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?17Views0likes2CommentsDefault column widths on embedded reports obscuring data
We're building a new app with the "new" form builder for the first time, and seeing an issue with embedded reports. The default column width on the embedded table reports is partially obscuring the data, and although you can manually expand each column, there doesn't seem to be a way to make those column widths stick. Am I missing something, or is this a deficiency of the new form UI? We have half a dozen apps using the legacy UI with dozens and dozens of embedded tables, and this has never been a problem. Fwiw, I found the following post describing the same problem on dashboard pages, but this is not a dashboard page. It's happening on the 'main form' within our tables... https://community.quickbase.com/discussions/quickbase-discussions/can-you-set-column-widths-for-reports-in-the-new-dashboard-pages/19595 Thanks in advance for any insight.Solved163Views0likes6CommentsPrevious and Next Record Buttons
Hello, I have an app used for credentialing information for physicians. I'm using a form as a data card visualization to provide leadership with a quick overview of each physician's profile and credentialing details. There is a section at the top of the screen with arrows for navigating to previous and next records, but they are currently unclickable. It would be incredibly helpful if leadership could simply click through to the next physician instead of having to navigate out and select a new person each time. Is this functionality possible to implement? Thank you! MeagSolved27Views0likes2CommentsQuestion about the limitation of formula fields and dynamic rules.
I have a form that uses dynamic rules to show fields based on a selection from a location box. This is working as expected. I added an additional layer where if I chose a GERMAN location, an additional field would pop up above the field with the German translation of the English field label. I made the translated field a formula fields with no actual formula so it was literally just a label. Once I set up my rules, I found I got a form error stating that there was a limitation of formula fields with dynamic rules. I believe this limitation was 40 and I had 53 (and needed about 10 more) I made some changes and the error is gone, but I also have no translations. I started fiddling around and found that I didn't need to use a text formula, and I could use just TEXT and make it read only and it would only show the label. Does anyone know if this will allow me bypass the limitation on dynamic rules? I am pretty sure the error specifically mentioned formula fields in the limitation, but I wanted to try to confirm before I recreate 50+ fields. Thanks. Brian19Views0likes1CommentMulti-File Upload
I have been using the ole Magic Buttons "Multi-file Upload" with a code page for years, love it, but it does not function correctly with the new forms. It will add the files behind the scenes, but it will not return & refresh. If I use the back-button and refresh, all is good. - messy with new forms. Is there a way to fix the ole Magic Buttons "Multi-file Upload" code pager to work with the new forms? Now moving on to new forms.... Using the lates QB Plugin for drag & drop upload of files, it simply will not save the parent before adding files, which clearly creates a relationship mess if you continue. Removing the button on parent add records creates another mess of users not updating or adding files. Within the button of execution, is there a way to save and go directly to uploading files when clicking the plugin button to add files? save the parent and enforce the upload of file(s).113Views0likes9CommentsDynamic Rule - Or statement?
I have been building a series of dynamic rules this afternoon and hit a snag. Basically, I have a list of questions that need to be filled based on location. Each question COULD be asked in multiple locations. I went thru thinking I could create rules to SHOW the question depending on the location. My problem comes when I have several locations which is basically are the EXACT same rule for a different location. I am finding the question only shows for the highest number rule. I did some googling and confirmed what was happening regarding the rule number. It seems the easiest way to fix this would be the ability to use an OR statement in the condition of the rule. I see several articles mentioning the same thing, but it doesn't seem particularly clear - I can create the initial rule, then choose ALL or ANY for subsequent rules. Is there no way to do an OR here? Should I be looking at this a different way? My example is similar to this: Boston Quest1 Quest2 NY Quest2 Quest3 RI Quest 1 Quest 2. If Location = Boston Show Quest 1 Show Quest 2 If Location = RI Show Quest1 Show Quest 2 I could combine the rule to If Location = RI or Location = Boston or Location = NY Show Quest2 I built it all out without the OR, but got a rule warning: Rules #10 and #11 are both 'show/hide' rules on the same field (Ex - Schutz).Solved39Views0likes2CommentsSimple Dynamic Rule Question
I am having a bit of a problem building a dynamic rule. I have a basic app, 2 tables. LOCATION and WALK. The location table is basically 2 important fields - Site and Area... Site would be the actual location of the walk, where area is a sublocation. So like - Site = Boston_Office Area = Cafeteria. The WALK table is a list of questions that we ask when doing a walkaround. These questions can be slightly different per site/location. There can be multiple area's per Site. In the app, the dropdown is LOCATION where we can choose the combined SITE-AREA. When I select it, it shows both the SITE and AREA in seperate boxes. The relationship is one LOCATION to many WALKS. My question is this. I am trying to show/hide fields based on location. I customize the WALK form, and go to set up a dynamic rule. I can see a SITE field in the list of fields I can use for a rule. I wanted to do a rule IF SITE IS NOT EQUAL TO Boston_Office then HIDE field(s). My options when I try to do this, is "is equal to" and "is not equal to". I assumed I could type in "Boston_Office", but the rule doesn't fire. There is also a field called Location - Site where I if I select it, I get an additional option called BROWSE CHOICES and I can select what ends up being a SITE and AREA combo and by using this, the rule works. This would mean I would need to set up a rule for each Site-Area combo for this to work. Any thoughts what I am doing wrong where I can't just use the SITE field so I can create one rule for all Boston_Office related fields?50Views0likes5CommentsAdding (dynamic) text to a form??
I have a form that is a series of text boxes with a label. 90% of our users all read English, but we have one location in Germany where some users do not. When customizing the form, I can see how I can add a text label. I was thinking I could add one of these text label fields for each text box I have which would be a German translation of the English label. So far, I think this will work for me. However, what I REALLY want to do, is this. I have a location dropdown on the form. I am already using dynamic rules to hide certain text boxes based on location. I would love to be able to hide the text label with the German translation for each text box by default, and then if I select GERMANY in the location dropdown, the dynamic rules would make the German text label visible. From the initial look of things, I can't do this. I am hoping someone can tell me I am wrong and may have an idea on how I can make this work. Thanks! Brian40Views0likes1CommentLookup Field not pulling Data
very new to Quickbase. I believe I have followed all of the instructions on adding a lookup field to a new record form. I have the relationship between the 2 tables established and am trying to add the field to the child table. It gives me the dropdown list the way I would expect but does not show any of the data that is in the parent table.Solved54Views0likes2Comments