SteveHanson
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Joined 6 years ago
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Re: Dynamic Form Rule to Display Message
Can you provide more details on redirects? Let's say I have an online form for anyone on the internet to submit. Currently, when they hit submit, it takes them to a QB login page. How can I set it up to just display a message like "Thanks. Your form has been submitted"? ------------------------------ Steve Hanson ------------------------------35Views0likes1CommentRe: Email List
Thanks, Mark. We've been doing this, but we communicate daily with large groups of people and this is process quite cumbersome. I'm wondering if there is a third-party app that could do this or if we could manage the data in QuickBase and create a synced cloud file with the lists. Still not the best solution, but it would save a few steps in that we wouldn't have to export it each time. I have a hard time thinking there isn't a way QuickBase can generate an email to a large list of customers. Steve17Views0likes1CommentRe: Email List
How long is the list? If it's a lot of emails, I'm told Chrome and other browsers won't trigger your email to open. It works for smaller lists, but I need a way to make it work with a long list. Is there a third-party solution? ------------------------------ Steve Hanson ------------------------------18Views0likes0CommentsRe: Formula to Count Total # of Fields the are Checked
Another rookie mistake. It turns out what I was looking for was already built-in. In the field settings, under Checkbox field options I clicked Show a "totals" row in reports. This then produced a row at the bottom totaling up all the checkboxes for each column of my report. ------------------------------ Steve Hanson ------------------------------44Views0likes0CommentsRe: Formula to Count Total # of Fields the are Checked
It took me a minute to figure out why this wasn't working; I had to select the formula under Columns to Display, and change formula from Tex to Numeric. This was handy to get the total within each record to display at the end of the record row, but how do I get the report to total each column? ------------------------------ Steve Hanson ------------------------------47Views0likes1CommentRe: Separate Multi-Select Text Fields on a Pie Chart
I am not a QB pro, although I aspire to be one. I found a workaround for me that didn't require anything too fancy. I created a report and used the Dynamic Filter feature. Here is my situation: I have a table for Activities. One of the fields is mult-select text called Reporting Area(s) Completed During Activity. There are four areas possible and those are the four response options, and more than one can be selected. The four responses are Correspondence, Meeting, Presentation, Special Event. Let's say I only want to see how many meetings were conducted. Since I created a table report and added Reporting Area(s) Completed During Activity as a Dynamic Filter, all I have to do is select Meeting from the options and it will only show all the records where Meeting was selected. The total is displayed above the table. It's not perfect because I want to set up email notifications that have all of this data in the email, but it's the easiest way to count individual responses. ------------------------------ Steve Hanson ------------------------------37Views0likes0CommentsRe: How to disable the total field in the summary report
I have a report with several columns of numeric data and I think it's great that it automatically adds them up for the total row; however, one of the columns is for percentages and rather than have that added up for each row, I would like that column's total to be an average or just not there. It reads funny to have some things over 100% because that would be impossible for what we are calculating. ------------------------------ Steve Hanson ------------------------------143Views0likes0Comments