Summary Count in Text-Multiple Choices Field
Hi! I'm trying to add a column in a summary report that will show the total count of persons (in percentage) who are tagged as "Qualified Leads" from Text-Multiple Choices Field and those who are tagged as "Attended" in another Text-Multiple Choices Field. Field 1: Qualified Leads(field name) = "Qualified Leads" Field 2: Status of Orientation(field name) = "Attended" After having the total for each field, I need to divide both totals to have a percentage. Total count of "Qualified Leads" / Total count of "Attended". Hope you can help me huhu. Thanks!
Copy master & detail records (which includes a default value)
I have set up a scenario where I have a master "Project" record with multiple "Task" records as children. We are using the "Copy master & detail records" button to create a copy of both parent and children records: "javascript:void(copyMasterDetailButtonHandler('&relfids=114&recurse=false©Fid=6&destrid=0&sourcerid=" & [Record ID#] & "', 'btcc8tmst'))" In the Task/child record, there is a required user field called "Requested by" in which the person who creates the record becomes the default value. However, when using the Copy button to create new task records, this field remains blank. Noting that this field in blank in the original task records being copied. Why doesn't this field get updated with name of the user who creates the tasks via the button?
Formula Help to Make Field Unique
Hello, I need help with a formula i am trying to use. I found this in another discussion from last year but it did not work for me. If([Audit Type] = "Standard Monthly", [Verint ID] or [Audit Type]= "New Hire", [Verint ID] or [Audit Type]= "Soft-Landing", [Verint ID]) I want to use my multiple choice field "Audit Type" to determine when the "Verint ID" field should be unique. I tried the formula above and it gives me the error below. It will not allow me to save any record for the 3 choices above even when the "Verint ID" is unique.Formula help - calculating duration between dates in separate rows of data
Hello, looking for help on the following problem. I have a child table tracking step changes to a parent record. Each Step change has a From Step, To Step and Step Date: Record ID ID Number From Step To Step Step Date 1 1001 Initial Secondary 1/1/2024 2 1001 Secondary Tertiary 1/3/2024 3 1002 Initial Secondary 1/15/2024 4 1002 Secondary Tertiary 1/17/2024 I am trying to calculate the time between steps by ID Number. I think I need some way to pull the Step date of the previous record related to the ID number into the prior row to run the duration calculation, but I'm not sure how best to do this. When its the last step related to the ID number, this value can be today(). Here is what I think I need a calculation to do: Record ID ID Number From Step To Step Step Date Step End Date 1 1001 Initial Secondary 1/1/2024 1/3/2024 2 1001 Secondary Tertiary 1/3/2024 Today 3 1002 Initial Secondary 1/15/2024 1/17/2024 4 1002 Secondary Tertiary 1/17/2024 Today Any suggestions would be appreciated!
Conditional values matching a text field selection to multi-select options
Hello! I've been working with formula fields to concatenate multiple field values in connected tables to limit dropdown options for users picking a related record. I'll try to write out the example, then put the problem I'm running into below. Table 1: Customers (Child) | Table 2: Inspections (Parent) Customers have a date (date) and a type of inspection (multiple choice). Inspections have a date (date), types of inspections that could be scheduled (multi select text - same options as Customer types of inspections) . Each inspection also has a scheduling status (multiple choice - open, scheduled, capped) Customers concat field: [Customer date] & "Open") & If(Contains([Inspection Type],"3-day"),"3-day", Contains([Type], "2-day"),"2-day", [Type]) Inspections concat field: [Inspection Date]& [Scheduling Status]& If( Contains(ToText([Inspection Type(s)]),"3-day"),"3-day", Contains(ToText([Inspection Type(s)]),"2-day"),"2-day", ToText([Inspection Type(s)])) Each inspection starts as an open slot on a given day and has some selection of Inspection types that can be accepted for that Inspection record. Each customer can only have one inspection. I am trying to limit the dropdown when choosing the parent inspection in the Customer form where 1. the dates match and 2. the Customer inspection type is LISTED in the multi select type field of the Inspection record. There is also a third criteria, that status of the Inspection record is "open", but this is only a field in Inspections, so the concatenated formula in Customers just has the static text "open". I started to group some of the inspection types in the formula because some of them have the same naming conventions, but this is impossible for all scenarios. I can't wrap my head around how it would be possible to match based on Customers: [Inspection Type] being contained within Inspections: [Inspection Type(s)] (with the two other exact match fields) when the conditional values settings in Report Links seem to require the fields to be equal in order to use them as a filter... Appreciate anyone willing to read all the way through and any insights or suggestions!!! Thank you.Summary report total error?
In an AR tool i am developing, I am calculating the amount owed for a project. If the total is positive for the amount column, it should be "Open", if the total is 0 it should be "closed", and if the total amount is negative it should be a "Credit". The issue I am having is some totals are summing to "-0.00" registering as a credit, and some totals are correctly summing to 0.00 as "Closed". How can i fix this?
Rich text field using URL
Good afternoon all.... I have created a formula that check for the existence of a file. The premise is that if no file exists, create text that says no record, or if it does create a 'URL LINK' to the file. The following is what I have come up with but not working... If([COPY OF INDEMNITY]="","NO RELEASE","<a href=" & [RELEASE URL] & "CLICK HERE FOR RELEASE</a") If anyone can assist it would be appreciated. Cheers, Damien
