KarahWeber
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Joined 4 years ago
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Creating Department Groups in a report
Hello! I am trying to create custom department groups in one of my reports. For example. we have a department here called Production Team and another one named Sales Team. Both of these are part of the Market Division. We want to track sales volume within the Market Division. I don't want to create a new field for this, I just want it to appear in the report. Hopefully someone knows how to do this! I feel silly- it seems like it should be easy enough. Let me know, thank you! ------------------------------ Karah Weber ------------------------------Creating Department Groups in a report
Hello! I am trying to create custom department groups in one of my reports. For example. we have a department here called Production Team and another one named Sales Team. Both of these are part of the Market Division. We want to track sales volume within the Market Division. I don't want to create a new field for this, I just want it to appear in the report. Hopefully someone knows how to do this! I feel silly- it seems like it should be easy enough. Let me know, thank you! ------------------------------ Karah Weber ------------------------------Re: only view fields if use is in given field
Good idea Mike, I will do that when I'm editing the formatting. Mark, here is a picture of what I'm seeing on the dynamic form rules. I don't see where I can make the rule for "Agent 1 is current user". Is the rule supposed to be made somewhere else? Thank you! ------------------------------ Karah Weber ------------------------------Re: only view fields if use is in given field
Thank you Mark! Unfortunately I misspoke. The Agent is not in the "role" of agent 1, but is listed in the Transaction record Field called Agent 1. So I can't restrict with the form rules. Also, each agent can sometimes be agent 1 or agent 2, it just depends on the transaction. Sorry for the misstep, but I'm crossing my fingers that you still have a solution for me! Thank you again- ------------------------------ Karah Weber ------------------------------only view fields if use is in given field
So I work for a real estate company and there are multiple agents listed on a transaction record. Each agent can't see the other's information which is listed in the transaction. I want to be able to hide fields if the user is in the role "agent 1" or hide different fields if the user is in the role "agent 2" The solution is NOT to have a different record per agent per transaction, it won't work for a bunch of reasons I won't bore you with. Thank you!! ------------------------------ Karah Weber ------------------------------Based on the number of units in a project, create new property records?
Hi, When I type it out, it seems simple but I can't figure it out. Background: I work for a real estate company where we often take on projects that have multiple units on the same area of land- think of townhomes. If I'm in a project record with "Units= X", I'd like to create X number of new property records in the properties table. I'm trying to achieve this with a pipeline, but I can't figure out how to iterate through a loop X number of times based on the value of a record. Please help! Thank you in advance! ------------------------------ Karah Weber ------------------------------Based on the number of units in a project, create new property records?
Hi, When I type it out, it seems simple but I can't figure it out. Background: I work for a real estate company where we often take on projects that have multiple units on the same area of land- think of townhomes. If I'm in a project record with "Units= X", I'd like to create X number of new property records in the properties table. I'm trying to achieve this with a pipeline, but I can't figure out how to iterate through a loop X number of times based on the value of a record. Please help! Thank you in advance! ------------------------------ Karah Weber ------------------------------Re: Linking to Profile from Table to Table
Hi Jessica, I think you need a many to many relationship between the two tables. From there, you can set the reference field proxy to match the record ID of the transaction in Table A. You'll need to make sure you're importing data that connects the entries in Table B to the approval in Table A. I've actually never ran an import in QuickBase before, but I think it doesn't link any field tables unless you tell it to. I think setting up a reference proxy field is your best bet. Hope this helps! ------------------------------ Karah Weber ------------------------------Re: Change
Hi Kandice, You can set a proxy field! Go to settings --> Fields --> Related Location --> Proxy Field --> select the location field you'd like it to display instead. This should work; let me know if it didn't. You can also add a look up field or write a formula, but this is the simplest way! ------------------------------ Karah Weber ------------------------------
