Create and edit child and grandchildern from within a parent form help please
I am using legacy forms to try and accomplish this. I have these tables in use: Expense, Dates of Service, Invoices and Links to invoices. Expenses is the parent to Dates of service, Dates of service is the parent to links , and Invoices in the parent to Links. 1 Expense has many Dates of Service 1 Date of Service has many related Invoices 1 Invoice can have many linked DOS's (which need to connect to the related expense) What I want to do is streamline my process and try to add the date of service AND then link that DOS to an invoice, all while staying on the Expense's table and at one time. Currently, after creating the expense and date of service, I then have to go to the DOS table in order to create a link between the dos and invoice. My process goes like this: I receive and enter a new expense in the expense table. Since each new expense has many different Dates of Service (DOS's) I have the DOS table. On my expense form I have an embedded grid edit report from the DOS table so I can add each DOS and its specific cost while I am entering the new expense. So basically each expense has many line items, which are the dates of service. And then each date of service has many related invoices which I connect via my links table. I log the expense details with the total due for all the dates of service listed on the expense, ie total expense balance due = $1000.00 The $1000.00 due is for 2 different dates of service, which I log via the embedded grid edit dos report on the expenses form. Then..... DOS #1 - $500.00 amount Due - DOS#1 has 5 different related invoice (each related invoice belongs to 1 patient account and then the $500.00 cost for the dos is divided and out among the related invoices and tallied in a another place to be displayed on each patients record. DOS #2 - $500.00 (same scenario) This allows us to account for the expense's for each date of service for the related invoice we have sent out. So how can I accomplish this all with the expenses table at one time? I was thinking that I could use a save and keep working button after the expense and dos details are entered? I do have a relationship between the expense and links to dos tables but I would think I need to i want to link the dos to the related invoice using that relationship? Hopefully I am just overthinking this and it is an easy solution. Any help is awesome.WHAT HAPPENS AFTER A RECORD IS SAVED
Where can I update where someone is directed to after a record is saved? Here’s my scenario. I have a table called Recipes. I have another table called Comments. They are connected in the app with a table to table relationship where Recipes is the Parent Table. In the form for the recipes, I have a button to “Add Comment”. If a user goes to a recipe record, then clicks the button to add comment. Then they fill out the Comment form and save, they get this: How do I update settings someone to tell QB to redirect them back to the home page?
Copied Field doesn't have the same usage as the original
I created a check box field and it's currently used in 7 forms/reports. When I copied it to add in another area of the same form it shows as only being used in 2 forms/reports. How can I add it to the additional areas I need it in? I want the copies to function the same as the original. I attached screen shots of the original and the copy. Thank you!!Dynamic Form Rules
I have an NDA project that I would like to restrict from "public" viewership. I have created a field (checkbox) to identify an NDA project. I then went to the dynamic form rules to create a rule to hide specific tabs. However, doing so has a reverse effect on all other projects. Is there another way I can isolate these types of projects?
Approval workflow
I am creating an approval app, in which I have created a request form with various fields. I have another table that has the approval details. For example, in a request, the user selects a company, and the approval goes to the designated approver (which is specified in the approval details table). company approval 1 approval 2 xyz yyy@gmail.com fhfhf@gmail.com When the user selects "XYZ" in the request form and submits the request, the form should automatically look up the company associated with "XYZ". The corresponding approval authority for that company should then receive a notification to approve the request. Please note that I have already created "approve" and "reject" buttons, and I know how to send email notifications.New Forms Return and Cancel Buttons Glitch
I've been working on a multi-step form and noticed that the return and cancel buttons on the new forms always return the user back to the home page no matter where they are on the form. Also, is there a way to hide either the return or cancel buttons? Has anyone else experienced the first issue I mentioned where both buttons do the same thing and take you back to the user home page, completely away from the form and table you were on?
'Require' Form Rule Doesn't Require Address Fields
When working with a form rule to require an address field, the record can be saved without a value in the address field. I have a form rule that says: When checkbox=true, require Address: Street 1, Address: City, Address: State, Address: Zip. When I check the box and click save, the record saves even with no values in the Address fields. When I make the field required in the field settings or on the form elements tab, the form requires it. But I need for it to be required only after the checkbox is true. Can someone test and confirm this happens too? I will report as a bug but want to check first. ------------------------------ Heather Bryant ------------------------------
Empty left column in embedded report in exact form
How to remove first column (edit / view) for embedded report in exact form. I am using this ~=qdb.GetURL("bhjz7apud", "API_GenResultsTable^query={'13'.EX.'"+field["Record ID#"]+"'}^clist=6.10.14.26^opts=nos.ned.nvw.");~ for embedding the report. But my problem is one empty column is appearing on left side. Please help
