PhilipHall
Qrew Trainee
Joined 6 years ago
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Remove ability to create a new record from a parent lookup field
Quick question regarding the ability to create a new record (Project) in a child form lookup field (Project). Only want them to select from the existing projects in the parent table. Not sure if this is a dynamic form rule on the child table or should it be a field rule on the parent (Project Name) field table. ------------------------------ Philip Hall ------------------------------Re: File Attachment
Just an FYI, I went into Safari preferences and changed the realm to "Allow" Pop Ups but it still doesn't work. Have confirmed that it DOES work in Chrome, Edge and Firefox so this may be an imcompatability issue with Safari and maybe the QB developers might want to know this. Thanks again. ------------------------------ Philip Hall ------------------------------Re: File Attachment
It works in Chrome, I was in Safari and there was a "block" on my realm but when I changed it to "allow", it still isn't working. At lease it appears to be a Safari issue, not a QuickBase one. Thanks for you help Mark... ------------------------------ Philip Hall ------------------------------Re: File Attachment
The normal process is to click an "Add PSP" button which allows a new PSP record to be created. Along with other fields, the PSP Doc is where we upload a copy of the SOW - usually a PDF. The "Choose" button does not seem to work anymore. When hitting the Choose button, the new window which allows you to pick your file locally or on a network drive does not appear. The Choose Button does not work anymore. ------------------------------ Philip Hall ------------------------------File Attachment
Something happened to cause my ability to attach files to my projects. This has been working for over 2 years. Is something on the backend of the QB changes cause this or is it local to my environment? The PS Doc below is where the File Attachment field resides: The Form is below: ------------------------------ Philip Hall ------------------------------Mobile APP Reports
Just curious, if there is any special formatting needed to have a report run on the Web application as on the Mobile application. When I run my reports on my iPhone and iPad using the QB Mobile App, it is missing my "Totals Column" at the end of each report. ------------------------------ Philip Hall ------------------------------Generate Invoice Report On Date Range
Currently have the following table relationship: Here are my invoice table fields: I need to generate a report based on "ask user" input of "Start Date" and "End Date" range to include only the records that fit within date range. There can be up to 12 Invoices created on the project at this time. Each invoice has it's unique Invoice Date, Invoice # and Invoice amount. What is the best way to construct a report fitting this criteria? ------------------------------ Philip Hall ------------------------------
