AnnettaColeman
Qrew Cadet
Joined 4 years ago
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Re: Huge Oversight with New Forms?
I experienced a similar situation last week. In my case we had update the Parent Table forms from Legacy to New, but had not yet converted Child Table forms. Resolution was to ensure that the child table forms were also converted to New Forms. Apparently Parent Table and Child Table need to have same type of form. ------------------------------ Annetta Coleman ------------------------------94Views0likes1CommentRe: New Form Issue: Adding Child record and redirecting back to parent form
Update - QB support was able to resolve problem. When migrating an App from Legacy to New Forms, one needs to migrate the children table forms before testing the Parent table forms. This will enable the children table forms to show as a sub form on the Parent table form and for the child records to be added properly. ------------------------------ Annetta Coleman ------------------------------87Views0likes0CommentsKanban Card: Please help format a formula rich text field
I am struggling with the formatting for my Kanban Card (see formula below) How to obtain 8 spaces without repeating   8 times How to change the font color to AF0061 for the Pipeline Time Fence field (this one field should be colored, the rest should all be black) Thanks in advance for Community help! 1 "<div style=font-size:10px>"&"MCD #: "&"<b>"&[Project ID]&"</b>"&"                SNow#: "&"<b>"&[IT SNow ID (Project)]&"</b><br>" 2 &"MCD Leadership Over Ride: "&"<b>"&[Pipeline Time Fence]&"</b><br>" 3 &"Objective Score: "&"<b>"&[Priority Score Final]&"</b>"&"</b><br>" 4 &"Work Effort: "&"<b>"&[IT ROM (T-shirt)]&"</b><br>" 5 &"Primary Team: "&"<b>"&[Kanban Primary Team]&"</b><br>" 6 &"Epic Owner: "&"<b>"&[Project Epic Owner name]&"</b><br></div>" ------------------------------ Annetta Coleman ------------------------------36Views0likes0CommentsNew Form Issue: Adding Child record and redirecting back to parent form
I am migrating an App from Legacy Forms to New Forms and having problem with adding child records from the new parent form. Example: Project table has a child table for 'attachments'. In Legacy forms, the add button launches the child form, where an attachment type is identified, User and date are populated, attachment of file is made and user is redirected back to the place in the parent form to view the child table. In New parent form I have added the embedded child table and can view the exiting records. When I click the Add Attachment button, it launches the child form, and when completed has following two issues: Does not populate the relationship field leaving the child record orphan Does not redirect back to the Parent Form at all The table relationship and adding of children records works fine using the legacy form, but fails when trying to add children records from New Form. What should I try? ------------------------------ Annetta Coleman ------------------------------105Views0likes3CommentsRe: How to mask % totals on summary line of report
Yes, understand I can check or uncheck show ALL totals. My use case is the need to show totals for $ fields and not for % fields. Setting up numerous formula fields to display % complete as a text so that the % completes do not total would work but seems pretty awkward. Curious if there is a native way for the table reports to behave more intelligently. If you have 5 projects that are each 50% complete, showing the total of 250% is not useful information. ------------------------------ Annetta Coleman ------------------------------11Views0likes2CommentsRe: How to mask % totals on summary line of report
Yes, Table reports. I need the $ values to total, and certainly do not intend for %complete values to total. The table report gives option to either show (all) totals or not. Is there a field setting also? ------------------------------ Annetta Coleman ------------------------------10Views0likes1CommentHow to mask % totals on summary line of report
This may be a very elementary question, but hoping the community can help. I have reports that need to have $ fields summarized but do not want to summarize % fields. How do I summarize some but not all numeric fields? ------------------------------ Annetta Coleman ------------------------------26Views1like7Comments