Trigger RULE is there is a change in an attachment field
I have RULE that says when "Ready for Approvals" is checked and an attachment has been added, it triggers an email. Now I want that email to be triggered again if the attachment is modified, that is someone saves over the attachment again (they may or may not change the name). How do track that an attachment has been modified? Thanks! Deepa6Views0likes1CommentFind Multiple Dates older than 2 Weeks and not blank.
For future me. Leaving this here because I was unable to find any reference using the Khoros Search or Google Search. If((ToText([Email Date]) <> "" and [Email Date] <= (Today()- Days(14))) or (ToText([Instructions Send Date]) <> "" and [Instructions Send Date] <= (Today()- Days(14)) or (ToText([Verification Email Date]) <> "" and [Verification Email Date] <= (Today()- Days(14)))),true,false) This formula defines a checkbox formula field. The Checkbox formula field is used in a Pipeline to filter records meeting the criteria. The entire purpose of the Pipeline is to clear the dates from these records once they are older than 14 days in the past. I add this formula field to a report with the fields being evaluated and then look at the report. Only the ones that meet my criteria should be checked. I can use the report to verify it is working or make changes as needed. Once satisfied with the results, I add the formula checkbox to the Pipeline as a single filter. In case you're wondering, I also put in a Give Feedback asking to grant rights to use reports as a filter in a Pipeline.10Views0likes2CommentsIdentifying identical values between two table
Hi Everyone, It's been a while since using QB and my brain appears to have lost QB memory! I have two tables: Preferred Providers eligible for auto-assignment All Providers that have been auto-assigned (regardless of preferred designation) I am looking for a formula that will look for a TIN match between both tables and pull into table 2 under new field "Preferred Provider" Ultimately, I need to identify the auto assigned preferred providers without scrubbing a list of thousands of TINs. Any help is greatly appreciated!25Views0likes2CommentsExtract Date and Comment from prepend log entry field
I have created a formula field by piecing together answers from similar posts, but now need to take things a step further and can't seem to find the answer. I have a notes field (Status Update) that is set to log field entries which prepends the newest entry at the top. The field displays as: [DATE User] Comment Additionally, the formula results in showing either the maximum of the three most recent entries, or 2 if only 2, or 1 if only 1, or displays "No Update" if none. Original formula: var text LINEONE = Trim(Part([Status Update],2,"[")); var text LINETWO = Trim(Part([Status Update],3, "[")); var text LINETHREE = Trim(Part([Status Update],4,"[")); If(Length($LINEONE) < 1 and Length($LINETWO) < 1 and Length($LINETHREE) < 1, "No Update", If(Length($LINEONE) > 1 and Length($LINETWO) < 1 and Length($LINETHREE) < 1, "- " & $LINEONE, If(Length($LINEONE) > 1 and Length($LINETWO) > 1 and Length($LINETHREE) < 1, "- " & $LINEONE &"\n"& "- " & $LINETWO, "- " & $LINEONE &"\n"& "- " & $LINETWO &"\n"& "- " & $LINETHREE))) The request came back that they would only like to see the Date and the Comment (not the User name). I was able to modify the above formula to remove the User name, but only for the top most entry. I am trying to modify the original formula so that it will return just the date of the comment and the comment. The updated formula (below) does strip out the User name, but only for the most recent entry. Updated formula: var text LINEONE = NotLeft(Left([Status Update]," "),1) & ": " & Part([Status Update],2,"]"); var text LINETWO = NotLeft(Left(Part([Status Update],2,"["),9),9) & ": " & Part([Status Update],3,"]"); var text LINETHREE = NotLeft(Left(Part([Status Update],3,"["),9),9) & ": " & Part([Status Update],4,"]"); If(Length($LINEONE) < 3 and Length($LINETWO) < 3 and Length($LINETHREE) < 3, "No Update", If(Length($LINEONE) > 1 and Length($LINETWO) < 3 and Length($LINETHREE) < 3, "- " & $LINEONE, If(Length($LINEONE) > 1 and Length($LINETWO) > 1 and Length($LINETHREE) < 3, "- " & $LINEONE &"\n"& "- " & $LINETWO, "- " & $LINEONE &"\n"& "- " & $LINETWO &"\n"& "- " & $LINETHREE))) This successfully pulls out the User name, but only for $LINEONE. [Status Update] field actual entries: [AUG-28-24 QuickBase Admin] 7.30.24 New offer received from Diamond Rock Construction - low at $2.2 mil. [AUG-28-24 QuickBase Admin] 7.11.24 Price renegotiations during feasibility period have failed and Buyer has submitted a rescission agreement. We will go back to market. [AUG-28-24 QuickBase Admin] 7.3.24 Price reduction request received for $2,212,800. Pushing back to $2,790,000. [AUG-28-24 QuickBase Admin] 6.10.24 Title Review period has passed. 10 days from receipt of Title was 6/3. [AUG-28-24 QuickBase Admin] Blackout dates of closing early due to office outages. Output of [Status Update] after running updated formula: - AUG-28-24: 7.30.24 New offer received from Diamond Rock Construction - low at $2.2 mil. [AUG-28-24 QuickBase Admin - : 7.11.24 Price renegotiations during feasibility period have failed and Buyer has submitted a rescission agreement. We will go back to market. [AUG-28-24 QuickBase Admin - : 7.3.24 Price reduction request received for $2,212,800. Pushing back to $2,790,000. [AUG-28-24 QuickBase Admin Any suggestions to my formula that would result in the formatting of the 2nd and 3rd most recent entries to match that of the 1st most recent entry? ThanksSolved12Views0likes1CommentNeed help resizing pop-up window
I am trying to my Change Status field to a Formula Rich Text field from Formula URL field because the popup that opens when clicked is never the correct size for me. This is what I was able to cobble together with my limited qb knowledge but it gives me and error saying it doesn’t allow javascript. I can’t suss out why. Any ideas? var text RID = If([LEAVE REQUEST - LEAVE STATUS]="FINAL APPROVAL", "", "%%rid%%"); // only displays button if decision is ‘pending’ or ‘rejected’ var text URL = URLRoot() & "db/" & [_DBID_DECISION_STATUS_CHANGES] & "?a=API_GenAddRecordForm&_fid_26=" & URLEncode ([Record ID#])& "&dfid=11" & "z=" & Rurl(); // when clicked opens popup window with DECISION STATUS CHANGES form #11 – Add Form Temp "<a class='Vibrant Success' onclick=\"window.open('" & $URL & "','Edit','width=800,height=700')\">MAKE DECISION</a>" // link code for popup with dimensions for width and height22Views0likes3CommentsFormula Help
Hello, I need help combining text fields into a formula(s). Here are my formulas: [Finance Disposition]=""&[(Text) PipeLine Value Requested]="<$500,000"),"YELLOW") I'm getting the operator "=" can't be applied on types bool, texterror message [Current Status]="Submitted",[Finance Disposition]="",[(Text) PipeLine Value Requested]="<$500,000","Red") I'm gettingexpecting text, but found boolerror message45Views1like3CommentsUsers are overlapping times on same date
Okay I have a user field a date field, time mobilized field, and a end time field. I need a message to pop up letting the user know if they put overlapping times in, that they need to adjust their times or have another user take care of the issue. How can I do this? Thank you all who take the time to help!33Views0likes7CommentsExpanded URL to Formula Query
Hello, I am hoping someone much smarter than I can help solve this puzzle. I have a report on an activities table. I want to search the same parameters that the report has within a size(GetRecords()) formula query in order to showcase how many records the user can expect to generate. The first thing I did was to go to the report, unswitch the 'new style', choose 'more', and then select "show expanded url for this report". Which gives me this (made minor change to allow the formula query to save): Size(GetRecords((("{'33'.IR.'this+wk'}OR{'33'.BF.'today'})AND{'76'.XEX.'No+Street+Address'}AND{'61'.XEX.'No+Employer+Name'}AND{'68'.XEX.'0'}AND{'19'.EX.''}AND{'82'.EX.'Send+Letter'}AND{'60'.XEX.'ABC'}AND{'69'.XEX.'Paid'}AND{'69'.XEX.'Promise+to+Pay'}AND{'69'.XEX.'Escalated'}AND{'17'.EX.'Delinquent+in+30+days'}")), [_DBID_ACTIVITIES])) The above expanded url equals the below (report parameters) How can I modify this expanded url and turn it into a workable formula query? Any and all tips/ tricks are welcomed. Thank you!34Views0likes5Comments