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Record Picker Filtering
Good afternoon! I can't seem to figure out a way to filter the record picker based off either a Report or a field not including something. For reference, I want to hide a contact from the record picker that is retired, but I don't want to out right delete their information as they are used in records over the years. I'm using a Table to Table relationship between two apps to connect these.Solved0likes2CommentsChange date filter from range to specific date
When you have a date column on a report, and select the filter icon, you are forced to enter a start and end date in order to filter that column. Is there any way you can force it to just accept a single date? I know I can set a report filter for an ask the user for that field, I'm seeking a way to disable the popup calendar that appears when just normal column filtering.0likes1CommentPipeline expression to concatenate and format date
I feel like I am close, but still getting an error on my jinja expression. I need the pipeline to populate a text field based on the concatenation of 2 fields, 1 of which is a date field which needs to be formatted to text. {{[b.report_asset_id + '-' + a.new_charge_date|date_mdy}} Output should be HBL-0000-08-01-2025 HBL-0000 is the b.report_asset_id 08-01-2025 should be the formatted a.new_charge_date Pipeline shows the following error: Validation error: Incorrect template "{{[b.report_asset_id + '-' + a.new_charge_date|date_mdy}}": unexpected '}', expected ']'Solved0likes5CommentsRefresh Code Page
Good day everyone! I'm trying to set up a way to automate a page refresh. Previously we were using an HTML code page with <script> setTimeout(function(){ parent.location.reload(1); }, 60000); </script> This worked for a little bit, but stopped working some months ago. I added the code as a web page url as instructed in previous Qcrew discussions. However now it just states "We can't find what you were looking for. Either it has been deleted, or the link that brought you here is wrong." Has anyone found a work around for this? I'm trying to use it as a workflow solution that auto updates our main page that's a Kaban Report to display on a bigger screen for the work force.Solved0likes9CommentsForms crash with "Unexpected error" when selecting record reference field as condition
Whenever I try to create a form rule based that has a record link numeric field as a condition, quickbase crashes with Unexpected error. Something went wrong! One note: This currently is the only field I have for this relationship in my table. I don't have any lookups. I have tried to create a new form with just one of the record link fields and it still fails. Any hints for me?0likes0CommentsMost Recent Record
I have a parent table called Deliverables that pulls in the Project Name into my child table called Buy Out. In Buy Out, each project has multiple Scopes. Each Scope can have many line items over time, with a Date field that’s filled in by the user. What I want: A Table Report that groups by Project Name → then by Scope. Under each Scope, I only want to display the most recent line item (based on the Date field). So if Project A has Scopes Electrical, Mechanical, and Plumbing, I’d only see the latest record for Electrical, the latest for Mechanical, and the latest for Plumbing. What’s happening now: If I create a Summary field for Maximum Date, it only gives me the most recent record for the whole Project, not per Scope. In a Summary Report, I can see the max dates by Scope, but I can’t get all the other line item details. In a Table Report, I can group and sort so the latest is on top, but I can’t filter it to only show that one row per Scope. What I’m asking: How can I build a Table Report that actually only shows the most recent record for each Scope of each Project?0likes1CommentSetting Default Report Row Colors based on Date Modified
I just spent several hours trying to come up with a creative solution to a problem. We want a record where the Date Modified is on or before a specific Date to have a different color, in this case grey. Easy we thought, this should work. - It doesn't. If(ToDate([Date Modified])=ToDate(6/22/21),"#666666","") Tried to add a formula check box field to get an idea what was happening. Check box field namd [Date Formula]: Part(ToText([Date Modified]),1, " ") this works when used in the color formula. Then in the Default report in the Color formula: - kinda seems to work but not really. If([Date Formula],"#666666","") Tried this one and no luck If(Part(ToText([Date Modified]),1, " ") < "06-22-23","#666666","") I asked ChatGPT and this came out: If([Date Modified] <= ToTimestamp(Date(2021, 6, 23)),true,false) So I was trying my best to convert Date Modified to a Date and failing. Instead by converting the static date I wanted to use as my filter to a Timestamp everything fell into place. Leaving this here because I couldn't find anything similar. Please let me know if there is a solution already in this forum and I will link it here.0likes2CommentsCustom Role Permissions Question
Hello, I was wondering is there a way in QuickBase to customize a role's permissions based on a specific user. For example, I have a role titled "Provider User". There are many users who are assigned to this role, but there is only one user (i.e., John Doe) who has this role but needs access to create new reports and such. Is it possible to customize a role settings based on specific users? Please let me know. Thanks in advance!Solved0likes5CommentsSharepoint Channel - how do I update field/column in Sharepoint?
I have a pipeline that successfully uploads a file to Sharepoint (i.e., create a new list item in Sharepoint). I also want to place data into a field/column of that same Sharepoint record, but am failing to make this happen. I've tried a couple different approaches without any success. Any tips on making this happen will be appreciated. I can provide more detailed screenshots if necessary but here are some to start. Thanks in advance.....Aaron Method 1: Method 2: When the error says at least 1 field must be set, and to specify the field to be updated, I can't see where to do that0likes2Comments