Question about auto-populating fields across tables
I wish to auto-populate a field from another field in another table, but am not sure if it is possible for our specific scenario. If yes, how would I accomplish it? I tried to create an action, but it doesn't work. The affected tables are 'Audit' and 'Scorecard' and I have parent/child and child/parent relationships setup because in each form we need to pull in some fields from the other table. For every Audit record, there will be only 1 associated Scorecard record, and vice versa. Ultimately, we will have multiple different Scorecard tables for different categories. Each Scorecard form will have mostly unique fields. In every Audit record, a Scorecard from only one of the Scorecard tables will be associated, depending on the category selected in the Audit record. I created an action where when a new Audit record is created, then a new Scorecard record is also created, and in the new Scorecard record, the related Audit record # auto-populates along with selected associated lookup fields. This action is working fine. We will create a separate action in the Audit table for every Scorecard table - so when a certain category is selected in a new Audit record, the new Scorecard record will be created in the correct Scorecard table. This action allows us to auto-generate new Scorecard records (instead of manually), and see related Audit record info in the Scorecard record. This action is working fine. But we also need to get the Scorecard record # and some lookup fields into the Audit Record, automatically if possible. I tried creating an action in the Scorecard table, but it is not working, I think because it has no way to know which record in the Audit table is associated with the Scorecard record. Is there a way to accomplish this? Any help is appreciated. Also, I understand we can only have up to 10 actions in one table. So if we needed to have more than 10 Scorecard tables (say up to 50), is there any other way to automatically create new Scorecard records when a new Audit record is created, outside of using an action?
Displaying QR Code Attachments on Forms
Hello! I'm trying to set it up so a user can upload QR Code images to a file attachment field and then have that QR Code display on a invoice form. However, while I can set the attachment field to display the image of the QR code on the form, when I go to print the form it instead displays it as the .png file name. Is there some way I can get a file attachment field to display as an image when printing a form, or is there a better way to go about this? Thank you in advance!
Create multiple records on one form
We have tables Company, Contact, Team Member, Opportunity, and Activity. An Activity is something that a Team Member does (for example a phone call or a meal) with a Contact from a Company. It may or may not relate to an Opportunity that is in work with (the same) Company. Right now we have a regular QuickBase form to add an Activity when needed. There are conditional dropdown fields on it so that once you pick a Company, it only shows the relevant Contacts and Opportunities. If you need to add a new Company and/or a new Contact in order to complete entering your Activity, you can. But sometimes, when an Activity is an event like a big dinner with multiple Contacts (maybe from multiple Companies) then the users have to go through the process multiple times. What they want is a single form where they enter the date and type of Activity, then add multiple Contacts (maybe from multiple Companies) and when they press enter - voila, multiple Activities are created - one for each Contact. I can't see how to do this in native QuickBase. Is it possible with legacy or new forms? Or is this a custom code thing?How to create form rule to hide pages based on value selected in dropdown fields
I have a form with multiple pages. The first page has the main fields, and remaining pages have additional fields. Is it possible to hide or show certain pages based on the value selected in a field on page 1? What I would like to happen: If Service field has value "A" then hide Page 3, Page 4 and Page 5. If Service field has value "B" then hide Page 2, Page 4 and Page 5. If Service Field has value "C" then hide Page 2, Page 3 and Page 5. Etc. or If Service field has value "A" then show only Page 1 and Page 2. If Service field has value "B" then show only Page 1 and Page 3. Etc.Required Fields Not Validating on Edit Form with Custom Save Button
I have required fields in one of my forms. I'm using a custom button to save the form. When I click the "Save" button, it checks for the required fields in the Add Form, but it doesn't perform the validation in the Edit Form. How can I ensure that required field validation works on the Edit Form as well when using the custom save button? This is the custom button formula: // Define the container style var text container = "display: flex;" & // Use flexbox layout for arranging children "justify-content: center;" & // Center all child elements horizontally "gap: 17px;"; // Add space between child elements // Define the subcontainer style var text subcontainer = "display: flex;" & // Use flexbox layout for subcontainer "justify-content: center;"; // Center all child elements horizontally // Define the button container style var text buttonContainer = "width: 130px;" & // Set fixed width for the button container "display: flex;" & // Use flexbox layout "flex-direction: column;" & // Stack buttons vertically "gap: 10px;" & // Add space between buttons "padding: 5px 3px;" & // Add inner spacing (5px top/bottom, 3px left/right) "border-radius: 8px;"; // Round the container's corners // Define the orange button style var text orangebutton = "border-radius: 40px;" & // Fully round the button's edges "color: #ffffff;" & // Set the button's text color to white "background-color: #f8761f;" & // Set the button's background to orange "font-family: Roboto, sans-serif;" & // Use Roboto font with sans-serif fallback "font-weight: 700;" & // Make the text bold "font-size: 12px;" & // Set the text size "padding: 12px 40px;" & // Add spacing inside the button (12px vertical, 40px horizontal) "display: inline-block;" & // Ensure the button behaves like an inline-block element "line-height: 20px;" & // Set the line height for text "text-decoration: none;" & // Remove underline from the button text "text-align: center;"; // Center the text inside the button // Define the black button style var text blackbutton = "border-radius: 40px;" & // Fully round the button's edges "color: #ffffff;" & // Set the button's text color to white "background-color: #252525;" & // Set the button's background to black "font-family: Roboto, sans-serif;" & // Use Roboto font with sans-serif fallback "font-weight: 700;" & // Make the text bold "font-size: 12px;" & // Set the text size "padding: 12px 40px;" & // Add spacing inside the button (12px vertical, 40px horizontal) "display: inline-block;" & // Ensure the button behaves like an inline-block element "line-height: 20px;" & // Set the line height for text "text-decoration: none;" & // Remove underline from the button text "text-align: center;"; // Center the text inside the button // Define the Record ID or placeholder if not available var text rid = If([Record ID#] > 0, // Check if a Record ID exists ToText([Record ID#]), // Use the existing Record ID "%%rid%%" // Placeholder for new records ); // Define the close window URL var text closewindow = URLRoot() & "db/" & AppID() & "?a=dbpage&pageid=11"; // URL to redirect to page 11 after an action, which closes the popup page // Construct the Submit URL var text Submit = URLRoot() & "db/" & Dbid() & // App root and database ID "?a=API_EditRecord&rid=" & $rid & // API call to edit a record using Record ID "&_fid_23=" & URLEncode("Pending FP&A Approval") & // Update status field with "Pending FP&A Approval" "&_fid_25=2" & // Update field 25 with value 2 "&_fid_26=1" & // Update field 26 with value 1 "&rdr=" & URLEncode($closewindow); // Redirect to the close window URL after editing // Construct the HTML structure "<div style='" & $container & "'>" & // Outer container with flexbox layout "<div style='" & $subcontainer & "'>" & // Subcontainer centered within the outer container "<div style='" & $buttonContainer & "'>" & // Button container for Cancel button "<a style='" & $blackbutton & "' href='" & $closewindow & "'>Cancel</a>" & // Cancel button styled as black "</div>" & If([Payment Request Status] = "New", // Conditional logic for Submit or Save button "<div style='" & $buttonContainer & "'>" & // Button container for Submit button "<a class='SaveBeforeNavigating' data-replaceRid=true style='" & $Orangebutton & "' href='" & $Submit & "'>Submit</a>" & "</div>", "<div style='" & $buttonContainer & "'>" & // Button container for Save button "<a class='SaveBeforeNavigating' data-replaceRid=true style='" & $Orangebutton & "' href='" & $closewindow & "'>Save</a>" & "</div>" ) & "</div>" & "</div>" This is the code page content: <!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <title>Title</title> </head> <script> window.close(); </script> <body> </body> </html> Any help would be greatly appreciated!