Recent Discussions
Allow users to edit multiple forms
Hi all, I have two forms - 2024 and 2025 versions of the same form. I would like to simultaneously allow users to: Click the edit button next to a record and be taken to a certain form (ex. 2024) Click a link and be able to editeither the 2024 or 2025 form Right now #1 is working fine, but #2 brings up the "primary" form (aka the one that is set in the Forms menu for edit permissions for all roles) regardless of the form ID I use in the URL. Is there some way I can override what form is utilized for the URL fields?
Have a rich text button span the width of mobile Device
On legacy forms, when using a mobile device there were some ways to make a rich text button span the width of the mobile device. You could use: class='Vibrant' or in the styling you could use width: 100%. Neither of these tricks work on the new forms (on mobile). Does anyone know of way to make a rich text button span the width of a mobile device on new forms?File Name for PDF attachments
I'm creating a reoccurring notification with a PDF attachment. The attached file name is only showing as "document-1". The pdf is created through the document template and I'm able to already save it with a specific file name. How do I change the file when it's sent out as a PDF attachment with the notification?
Master’s Thesis: Request for Quick Feedback on Low-Code Platform Requirements
Hello everyone, I am a master’s student, currently working on my thesis in the field of low-code development. I have compiled a list of requirements and would like to determine how well the platform meets them. It would be sufficient if you could simply respond to each requirement with “yes,” “no,” or “partially.” I hope it’s alright that I’m posting this here. I’ve tested the free trial versions extensively, but I’m still not entirely certain if this platform suits my needs. Thank you in advance for your feedback. (F1) Overview & Progress Status, capacities (F2) Notifications & Appointment Scheduling Automated e-mails, reminders (F3) Document Generation For example PDF, digital signatures (F4) Automatic Calculation of Deadlines For example: deadline = start date + X days (F5) Central Document Repository Structured storage, archiving (F6) Template Library Digital forms to be filled out online (F7) Different Role Profiles Permissions for students vs. supervisors (F8) Document Feedback Loop Iterative reviews, comments, and version control (F9) Interoperability Outlook, Moodle, SAP, etc. (N1) User-Friendliness Intuitive handling (N2) Data Protection GDPR, data security (N3) Reliability Maintenance, stability (N4) Pricing Model No subscription models <3Preventing Budget Overrun
My objective is to prevent users from exceeding the available budget when logging time. Users can attach multiple task records to the DSR (Daily Status Report), and those tasks can belong to different budgets. I want to use a Formula query to obtain the value in the [Remainder (Available)] Field 64 of _dbid_budget, and compare the total of hours logged in [Units Delivered] Field 103 of _DBID_TASKS. Once all tasks are attached to a DSR, the Total Units Delivered Field 108 of _DBID_TIME_CARD (where the DSRs reside), I would want to compare available budget to hours consumed on tasks, and if there is an overage i will stop the flow of the report until it is resolved. I used a summary [Budget Line - Record ID# (Text)] field 267 on the DSR form configured for combined text, and was able to validate that I can see two correct record ID's when attaching 3 tasks and two of them using the same budget. The [Total Available Budget] field 268 formula on _DBID_TIME_CARD has no errors, but fails to render anything other than zero: SumValues( GetRecords( "{3.IN.('" & [Budget Line - Record ID# (Text)] & "')}", [_DBID_BUDGET] ), 64 ) Where 3 is the [record ID#] and 64 is [Remainder (Available)], both on the budget. Any input will be appreciated.
Totaling Child Records Live on Parent Form
I have created a parent table called "time reports" and a child table called "time spend on projects." On the "Time Reports" form, the user is able to enter the percent of their time they worked on each project using a grid edit/editable embedded table. The child records in the report have already been created by a pipeline. The user just enters the percent. The user does not create any new rows. I'd like the user to be able to see that their percents total 100%. I have created a summary field on the "Time Reports" form, but it doesn't update until the record is saved. I tried creating a button to just reload the page (having the auto-save setting turned on), but the data entered in the embedded table isn't saving, so it totally clears their work. Do you know a way to check the total value of child records while on a parent record live? Or a work around? I looked for past posts on this topic, but couldn't find any. Maybe I was trying the wrong key words. If you know of another post with the answer, please send it my way! Any help would be greatly appreciated.Can subscription reports be sent to multiple recipients in same message
I'm finding that when I select a group of users to receive a report subscription, the email is sent separately to each recipient. This is not terribly useful for management reports. I would like the group of recipients to be included on the message together, so that users can "reply-all" and discuss, ask questions of the data in the report. Is there a way to accomplish this in subscription settings? Thanks, Mike
Need assistance getting image to show when printing a record
Created a form that has a file upload section. This section allows people to submit photos of themselves. This is used for Medical purposes, we need to print out records to include the uploaded image. Initially this worked as intended by displaying the picture when printing. Once this was officially put in production, it stopped displaying the image as intended. the test record: Print preview: The print preview used to show the uploaded image on the record but now its just the file name.Convert "Report" to "Chart Report"
Apologies if this has been covered elsewhere, couldn't find any help articles or posts that covered this via search. I have reports I've built with filters (that take a while to click and set). Looking for ways to take an existing report, copy the settings, but select another type of report or another type of chart without having to reprogram all of the filters and report settings from scratch each time. Can I: Take an existing Report and convert it into a Chart Report? Take an existing Report and convert it into another type of report? Take an existing Chart Report and convert it into another type of Chart Report? Thanks, Mike
