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Relationship Condition Dropdown stopped to work after formula update
Team, I have a challenge to my relationship update. For my relationship I was using "Formula Field" [SMO_Predecessor_Key] which was selected to create conditional dropdown based on its value. [SMO_Predecessor_Key] used in formula another field [SMO CPS Template] which had some logic in it based on field [SMO]. I no longer need this logic so I decided to rewire [SMO_Predecessor_Key] directly to field [SMO]. After I did it I have problem that my Relationship PROXY field does not work in Legacy Form. It ask to choose [SMO_Predecessor_Key] even if this is already selected. I notice that if I re-select value in field [SMO] in form (i.e. remove value, select it again, even without saving, this starts to work. So problem is with data which are already filled in. [QUESTION] - is there a way to force such refresh to all records and to not need to do it 1 by 1 in form? What I tried: I tried to Import records ID# and field SMO but during Import No update to records (as SMO does not change). Tried to create new field [SMO_Predecessor_Keyv2] and update Conditional Value to it and back. But not working as well. This is how dependency of fields looks line (Blue changed to Green) Current workaround but not well seen by users 😢
Muliple Choice field set with Form URL?
I am wanting to place an image on a form. I have many forms and each version may have a different image. I was wondering if it is possible to set a Multiple Choice field to a specific value using the URL the user clicks on to open the form? My thought is that if I can set the field to the correct value then I can determine which image to show on the form based on the field value that has been set. Is there a better way to accomplish this? Thanks, BrianBest practice for using @mention in a log rich text field.
Anybody have a best practice on using the 'Mention' feature in a log rich text field? My use case is: A rich text field w/ log edits turned on is used as a collaboration tool for team members to provide updates and ask each other questions. They mention each other in the comments and receive an email when they have been mentioned, via the handy 'send to users @mentioned' feature in the new notifications (see image below). However, when the 'Log edits' setting is turned on, Quickbase will email ALL the users who have ever been mentioned, when really we want just the person/people who were mentioned in the most recent comment. My workaround for this is to create a formula field to parse out the most recent comment and then a webhook or form rule to enter this value into another rich text field, with the @mention feature turned on. This last rich text field is used in the 'To' setting of the notification. This is a lot of work to simply use the mention feature! Is there a better way to do it that I'm missing?
Count days between 2 dates with a twist
I have a Start date and end date I am using the Weekdaysub(end date), (Start Date). but i want to add a IF statement like say to add saturdays to the mix. so if I was to set the date from 5/25/2025 and end on 5/30/2025 but if the saturdays check box was clicked it would also add the saturdays between those dates and return 6 (Monday-Saturday) and if the saturdays was not checked it would return 5 (Monday - Friday)
Delete option
I'm at a loss right now. I have an app and for some reason I'm the only one that can delete from one of the tables. I have checked the roles and they do have the delete option. I have checked the form and it does not have any rules that restrict delete. I as the admin am the only one that can delete. Any ideas on where else I can look. I've looked everywhere that I can think of. FYI: These are the new forms.Running totals for charts
Hi all Want to share my solution on how to create running totals for charts. QB does not support running totals for charts, only summary reports. QB Junkie has a really good solution to create running totals using the query formula but as stated in her video it only works with small data sets and it is really memory intensive. QB has posted a solution to use the report API function to build a new running totals table from a summary report but I found this to be even slower and it does not give the user live updates. I use own table relationships that allows me to chart large datasets quickly and live. Below is an example of this application but I use this for many other data sets that do not use dates so do not get stuck on the dates table step. Create a dates table. I made the key a text field so that i can create the reference field. Record ID is also an option but a bit harder. My key was "<date>-<project no>" Create an own table relationship I use pipeline's Make Request action to create and maintain this table with its key and related field value. This is a Jinja code on Exchange I borrowed so let me know if this is of interest to anyone. It super-fast but again not a requirement. Summarise the values I want into the dates table Create a blank formula field and this will be my running total Summarise the blank formula field i created in step 6 above. I use the own table relationship for this. Go back to the blank formula field in step 6 and write a formula that adds the summarised value in step 5 to the summarised value in step 7. BUT I found this needs to be via an if statement and can't be a simple addition as it fails randomly. Maybe a bug in QB but I found my way around this and its now super reliable. My if looks like this If( Nz([Field in step 5]) + Nz([Field in step 7]) <> 0, Nz([Field in step 5]) + Nz([Field in step 7]), Nz([Field in step 5]) <> 0, Nz([Field in step 5]), Nz([Field in step 7]) <> 0, Nz([Field in step 7])) Thats it. Fast reliable running totals to draw charts! See screenshot belowQuickbase to google calendar pipeline issue
I have a pipe line set that manages my calendar installs to a google calendar. It has 3 pipelines New install are added changes in installs are updated deleted install are deleted. The path flow work great but the dates are not correct. Here is the quickbase calendar Here is the Google Calendar: Start Date and End dates are date/time fields built with the following: Does anyone have any ideas why these dates are distorting by a day?
[Video] How to identify deleted parent records using relationship magic
Hellos, In this simple video we learn how to identify orphaned children records where parent have been deleted OR identify deleted parent records from orphaned children (very mouthful indeed) Generally we create a pipeline which automagically deletes children records whenever a parent is deleted, in this case due to token expiry , we had tonnes of records where this was not happening . LOOM VIDEO
