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Quote Tool Design Thoughts
I have a need for a unique quote tool, and I am seeking some design methods with pros/cons. My initial design draft is something like this – I have a Quote table form with some buttons to add a specific product. The issue is that adding each product, while easy enough, will place products in their own report link on the Quote Table form. Yes, I could have all products and configuration items in one “Products” table so that my quote table line-items are in one report-link, but now my field count within the “Products” table will easily exceed 500+ fields and make it worse to manage. I've attached my design thoughts (image) Thanks so much for any feedback
Replacement for "Copy Parent & Child Records" Button Creator?
In App Settings -> App Management, there's an option to create a button to add to forms to "Copy Parent & Child Records." However, the buttons created by this process are powered by Javascript, which I was under the impression was no longer really supported. Is there another option for recursively copying a parent record and any related child records (and child of child records)? Or can this button generator still be trusted despite the JS?
Can Quickbase perform a screen capture?
My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows: Start Google Meet Open the interview form in Quickbase Start a screen/audio capture through Quickbase by clicking a button Fill out the whole interview form while interviewing the client Hit a button at the end of the interview to stop the screen/audio record Auto have that file upload to Quickbase I don't believe this is possible with Quickbase, but I wanted to verify. I suspect that we should screen capture with some other software and then upload after. Thanks!
Pipeline Bulk Upsert Unique Values Only
Hi, I have a table of Account_Templates. It is a many to many table where many Templates have many Accounts. The Account has an associated lookup value, we'll call Question. Many accounts might have the same value for this Question field. I want my pipeline to search these Account-Templates and create a record on table Template_Questions. A new record should be created for only the unique combinations of field Template and field Question ([Template]-[Question]). My pipeline is currently structured as: 1. Prepare Bulk Upsert to Template_Questions 2. Search Account_Templates for all records Loop{ 3. For each search record found, add an upsert row where the key field equals "[Template]-[Question]". }Loop End 4. Commit Upsert When I run this pipeline, I get an error of duplicate values trying to be created. Is there a way to trim the upsert of duplicates before committing it? Alternative ideas are welcome. Thank you, Curtis
Set Legacy Forms as default for new tables?
Is there a way to set default form for new tables in an app to be legacy forms? I've noticed that in older apps, when I create a new table, it uses legacy forms, while in a new app I created recently, new tables default to the new form. The legacy form is available in the table's Form setting, and can be manually switched there. As to why I would want to do that - I'm just used to the old forms and I'm building a demo app with lots of tables, and I don't have time right now to figure out how to do all the things in the new forms that I could do with old forms. thanks!
