Dashboards

76 Topics

Multiple Tables Report
Hi all, I have three project tables from different business units, each with fields for contract value, contract date, and other details. We want to create a dashboard with reports combining the data from all three tables. What is the most efficient way to achieve this? Does anyone have any suggestions? Thanks!
FranciscoOjeda
2 years ago Place Quickbase Discussions
500Views
0likes
8Comments
Rich-text formula button on dashboard
Would love to create a rich-text formula button on dashboard that will create a new record in LEAVE REQUESTS table where Related Faculty = User. Here's my try at a formula: var text facultyRecordID = ToText( GetFieldValues( GetRecords("{'[FACULTY EMAIL]'.EX.'" & UserToEmail(User()) & "'}", "FACULTY"), [Related FACULTY] ) ); var text ButtonWords = "New Leave Request"; var text urlONE = URLRoot() & "db/" & [_DBID_LEAVE_REQUESTS] & "?a=API_GenAddRecordForm&_fid_15=" & $facultyRecordID & "&apptoken=$APPTOKEN"; var text urlTWO = URLRoot() & "db/" & [_DBID_LEAVE_REQUESTS] & "?a=q&qid=11"; var text url = $urlONE //& "&rdr=" & URLEncode($urlTWO); & "&NextURL=" & URLEncode($urlTWO ); // Begin button style var text bgcolor = "#b71a1a"; var text txtcolor = "white"; var text style = "style=\"text-decoration: none; text-align: center; background:" & $bgcolor & "; border-radius: 5px; padding: 8px 10px; color: " & $txtcolor & "; display: inline-block; font: normal 800 14px/1 'Calibri', sans-serif; text-shadow: none; text-transform: uppercase;\""; // End button style "<a class='SaveBeforeNavigating' href='" & $url & "' " & $style & ">" & $ButtonWords & "</a>" Problem is, I'm not sure where/how to do it. Any advice?
Solved
kheatley
11 months ago Place Quickbase Discussions
265Views
0likes
3Comments
Refresh 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.
Solved
MickeyPotito
3 months ago Place Quickbase Discussions
232Views
0likes
9Comments
How to configure global app search
We have a request to limit what records certain users can see. Our viewer role is directed to a Viewer dashboard where all the objects (reports, buttons, charts, etc.) point to specific reports where certain parent records are filtered out based on a checkbox on the record. I have hidden ALL tables from the viewer role so their only access to the system is via the viewer dashboard. All works as expected, EXCEPT for the global search box. The "hidden" records are not showing on the viewer dashboard reports but if they use the global search box they CAN access those records. Is there a way to configure the global search box to respect the user role or is there some other/better way I should use to effectively hide certain records both from reports and charts but also the global search box? Thanks
Solved
EmberKrumwied
12 months ago Place Quickbase Discussions
202Views
0likes
6Comments
Modify multiple rows within the same group using Single Record ?
Could you please let me know if there’s a way to update the values of columns C, D, and E for multiple rows within the same group when updating a record through a custom form using a button or checkbox? We can use filter on Grid and update one by one and Form rule to update a specific record Is there any way
Solved
narsareddy
10 months ago Place Quickbase Discussions
200Views
0likes
4Comments
Dashboard tabs
In a previous update there was an option to have a homepage / dashboard with multiple tabs, but I don't see this as an option in the newest version. Did this feature go away?
LB
2 years ago Place Quickbase Discussions
200Views
0likes
8Comments
Issue with Dashboard Gauge: New Style vs Old Style
Hello Quickbase peeps! So I ran into some challenges with the KPI Gauge widget. The KPI Gauge shows the correct percentage when creating it in 'Reports & charts' but the problem arises when I add the widget to dashboards; it shows 0%. After some troubleshooting, I've discovered that while previewing the KPI, it works just fine until you turn off 'New style'. Please see attached pics. Not sure if this is a bug or if there's any workaround/fixes for this. *Calculation is using summary formulas Thanks!
HFPanda
8 months ago Place Quickbase Discussions
187Views
0likes
10Comments
Duplicating Page/Dashboard on New App
Hello, I was wondering is there a way to create a copy of a Dashboard I have in one app and move it to another new app I created. Example: In App 1, I have a page/dashboard named "Clinical Admin Dashboard" with various widgets and images. I would like to copy and use that same dashboard as a template in App 2 so I may revise and update it for the new app. Is there a way to do this? Please let me know what suggestions you may have. Thanks in advance!
Solved
CBH_Service_Acc
8 months ago Place Quickbase Discussions
111Views
0likes
3Comments
Is there a limit to number of filters on a dashboard
I have a map report on a dashboard that sits in table with 18K of records. Is there a limit to the number of unique filters that I can use to sort this map report on the dashboard?
Solved
GeorgeBramhall2
7 months ago Place Quickbase Discussions
99Views
0likes
2Comments
Chart Question
Is there a way to "turn off" the legend? For example, these two charts don't need the superfluous "# of projects" on the bottom. Is there a best practice here?
Solved
TonyGonzalez
2 years ago Place Quickbase Discussions
99Views
0likes
1Comment