Create a button that displays an embedded report from a different table
Hello, I want to create a button that displays an embedded report from a different table that is related to what's on the current record. I want a button to go in the green circle and open that report that's embedded and related to that unit. Thank you! And I'm such a novice, so please be elementary with me :) ------------------------------ Renee Hansen ------------------------------100Views0likes5CommentsUsing Tabs and Sections in Forms
I am trying to use both sections and tabs in my form, however, all the sections after my last tab are hidden until I select that last tab, then the rest of the sections in the form are visible. Is there to show the additional sections without selecting the last tab? ------------------------------ Steven Payne ------------------------------99Views0likes3CommentsGranting one user multiple roles
I recently assigned a user (not an admin) to multiple roles in the same app. That user has a management role as well as a test - front office role. I want the user to be able to view patients based on one form I created for the management role, but I also want this user to view a beta version of a new form I created under their test - front office role within the same table. My question is, how does this user toggle back and forth from multiple roles? Are they asked to select a role when they log in or do I need to go through an additional step(s) in order for this to work? ------------------------------ AR ------------------------------98Views0likes5CommentsWidth of report tables on form
When I edit the report table, the width is PERFECT. but when I link it to the form, on the form it is just extremely wide. Even if I try to take out a column to make it less wide, it just stretches the columns to keep it super wide. Is there a simple solution I'm missing?? I just have 3 columns and I need them to be nice and narrow. Thanks! ------------------------------ Michael Brumfield ------------------------------72Views0likes14CommentsDynamic Form Rules Showing Section/fields - works on form edit but not on form view
Hey QB community! I'm working on my project management tool this morning and try to make a conditional rule for my tasks to show a few fields when the task is assigned to a specific department called communications. the problem is the rule works well when I click into edit the task. Once I fill in those fields and hit save to fields don't show in the "view" form when the task is saved and assigned to communications. I don't have the pink error message I have the fields set-up to show on Edit, Add, or View. Please help me update this form as I want my users to be able to see these fields when simply viewing the task. Peace & Love ------------------------------ Jack Woods ------------------------------69Views0likes8CommentsDynamic form rules - change to value in the field- Not showing every fields
I was trying to creating a dynamic form rule where when certain conditions are met then change the value of a field to value in another field. The value that I should change is a text filed and the field I'm copying from is the formula text field. Both fields are non-unique. The field I want to copy from is not showing in the action area - value in the field > select field. Please tell me if its a QuickBase error or because I missed anything ------------------------------ Aswin Babu ------------------------------64Views0likes5CommentsCan I have more than three fields displayed in a default record picker?
I have an app which holds two tables with a relationship. One of the fields which is pulled through in my child table is a reference proxy from the parent table. So the user completes a form then picks the associated record from a drop-down and that data forms part of the record. I can pick three fields to display for the user to select the right record. Three fields isn't really enough for them to identify the right record though. I can see under Advanced Table Settings there is an option to build custom data rule... not sure if this might be my solution... ------------------------------ Jemma Data Analyst & Visualisation United Kingdom ------------------------------57Views0likes2CommentsRedirect to form where it is left.
Hi All, :) Happy Monday! 1. I have a Formula URL Button which does API_EditRecord. 2. I have placed this Button in the middle of the form. (User has to scroll down the form to see that Button). 3. When User click the Formula URL button, Can I redirect the User to same position of the form after API_EditRecord? Currently, I'm using &"rdr=" to redirect user back to the same form, But rdr is redirecting us to the Top of the form. Is it possible to redirect the user to Same position where Use left while clicking Button? Thanks ------------------------------ Vivek Vishwanath ------------------------------49Views0likes1CommentDuplicate Fields
I would like to have 3 text fields on a form that are identical where you can type into any of them and all 3 will have the same info. I feel like it has to be possible and maybe even easy, I just can't figure it out. Thank you!! ------------------------------ Michael Brumfield ------------------------------46Views0likes2CommentsReport Link in Forms that are emailed
If you're sending a notification email, should a report that is on the form show up in the email?? Because I can't get mine to show up in the emails. Sorry if this is a ridiculous question, just wondering if there is a setting where I need to allow the report to be seen in emails or something. ------------------------------ Michael Brumfield ------------------------------29Views0likes5Comments