ContributionsMost RecentMost LikesSolutionsKeeping Filters from Dashboard Hi friends! I know that we're unable to add a grid edit report to the new dashboard. However, from the table report added on the new dashboard, when my users select to 'Open Report' any of the filters they selected from the dashboard are removed. We have similar dynamic filters added once the report is opened, but their goal is to use grid edit mode based on the filters they selected from the dashboard. Any thoughts or insight on how I can ensure the filters stay with the table report once it's opened outside of the dashboard? I really appreciate any help you can provide. ------------------------------ Jessica Adkins ------------------------------ RE: Introducing Pipelines - Webinar Q&A What happens to our automations in current systems? Will we need to rebuild and move automations into the pipelines? ------------------------------ Jessica Adkins ------------------------------ Re: I want to extract a specific piece of text from another multi line text field.What if the data is in the multi-line text with only a comma and no space? ------------------------------ Jessica Adkins ------------------------------ Re: Formula to extract a part of text from one field to another.I have a great example, I'm not sure if this is something that Mark is specifically talking about -- but I have a Zapier webhook from a multi-choice field in a Gravity Form to deposit into a multi-line text field in QB. The multi-choice field is set up for states, and so when it's deposited into my multi-line text field in QB it looks like this: "California, Hawaii, Minnesota, Washington" I want to set up something that will separate those into their own text fields once I check a box, or once the entry is added, or something. The ultimate goal I have with this project is to be able to create a child entry for each of those "lines" ------------------------------ Jessica Adkins ------------------------------ Re: Problem: Relationships/ConnectionsFYI - I solved the problem. It was not with the relationships or connections - it was having a log field added based on a change, and setting the embedded report to pull from the log field. :)Re: Formula Rules for Decision-Tree ScriptThank you! The Rich Text Field with HTML worked perfectly.Problem: Relationships/ConnectionsI'm developing a complex application. Here is the current situation: I have 5 tables that are connecting. Table #1 (Prospects) - A list of customers with unique IDs Table #2 (Marketing Campaigns) - A list of campaigns Table #3 (New Leads) - Customer entries that are not verified with unique IDs Table #4 (Conversations) - Conversations/disposition of talking to customers Table #5 (Lead Sources) - Gravity Form deposits from customers with unique IDs connected to the marketing campaigns The full process of what happens: I have a gravity form script connected to my application. When a marketing campaign exists, it's connected to the URL landing page. From that form entry, if the customer's unique ID is submitted via the gravity form and exists in the Prospects table - a new entry is created in the Lead Sources table. If the customer's unique ID does not exist in the Prospects table, a new entry is added in the New Leads table. This all works correctly. There are no issues. When the New Lead is received, our sales team will click on "New Conversation" and disposition correctly. The conversation connects to the new lead. After the conversation, if the unique ID can be verified with the customer and is correct - an automation has been set up to: a.) Create a new prospect entry using the unique ID b.) Create a new lead source entry (which connects the campaign to the prospect) c.) Connect the already saved conversation to the lead source (and back to the prospect) d.) Delete the previous new lead entry that existed before verification (a simple field change triggers all of this) This works properly without fail. However, when I changed the proxy field (which now I'm not sure which I changed) - it somehow "broke" the simplified version of this which was when the New Lead Source is created (and connects to the Prospects table) - when the conversation is created, it does not connect back to the New Lead Source. So, in short: The Prospect and Lead Source connect, but the conversation does not connect back to the Lead Source. I've checked my relationships and reference fields and it's all correct. I'm not sure what has happened. Has anyone else had a similar experience? I checked the embedded reports - not it. I re-checked the proxy fields - didn't help. I double checked the automation - turned it off, still is broken.Re: Formula Rules for Decision-Tree ScriptGot it - so I need to put the HTML in " "'s?Re: Formula Rules for Decision-Tree ScriptWait -- having problems with the Rich Text Formula field now. It's not understanding html? I'm getting a formula error when I begin with <html>Re: Formula Rules for Decision-Tree ScriptB. Okay - so maybe tabs are not a good option for the form rules I have to set up. I will have to create a field for each option I'm assuming? Because some fields can be used multiple times based on the decision. C. Thank you!