ChyanneEyde
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Joined 5 years ago
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Re: Use an embedded form to take attendance
Hi Gerardo - Let me see if I can assist! What really helped me solve this was mapping out the relationships in my app. The key relationships were between three tables - Events, Attendance, and Employees. I wanted a user to create one event using a form, fill in a check-box next to the name of Employees in an embedded report, and then I wanted the system to, invisible to the user, create an Attendance record through a QuickBase action. Here's what worked for me: I set up a form for a user to create an Event. They fill out the form and then they click a "Next" button to go to a second page of the form. This button is what enables everything else - I used Kirk Tracy's magic buttons app in the exchange and met with him in office hours. The Next button relies on a codepage that is modeled after something I believe is called createsavecontinue.html in the Magic buttons app. (The key is that the button saves the new record and then sets the user up to keep editing the record in a way that seems seamless.) This next button looks to the user like it directs to a second page, but it actually directs to a different form in the same table. This "page 2" form includes an embedded report from the Employees table. I set criteria to filter the employees based on the Event record being edited. The embedded report is basically a list of people and a check-box to indicate whether or not they attended. When a check-box is clicked, it means the Employee record is being modified. I set up a QuickBase action to fire when a user modifies an Employee record, specifically when the "attended" check-box is filled. The QuickBase action then creates a new record in the Attendance table. The fields that this Quickbase action copies to a new impact record are identified thanks a special field Date/Time of Last Click on Next in Event Form. This is a field that basically identifies the last record edited. To avoid the "attended" check-box staying filled in for employees, I have another QuickBase action that fires to uncheck the field Attended? I hope this might offer some helpful clues to you! ------------------------------ Chyanne ------------------------------Job alert! Predict public school enrollment in DC ($83-$94K)
If anyone is looking for a position, I'm hiring a Specialist, School Planning in DC Government. Full-time, based in DC, option to work remotely 2 days per week (with lots of flexibility), and salary range is $83-$94K. Work with the School Planning team for DC Public Schools (one of the fastest improving districts in the country!) as we do long-term planning. The Specialist, School Planning will have three core tasks: (1) Lead the development of 5-year enrollment projections for long-term planning and annual enrollment projections to inform school budgets. (2) Manage an application (QuickBase) used by district leadership and school principals to review and petition enrollment projections (3) Assess the impact of school choice initiatives. I'd love to find someone already familiar with QuickBase, but am also very willing to help someone grow in that area. More than anything, I'm looking for someone who may be motivated by a position with immediate impact - enrollment projections are a major element of determining school budgets. More about the job: https://www.linkedin.com/jobs/view/3124998346/?refId=oHjwW7MaRnG1ebRZkLJuYQ%3D%3D Apply: https://dcps.secure.force.com/central/ts2__JobDetails?jobId=a0x4U00000HSEVQQA5&tSource= ------------------------------ Chyanne Eyde Director, School Planning DC Public Schools ------------------------------Job alert! Predict public school enrollment in DC ($83-$94K)
If anyone is looking for a position, I'm hiring a Specialist, School Planning in DC Government. Full-time, based in DC, option to work remotely 2 days per week (with lots of flexibility), and salary range is $83-$94K. Work with the School Planning team for DC Public Schools (one of the fastest improving districts in the country!) as we do long-term planning. The Specialist, School Planning will have three core tasks: (1) Lead the development of 5-year enrollment projections for long-term planning and annual enrollment projections to inform school budgets. (2) Manage an application (QuickBase) used by district leadership and school principals to review and petition enrollment projections (3) Assess the impact of school choice initiatives. I'd love to find someone already familiar with QuickBase, but am also very willing to help someone grow in that area. More than anything, I'm looking for someone who may be motivated by a position with immediate impact - enrollment projections are a major element of determining school budgets. More about the job: https://www.linkedin.com/jobs/view/3124998346/?refId=oHjwW7MaRnG1ebRZkLJuYQ%3D%3D Apply: https://dcps.secure.force.com/central/ts2__JobDetails?jobId=a0x4U00000HSEVQQA5&tSource= ------------------------------ Chyanne Eyde Director, School Planning DC Public Schools ------------------------------Re: Table Report in HTML
For anyone interested in more opportunities to use HTML in apps - consider upvoting my request to QuickBase to allow for HTML in report descriptions: https://feedback.quickbase.com/app/#/case/141736?expires=1645443785&signature=52badc31ec79ec212b38&url=case%2F141736&user=18936067 Right now reports can only be manually typed from report settings - it would be great for users and admin to allow for formatting of those descriptions (EX: bolding to emphasize some text) and, ideally, to allow an Admin to point to an HTML code page for report descriptions. I have many reports that are very similar, it would be great to be able to update their descriptions in one place. ------------------------------ Chyanne ------------------------------Re: Embed Custom HTML
For anyone interested in more opportunities to use HTML in apps - consider upvoting my request to QuickBase to allow for HTML in report descriptions: https://feedback.quickbase.com/app/#/case/141736?expires=1645443785&signature=52badc31ec79ec212b38&url=case%2F141736&user=18936067 Right now reports can only be manually typed from report settings - it would be great for users and admin to allow for formatting of those descriptions (EX: bolding to emphasize some text) and, ideally, to allow an Admin to point to an HTML code page for report descriptions. I have many reports that are very similar, it would be great to be able to update their descriptions in one place. ------------------------------ Chyanne ------------------------------Re: Automation - Trying to "copy value from another field" but no options for values appear
Ah, interesting. This is a great help, thank you. So the option to choose a value to copy would be available if I was creating a trigger automation. Will try these alternatives, thanks! ------------------------------ Chyanne ------------------------------Re: Automation - Trying to "copy value from another field" but no options for values appear
I think that's a fair summary. I am trying to identify certain records and then edit one field on those records. I am filtering for records in which the [# of Immediate Needs NOT] = 0 AND [Date Immediate Needs Addressed] = <blank> (I temporarily put a date instead of blank). I want to then put a date in the field [Date Immediate Needs Addressed]. ------------------------------ Chyanne ------------------------------Automation - Trying to "copy value from another field" but no options for values appear
I am setting up an Automation in which the action fills a field using the option "copy value from another field." The field I am trying to fill is a date field named "Date Immediate Needs Addressed". When I try to specify a value nothing appears. I am sure I am missing something obvious, but after reading through QuickBase guidance I'm still unsure. (I've also tried choosing other fields under Field, but still no options appear under Value.) Thoughts? Why can't I select a Value? ------------------------------ Chyanne ------------------------------Magic Button- Createsavecontinue stopped working
Hello! I've been making use of Kirk Trachy's Magic Buttons app - what a treasure! Oddly, I have one button that was working great and then, tho I can't recall making any relevant changes.... now it doesn't work. I'm hoping someone else may be able to catch my error or point out some shift in QuickBase's code pages. The button lives on a parent table (which is named Children). When clicked, a new record is created (the records are called Actions). The new record has certain information pre-populated, like a Pupil ID, a School Code, a category. The whole thing has two parts - a Formula URL field and a Code Page. None of that is happening right now. Instead, the button leads to a blank page. The URL it creates seems perfect (?), but the page is blank. URL: https://octo.quickbase.com/db/bg8rdt9ai?a=dbpage&pagename=21_1458.html&targetdbid=bq3bzm9za&referencefield=414&rid=17&school=2&category=Individual%20Family&reason=FIS%20Follow-up&apptoken=mqaamebd4cmnrcy9sct2drpa6ky Part 1, The Field: Formula URL //This button appears on the Immediate Needs report, which identifies children whose parents completed a Family Interest Survey and indicated an immediate need. //Click button to add a new Action record with information from one child pre-populated. URLRoot()&"db/"&AppID()&"?a=dbpage&pagename=21_1458.html&targetdbid="&[_DBID__21_ACTIONS]& //the two involved tables, the parent table (Children) and the child table (Actions) are linked by the ref field Pupil Aspen ID. "&referencefield=414"& //reference field in Actions. Field is named Aspen ID. "&rid="&[Pupil Number (Aspen)]& //name of key field in Children. //fields in Action record we want to pre-populate: "&school="&[School Code - Current School]& //&name of variable constructed in code page .... &[name of field in Children table] "&category=Individual Family"& "&reason=FIS Follow-up"& "&apptoken=mqaamebd4cmnrcy9sct2drpa6ky" // This includes your app's application token and your destination table DBID. //When you press this button, it passes your targetdbid, referencefield, rid, school, category and apptoken to the code page and the code page first adds a child record with its school and category, captures the id of the record and then places you back on that created record in edit mode. The net affect is it feels like you are adding a record but you already have and now you have the record id. Part 2, The Code Page: html <!DOCTYPE HTML> <html> <body> <script> const urlParams = new URLSearchParams(window.location.search); const rid = urlParams.get('rid'); const apptoken = urlParams.get('apptoken'); const targetdbid = urlParams.get('targetdbid'); const referencefield = urlParams.get('referencefield'); const school = urlParams.get('school'); const category = urlParams.get('category'); const reason = urlParams.get('reason'); const xhttp = new XMLHttpRequest(); xhttp.onreadystatechange = function() { if(this.readyState == 4 && this.status == 200) { const response = this.responseXML; const redirectUrl = "https://" + window.location.hostname + "/db/" + targetdbid + "?a=er&rid=" + response.getElementsByTagName("rid")[0].textContent + "&rl=bbv"; location.href = redirectUrl; } }; xhttp.open("GET", "https://" + window.location.hostname + "/db/" + targetdbid + "?a=API_AddRecord&_fid_" + referencefield + "=" + rid + "&apptoken=" + apptoken + "&_fid_19=" + school + "&_fid_226=" + category + "&_fid_399=" + reason, true); xhttp.send(); </script> </body> </html> <!-- When you are on a record and you press the button that comes to this page. The button passes the apptoken, rid and target dbid through the button to the page. This code adds a child record to the targetdbid table and links it back to the parent record. It then redirects back to that targetdbid table on the record that was just created but in er or edit mode so you can work on the record already knowing the Record ID#. --> ------------------------------ Chyanne ------------------------------
