Form(s) on Home Page
I can't be the only one who is needing this, and maybe it is so simple that it is just too dumb to have on the forum, but I also have had a struggle looking through basic help on this. I would like to put an intake form, maybe even two forms, directly on the home page. Like bam! first thing. No click a button to go to a table. Just form first thing. I would like it to just say Thanks or can even go to a report or something afterwards, but I can get to that later. Again, simplest solution to the problem is best. This is not an open to the internet solution, but could be later. Swift help would be awesome. (I also wanted to put this out here so that others could have a solution as well)
Powerapps vs Smartsheet vs Quickbase
Has anyone developed in all 3 platforms? Can anyone give insight on the where they fall short of QB, or perhaps any advantages? I love working in QB, but was recently asked why not just Smartsheet or Powerapps. I didn't have an answer, since I have never used them! ------------------------------ Mike Tamoush ------------------------------
Is it possible to create a ""Save and Keep Working"" button from a formula URL field?
I realize the "Save and Keep Working" button was introduced by Quickbase, but I am wanting to add it somewhere in the middle of my form. I've seen posts relating to this kind of thing, but all of theme were published prior to the introduction of the "Save and Keep Working Button" and I can't seem to get any of them to work. Any thoughts?
Lookup and fill field values based on the content of another table
I have two tables: Table A holds records for daily delivery routes, two of its fields are the [Driver Name] and [Van ID]. Table B holds records of every stop completed on all daily routes, it also has the fields [Driver Name] and [Van ID]. The stop records in Table B are imported via an API call to a platform which records GPS tracking data for each van. The [Van ID] is obtained with the call, but the [Driver Name] cannot be. What I want to do is for every record in Table B, where the [Van ID] = "123", for example, I want to lookup in Table A which delivery route had [Van ID] = "123" and find the associated driver name, and show it in the Table B record(s). Has anyone had any experience with a problem like this? Thanks
Total Field or Column Header Colorization in a Summary Report
Hello, I have a summary report shown below, 1 of 9 that I'm building. Each of these summary reports takes a particular set of Statuses and totals them. Each total OR column headers will need to be colorized (red, yellow or green) and placed on our Homepage Dash. These status totals are not related to any dates or timelines. They are used for showing the total $ amount of insurance policies that were entered for the previous month, current month and next month by status. For example, the report above shows policies from the previous month. It would be amazing if I could make the Status and Annual TP column header red, given these totals represent policies that were Declined, Surrendered, Withdrawn etc. My next report would then be colorized yellow for policies that have a different set of statuses, then green column headers for policies for example that have been paid. Hope this makes sense! I'm open to any suggestions. Thanks for any help!
Send Email"" Button with custom text and fields
I know that there are lots of posts on email generation; I've read many, many of them and still have not found a clear explanation of a solution for what I'm trying to do (i.e., with specific URL formulas etc.). I have a project tracking database. When all of the data for a new project is created, I need a button, call it "Send Project" that generates a custom email to an email address included as a field in the main form. The basic email notification triggers do not work. I don't want it to send upon addition/deletion/modification of the record. I've tried to use a toggle field "ReadyToSend", to trigger the form when checked, but could not get that to work. That said, I do like the ability of custom notifications to combine custom text and form fields. I've tried my hand at URL-Formula button in its simple form, like this: URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & ToText([Record ID#]) & "&dfid=10" but that has two problems. It simply invokes the Mail interface, and requires me to address the email (which is limited to registered users; the intended recipient is not a Quickbase user). Second, it sends the whole record (which logically follows from the foregoing). The text of the email should be something like Our Ref. No.: [Our Matter] [Receipient Name]: Attached you will find a project for [Client].. <other text and fields> Please complete the project by [Due Date]... So is this done via a Notification? A Form? a Button/URL? A combination of these? Can you provide the prototype syntax? Thanks RobertHow to extract month and year from date, then use them in a relationship
Hello, I have 3 tables set up: Months, Expenses, Incomes. Two relationships: Months - Expenses and Months - Incomes (one month has many incomes and many expenses, sometimes several incomes/expenses on any given day). Issue: when I enter a new expense, and the Date Created is automatically attached to the entry, the date is not used to automatically fill in the Month lookup field (and thus add the entry to the Months table). The Date Created and Month lookup field don't talk to each other. How can I make them communicate? Thank you!
Upload base64 PDF File Attachment using API
I am having issue with uploading a PDF file attachment using quickbase API. I have already converted the PDF File to base 64. After the record gets updated in quickbase, I get an error whenever i try to download the file. Sample API Call Headers: Content-Type: application/xml QUICKBASE-ACTION: API_EditRecord Body: <qdbapi> <apptoken>app_token</apptoken> <ticket>ticket</ticket> <rid>30</rid> <field fid="80" filename="test.pdf"> BASE 64 ENCODED STRING OF THE PDF FILE </field> </qdbapi> What is wrong with base64 for PDF file attachments in quickbase using the API or are there specific files that quickbase can be able to decode correctly. Or if there is another alternative approach. Thanks FYI, I am currently using a Restlet Client - REST API Testing to do the testing to ensure the api works well, before diving in to code in any language
