Limiting selection choices on a multi-choice field based on what has already been selected
I am trying to create a rule on a form that will compare the entries for multi-choice fields and if a choice is already selected, then it is not available for the current field selection. This way, a choice is not selected twice. These are 5 ranking fields ( 1 - 5) - all with the same picklist. For ranking field 2, I want the rule to compare fields 1,3,4 and 5 and only display the picklist for 2 with the remaining available options. Greatly appreciate any and all help and suggestions for doing this. Thanks, Monica
Can'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 in Edit 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!
Record Picker in Grid Edit
Has anyone found a way to improve how the record picker works in grid edit? Say you are looking for the item that starts with CDV, When you type C it takes you to the beginning of the "C's" in the list and then when you hit D it jumps to the "D's" and so forth. When even using the default record picker in a form it doesn't have that behavior. I also tried creating a form for Grid Edit with a report for the picker and still reverts to single letter picking. Any ideas would be appreciated!Notification based on dynamic approvers
I have what started as being a very simple form to get approvals on procedures. There are 2 static approvers (radio buttons - Approved/Rejected/Not Applicable). Then I have a multi-select box with 4 names in it for regional managers. You can select 1-4 names, and those names and radio buttons will become visible so they can approve or reject the new procedure. If I set the status to "Pending Approval" and submit, then an email goes to each of the 2-6 approvers. The email is a standard notification and provides the link for them to go in and approve or reject the procedure. This part is working. This is my challenge - What I want next is once all the selected/visible approvers select "Approved", another notification is sent to say the ticket is approved so the 2 static users who are responsible for the procedure know they can go into the ticket to review. Outside of setting up a notification for every combination of the 4 approvers, is there an easier way to say when "selected/visible approvers" all chose APPROVED, send a notification? Or would there be a better way to set this up in general to accomplish this?
Auto populate prefilled records
I have a project management app with a main project table and a tasks table which have a one to many relationship. My desire is to have the tasks table prefill 3 records once a new project is opened. Every project is required to have these tasks assigned so automating this step will streamline the overall flow Example: Step 1: New project is open and saved. Step 2: Task table populates Record #1 Field: Task Name: Value= "Documentation" Record #2 Field: Task Name: Value= "Client call" Record #3 Field: Task Name: Value= "Workflow"
