Add button in embedded report
Good evening, I have tabs set up in my parent table records, and in one of those tabs the information is a parent to a child table. I want the purple button to not show for certain case types in a drop down field in the parent record, or if the record has meet the outcome of having 2 reviews completed. Is there a way to do this?
Preventing User from creating Records under another person's ID
Hello, I have created a new App that will service multiple departments and a bunch of Users. The issue i am running into deals with the fact that not all users have individual QuicBase accounts. Older accounts use the company login ID as the QuickBase UserName. The newer accounts fall under an Enterprise license and they show up as the company email, not their ID when using a User field in QuickBase. During initial testing we did not realize this was going to be an issue. I created Form Rules that would check against the Current User and make sure the ID they selected matches on their entry Form. If it didn't match the Prevent Save would kick in. I was also able to use similar logic in Report criteria to limit records visible to the ones created specifically by that person. So now that we have broadened our testing participants we are seeing issues because some individuals show up as an email address when I am trying to compare back against the ID. I tried using the ToUser() on the email address in our Auditor Table and then modifying the Form Rule to be either condition. And still no luck allowing those email individuals to be able to create a record. I'm sure there is an easier way to do this, I just have no idea how. Everything I have come up with is not working. It's probably something easy that I am over thinking on. But if anyone has suggestions I am open to trying anything. If you have questions I can elaborate on or need more specific details comment below and I will do my best at explaining. Thanks in advance, and hopefully this will help others in the future.
Forms button
I have made my forms look better and it is easier to enter data. My question is how I can get someone to press a button or tab to bring up these forms in a "New" data entry form? Equipment type I (child table) Tab/Button Agency(table)-------Equipment type II (child table) Tab/Button Equipment type III (child table) Tab/ButtonDisplaying a checklist/questions based on a field?
I'll start by stating while I have gone thru much of the free training and also have taken several paid classes, this is my first app that I'm building from scratch. I am looking to create a small walkaround/audit app for a number of facilities. For the sake of this example let's say I have 4 facilities and 5 locations in each. There will be a "checklist" or "set of questions" assigned to each location in each facility. These checklists may be reused by different locations, but not necessarily. Technically, a single audit will have a single location, and a single checklist/set of questions assigned to it. If I create the new audit, and I choose the Facility and Area, I want the assigned checklist/questions to show up for the auditor to fill out. Is there a way to dynamically add these questions, or dynamically add a new pre made form with these questions to the existing form? I initially thought of just adding ALL the questions to a form and use dynamic form rules to make them visible or not based on the facility/area, but another piece of the puzzle is we would like the power users involved to be able to add their own locations, and their own questions. I wouldn't expect these guys to deal with these rules. Additionally, I am realizing there would be rule for each question for each facility/area for each question. This may still be the way we need to go, at least for a "Version1" of this app, but I have to imagine there is another way. Any suggestions would be appreciated.
Legacy Form use in Mobile Application
Hi Champions, Need your help for mentioned scenario, We have an application with 230+ rules with legacy form for desktop version. Now, we want to use the same application in mobile version. But we are facing challenges with complex rules that are not functional in mobile app. which was working fine in desktop. some of the challenges as below: After inserting the data and saving the form, but without values form getting saved Including mandatory fields are saving as blank in table. Popup messages are appearing in form after filling every field. which supposed to popup only once, if it meets the rule condition. HTML coded error messages are not appearing on form in mob. sometimes while saving the form unnecessary rules are getting triggered. and so on..... Alternatively, we planned to use a modern form but, modern forms are limited to 100 rules only and to use the modern form into Forms dropdown for Mobile section modern form is not appearing. QB support team says feature still in 'Beta'. Can someone please help here to achieve the goal. Did any of you faced the similar challenge? or you know any solution, please suggest. Thank you.
Unexpected behaviour with 'require' form rules
We are seeing unexpected behaviour with form rules on a legacy form. The form contains a form rule that makes several date fields required - I'll call them A, B and C. The rule was set up so that the fields would be made required in the order A, B, C. However, the form generates 'the field X is required' messages in the order B, C, A. The behaviour doesn't change when we create 3 separate rules and change the order. It appears that the messages are generated in field ID order. Has anyone seen this behaviour? Secondly, when we click OK after the 'the field X is required' messages, the date fields are being populated with the last date field entered into the form - e.g. if I populate field B and get a message to populate field A, field A is being populated with the value in field B when the form redisplays. It's very strange. Again, has anyone seen this behaviour?
