ContributionsMost RecentMost LikesSolutionsRe: Looping through field values in Pipeline Thank you for this! It worked wonderfully! I had a problem where I have Record A with children, and those children have children. I have record A pulling all the grandchildren they are related to into a summary field. I used your regex match solution to generate a table based on those values. This all ties into a rather complex cross-reference conditional selection workflow. The only change I made was the order of where the Prepare Bulk Upsert step went: A: Search Records in Table 1; Filter: [Multiselect field] IS SET B: Prepare Bulk Upsert for Table 2 Loop FOR EACH A:Search Record C: Match Regex to look at the multiselect field Loop FOR EACH C:Match Regex Create Upsert for Step B D: Commit Upsert This way I only have a single upsert action that happens outside the loops. This works very well for what I need to do since I'll want the table to reflect daily what the updated grandchild list for the Records A in Table 2. Re: Calculation/Performance Limits Inquiry Thank you, as always! I like the idea of having a focus month. Then just having a pipeline snapshot the data after each month to save on calculations. I also REALLY like the idea of not creating thousands of summary fields.. I'm glad I reached out to get some other brains involved. It's easy in Quickbase to get siloed into a solution or idea and struggle to think of other options when there are so many possibilities. Hopefully I'll see you both at Empower! Re: Calculation/Performance Limits Inquiry Thanks Don, that is an absurd number of account tables. ha. I currently have an app that is working, but I'm looking to overhaul it. But I'm only going to do so if it'll mean better performance. Some of my reports in the thick of things can take 20-30 seconds to load. Which adds up in an already tight turn around time for our finance group. But I currently leverage a lot of formula queries for many of these calculations. Re: Calculation/Performance Limits Inquiry Hey Mark, A couple things that lead into this: 1. I need a snapshot of any given time for the current year, plus the prior full 3 years (36 months + current). SOX requirements. 2. How the Budget and Forecast data is generated balloons this a lot as well. 3. Lastly, these calculations on the Accounts table get pulled into the Summary Report field for reports such as: SEC Balance Sheet, YTD Budget Vs Actuals, FY Forecast Vs Budget, etc.. For Actuals I need: - MTD xx (1 per month x 12 months x 4 years at most = 48 fields) - YTD xx (48 fields again) - QTD xx (48 fields again) For Budget I need: - MTD xx as of xx (12 per month x 12 months x 4 years = 576 fields) - YTD xx as of xx (576 fields again) - QTD xx as of xx (576 fields again) - The "xx as of xx" is because we get a full year budget for every month of the year, so it will come with 12x as many values as Actuals. For Forecast I need: - Same as Budget, so 576 fields x 3 For AvB, AvF, and BvF I need: - MTD comparisons - YTD comparisons - FY comparisons - I haven't gotten an exact number, but it's any where from 1.5 to 2 times the fields required for the first 3 sections. Then all of these fields need Rich Text visual adjustments. But I also need the capability to export the currency values since RT doesn't export very kindly. In addition to all of this, comments will be associated with each Account, as well as each Summary Report Row. Most of these things I believe is what disqualify my ability to use summary reports. Because it isn't just about displaying the data, but about interacting and snapshotting the data. I'd love if there is another way around this, but I'm not feeling optimistic. Calculation/Performance Limits Inquiry Hi all, I'll try to keep this as brief as possible. I'd like to know if anyone has a similar sized application in production and if they see any performance issues as it pertains to record loading and report loading. I have an Accounts table (table A) that will have 1,500 records total at any given time. This table has 3 children tables B, C, and D with 72,000; 168,000; and 168,000 total records at any given time, respectively. These children records will all have an Account# to tie it to their parent. On table A, I need to keep up to 4 years worth of data (Current Year, Prior Year, etc.). As a result, I will need about 1,500 to 1,750 currency summary fields per year (6,000 to 7,500 in total). This number then gets doubled because Quickbase does not have a built-in way to display numbers in Accounting format, so I need an additional 6,000 to 7,500 rich text formula fields. At no point in table A should I ever need a report with more than 12 columns of calculated summary fields for all 1,500 Account records. This is the max performance need. On the forms, I plan to "only" have 6,000 to 7,500 of the 12,000 to 15,000 total fields displayed. This will be broken across 4 different tabs (hoping that improves performance) for each year of data. Then each tab will be broken into 6 sections, which can be pre-minimized if it will help load times & performance (Actuals, Budget, Forecast, Actuals VS Budget, Actuals, VS Forecast, Budget VS Forecast). This table A is my biggest concern. If you care for additional context: In addition to this, table A will be a child to table E (Summary Report Rows). There will be 12/13 total Summary Reports (table F; parent to table E), made up of about 168 table E records. To restate, the 168 records will be parents via 3 relationships to the Accounts (table A). There is 1 relationship per key/vital column in the Accounts table. These will be running calculations based on the summary field calculations in table A. I'll leave it at this for the time being to see if anyone is able to take the time to respond. At the end of the day, I've never built something with this many calculations and I'm not entirely sure on the order of operations for Quickbase when it comes to forms. Regards, Curtis SolvedRe: Embedding Report Link in Rich Text Field After further testing, I created a field to just see if I could display the link via ToText([Report Link Field]) and it is displaying blank. This is indicating to me that I might not be able to pass a report link field into a rich text field. Curious if others have experienced something similar? Embedding Report Link in Rich Text Field Hi, I have an embedded report and each record on the report has a bunch of children records that feed up to it's total dollar amount. That dollar amount is represented as a rich text field. I want the number to be a clickable hyperlink that pulls up the Related Records. This Related Records field name is "Monthly Accounting Review - CM - Related Actuals Records." I've referenced this field in the rich text field via this: "<a href="&[Monthly Accounting Review - CM - Related Actuals Records]&">"&$SummaryNumber&"</a>" This does the job in making the number a hyperlink. But the problem I'm running into is that the link is now operating differently in the rich text field than how it does as it's own field. Here is the report view: But here are the URLs I get for them (top link is the rich text field and the bottom link is the report link field): Thanks in advance for any help on this! Re: Bulk Add Children Records Apologies, I may have miscommunicated. User accesses system A to download a list of drawing #s and sheet #s; 2 fields total. They do not have permissions in this system to check out the actual drawings themselves, so they need to contact our team via Quickbase (previously done via email). To do so, they go into Quickbase filling out request details and then there is an "Add Drawing" button where they can add children records for each drawing they are wanting out of system A. Sometimes they only need a handful of drawings, so the "Add Drawing" button is sufficient. But occasionally the list of drawings can get to 100+ and that would be very tedious for them to add a child record 100 times. So I'm trying to figure out how to enable them to do a bulk import using their excel sheet (or a template provided to them) so they can create these 100 children records and have them all be related to the same parent. The only inbetween solution I can think of is to make the children report a grid editable report. But if I remember correctly, the new forms in Quickbase do not support that feature currently. I'd really like to avoid the bulk import if possible because that can just lead to a number of issues and would require instructions and training for users who are not familiar with Quickbase; which would be most of them. But I'm thinking that (or some variation of it) is the only solution, unfortunately. ------------------------------ Curtis Middleton ------------------------------ Re: Bulk Add Children Records Thanks for looking at this, Mark! They would likely have an Excel file. To give you some more context, the end-user has read-only access to a separate system that doesn't communicate with Quickbase. They can export a list of drawings they want from this system, then submit a request to our team to check out the drawings for them to complete edits. Prior, they would just attach this downloaded list to an email, but we are trying to get better tracking on these documents and the system they are held within can't manage a tracking funcitonality. Hence the need for a Quickbase solution. ------------------------------ Curtis Middleton ------------------------------ Bulk Add Children Records Hi, We have a form with a basic parent-child relationship for users to add children records. Sometimes, the users need to add up to 100 records. It becomes very tedious to do this 1 at a time. Does anyone know of a simple way to solve for this that allows users to upload bulk records? I have a fiew ideas, but none of them seem very user friendly and I want this to be something relatively intuitive for end-users who aren't in Quickbase all the time. Thanks in advance for any ideas! ------------------------------ Curtis Middleton ------------------------------