KellyLyons
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Multiple reference proxy fields help
I have included the link to a related thread for this topic. I just need additional info/help and have described my issue under the link https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=a3c3baa3-807d-4295-ac20-4f7dc5250cd0&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer Here is a summary of what I need to accomplish: I have an EXPENSE leader table. Each expense can have multiple Dates of Service listed. For example: Expense #1 has 3 dates of service (similar to a line item) and a total due of $5000.00 Each listed expense below can/does have multiple related LINKS to it. Date of expense = 2/26/24 Total $ 1500.00 - Date of expense = 1/23/24 Total $ 1500.00 Date of Expense = 1/1/24 Total $ 2000.00 I have a Links table that is the joining table between my INVOICES table and EXPENSES tables. Invoices and Expenses are both parents to the links table. The image below shows the links relationship fields in use. I need to be able to relate multiple client invoices (Invoice table) to different Dates of Service on the Expenses table via my LINKS table. I have this set up right now, however I can only link the invoices that have the first Date of Service in the expenses table. I need to be able to add some way to filter and connect the other Dates of Service on the Expense to those related records in my INVOICES table. How would I achieve this? ------------------------------ Kelly Lyons ------------------------------Re: Pipeline help - collect data prior to creation of pipelione
Yes,I want to populate my Months tables with the data from my other 2 tables. Each month is a unique record, ie 1/1/2023, 2/1/2023 etc. I need to start at 1/1/2022 through 7/1/2023. So if I am understanding you correctly, I will have to run a manual pipeline for each month time frame? ------------------------------ Kelly Lyons ------------------------------Re: If checkbox is no/false highlight row?
Hi Mark, so I just tried this and it worked: If([Confirmed Sent]=false, "#ffff88") But I have another question now. I also want to highlight/change background color to a light gray if the invoice status field equals "Reverse", "Duplicate Invoice (created in error)" or "Invoice Reversed" Can I also do that in the report setting if I already have the above formula in there? ------------------------------ Kelly Lyons ------------------------------If checkbox is no/false highlight row?
I am trying to highlight a row if the Checkbox field "Confirmed Sent" is false/No. We have 2 ways to send out invoices, send now or sent via email. I have 2 fields that are checkboxes, the first is "Send Now" and the other is "Sent via Email?". I created the 3rd "Confirmed Sent" which looks at both these fields to confirm the invoice has been sent either way. Now I want to highlight any row where "Confirmed Sent" is not yes/true. I tried using the IsNull function in the report settings with no luck: If(IsNull([Confirmed Sent], "yellow")) I also tried creating a formula field to do the same but I keep getting syntax errors. Any ideas??? ------------------------------ Kelly Lyons ------------------------------Report link help, entering notes in a child table to show up on parent as well?
On my parent table, Accounts, I have a rich text field where we add account related notes. Is there a way to add this field to several child tables so that we can add notes related to the child record and then have it displayed on both tables? For example, if I want to add a note to an Invoice (child table) and have that note "logged" into the Account notes field on the parent table as well how would I set that up? And one step beyond, how can I show that the specific note is related to that specific child record? I feel like it has something to do with report links, but can't seem to get it right. The screen shot below is on the parent table, we can enter notes into either field, the Account notes on top is a rich text field and below is the report link field which I am displaying directly on the form and it editable. Ideally I just want to have the report link field show up on all the child tables to make is standard across the board. We currently go to the activity table when in a child table to add the note. Any help is appreciated! ------------------------------ Kelly Lyons ------------------------------
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