Recent Discussions
Display Thumbnail Image
I have a field to display a thumbnail image;the formula is If([Image File (jpeg)]<>"" ,"<img style='max-height:200px; max-width:200px' src='" & URLRoot() & "up/" & Dbid () & "/a/r" & [Record ID#] & "/e30/v0'/>") The image is not showing in the Form or Report view. Is the formula the issue?
Lookup Field not pulling Data
very new to Quickbase. I believe I have followed all of the instructions on adding a lookup field to a new record form. I have the relationship between the 2 tables established and am trying to add the field to the child table. It gives me the dropdown list the way I would expect but does not show any of the data that is in the parent table.Add Existing Child Records from New Parent Record
I have an app where people can have many related child documents. Now, the app requirements have expanded, so that documents can belong to many people. I want users to be able to select multiple existing people records when they create a new document record and uploading the file attachment, basically like a multi-select text field but for existing soon-to-be child records. I'd prefer to avoid creating a many:many assignments table for the sake of simplicity but if I have to then I have to. Any ideas?
QBO Custom Fields in Pipelines
Hey all, Running into an issue when trying to assign any data to created custom fields in QBO via a Create or Update Estimate step in Pipelines. No matter what I try to pass, it errors out on me with the following: Remote service reported an error: Property Name:failed to parse json object; a property specified is unsupported or invalid intuit_tid: 1-6785955b-5d1bbc6935b5cc642b5ee13e Now, there is no Property Name on an Estimate in QBO, and none of the custom fields set up are titled Property Name. All I've been trying to do is figure out which of the 3 custom fields are which, since the names of the field don't show up in Pipelines and I only want to pass information to one. Any idea what restrictions there are on utilizing these custom fields here?Dashboard Widget - calculated columns based on a table? Looking for the best way to proceed.
Hi all. I have a request to create a dashboard widget that has potentially 7 calculated columns. I am not sure the best way to accomplish this. I am relatively new to QuickBase and I have taken some of the training, but this seems a little beyond what I learned. Its also only the second app I have worked on. In a nutshell, I have a table we can call DATA, in that table are Market Classes, Close Dates, and $$ Values. Example: DATA Market Class CloseDate $$Value Pepsi 1/13/25 100.00 Coke 1/21/25 85.00 Fanta 6/1/25 200.00 Coke 3/20/25 150.00 Pepsi 2/12/25 60.00 I am looking to put a widget on the front page that shows something like the following: Market Class 0 day 10 days 30 days 70 days 90 days Total Pepsi 100.00 60.00 160.00 Coke 85.00 150.00 235.00 Fanta 200.00 200.00 Totals 100.00 85.00 60.00 150.00 200.00 595.00 Basically, I want to summarize all orders for a class by the date so I can see when certain deals are expected to close. I also want the totals of both for all orders in a class and and also for each time frame. I thought I could use report formulas, but unless I am mistaken, they are limited to 3. I thought about trying to build a new Table, but I am thinking that might be overkill. I am looking for any good suggestions on the best way to proceed here. Any suggestions putting me on the right path would be greatly appreciated.
Formula to test if a date falls in range compared to other dates - Expect Error
Hello, I'm attempting to build a formula field that will mark a checkbox if [Date] is within 2 days of [Original Referral Date] OR [Date] is within 2 days of [Client - Re-opened Date] OR [Date] is within 2 days of [Client - Re-opened Date 2] OR [Date] is within 2 days of [Client - Re-opened Date 3] OR [Date] is within 2 days of [Client - Re-opened Date 4]. Essentially if the Date is within 2 Days of any of the above days I want to the checkbox to be marked! Here is the formula I've built to attempt this: If(ToDate([Date]<=([Client - Original Referral Date]+Days(2)) or ToDate([Date]<=([Client - Original Referral Date]+Days(2)) or ToDate([Date]<=([Client - Re-Opened Date 2]+Days(2))or ToDate([Date]<=([Client - Re-Opened Date 3]+Days(2)) or ToDate([Date]<=([Client - Re-Opened Date 4]+Days(2)), true) I keep getting an error on the last portion of this formula: "Expecting text/datetime/workdate/number but found bool" :( Any ideas as to what I can do differently? This is my first time attempting to build a formula field and I appreciate any help or suggestions on this! - Abby
Pipelines with Quickbooks issue
I have used this function before on other projects. With the current client I am working with, the invoice creation always sets up as $0.00. It doesnt matter if i pull the number from a field of just type a value. I have tried all different types of values. It sets up the customer fine, but when it sets up the invoice, the product/service and amount are blank. I really hope someone can help here. I don't get what is happening.PRINTING NEW FORMS?
Is there a way to Print the new forms yet? Would like to put a button on my legacy table on a record id to print that new form style that would show the .jpg of the attachment when printing. If not, is there an easy way to do this with a record that has 5-20 attachments when printing or emailing only?
Limit the number of displayed rows in reports when editable on the form
I'd like to limit the number of rows displayed on a report to only rows where data already exists. I have several forms where a report is editable whenever displayed on a form in edit mode. The risk is that users can type in those rows. I've done scenario testing and I can see how a user could create some problems that will actually get them locked into a no win scenario where they are in conflict with form rules and unable to remove the extra rows created while unable to proceed. It's particularly true if one of the fields is a required field. Obviously orphans can occur if they have to close the browser. Below is a screenshot of an example where the report renders 3 rows but shows 4 additional rows. Is there a way to limit editable rows to only those already containing data when rendered?Report to Search for text in a Text Field?
I am wondering if it is possible to create a report that asks the user for a value to be found in a multiline text field. For instance, when I click to generate the report a field will display asking what you would like to search for. If I entered the value "Jason", it would search all records that have the word "Jason" in a particular text field. Is this possible? Brian
