Formula Rich Text: Setting a Default and Still being Editable
Hey Team! First post in the community, looking forward to seeing responses! Got a quirky question for your questing minds: I would like to set a grid table as the default value in a rich text field while still having the field be editable. We have internal customers who need a table to put in details regarding materials, like 4Cx6R, with headings on each column. Heading 1 Heading 2 Heading 3 Heading 4 Is it possible to make a table the default value and still make the rich text field editable? Thanks!Check Date against a range of dates in another table
I'm trying to take a date of an event, and return the name of the Fiscal Period that date falls within, from another table!! Here's the scenario. A transaction happens in Table A. The date of the event is 5/24/2026. Normally, on a summary table, that transaction would all in the the May 2026 summaries of total sales. Too simple!! Our finance team has fiscal months, closing on the last weekend of the month! Meaning this would actually roll into next Fiscal Month! To make matters worse, they do not refer to months, but Periods. Below is a table of the FY and Period Labels. What I'd like to do - is from my transactions list, is query the FY and Period Labels Table, and pull the FY and Period which this transaction falls within (Start and End Date) so that I can then build summaries of my transactions using FY and Period. For example: GetFieldValues(GetRecords( Date of Transaction is On or After the Start Date AND Date of Transaction is On or Before the End Date) Return the FY and Period Label. Any ideas? FY and Period Label Fiscal Year Period Start Date End Date FY27 - P02 FY27 P02 4/26/26 5/23/26 FY27 - P03 FY27 P03 5/24/26 6/27/26
Queries
Good evening Quickbase Community! I have several numeric formula fields that include queries. Due to the volume of data in the table, the queries are no longer working properly. The permanent solution is to move all the queries to a pipeline so that calculations are performed when a new record is entered, but right now I need to recover the data we already have. Until two weeks ago, you could change the field type from numeric formula to plain number, and it would simply display all the data. Now it won't let me do that. It says the data is too large and to ask for help. Any ideas?
Troubleshooting Advanced Query Filter
Hello, This is my first time reaching out for some help on hear so apologies if this is a bit long. I have a pipeline set up in quickbase to stamp an unqiue PO Number to a purchase order after final approval occurs. The PO numbers are set up as [Location Code]-[Order Department]-Date Approved in YYYYMMDD format-[Occurrence] For each order approved in the same day with the same Location Code and Department the occurrence will increment by 1. Right now the pipeline stamps the first PO of a given location/department/day correctly with an occurrence of 1. My trouble is getting the search step (d) to find the previous matching POs from that day, lookup the latest ones occurence #, and add 1 to it. I have copied below the filter I put on my search step (d). This references the info from step c which is a lookup of the current PO that needs stamped. [Location Code] (Field 25) is type Formula - Text [Order Department] (Field 21) is type text but is a lookup field [Ap Date Approved] (Field 16) is type Date/Time Field 39 is type Date [Occurrence] is type Numeric { "from": "bvur62pw9", "where": "{'25'.CT.'{{c.location_code}}'} AND {'21'.CT.'{{c.order_department}}'} AND {'39'.EX.'{{time.now|date_ymd}}'} AND {'16'.BF.'{{c.ap_date_approved}}'}", "sortBy": [ { "fieldId": 40, "order": "DESC" } ], "options": { "top": 1 } }Return a list of values from query using dynamic record ID
I am working on a quickbase where people will go and rate thier competence on about 75 different items on a 0-5 scale. i want to be able to create a report where i can select one of these items from a dropdown list and display the people who are rated 5. I made a table with the label and column ID for all the fields that i want to display. Is it possible to write a formula query that will return the list of names for anyone that meets the criteria, using the reference id on each row to point to the coulmn on the rating table?
Dynamically Filter Line Chart with Formula Queries (or open to better ideas to do this)
Hi everyone, I had a user request a line chart that is filterable by contact showing the Total Opportunities Created as one line and another line showing the total revenue generated. The idea is the lines would have 2-3 colors per set (YTD, last year, 2 years ago) and would be filterable by the contact they select. The challenge is to my knowledge you cannot dynamically filter formula queries. So how would you go about this? Basically when he does his quarterly business review meetings with clients he wants to pull up a chart showing how many opportunities we generated and how much revenue generated for that person. Than switch to another person for the next meeting
Sequential #'s
im using a Var query var number sequencenumber = Size( GetRecords( "{53.ex.'"&[Related Profile]&"'}"&If(not IsNull([Record ID#]),"AND{3.LTE.'"&[Record ID#]&"'}"))); If([Status]="Active",$sequencenumber,0) I had this working but when the status expires I want it to auto take it out of the sequence when it refreshes. is there anyway to so this the way I had it above I though worked but now it has skipped the numbers when it expires I would like the 2 active ones to reflect 1,2 ect. to each related profile is this possible?
