MathewCrist
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Joined 6 years ago
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Re: New Forms - dynamic text
I think I'm having a similar issue. I'm a novice here, but our form that inserts dynamic text is no longer inserting that text. Suddenly last week, when the form-field was required (from a drop down) it would not save the form. After changing it to a non-required field, still a drop-down, it does not have the field record once saved. ------------------------------ Mathew Crist ------------------------------Re: Kanban board settings
Ok, thanks for weighing in. I do have permissions set to require a note any time a field is modified on a record. So, when a person opens and modifies a record, they are forced to leave a note. When they drag and drop, they are not required to leave a note though. I want to prevent that from happening. I could potentially switch reporting from a KanBan to a table report, but I was hoping I could just turn off the drag and drop. ------------------------------ Mathew Crist ------------------------------Re: Create a numeric summary field in the same table / view summary total of converted leads only
Fixed! With the help of Kirk Trachy, I ended up creating a Formula (numeric) field to count each instance as 1. The formula looks like this: If([Status]="Scheduled",1,0) Thanks, Matt ------------------------------ Mathew Crist ------------------------------Create a numeric summary field in the same table / view summary total of converted leads only
I have created a numeric summary field from a child table to the parent table, no problem. It allows me to easily create a summary report in the Parent table to see my total # of leads vs total # of scheduled leads by location. However, I can't seem to figure out how to achieve the same thing within the child table itself where the data originates. I tend to overcomplicate things, so let me try not to do that and explain it this way also... I would like to track the total # of 'converted' leads in a summary report. I only have the option to see # of total leads, or a breakdown of all leads by status (scheduled, disqualified, unable to reach, not interested, etc.). Is there an easy way to do this? Thanks, Matt ------------------------------ Mathew Crist ------------------------------Posting data to Quickbase - what's the best option for ease of use?
Hi, I am using Qualtrics for surveys and questionnaires and want to map this data to Quickbase. I have the option of selecting XML, JSON or URL Encoded as a key value pair for mapping. Am I able to use JSON with Quickbase? Any advice on what is the easiest to work with? One thing I noticed is that JSON and URL Encoded allow me to use "Key" and "Value" pairs or "Free Text" entry which would be a block of code. Key/Value pairs seem to be much easier because they allow for values to be selected from a prepopulated list {a}... Also, if I use anything other than XML, does it have to be done through a Pipeline? Thanks, Matt ------------------------------ Mathew Crist ------------------------------Re: Change a status when a date is reached
Hi Mark, I was able to get this to work. There would be a few benefits to making it a little more complex, and not creating a separate formula field, but I think this is good enough for now. Thanks! Matt ------------------------------ Mathew Crist ------------------------------Change a status when a date is reached
HI, I'm looking for some advice on how to update a field when a date is reached. More specifically, we have a Campaigns table that includes a field for Campaign Status and Campaign End Date. Campaign Status = Planned, Running, Paused, or Completed Campaign End Date = [MM/DD/YYYY] When the Campaign End Date is reached, I would like for the Campaign Status to change to Completed. Is there a good tutorial on this if I wanted to create a Pipeline or maybe other suggestions? Thanks, Matt ------------------------------ Mathew Crist ------------------------------
