Strange Problem with a relationship and record picker.
I have a long standing table, Core Returns, that has a lot (too much, but just blame Admins long retired) of information. There is a field that gets filled in at a point well after the record is created, automatically, through updates. That part is working fine. I recently added another table, HVNE PO's, as part of a different project that does share some data with the older table. There is a reference to an 'Equipment' number. That number is the Primary key in the HVNE PO's table. I have it set where the HVNE PO's table is the parent table and Core Returns is the child table as that same equipment number can and does crop up in the Core Returns table multiple times. The Equipment number, however, does not necessarily exist in both places. The Goal is to allow a User to look from the Core Returns table and see if that Equipment number exists over in the HVNE PO's table. The users' decision about what to do next is impacted by this. So that's what I want. My Relationship is like this: HVNE PO's is Parent, Core Returns is Child. Equipment is the Text (Key Field) in HVNE PO's. Ret_Equipment is the Text (Reference). The reports display everything as expected. Now, in the form to look at records in the Core Return, when just looking, it displays as expected, but when you go to Edit the record, Ret_Equipment displays a date and gives a drop down with completely unrelated information. If I don't touch that field, make other changes that I need to make, when I return to the report or the eyeball view, it's fine. The problem is that I may occasionally need to edit that field and now it's all screwed up for that workflow. I have a gut feeling that it is a simple setting somewhere, but for the life of me I can't find it.PRINTING NEW FORMS?
Is there a way to Print the new forms yet? Would like to put a button on my legacy table on a record id to print that new form style that would show the .jpg of the attachment when printing. If not, is there an easy way to do this with a record that has 5-20 attachments when printing or emailing only?
Import Field : Formatting Font
We use QuickBase to review changes to requirements. Is there a way to allow us to format font in a field without applying the code to the entire field contents? (as below?) I want to demonstrate be able to show the user what has changed in the requirement clearly. In the past we have been able to format the font in excel and import it into the database but that is no longer working, and of course there is no way to format the font manually I'm unsure how to format the font manually.Adding child records that rely on lookups in new forms
I have a new-style form that displays pages as steps. The user clicks the button (Formula URL) under step #3 to add a child record. Once they save that record, they're redirected back to the form, but on step #1. How do I bring the user back to the last step they were on? URLRoot() & "db/" & [_DBID_TABLE_ALIAS_HERE] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#])& "&z=" & Rurl() The app uses New Grid Reports. I tried having the user add records in-line, however those rely on lookups to the parent and they won't save, saying that the lookup value is not set. I created a new Formula URL button to redirect back to that specific tab. It works when editing/viewing records but not when adding. URLRoot() & "db/" & [_DBID_TABLE_ALIAS_HERE] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#]) & "&NextURL=" & URLEncode(URLRoot() & "db/" & Dbid() & "/form?a=er&rid=" & [Record ID#] & "&page=2")
How To Extract All Info from a Form into CSV File?
Hello all, I'm still very new to Quickbase, and I could use some help, please. I need to be able to have Quickbase automatically extract all the customer information from a form into a CSV file once an application hits one of the "Approved" stages in the Kanban board, so we can then ideally FTP it to an external ERP. We can make is work with email, but FTP is ideal. This is an important part of the workflow. How can I do this? Your help would be greatly appreciated. Thank you in advance.Create multiple records on one form
We have tables Company, Contact, Team Member, Opportunity, and Activity. An Activity is something that a Team Member does (for example a phone call or a meal) with a Contact from a Company. It may or may not relate to an Opportunity that is in work with (the same) Company. Right now we have a regular QuickBase form to add an Activity when needed. There are conditional dropdown fields on it so that once you pick a Company, it only shows the relevant Contacts and Opportunities. If you need to add a new Company and/or a new Contact in order to complete entering your Activity, you can. But sometimes, when an Activity is an event like a big dinner with multiple Contacts (maybe from multiple Companies) then the users have to go through the process multiple times. What they want is a single form where they enter the date and type of Activity, then add multiple Contacts (maybe from multiple Companies) and when they press enter - voila, multiple Activities are created - one for each Contact. I can't see how to do this in native QuickBase. Is it possible with legacy or new forms? Or is this a custom code thing?
Embedded Summary Table's Width in Parent Form
Hi All, Hope you are having a wonderful day. I have created a Summary Report in the child table, which I wanted to embed into the form of the the parent record. However, the column widths in the parent's form appear completely different to its appearance in the child table. How do we adjust the column widths in the parent form?
