RyanLocke1
Qrew Cadet
Joined 5 years ago
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Scrolling New Tables reports with Filter on
Hi, Has anyone found a workaround if users are in a new Table Report and have the filter(not quick filter) on to be able to scroll to the right without reverting back the beginning of the report. QB has said to clear cache and incognito window, but that has never worked. Just wanted to be able to provide a solution to users if they use those filters versus quick filters? Thanks, Ryan ------------------------------ Ryan Locke ------------------------------11Views0likes0CommentsPipeline to add Parent record from child import
I have an App where we are importing standardized data from another source regularly and I have 3 parent tables where the key field is a text field that matches fields in the child table. I am trying to streamline where the User just has import a spreadsheet once and it will look to see if the values in the 3 fields match the key fields are in the Parent table and if not create a Parent Record and since they Key field is that text field they will link if there is a matching Parent Record. The imports will always have values so it will never have an issue where there isn't a value specified for either 3 of those fields. I created a Pipeline in the child table triggered whenever records are added, I added a query to step A where in my child table I added lookup fields for the actual Record ID numbers for all 3 fields from the parent tables and set the query to be triggered when records are added and the Record ID is not set, because the actual key field is that text field that already has values so if there is already a matching value for the key it will return that Record ID, but if a Record ID is not set it then fires and searches those Parent records and looks to see if the values in those 3 fields are records in any of the parent tables and if not it will add a Parent record. Everything works, but the only thing bugging me is it throws the errors because it's going through my child list and there might be instances where multiple records have that same Key so it tries to add it multiple times to the Parent table, but because it's the key it only adds the one record which is what I wanted, but with it always throwing an error I'm just worried that if something else fails I won't catch it because there will always be an error message. Any thoughts? ------------------------------ Ryan Locke ------------------------------Solved58Views0likes1CommentChart Colors
Has anyone heard any news on when the bugs might be fixed on bar charts to fix the color issue? I keep having issues where it will override my color choices and one choice always ends up black and it does not look very pleasant on a home page. ------------------------------ Ryan Locke ------------------------------8Views0likes0CommentsAuto Number
I am migrating some data from another system that already had a UniqueID and the records started at 10,000 originally because I don't think the data set was going to get big I just did this so if it was 0, just default to the Record ID, but I think it will be good to start off where they left off so I was wondering how to use this formula but have it start an auto number at 11,000? If(Nz([NF Owner Number])=0,[Record ID#],[NF Owner Number]) ------------------------------ Ryan Locke ------------------------------14Views0likes1CommentRe: New Formula Queries
Hey Sean, Thanks for replying! I have a Projects Table that is not linked to the actual time entry records but through a grandchild table and for Project Management I have added a field for Total Days Billed which works great which is the formula above which is saying Get Records where field 96(Project Number) in the Billings Table exactly matches the Record ID from the Projects Table and then sum Field '120' in the Billings table and return the total to the 'Total Days Billed' in the Projects Table. I am wanting to take that one step further and add another field in the Projects Table the sums the billing for the last 7 days versus all time. So I am trying to figure out how to use the Date field from my Billings Table in my query like this: if(ToDays(Today()-[Date])<=7,SumValues(GetRecords("{96.EX.'" & [Record ID#] & "'}",[_DBID_BILLINGS]),120),0) But not sure how to do it since I am having to query those records as well and get them from the Billings table. ------------------------------ Ryan Locke ------------------------------2Views0likes0CommentsNew Formula Queries
I am using the new formula queries to sum the total days billed in an unrelated table like this SumValues(GetRecords("{96.EX.'" & [Record ID#] & "'}",[_DBID_BILLINGS]),120) I want to add another field like this just with one more query within it to just return the total days billed in the last 7 days and not sure the best approach. Thank you! ------------------------------ Ryan Locke ------------------------------4Views0likes2CommentsSummary Reports on New Dashboards
I have a new app I am building and trying to decide whether or not to use home page reports and just do the new Dashboards completely because I wasn't sure when they might retire the home page. I do like the new Dashboards for their functionality but they do load somewhat slow and if you are displaying a summary report they take up so much real estate versus the way they are displayed on the home page. Any suggestions to display like the home page? ------------------------------ Ryan Locke ------------------------------8Views0likes1CommentRe: Pipeline Notification
Hey Mark, Great tip, but I am having an issue with the Bulk Upsert..I will want it to Trigger when someone creates an Invoice record so I set it up like this and everything works, but when it upserts back into the Time Entry table it doesn't update the Related Invoice field with the Invoice number that was just created in the Invoice Table. I am sure this is a total operator error on my end...first bulk upsert. Thank you for helping! A - Record Created - Table - Invoices Fields Used - Related Prospect, Period From Date, Period To Date B - Prepare Bulk Record Upsert Table - Time Entries Fields - Related Invoice Merge Field Record ID C - Search Records Table - Time Entries Fields - Related Invoice, Related Prospect, Date Query - Related Prospect = a.related_prospect & Date is Between a.periodfrom - a.periodto For Each Record Do D - Add a Bulk Upsert Row Bulk Record set = B Bulk Record Set Related Invoice = c.related_invoice Record ID# = c.id E. Commit Upsert ------------------------------ Ryan Locke ------------------------------10Views0likes2CommentsPipeline Notification
I have a pipeline that is setup for our Accountant to run when they select a date range and client and then it will assign all the entries in the child table to the parent invoice record. To make sure the Accountant doesn't create the invoice until all records have been linked are there any 'fool-proof' mechanisms to show the pipeline is finished on the Parent Record? I have been testing and there will be instances where I have to refresh a few times before the the Total Invoice amount is correct. ------------------------------ Ryan Locke ------------------------------34Views0likes4Comments