How can we email a custom dashboard page as a subscription?
I've found that sometimes users prefer dashboards to multiple emailed reports. How can I email the users a dashboard pageI have created that includes a couple of summary reports, a chart as well asone full reportin an email subscription? Is this possible with native QB? If yes, where is the setting option? I'm only seeing a report drop down in subscriptions. I'm not seeing a similar option to select a page . Thanks in advance for any direction/suggestions.
Home Page Search Bug
Hi everyone, I'm having a bizarre issue with the home page search function, and I'm not finding any other reference to anything similar on the community. Apologies if I missed another discussion already posted about this. I have a search bar on a home page that is supposed to search and display results based on a certain report. For my admin role, this works perfectly. But for every other user, it defaults to the reporting defaults for the table and searches every single record regardless of the filters applied to the report. Has anybody else experienced this? I did also have a user test it for me on their account to verify that it isn't some strange thing that happens when I "test as user." #Apphomepages #Search #Userandgroupmanagement ------------------------------ Elena Larrabee ------------------------------Use New/Updated Flag in Report Filter
QB Update: Update: In late 2021 New and Updated Flags will be reach End of Life and will no longer be available, and this post includes information on this feature. Use report filters and formulas to dynamically filter and flag records you want your users to act on. Unlike new and updated flags, as an app builder you can rely on your reports and formulas to behave consistently for all your users. [Learn more about: Quick Base’s general approach to retiring features | New and Updated Flags retirement] I realize that many people don't want to see the new/updated flag, but I've got some people who LOVE it. In fact, I have created reports on all the tables in their app that shows only new/updated records so it can be displayed on their homepage, which is easy enough using the checkbox to do that at the bottom of the report definition. However, we have hit the 9 report limit on their homepage and they want more. It seems to me that these new/updated reports are largely wasted space most of the time or sometimes duplicate other reports that are showing "In Progress" records, for instance. So, what I'd really like to do is have those flag values as an actual field. That way, I wouldn't just have to show only those records I could create an "any" filter to show status = in progress OR flag = updated or new. Can you access these values in any way? For instance, could I create a calculated field that somehow had a value set based on what the flag value was? In lieu of that, if there was a way to use the results of one report in another report I could keep the new updated report and use that as a condition in an "any" filter. I don't really see a way to do that either, though.
URL on home page to use field
I have a very random problem that I'm unsure if it is feasible. I have a formula URL in a table which adds a new record with a bunch of formulas for the date, the button works great in the table. My dilemma is trying to find a way to run this from the home page (Since that is where the data is visible). I can create the url with a single case scenario which will fill out all the information fully but I would like it to reference the field created in the table so that it can calculate the current date. ------------------------------ Jeremy Cohen ------------------------------
New Dashboard
I know it is in beta but does anyone know if buttons can be copied or whole dashboards? I HOPE so!!! Kyle McAfee Estimating & Database Design SHH Logistics LLC 15171 Cronewood Lane Memphis, IN 47143 Phone: 812.989.4171 / 973.229.9099 KMcAfee@SuporHeavyHaul.com www.SuporHeavyHaul.com WBE Certified BusinessButton to get a report to pop up in a new window on a Home Page Dashboard
Any idea how to get a report to pop up in a new window (ideally a smaller window that can be expanded by the user) by clicking a button on the home page of an app? ------------------------------ George Bramhall ------------------------------
