Recent Discussions
How to make a child form return to a specific step in the parent form
I have an application that the user creates child records in step 3 of the parent form. After the child records are created and saved it returns the user back to the parent form at step 1. Is it possible to change this so that when the child record is saved it returns the user back to step 3 of the parent form?
Copying data from a table to a seperate table on save/update
If I have a form that I am having a user fill out, what is the best way to copy that data (or specific fields) from that form to a new table? The form is for an approval and could be an "update" or a "new process" that needs to be approved. I'd like to copy all the requested updates to one table and the new requests to a separate table. Ideally, I'd like to send updates over from the main form as well (pending to approved/rejected, date modified, etc). I believe I could use a pipeline. Is that my best bet? and if so, is anyone aware of any decent posts that would provide a little guidance?
How to imitate Pipeline search results in text field?
Hey all, As the title says, I'm trying to replicate the format of what is returned from a pipeline search in text fields inside Base. Here's the scenario: I'm making invoices in QBO via a pipeline, but all of the information for the line items is on the same record as the header spread out over different fields. QBO requires I pass lines as a list, which is normally done via searching through the line items, but that's not possible in this case. I have anywhere from 5-10 fields on the invoice in Base that need to each become a different line item in QBO, so how do I make fields to mimic that list output to pass over?
How can I avoid saving a form if I need the user to create another record in a related table first?
Hi I need support with the following issue, I have created a form. This form contains a button to add more product requests. But many times users do not add products to the request and the request remains open and empty, unattended and incomplete. Until the user comes to upload products and in the form selects that no more products need to be added, Quickbase executes rules and notifications to complete this multiple or single product order as completed and processes the request. The problem is that I don't know of a way to prevent them from creating and saving the empty product order. Is there any way to achieve that result?If / or statement
I want to "lock" the data in a section of a form, but have the ability for one role to override the lock. If the Manufacturing Start date/time field is empty, I would allow editing: OR if the QA Manufacturing Start Comments field is not empty, I would allow editing in the section I have in the expression builder: IsNull([Manufacturing Start]) OR Not ISNull([QA Manufacturing Start Comments]) Then: Make editable: Section But I am getting an error on the "OR". It says that there are extra characters beyond the end of the formula. What do I need to do to fix the formula? Thanks! BeckyField Name changes and pipelines
I have a few field names that I need to change and know the changes will update in most parts of Quickbase. But, I also know that things like field names in relationships will not update. Will changing a field name have any adverse impact on a pipeline? ------------------------------ Paul Peterson ------------------------------
Relating Multiple Records from another table
I am trying to create a new process for tracking manual revisions in our training curricula that we've built into our project manager app. Each change may affect multiple curricula, and multiple lessons within it. I would like to be able to add a change, select the curricula it applies to from a dropdown, and then have another dropdown of lessons from the curricula. I have the relationships set up the way I want it now, but I can only select one curricula and one lesson to relate to each change record. I've seen the many to many option of having a table in the middle, but I'm struggling to figure out how to apply that to my scenario. I remember an Empower session that related multiple work equipment to one work order using a multi select and a Pipeline to relate that to an Equipment table but I can't remember how it was done in the end. I'd love any ideas!
