Form Rule "Show Report" displays No options
I am trying to create a form rule that will show a report when a checkbox is selected in the form. Issue is that when I am creating the rule, I do not have any reports to select from (it's blank dropdown) even though none of my forms are hidden. Attached is screenshot of form rule Can anyone help me?
Are "Document Templates" still a feature in QB?
I was reviewing this link in QB Help : https://helpv2.quickbase.com/hc/en-us/articles/30472167462676-Build-document-templates It says this: "1. Go to the table settings for the table you want to add a template to. Select Document templates." However, when I go to a tables settings, I do not see option called "Document templates". Is this no longer an option? These are only Table options I see: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!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?
Previous 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! Meag
