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Formula for form fields
Hi want to write a formula to show and hide fields on a form which is in Table 3. Table 1 has one to many relation ship with Table 3. (not sure if it even matters) Table 2 has one to many relation ship with Table 3(not sure if it even matters) So few questions on this? Do i write this formula in Table3 - Advance Settings > Build custom data rules for this table: > in this field? How do i control where these fields will show up on the form and alignment ? How do i hide all fields initially, just remove them from the form ? Also Table3_Form_Field1 = will be selected by the user when they create a new record in Table3 so is this going to work dynamically or i need to use the dynamic form rules only instead? If the formula will do the job then, Is this the right formula structure?0likes1CommentAccess Issues
I have a 1 app - and 1 table. there are 5 users all the users have access to all the fields on the form on the table to view or edit the fields in the own record. So permission is view and modify all fields. and record level restriction is where owner is the logged in user. There is record level resctriction so user 1 cannot see user 2 records. i want to make a report where all the users can view all the records 5 particular fields. but cant view or modify the record of other users. However i want to create a visibility report to show all records from today to all the users but only a few limited fields. I have created the report, disable view and edit to the records and given all records access to the user. But the problem is if the user 1 will do advance search randomly, they can view all records from default search results. If I restrict that then no user will be able to open the records from the search which will be a blocker. how do i get past this ? if i restrict field level then they wont be able to enter or modify their own records as well. so cant do that. how to achieve this?Solved0likes9CommentsCant See Associated Records
Hi i table 1 app - 3 tables, table 1, table 2, table 3 now i have relation of one to many from table 1 to table 3. this relationship is old and has been working fine but suddenly i cant see the associated records from table 3 at the end of the record in table 1. they use to populate properly earlier. i have not changed anything in the relationship, cant understand why getting this error, it says " sorry...error retreiving data Attached the image as well. Only thing i can think of is another admin, was asked to delete all the unwanted reports so he may have deleted the associated report from table 3. if yes, how can i recreate the same. ? or any other reason for this problem.Solved0likes4CommentsNeed help deciding between two db setups
I am pretty new to qb and am currently trying to create an app to help my department track a student's requested thesis committee. The (hopeful) process: student will submit form with their identifying info, proposed thesis title, then choose their requested thesis supervisor, and selected reader, both fields pull from the same list of faculty (though if someone is chosen in one field they will not appear in list in 2nd field - that's for another time to figure out). So in trying to build something I came up with two different setups and am wondering which people think would be best. Which do you think will be better longterm. Attached are screenshots of both relationship diagrams. Hopefully they are decipherable.0likes0CommentsHelp with Lookup Fields from Multiple Parent Tables in Quickbase Form
Hello, I have a Quickbase app where a single child table is connected to three separate parent tables. Each parent table represents a different employee group, and the child table is set up to pull employee information from all three. In the form for the child table, I want to be able to look up and select employees from any of the three parent tables. However, I can only select from the first parent table I connected—its lookup field is active. The lookup fields for the other two parent tables appear grayed out and are not selectable, even though they are all connected in the same way, using the employee name as a lookup field. As shown in the screenshot, only the first table’s name field is selectable, while the others are disabled. What might be causing this behavior, and how can I make all three lookup fields usable in the form? Thank you!0likes1CommentLegacy Form + Rich Formula Field
I want to display a link on my form. It needs to be displayed always. The code I used in the older form was: var text Words = "Core Rules"; var text URL = URLRoot() & "up/" & [_DBID_Documents] & "/a/r" & "5974" & "/e6/v0"; "<a href=" & $URL & ">" & $Words & "</a>" i.e: Name of link, and the url to the document already stored in quickbase from another table. Flipping from the older form, it works, and moving it to the new legacy form, it shows the following error: "400 Error Invalid field type" The specified field was not a File Attachment field If the problem persists, reach out to your app admin, check the Quickbase service page. or open a support case" How can I fix this for the new legacy form? The link works, but clicking on it, I get that error. Below is how it looks on every employee's portal. The links just don't work now. HELP! I created a new field, and typed in the code, and it displays the same behavior.0likes3CommentsEnter the App Builders Qrew Raffle!
Ready for a chance to win and boost your Quickbase skills? The App Builder Qrew is hosting a raffle giveaway—simply download Mark Shnier’s app from the Quickbase Exchange and show proof (a screenshot or confirmation in the thread or email elavielle@quickbase.com) to be entered for a chance to win prizes. Link to the app in the exchange: https://www.quickbase.com/db/main?a=UniversalLink&entityId=qbredir&asset=user-focus-examples Mark’s app is a powerful tool that’s helped many builders streamline their workflows and solve real-world challenges. The raffle contest will be open until Tuesday April 22nd. Don’t miss out—download the app, share your proof in this thread, and enter the raffle today!1like14CommentsCreate child records from Parent List - User field
I have a List - User field called "Leads" in Property table and want to build an automation to create individual record in another table called "Team Role", so that users added to Leads field can be displayed in a table row. The search pipeline step allows creation of record for the first user added to the list, but skips the other values from the List - User. If there is any alternate approach for this, please let me know.0likes2CommentsHelp connecting Table to Table Relationships
Hi, I have 4 tables Site table - houses all site info including site ID# which is the unique identifier to be used to relate/connect all tables. Risk table - houses all the risks. 1 site can have many risks Milestone table - Each risk can have many milestones Site Risk Register - Joining table that has all the risks and milestones relating to each site on one table I'm struggling to figure out how to connect these tables. I figured all tables need to have that site id# field in order to connect. So I created a one to many relationship with the Site table and the other 3 tables so all 3 tables have a site id# lookup field. Then I created more relationships. One Site Risk Register has many Risks, One Site Risk register has many Milestones and then I also made One risk table has many milestones. I added dummy data in the tables but it is not reflecting in the Risk Register join table. Can I get help on what I did wrong and how to properly set up these table relationships0likes0CommentsFormula Rich Text Button - File to Add Record
Hi, I'm using a formula rich text button to add record in a different table when click. The button includes the action of copying multiple field values into the newly added record. I have one field that is a file upload field and need to copy this file into the corresponding field on the newly added record as well. Can this be done in the rich text formula? If not, how might you do this? Example: Approval Record: Name Date Amount JPG (image of the agreed terms) When clicking 'Approve' button, a new Transaction Record is created with all of the approved info: Name Date Amount JPG (***Need to duplicate this file to the newly created record) Thank You! Chris ------------------------------ Chris ------------------------------0likes12Comments