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/Button28Views0likes5CommentsMobile Forms-Notes
Hello, I am building an application with the intended purpose to have the forms filled out on a mobile/tablet device. One thing I noticed is the notes I added to one of the form fields does not show up on the mobile. does anyone know how to make sure those notes show up? thanks,18Views0likes5CommentsDisplaying 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.17Views0likes2CommentsLegacy 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.5Views0likes0CommentsUnexpected 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?7Views0likes0CommentsEmbedded report on mobile
Hi everyone, an iPhone, when viewing a form that has embedded report of child records - such as a service call record with child time entries - we cannot see the embedd report/table for the child records. This happens in both the web browser and in the mobile app.6Views0likes0CommentsSave and New for Children No longer an option?
Just making sure I am not missing something: On new forms, when you use the embedded 'New Child' button (its an option to add to the toolbar in a report link), it opens up the cool pop up dialogue box to enter your child. I see no way of doing a 'save and new' when using this new pop up. Am I missing something, or did they remove that option?16Views1like0CommentsRed line records
I have a request to update choices in a multi-select field and delete or make it an option where certain user roles can't select an option in the field...I don't really want to delete the previous option and red line several records, is there anyway to have a user not be able to select certain options in a field? Or is there a better way to deal with making the data changes that displays the previous option as red?39Views0likes5Comments