Pinned Discussions
Forum Widgets
Recent Discussions
Parent to Child Reference Field
When making relationships between parent and children records I understand how to add additional lookups. But when you do that then those fields need to be "updated" when adding a new child. What I am seeking is a way that when a child record is created, and related to a specific parent, that the child record would show the value of additional fields from the parent. Example: Parent record has Name, Address, Phone Number, Favorite Color Child record has Child name, lookup field to select parent which would bring down the Parent Name and Favorite Color Currently when setting the relationship I would connect on Related Parent then add the lookups for Parent Name and Favorite Color, but when actually creating the new Child record once I select the related parent, the Parent Name and Favorite Color are not populating. If I want those to display the value, I have to manually update those fields (thus not benefiting from setting the relationship to the Parent). What am I missing? This seems like an easy ask but for the life of me I'm just not seeing a pathway to make this work.Solved0likes2CommentsHow to Calculate Completion Percentage Using Multi-Select Boxes
I’m trying to create a formula that calculates the completion percentage based on a series of multi-select checkboxes. For example, if there are four checkboxes and three of them are selected, I’d like the formula to return 75%. Is there a way to achieve this in Quickbase? Any help would be greatly appreciated! Thank you in advance!0likes1CommentUser list fields in Pipeline
Good afternoon, I've created a pipeline that searches Table A for criteria and if it matches it will copy a User List field from Table B to another User List field in Table A. Both User Lists fields could have multiple Users selected when the pipeline runs. My first attempt wiped out any information already listed in Table A's field with the information copied from Table B, but it listed all Users that were selected. When trying to figure out how to keep the information in Table A's field while adding the information from Table B, I then found the community thread which is similar to what I'm trying to do: https://community.quickbase.com/discussions/getting-started/using-multi-select-field-in-pipelines/18991 However, when I enter {{table B User List field}} ; {{table A User List Field}} Table A's information remains, but the new information copied are placeholders rather than the User name. So it looks like When I've attempted to use the ID or Email from the User List (as found recommended in other threads) It keeps Table A's information but only lists the first User from Table B. Any other User is not copied over. Any suggestions on how to get the placeholders to actual show the User Names?0likes0CommentsDocument Generation - Filename
I started playing with the Document Generation in Quickbase this week which is amazing! I am curious to know if there is a way to set the filename of a Document that is generated in a custom email notification from a Quickbase application? I know that when you use the Generate Document code to create the document for a record in the application, it does allow you to set the title/name of the document specifically. However, using the same option as a part of the custom email notification sends the notification with the PDF attached and named Document 1, rather than any name you specify in the code that is attached the Formula URL field.1like3CommentsAdd barcodes to PDF templates
We have an app for tracking form internal processes. There is a paper printout that will travel with a part throughout the plant. I want to add a barcode to that printout so when someone needs to update the record, they can just scan the barcode (we already have USB barcode scanners at all the computers). Is there a way to take the value of a field and create a barcode?0likes0CommentsDuplicate Record Checker
Hello, I have a form with two fields named "Year" and "Quarter". The Quarter field is a dropdown with options such as "Q1", "Q2", etc. The Year field is a numeric field where users enter a year (i.e., 2025). What I need help with is displaying a error message when users have duplicate Quarters for a single given year. Example: If a user has a record with "Q1" for the Quarter and "2025" for the Year, they cannot enter another record for 2025 with Q1. They may only select "Q2", "Q3" or so on for 2025. Hopefully I explained this well enoguh for someone to understand. If I can elaborate more, please let me know.Solved0likes5CommentsMinimum role permission level needed to toggle/adjust notifications
Is there a way to give permission to users who are not app administrators to create and update notifications? I'd like to have my future-anticipated team be able to create and manage notifications, however it seems that my current end users who have nearly universal access to my app but are not administrators can not get to that section. If it's not possible, I'd love to suggest that to be incorporated if possible since it would not interfere with the app's architecture in any way!0likes2CommentsPrimary and Secondary Contacts from Table
I'm pretty sure this is a simple many-to-many relationship, but my brain hitting a wall and cannot comprehend how to set this up. We have an app in development where employees can submit reports of things happening in their day to day. Each report is then "assigned" to a person or department from a Responder table to follow up. I most cases, each report will only have one Responder so I have a normal one to many relationship set up currently. Now, occasionally, we have a situation where there will be a Primary Responder, but another department/s or person/people are included for line of sight/further conversation, ie Secondary Responder/s. I would like to have two fields, one for primary and one for secondary so I can differentiate between the two when the Pipeline kicks out the email to everyone. Is this a simple many-to-many relationship or is this going to be a bit more complex? Thank you!Solved0likes2Comments