ContributionsMost RecentMost LikesSolutionsTransaction Log I have a client that is asking for a transaction log for the workflow I am building out showing the username, action taken, and date-time stamp for all decisions and other changes made as the workflow progress. They would like this log to be reportable and able to be queried. My first thought is to create a separate table for this and have a pipeline set up to capture this info in the new table, but I am wondering if there are other ways to do this? ------------------------------ Chris Swirtz ------------------------------ Re: Best way to restrict edit access to specific form sectionsJeff, Can you explain a bit further how to do that? When I try to set a form rule based on a status field and make the action "Make read-only" the sections and tabs are not available on the list. ------------------------------ Chris Swirtz ------------------------------ Best way to restrict edit access to specific form sectionsIn the App I am working on there are 3 tabbed sections that an outside user fills out and "submits". On a fourth "Internal" tab my clients have several steps that they take internally using the info filled out in the first 3 tabs. My client is asking that those first 3 tabs be locked for editing by internal users during certain points. I know I can lock edit access to the entire form easy enough, but to break it into parts, the only way that I know of would be to create a dynamic form rule listing what would be 100 fields in those first 3 tabs as read-only when in a certain status or when a certain user is working on it. Is there a better way to do this? ------------------------------ Chris Swirtz ------------------------------ Re: Date CalculationThanks Don, It does help in the respect that I don't feel as bad not knowing what this was as it is definitely beyond anything I have done before. Which is a bummer because this is for a potential new job that I really want but clearly don't have the necessary skills... ------------------------------ Chris Swirtz ------------------------------ Date CalculationI was given the following task and I am not sure if it is just the way it is written or what but I am struggling to understand what is being asked. I haven't done much with complex Date Formulas yet. Can someone steer me in the right direction please? An app contains two tables of data. Each row in the [Customers] table represents a customer, who has had some unknown number of transactions within the stated period (see [Account Opened Date] and [Account Closed Date]). Only the total amount of these transactions is known (see [Total Transaction Amount]). Please spread the [Total Transaction Amount] for each customer evenly in each relevant period in the [Periods] table. By "evenly" we mean that you should allocate the transaction dollars into each period based on the number of days in that period, assuming that the period falls into the range from [Earliest Transaction Date] to [Latest Transaction Date] for that customer. Additional Guidelines: Your solution should return the customer name, period title, effective start date and end date, and a calculated [Allocated Amount] column representing the total transaction dollars allocated to that given period. By effective start date and end date, we mean the start and end dates used in the calculation, not necessarily the period's start and end dates. For example, if the period start date precedes the customer's first transaction, the customer's transaction start date should be displayed, otherwise the period start date should be displayed (see the Sample Output) Make sure to account for periods in which the overlap in days is incomplete. For example, in the first row of the [Customers] table (Howard), the first transaction occurred on 06/05/2017, which only overlaps the dates of Period E by several days. The amount spread to Period E should correctly reflect that overlap. Some customers may have transactions that fall outside of the defined Period A-F dates. You can allow these transactions to drop off since they fall outside of the date range of Periods A-F. Sample Output: Customer Period Title Effective Start Effective End Allocated Name Date Date Amount Howard Period E 2017-06-05 2017-06-30 $25,240 Howard Period F 2017-07-01 2017-12-31 $178,620 As you can see in this sample for the first customer (Howard), the total of $332,000 has been allocated to three periods: Period E, Period F, and then an extra row that accounts for any amount allocated to dates after Period F. The allocated amounts total $332,000, and are spread into each period according to the number of days of overlap between that period's start/end dates and the customer's transaction start/end dates. In this example, only a small amount is allocated to Period E, since the Howard customer's record has an earliest transaction date of 2017-06-05 and the period's end date is 2017-06- 30. Period F has an allocated amount that corresponds to the number of days in Period F, since there is complete overlap between the Howard customer's transaction period and the start/end dates of Period ------------------------------ Chris Swirtz ------------------------------ Re: Trying to create a button that when clicked from a report, it changes a status filed within the record to ""shippedHa, it's always something so simple. Thanks again!!Re: Trying to create a button that when clicked from a report, it changes a status filed within the record to ""shippedThank again Laura and to you Austin as well. I tried adding what you suggested and it doesn't like the released part (in bold and italic below). Here is what I ended up with. *** Note- I had copied the original formula for making the field as shipped to check a check box "marking it as paid" which worked perfect. Just wanted to add the action of changing the 2nd field to "Release" "<a class='Vibrant Success' title='Mark as Paid!' style='text-align:center; text-decoration:none' href='javascript:void(window.location.href = \""& URLRoot() & "db/" & [_DBID_SALES] & "?a=API_EditRecord&apptoken=ngp9gddypa5axcmecxe9zzxre2&rid=" & URLEncode([Record ID#]) & "&_fid_9=" & URLEncode("YES") & "&_fid_7= & URLEncode("Released") & "&rdr="&"\"+escape(window.location.href)" & ")'>Mark as Paid</a>" Re: Trying to create a button that when clicked from a report, it changes a status filed within the record to ""shippedHey Laura, I used this same idea to mark a check box as checked and it works great. But I had a dynamic form rule tied to that checkbox that when it was checked another field would change to Released that doesn't work now unless I also go in and edit the record. Can I add that 2nd command to the formula you gave me to both mark the box as checked and change the status field to "Released"?Re: Trying to create a button that when clicked from a report, it changes a status filed within the record to ""shippedThat worked beautifully! Thank you!!Trying to create a button that when clicked from a report, it changes a status filed within the record to ""shippedWhat is wrong with my formula to make this work? URLRoot() & "db/" & [_DBID_SALES]& ?a=API_EditRecord&rid=URLEncode ([Record ID#]) &apptoken=ngp9gddypa5axcmecxe9zzxre2&_fid_7=Shipped