View query record if single record otherwise view query list
I am creating some buttons in a Formula - Rich Text field. They will allow users to quickly jump from one table to the next using the table to table relationships we have set up. Mainly what they will be seeing is a list of related records based on a query. For example, if I am in the Customers Table and I click on the Invoices button it will take me to the invoices table and I can see all the invoices related to that customer. If there is only one invoice I would like the button to take me directly to that invoice record and not view it in list mode. Is there a way to use the query and set up an if statement that would check the length of the query response and if there is only one then view that record. Below is an example of the query code I am using for one of the buttons. URLRoot() & "db/" & [_DBID_INVOICES] & "?a=q&query=" & "{'6'.TV.'" & [Record ID#] & "'}"
Add multiple records to form from another table
New to QB and this seems like it should be an extremely simple task. Simplified, i've got a Trailers table and a Move Request Form table. On the move request form I need the ability to add multiple trailers instead of creating a move request for each trailer individually. I'm not interested in Grid Edit as that will remove any data validation ( I want the user to search for and select the trailer so that I can use this data for automations elsewhere). I've tried using multiple choice from the list of trailers, but without a search bar it's pretty useless for 2k+ trailers. Why is this so complicated? ------------------------------ Joel Noland ------------------------------
Reporting Help
Hello All, My Quickbase skills aren't too strong. We are a commercial janitorial company and use Quickbase to house all of our Customer and Cleaner information. On the cleaner screen, I am trying to play with the embedded reports... I have the embedded account report showing up. Is there anyway I can edit that report to show total number of accounts on the bottom of the report? Thanks in advance for the help! ------------------------------ Landon Wyrick ------------------------------
Summarizing Data
In order to help our finance person allocate the finances over multiple months I wanted to create up to 6 different lines for the PO's for a single project... no issue. We have been creating new records, but it becomes a little bulky... Now what I need to do is place this data back into a Summary Report where it will only show the Month and not Revenue 1, Revenue 2 etc... Is there a work-around for this? ------------------------------ Hans Hamm ------------------------------Table Structure with parent child relation
Hi Team, I have created to table with one to many relationship. CMS as primary table Call Logs as child table. both tables contains Id. I want to join both tables by Id column. Example CMS ID Name Age 1001 Ram 30 1002 Shyam 40 1003 Kaka 50 1004 Peter 60 Call Logs ID Number Date 1001 8800890220 16-06-2022 1001 8800890220 16-06-2022 1001 8800890220 16-06-2022 1002 8800890221 16-06-2022 1002 8800890221 16-06-2022 1002 8800890221 16-06-2022 I want to join both tables by Id Column. Regards, Raghvendra MishraNeed guidance on setting up lookups and reports with a many-to-many setup
I have the following many-to-many scenario: an event can have multiple participants and a participant can have many events. I set up three tables: 1. Participants 2. Events 3. Participant-Event Join 1 and 2 each have a one to many relationship with 3. I have another tables for Requests. I need to be able to select multiple participants on the request form and have certain fields from the participants table displayed in an embedded report on the Request form. I also want to display all events a participant has participated in on the participant form and all participants who participated in an event on the event form. How do I go about doing this? Do I need to add a one to many relation ship between the Requests table and the Join table? E.g. have the join table join three other tables? ------------------------------ Paul EASTON ------------------------------
Snapshot for a look-up field?
Hello, I have a table that contains my sales reps and their commission plans. Whenever I generate a project in my projects table, it links the sales reps' commission percentage to each project. I have a 3rd table (Costs) that calculates fixed costs on projects and calculates commissions related to this information. The look-up numeric field pulls the commission amount from the projects table. I'm trying to make the look-up field in Costs for the commission percentage be a snapshot, as contracts and commissions change, i can't have it affect older projects that were created during a different contract value. Whenever I change the field to a look-up field, the snapshot option disappears. Can someone help me with this? Thank You So Much ------------------------------ Anthony Wong ------------------------------
M-M relationship
Dears, for M-M relationship It's only work if we make a third joined table, Right ? Making two 1-M relationship between the two tables is wrong ? correct ? By saying wrong I mean it will be logically incorrect , So If Someone handled an app to me with this procedure I need to create joined table instead of two 1-M relationship between the two tables right ? ------------------------------ Yasser Sabry ------------------------------
Field completed auto populates other fields
I am new to developing in Quickbase or any other program. I am building an app where if a person selects one of three regions, I would like to populate only those associated with that region to select. For example, I have three regions, and each region has three items (each item is different in a region and stored in a region table), when I select Region X, I only what the three choices in Region X to be displayed, not the other items associated with the other two regions. Thoughts or suggestions? ------------------------------ Brent ------------------------------
Real Estate Problem: Multiple agents per transaction and commission splits (help me!!)
Hi all! First time poster here. I have been working on this problem for a few days now, plus religiously combing through all these wonderful discussion posts; but still can't find my answer. Here's my problem: I work for a real estate company and am tasked with designing our database. Right now I have two tables, one is Transactions and the other is Agents. Every transaction has at least one agent, but sometimes it has two. I want to be able to assign each transaction to two different agents, so that when I pull an agent, it will show each transaction they were involved with. Each agent has a different split commission percentage. This means the total from the transaction is split differently for each agent in the transaction. I only want the split commission to be linked to each respective agent. So if Agent 1 is Jane Doe and Agent 2 is John Deer, I don't want Jane's commission to be linked to John and vice versa. I got through the first step, but the second one really stumped me. I set up reference fields for each agent and while it would allow me to select two different agents in the ref fields, it wouldn't let me split up the fields per agent. I built a pipeline for it but it didn't work (because I kinda suck at pipelines lol). Please please help, any advice is welcomed. Thank you so much in advance! ------------------------------ Karah W. ------------------------------
