Intuitive way to pick line items from a list
I want to allow my clients to create a Purchase order and then pick items from inventory to be line items of Purchase Order. The normal way to do this would be to display a report of available inventory on the Purchase Order record and then let the user pick which of the items he would like to be part of the purchase order. Is there an intuitive way to do this in Quick Base?How to Show Conditional Data in a Related Join Table
Hello all, I have an app with three tables: Faculty Records - Contains the various credentialing programs available for physicians. Physician Info - Stores static information like name, title, and person number. Physician Credentials - A join table that shows the relationship between physicians, credentials, and the dates those credentials were approved. The relationships between these tables are as follows: Here’s the issue I’m facing: One specific credentialing program from the Faculty Records table includes advanced privileges (checkboxes) unique to individual physicians. These privileges: Are only relevant to this one credentialing program. Differ from person to person. Ideally, should appear in the Physician Credentials table alongside the credentialing program, approval dates, and physician name. While I could add the advanced privileges to thePhysician Info table, how could I then see them in the Physician Credentials table? Would queries be a solution for this? (I’ve never used those before.) What’s the best way to structure this? Thanks in advance for your help! Meag
Attendance Tracker
I am trying to build an app that will keep track of attendance by name based on the selected location of the plant. Ideally there is just a multiple-choice field at the beginning of the tracker of the area of the plant, and that will populate the list of names associated with that area. From there, each name would have a checkbox associated with it to designate that person was in attendance. If possible I would want there to be some way to show the attendance percentage of each person as well. I was thinking having the list of names associated with each area in a separate table. Then each person that populates in the tracker form would have an associated check box as a separate field (unless there was a way to make that one field). The issue that I see with that is there isn't really tracking by person that I could figure out, and if you change that list in the separate table then that changes past records of the tracker, which could be an issue. Any help or tips with this would be greatly appreciated!
Maximum Summary field not working
I have Table A with all of the delay records. I have Table B that counts them by airports using a summary field in a table relationship. I have Table C that I want to grab the top five from Table B using maximum summary fields in a table relationship with Table B. Here is Table B. When I add a summary field in the relationship with Table C, I put in maximum and it returns nothing. Below is what I'm using for the summary field. Both of the fields are numeric. Does anyone have any idea why this might be happening? I followed a Kirk Trachy YouTube video explaining how to do this and followed the direction exact to what he showed in the video.
Intermittent Issue: Contacts Not Displaying After Adding to Form/Table
Hi! I am trying to resolve an issue that has been happening since last year and that neither QB Support nor I have been able to solve. This issue randomly began out of the blue, and I can't make sense of it. The process: User 1 adds a task (record) to the 'Client Request Form' for XYZ Company. User 1 clicks 'Add Client Request Contact'. This takes the user to the child form Client Request Contact. User 1 will add the XYZ Company contact via an email dropdown box. If the contact does not exist from a previous entry, User 1 will click 'create new contact'. Upon clicking, the 'Contacts' form will open for User 1 to enter a new contact associated with XYZ Company. After adding the new contact, the contact is now available to add as a contact for any future Client Request Form tasks/records entered. The issue: When User 1 attempts to associate an existing contact with a Client Request form, the list of possible contacts does not display, resulting in the user having to add the contact repeatedly. Additional Information: Multiple contacts can be associated with one Client Request Form. We have been using Quick Base for 5 years now, and this issue was first discovered in 2023. We have 1,000+ clients in our application. When it was first reported as an issue in October 2023, the user only saw this happen on 6 clients added by different sales team members in 5 different months from January 2023 to September 2023. The other was added back in 2019. Today, the number affected is higher than 6. Please let me know what additional information I can provide. I hope we do not have to create something new, as this will impact over 17,000 existing records. Thanks in advance!
