Forum Widgets
Recent Discussions
Display Summary Table in Related Child Records
How can I display a parent summary table report in each child record? The report, screenshot below, includes all subprojects (the child records) related to a project site (the parent). I desire this report in the child table to display the related subprojects.
XLSX import to 2 Linked Tables?
Is there an easy way to accomplish this? Say as an example: Table1 - LEAD_NAME, PHONE, CONTACT_NAME Table2 - LEAD_NAME, CALL_DATE, NOTES Table1 can link to many Table2 If I create an xlsx sheet with all the relevant fields, can I do a mass import of leads and or calls (together) with a single upload? Or two uploads might make more sense so it doesn't duplicate leads? LEAD1, 555-555-5555, Bob, 09/17/2025,"Good Call" LEAD1, 555-555-5555, Bob, 09/17/2025,"Bad Call" I am curious how the linking would work here. I assume a pipeline might be needed? but before going down that path I wanted to see if I am overlooking an easier way.
Add new record button
At the top of the app there is a button that says "Add new record in any table". When a user clicks this button a drop down of every table is shown to them, even tables I have hidden from their role. Is there a way to remove this button completely or at least hide the tables I don't want them seeing?
Format Numeric Value 2 Decimal Places
Hello, I have a Formula Text that calculates and displays data based on the numbers users enter in two other numeric fields. Example: When a user enters a number in my Numerator and Denominator fields, my formula field divides those numbers and then displays the answer in the Percentage field (as shown in the screenshot below). Is there a way to format the answer to two (2) decimal places, so it's shown as something like 7.33 and not 7.3333333 ? Please let me know. See the code I used for my formula field below: var Number Numerator = [Numerator] ; var Number Denominator = [Denominator] ; ToText(($Numerator / $Denominator) & " %")
Updating a Field on Record Save Rule Using New Forms Rule Builder
I have many forms using the old form builder with "On Record Save" rules built to update a field value when a user saves a new record. Very simple in the old form rule builder interface. I am building a new form in the new form builder interface and am trying to create an On Record Save rule but can't see how to do this. Any help would be much appreciated. My rule is pretty simple, When the user saves the record change a field value to "x" on save. Thanks - Brian
Need to display hours and minutes within a TAT formula
I am using the formula below for a duration TAT. I have checked off the HH:MM:SS for the type and it is still displaying 0:00:00 for things that are one hour from rec'd to acknowledged time entered Days(WeekdaySub(ToDate([Acknowledgment Date/Time]),ToDate([Communication Received Date/Time]))) Do you have any suggestions on how to get the TAT to display accurately? Thank you Jill
Prefilled Value with a Button
Hi everyone, I’ve created a “Copy Line Item” button that is supposed to create a new record and prefill it with the same values selected by the user in the original record. The button works, but I’m running into an issue: the following fields are not being prefilled when the new record is created: [Related Trademark] [Related Beverage Type] [Related Package] All three of these fields are text field types, populated through relationships from their parent tables. The values that show up in them are alphanumeric (e.g., A1, B1, C700, etc.), and they are key fields in their respective tables. For some reason, when I click the button, these related fields don’t carry over into the new record. Has anyone run into this issue before, or know how to get these relationship-based fields to prefill correctly? For reference the code is in the attachment section. var text nonNational = URLRoot() & "db/" & [_DBID_PR_LINE_ITEMS] & "?a=API_GenAddRecordForm&dfid=22&_fid_13=" & URLEncode([Related Price Request]) & "&_fid_10=" & URLEncode([Start Date]) & If(IsNull([End Date]), "&_fid_11=" & URLEncode("2050-12-31"), "&_fid_11=" & URLEncode([End Date])) & "&_fid_12=" & URLEncode([Rate]) & "&_fid_6=" & URLEncode([Customer Option]) & If([Customer Option] = "Customer", "&_fid_376=" & URLEncode([Related Customer4]) , [Customer Option] = "Local Chain","&_fid_360=" & URLEncode([Regional Account - LocalChainId]) , [Customer Option] = "Promo Plan","&_fid_365=" & URLEncode([Related RegionalPromo]) , [Customer Option Channel] = "Channel","&_fid_34=" & URLEncode([Related Market]) ) & "&_fid_85=" & URLEncode([Geography Option]) & If([Geography Option] = "Included All Price Zone", "" , [Geography Option] = "Specific Price Zone","&_fid_73=" & URLEncode([Related Price Zone]) , [Geography Option] = "Specific Sales Office","&_fid_73=" & URLEncode([Related Price Zone]) & "&_fid_74=" & URLEncode([Related Price Zone - Sales Office Relationship]) ) & "&_fid_55=" & URLEncode([Product Option]) & If([Product Option] = "Material", "&_fid_70=" & URLEncode([Related Material]) , [Product Option] = "Beverage Type & Package Size","&_fid_42=" & URLEncode([Related Beverage Type]) & "&_fid_46=" & URLEncode([Related Beverage Type - Package Relationship]) , [Product Option] = "Trademark & Package Size","&_fid_50=" & URLEncode([Related Trademark]) & "&_fid_52=" & URLEncode([Related Trademark - Package Relationship]) , [Product Option] = "Package Size Only","&_fid_72=" & URLEncode([Related Package]) ); $nonNational Thanks in advance for your help!
