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Formula to lookup value in another related table
I have a lookup table that has a relationship with 2 other tables (Table 1 & Table 2). There are 2 different IDs in my lookup table that I need to check in Table 1 & Table 2. I need to check Table 1 if one of the IDs exists, if yes then I need a checkbox ticked. For the other ID, I need to check if it exists in Table 2, if yes then some other checkbox is ticked. How do I go about doing this?
Capture Previous values using Formula URL button & Pipeline
I am looking for a solution that can assign value on click of a button and then saves the record, so that the pipeline can capture the previous values a record. I have different formula URL buttons that updates stage (submitted, rejected, approved) and this change is captured in Audit table through pipeline. URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" & "&apptoken=XYZ" & "&rid=" & [Record ID#] & "&_fid_49=Approved" //Stage = Approved & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#] & "&dfid=2&z=" & Rurl()) I also need to capture the current and previous values of fields that were modified when Approved. The above formula did not work because QB saves the record first, then applies the field changes. This means that by the time a pipeline is triggered, the "previous values" are already overwritten. As an alternative, I excluded fid_49 assignment in the formula, which worked as standard save and updated pipeline to trigger when any of field in the form is modified. This carries the previous values to capture the audit. The problem with this approach is that the pipeline runs every time a record with fields defined in the pipeline is modified and saved either through grid edit or using standard save button. Please let me know if there is any other solution that I can try.List If Formula
Why is my list if formula only returning the first if statement List(", ", If([Engr check]=true and [Engr Approval Status]<>"Approved",UserToName([Engineering Manager Assigned]), If([Production Check]=true and [Production Approval Status]<>"Approved",UserToName([Production Manager Assigned]), If([Quality Check]=true and [Quality Approval Status]<>"Approved",UserToName([Quality Manager Assigned]), If([Additional Check]=true and [Additonal Approval Status]<>"Approved",UserToName([Additional Approval Assigned]))))),"")Clearing a merge field?
Wondering if anyone has ever cleared a merge field in a child table? Based upon reference below, we can UPSERT to a child table using a merge field as the surrogate key and the relationship is made (the related parent record id# values are filled in on the child record). Now I am trying to break the relationship so the related value is empty after upsert using the merge field. I have tried 0, "", nil, null and nothing happens. Any ideas are appreciated. Reference below: Link related data by importing into lookup fields Builders now have an easier way to import records with related data or link related data in integrations. Now, any lookup field marked unique on the parent table can be used to match instead of reference fields. RESTful Upsert Records—Users can UPSERT data to lookup fields marked unique in the data array in Record Upsert. https://helpv2.quickbase.com/hc/en-us/articles/31900230487700-Quickbase-November-2024-Release-Notes
Can Quickbase perform a screen capture?
My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows: Start Google Meet Open the interview form in Quickbase Start a screen/audio capture through Quickbase by clicking a button Fill out the whole interview form while interviewing the client Hit a button at the end of the interview to stop the screen/audio record Auto have that file upload to Quickbase I don't believe this is possible with Quickbase, but I wanted to verify. I suspect that we should screen capture with some other software and then upload after. Thanks!Suggestions for archiving or closing records
In my current application I am building for the purpose of tracking Assets, their monthly rental rates, rental charges for each/month, and monthly invoices for each client. Currently the application has about 10 years' worth of data and this is making some of the reports, forms have long load times as there are at least 3 dozen or so calculations being done across all the tables and forms. My thought was when a month, quarter, year is closed then specific data would be "captured" and moved to another table. The "Archived" table would just hold the results of any calculations previously done, essentially creating a snapshot of that record into another table. The Archived table could then be used for other reports but wouldn't be bogged down with having to do the original calculations, their results would just be summarized. Once this data was captured, the original record would either somehow be closed for editing or get an archived indicator, so they could be excluded from the current month/quarter/years' entries. Just seeking the best way to optimize the application as the amount of data will only continue to grow and thus the lag time greater when accessing the system.
