Is it possible to create a ""Save and Keep Working"" button from a formula URL field?
I realize the "Save and Keep Working" button was introduced by Quickbase, but I am wanting to add it somewhere in the middle of my form. I've seen posts relating to this kind of thing, but all of theme were published prior to the introduction of the "Save and Keep Working Button" and I can't seem to get any of them to work. Any thoughts?215Views7likes39CommentsThe Jan 21st UI Update
The Jan 21st UI Update is awful. Our company uses many forms that span without having to scroll horizontally. We now have a bunch of forms that are scrolled off the screen. Terrible. Please give us the option to go back the the basic "blue". We did not ask for this update, nor did we want it.9Views4likes67Commentshow do I create a button that allows the user to continue to the next tab
We are creating a public form with multiple sections. Using the new tab section makes the form looks a lot neater, which is great, but there doesn't seem to be a way for us to indicate to the user where they are in the form and direct them to the next tab. Does anyone know how to create a button where the user can be redirected to the next tab? Or save and redirect to the next tab, or a field that is in the next tab? Also, this is a very noob question, but where can I find the urlfor my form which removes the Quickbase header and tabs? And how do I embedd the form into an iframe? If it's embedded in an iframe, when I look at it on a mobile, does it default to the QB mobile view? Thanks in advance107Views3likes27CommentsConditional Dropdown - Multiple Values
I have a table named Organizations. I have some conditional dropdowns for fields detailing where these organizations are based, using two other tables: Country and City. However, our dataset is rather large, and some of the Organizations are present in multiple Countries or multiple Cities (or both). Thus, as I understand conditional dropdowns cannot use multi-select fields, a traditional conditional dropdown does not quite suit my needs. Of the solutions I can think of, all have downsides. 1) Instead of having Organizations as the child table in the dropdown relationships, I could use a join table instead,so that Organizations has a many-to-many relationship with Cities, and each organization can be listed with multiple countries and/or cities if needed. Downside I won't be able to sort and filter my Organizations table easily by city and country, as it will be the parent table of where the data is actually stored. Given the size of my dataset, easy filtering and analysis of the Countries and Cities involved is important for us. Or is there a way around this? 2) I could create a second or third conditional dropdown, in order to add these second or third locations. Downside Also difficult to filter and analyse data, and fiddly to enter data. 3) I could create a 'Multiple Locations' value option in the Countries and/or Cities,and then have a new field in my Organizations table to detail this supplementary information. Downside One set of values would be divided among different fields. Question: Does anyone have any suggested alternatives to the options above? Or solutions to the downsides identified? Any advice enormously appreciated!38Views3likes0CommentsHow to make a URL button to email a report?
I know how to make a button to initiate emailing a record and populate the TO box. Send Email and populate the To Box URLRoot() & "db/" & Dbid() & "?a=GenEmailRecord&rid=" & [Record ID#] & "&tolist=" & List(", ",UserToEmail([R/S User 1]), UserToEmail([R/S User 2])) Insert &dfid=11 to force a form ?a=GenEmailRecord&&dfid=11&rid= ... does anyone know how to make a similar button to pop up that screen to email a report and populate any of the fields (TO, Subject, Body)?14Views3likes5CommentsLine items from an estimate to a project
I have a table called estimates that has a one to many relationship with a table called items. This allows our project managers to add line items when they are quoting an estimate. I want to have a table called Projects that takes the information from an estimate and turns it into essentially a work order. I have been able to populate the Projects with all the information that I need from an estimate, however, I cannot get the items from the estimate to the related projects. Any help is greatly appreciated.10Views3likes2Commentswebhook to edit record it that was just created
I'm trying to use a dynamic form rule to auto assign a unique tracking number based on several fields. One of those being the Record ID. When a new record is saved, the dynamic form rule triggers prior to the Record ID being assigned. As a result, I have to save the record a second time to get the value I'm looking for in the unique tracking number field. Perhaps I need a webhook to trigger directly after the record is saved to modify my record again to trigger the dynamic form rule so it can capture the newly assigned Record ID? I want to prevent asking my users to save a record twice in order to see their tracking number. *Forgot to mention, I'm unsure how to create webhooks for this purpose13Views3likes18CommentsCan't Upload New Version of an Existing File
I hope that I'm completely overlooking an obvious setting; it appears that the new version of Forms no longer allows users to upload new versions of an existing file. Historically, users could enter a record in "Edit" mode, click "Choose File", then upload a new or updated version of the existing attachment. However, on the new version of Forms, users in my organization only have the ability to: Lock the current version of the File, Show Revision history of the field, or Delete the current version of the attachment There is no longer an option to "Choose File" as far as I can tell. I am referencing this guidance from Quickbase Help. Below, please see an example of the file attachment field shown inEdit Mode, and the only available edit options. If anyone has advice on how to upload a new version of an existing attachment, I would appreciate your support!62Views2likes1Comment