SeanBoat-Moore
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Re: Custom data rules for a table when a filed changes value
I assume Asset Class and Eval Group are separate tables and that you have Asset Class pulled into the Eval Group Table. If that's the case you need to pull the Related Eval Group - Asset Class into your target table. Then you can either do a formula field with form rules or table level custom data rules (use this if you have api's or pipelines that need to follow the same rules). The data rule formula would be If([Related Asset Class]=[Eval Group - Related Asset Class], "error message") ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------26Views0likes1CommentRe: Sandbox Access
Yes users need to be provided Live and Sandbox access separately. If when you publish your sandbox if you delete and recreate every time, then you will constantly be adding users. Further if you publish and delete, it will delete any pipelines, which is a real pain to have to recreate as well. ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------26Views0likes1CommentRe: Transforming Datetime to Time in Pipelines
That worked perfectly. Thanks so much !! ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------109Views0likes0CommentsTransforming Datetime to Time in Pipelines
I'm trying to look to set separate date and time fields on a Create Record QB Action in pipelines to be 12 hours from the time the pipeline runs. Setting the date field with {{time.now + time.delta(hours=12)}} gives me a full date and time response, which Quickbase will populate the field. However the same value in the time field gives an error. To give just the value of time it seems that it should be this {{time.now + time.delta(hours=12)|datetimeformat('%H:%M:%S %Z')}}, but QB will not let me save that. Unfortunately I cannot alter the field types to make a single date time field. Any ideas on how I can do this without just adding fields to my table? ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------151Views0likes2CommentsRe: Merge data from two tables on a form
I think you did it backwards, so that combined expense needs to be a parent of Expense A and Expense B, then you could bring in summary fields and use formulas to combine the two ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------60Views0likes2CommentsList all records with date in a range
We have a table that lists everyone's upcoming time off, called team calendar. I'm trying to use Get Field Values to show me a list of everyone who has requested off at the same time. The relevant fields are Type, fid 15 User, fid 7 Start Date (of Time off), fid 6 End Date (of Time off), fid 18 This is the formula I have now ToText(GetFieldValues(GetRecords("{15.EX.'Vacation'}AND({6.OAF.'" & [Start Date] &"'}AND{6.OBF.'" & [End Date] & "'}) "), 7)) Unfortunately it's only showing me values where the start date matches the start date of the new request, where I need to get any request that occurs on that date, even if it's in the middle of a request range. Thanks ------------------------------ Sean Boat-Moore Hospitality Solutions Development Manager NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------34Views0likes3CommentsRe: Ticketing System
We ended up running it through the Outlook channel in pipelines using a shared email attached to a service account. We split our notes onto a child table from the ticket information instead of a tracked text field. The user is just for support tickets and we have a pipeline that looks at every email that comes in. We added a leader to the record number to create ticket number so it could be parsed with an expression in the pipeline. It looks if there is a ticket number in the header, and if so it updates that record. If not it creates a record. Then we created notifications through the outlook channel in pipelines (mostly to use full html to align with branding). The notifications all have a line in white text --do not write above this line on reply-- and are exuding everything below that from the body with a regular expression. We also have a record link and a link to add a note record directly. It's worked well in testing, and rolled to our users today, so fingers crossed. ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------24Views0likes0CommentsRe: Opening attachment into a new tab instead of downloading
We created a formula url button that sits on our reports that uses google doc viewer and it opens in a pop up widnow with the document. Doesn't work on very document type, but works on most var text filefid = "attachment field id"; var text docurl = URLRoot() & "up/" & Dbid () & "/a/r" & [Record ID#] & "/e" & $filefid & "/v0"; "https://docs.google.com/gview?url=" & URLEncode( $docurl ) ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------166Views0likes1Comment
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