ContributionsMost RecentMost LikesSolutionsRe: Complex formulas help We just tackled this ourselves this week. And our solution is as follows. Sounds very similar We have Accounts and Invoices. We setup a "Transactions" table and "Transactions relationships" table. One to Many Many to One Scenario with Transaction Relationships being the joining table. When creating a Transaction the User also chooses a Related Account. The form will then populate the open invoices related to the Account on the form with the ability to mark the invoices in grid edit as Paid in Full using a checkbox, or enter a Partial Paid Amt using a Currency Field. They save the form which updates the math on the Transaction and then they "Apply the Transaction" which runs a pipeline and creates all the necessary Transaction Relationships to apply the amounts to the invoices and keep the transaction straight. If this is the route you want to explore, Id be happy to go into more detail. Very similar to what Chayce posted, but the form allows us to have more control over what invoices are paid and then a pipeline does the work. ------------------------------ Michael Knecht ------------------------------ Re: Creating my own Summary (Stats) TableSingle Location We tried inserting the Summary Report into the subtable and it actually provided a helpful error (most errors are not friendly) with the fact that it needed to be a table report. ------------------------------ Michael Knecht ------------------------------ Re: Creating my own Summary (Stats) TableYes we have an Inventory Table ------------------------------ Michael Knecht ------------------------------ Creating my own Summary (Stats) TableHelp needed: I need to create custom summary reports. I need to have the same information that a summary report is producing, but I need it in a table report format so I can use it with Juiced Docs. Juiced lets me control other things on the doc - but the subtable can only pull in table formatted reports. I have a Locations Table and a Locations Sales Table. I need to be able to preset a date range on the locations table and have it return sales from the locations sales table as summary. Ive been told - The answer lies in a "Stats table" - but I havent been able to get it setup properly Example: Jonies Pit Stop - Frosted Flakes - 10/2/22 - 3.19 Jonies Pit Stop - Frosted Flakes - 10/8/22 - 3.19 Jonies Pit Stop - Frosted Flakes - 10/28/22 - 3.19 Jonies Pit Stop - Lucky Charms - 10/5/22 - 3.09 I need the results to be Jonies Pit Stop 10/1/22 thru 10/08/22 Frosted Flakes - 2 - 6.38 Lucky Charms - 1 - 3.09 Totals 3 - 9.47 ------------------------------ Michael Knecht ------------------------------ Re: Cascading Permissions - Is it the answerThats just exactly what was needed. It works. Opens up a wide range of options for us. Thanks ------------------------------ Michael Knecht ------------------------------ Re: Cascading Permissions - Is it the answerEmployee Table key field is the Record ID. If there is a reason to switch it, we can. If it will help in this scenario and in the future ------------------------------ Michael Knecht ------------------------------ Re: Cascading Permissions - Is it the answerI havent figured out how to make that work as that I dont relate the ticket to an employee. I assign the ticket using a dropdown and its just a user field. How can I take that dropdown and turn it into a "relation" I need to keep most of the original framework surrounding the user field because many form rules decide what employee to assign. I havent been able to get form rules to change a related record the same way they change the user field. ------------------------------ Michael Knecht ------------------------------ Cascading Permissions - Is it the answerSetting the scene I have Regions that have Locations that have Machines that have Tickets. I have cascading permissions set up so that depending on the region the user can see only his/her respective Locations/Machines/Tickets based on a User Permissions table setup. Using the Current User is person fields. Now for the problem. I have Managers who need to see certain tickets. Example: Only see their Teams Tickets or or only see the tickets that are assigned to people they manage (I have a manager field on the user table that specifies a users manager- but i cant get that info to the ticket). But the tickets are not assigned to a team. The tickets are assigned to an employee using a User field. How can I have that User Field determine a Team and then filter based on the Current User is 1 that Im already familiar with. I dont know how to get any user based information to the ticket because im not relating the ticket to the assigned employee, Im just choosing them from a dropdown. Any help is appreciated. ------------------------------ Michael Knecht ------------------------------ Re: URL Redirect XML Error page https://firstclassvending.quickbase.com/ /db/brytzcww6?a=API_EditRecord&rid=75&usertoken=xxxxxxxxxxxxxxxx&_fid_27=Submitted&rdr=http%3A%2F%2Fwww.google.com the above ends up being the url the below is the code on the page <action>API_EditRecord</action> <errcode>0</errcode> <errtext>No error</errtext> <rid>75</rid> <num_fields_changed>1</num_fields_changed> <update_id>1648220214425</update_id> </qdbapi> It always succeeds in changing the field to the Approved, but the end page is tricky. Two or three threads have ended in agreeing that its a quickbase setting that doesnt allow a change and then an outside page to load. ------------------------------ Michael Knecht ------------------------------ Re: URL Redirecthttps://firstclassvending.quickbase.com/db/www.google.com This is the url it sent to the browser. This is the end result 404 error ------------------------------ Michael Knecht ------------------------------