ContributionsMost RecentMost LikesSolutionsRe: Workflow Best Practice for Project Status DropdownBlake, Thanks for your response, it definitely gives me some things to chew on. I would certainly consider myself entry-level when it comes to Quickbase as I've only been working with it for about two months in between my normal hours as a project manager for my company. I figured the show/hide setup with form rules was a rudimentary approach, which is what prompted me to seek out some advice here. I've played with some buttons, roles, formulas but it's hard to wrap my brain around completely re-designing our current CRM as it wasn't built with a dynamic workflow in mind. So, I suppose instead of a drop down being enacted, I should work to create buttons to access forms within the same table. I think we have SOME natural breaks in our process where I can inject certain things, but like I said, the current app doesn't utilize much in the way of a workflow. We have yet to include any automations (which I know are going away) and I currently don't have access to pipelines although I'm not certain a solution lies in there as we're not really tying in any SaaS tools.. yet. I'll go back through university and re-watch some app building process videos but do you have any suggestions on where I should focus my education next? Thanks again for the feedback! ------------------------------ Peter Gacek ------------------------------ Workflow Best Practice for Project Status Dropdown I've been working on creating new functionality for my company's CRM and I've had a lot of great support from this community and Quickbase but it sounds like we're going to be completely re-building the way our current application runs in the near future so I'm trying to get ahead of things and was curious about best practice when creating a new workflow. Currently our CRM is a pretty standard series of tabs that allow the user to input information in any order, BUT what we'd like to do is have our app streamlined around a Project Status drop down. Depending on the project status, the user would then be able to enter in new information either via a new tab or Sectioned off page. So, For Example, if the project Status is "Qualified Lead" it'll have the user enter in some general information on the project but if the status is then put into "Activated Opportunity", then more options for information input should show up but also still contain the previous information so there isn't duplicate information which is a big problem for us currently. This also works in quote/layout request forms and a product form all that need to work within the workflow. Our current CRM is a series of tabs some that link to forms but I was thinking of just simply doing a show/hide of each tab depending upon the selection from the dropdown and the corresponding project status but I ran across some Show Form Rule issues. We don't want to build a new app from the ground up, but does anybody have any thoughts on what they think would be the best way to re-tool our current CRM? Happy to share some screenshots if it better explains what I'm trying to accomplish. I plan on watching some Webinars if I get some time this week to hopefully strengthen my understanding but happy for any advice in the meantime. ------------------------------ Peter Gacek ------------------------------ Re: How to Add an Email/Save Button To a FormHey Mark, Thank you for responding, I actually currently have it so the email button only shows in view/edit mode. I've gone the notification route as well but it wasn't the preferred method per my co-worker's input though I may circle back to it. I was just hoping there might be some sort of onClick event I could slip into my formula but if it's not really possible then I'll stick with just hiding the buttons in add mode. Thanks again for your help ------------------------------ Peter Gacek ------------------------------ Re: How to Add an Email/Save Button To a FormHey @Mark Shnier (YQC), Wondering if you possibly had input on this as I just started looking at things again and still haven't been able to make things work but I feel like I'm overthinking it. I'm wondering if I can also have my email button automatically save the form before triggering the email when clicked. Here's the current formula: var UserList MyUserList = ToUserList([Send form to:], ToUserList([Last Modified By])); URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Job site inspection form ID#] & "&tolist=" & UserListToEmails($MyUserList Thanks again for all your help previously, ------------------------------ Peter Gacek ------------------------------ Re: How to Add an Email/Save Button To a FormHey @Mike Tamoush, Instead of the user having to press the save & continue or save & close button before being able to email the form, would I be able to integrate something into my button formula so it can save and then trigger the email action? I'd likely still keep the button to only show in edit or view mode but curious if it were possible otherwise as you had mentioned it previously. Here's my current code: var UserList MyUserList = ToUserList([Send form to:], ToUserList([Last Modified By])); URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Job site inspection form ID#] & "&tolist=" & UserListToEmails($MyUserList) Thanks, ------------------------------ Peter Gacek ------------------------------ Re: Getting a table to connect between multiple formsI'm realizing that "My new quote request" issue is likely related to another issue I had (thanks Mark) in that when I'm creating a new quote it doesn't have a record ID to pull the report form. And if I want the opportunity to share the same product table with my layout request and quote request form, then the product needs to be associated with an opportunity/record id accordingly. So I think I've figured this out for now but somebody feel free to correct me for future discussion lookers. ------------------------------ Peter Gacek ------------------------------ Re: How to Add an Email/Save Button To a FormThanks Mike/Mark, so if the quote is attached to an opportunity it works because it has a record ID associated with it already? I'll work on hiding the button to show in edit/view and hope that satisfies my co-workers. ------------------------------ Peter Gacek ------------------------------ Re: How to Add an Email/Save Button To a FormThanks Mark, I submitted a support ticket. One question about our previous formula, would I be able to alter it to a User - List instead of User to have it sent to multiple email accounts? It won't let me populate the formula for the User List I created into the UserToEmail portion of the formula. Here's what we had previously where [Send quote to:] is my user field: URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#] & "&tolist=" & List (",", UserToEmail([Send quote to:]), UserToEmail([Last Modified By])) ------------------------------ Peter Gacek ------------------------------ Re: How to Add an Email/Save Button To a FormAbsolutely, It's pretty strange. For both application where I'm trying to use the button, if I go to an old existing quote request or Job Inspection form, it allows me to edit/email no problem BUT if it's a new quote request or JIF it gives me this invalid error. ------------------------------ Peter Gacek ------------------------------ Re: Getting a table to connect between multiple formsI'm still struggling a bit with this form as well although it mostly working how it's supposed to. For some reason on occasion the report will show or add more than one product on a quote request and I'm not certain why. And if I visit an older opportunity in the system the report table will show tons of products. Another observation I had in all of this, if I create a new quote request and try to add a product unrelated to an opportunity, the product does not show because I know the table is showing products related to the opportunity. If I were to make another version of this application, would there be a report I could create that would just show the product associated with that quote? Or is that possible now? ------------------------------ Peter Gacek ------------------------------