therefore match all the entries up to the one correct company? Can this be done with a formula? ------------------------------ Amy Migliore ------------------------------ Re: View icon missing from reports We are experiencing the same issues. New style off fixed it, but it also takes away the filter features. Anyone know if there is an issue with QB and they are working on fixing this problem, or is this a new feature they pushed out? ------------------------------ Amy Migliore ------------------------------ Dynamic filters drop down list Hi, Why do some dynamic filters have drop down list options in the bar and others only have filter to fill in for search? Is there a way to make them all drop down lists? Amy Migliore | Digital Communications Content Manager, Resources For Living https://www.resourcesforliving.com/ A company CONFIDENTIALITY NOTICE: This communication and any attachments may contain confidential and/or privileged information for the use of the designated recipients named above. If you are not the intended recipient, you are hereby notified that you have received this communication in error and that any review, disclosure, dissemination, distribution or copying of it or its contents is prohibited. If you have received this communication in error, please notify the sender immediately by email or telephone and destroy all copies of this communication and any attachments. NOTICE TO RECIPIENT OF INFORMATION: This e-mail may contain confidential or privileged information. If you think you have received this e-mail in error, please advise the sender by reply e-mail and then delete this e-mail immediately. This e-mail may also contain protected health information (PHI) with information about sensitive medical conditions, including, but not limited to, treatment for substance use disorders, behavioral health, HIV/AIDS, or pregnancy. This type of information may be protected by various federal and/or state laws which prohibit any further disclosure without the express written consent of the person to whom it pertains or as otherwise permitted by law. Any unauthorized further disclosure may be considered a violation of federal and/or state law. A general authorization for the release of medical or other information may NOT be sufficient consent for release of this type of information. Thank you, Aetna Color coding based on dates Hi, I'm trying to add color coding to my report for records that have a last revised date of on or before 2 years from the current day's date. Is there a formula for this? ------------------------------ Amy Migliore ------------------------------