[Snippet] How we Stop Backdating Entries from user
Starting a new series on sharing some knowledge. We have a simple app where we ask users to do production entries from shop floor daily in date , capturing it in [Production Date] We only wanted backdated entries for 1 day , so if today is 21 February 2025, entry for 20 Feb 2025 is allowed. Here's how we achieved it. Below is a Formula Field called Validations. var date decide = If(IsNull([Record ID#]),Today(),ToDate([Date Created])); var number daydiff= ($decide-[Production Date])/Days(1); If($daydiff<0,"You cannot do entry for future", $daydiff>1,"You cannot do entry for past","OK") We then went to Settings->Advance Settings-> Custom Rules - Turn ON If( [Validation]<>"OK",[Validation] )30Views2likes4CommentsAdd button to create record in different app
Hello, I'm trying to create a button that will direct users to a different app to create a new record in the other app. The database ID for the other app is buwc5yqwz The table ID in the other app is bupbavsbm The related field in the other app is 38 I've searched the community and attempted some examples that others tried but converting them from edit a record to adding a record, but I'm not getting anywhere. What I have attempted so far gives a Page unrecognized error. Attempt1: URLRoot() & "/db/buwc9wxmb" & "=API_GenAddRecordForm&_fid_38=" & [Record ID#] &"&z=" & Rurl() Attempt2: "https://xxxxx.quickbase.com/nav/app/buwc5yqwz/table/buwc9wxmb/action/nwr?a=cr&rid=new&field38="& URLEncode() Do I need to add a token? Thank you!Solved29Views1like2CommentsFormula help with multiple choices
I thought I saved the one I added so if this is duplicate I apologize, I could not find my original. I want to have a formula field that says this but the , between Pacific Dunes 2 and [#of people in party}+1*9.63 is turning yellow and I have tried ( ) and,, but I can't get this to work. It tells me its expecting a comma If(Contains([Salesroom]="Pacific Dunes 1","Pacific Dunes 2", [# of people in party]+1*9.63) What I would ultimately like is If(Contains([Salesroom]="Pacific Dunes 1","Pacific Dunes 2", and GSlandsend [# of people in party]+1*9.63) or If[Saleroom]="Playa Grande" [#ofpeopleinparty]+1*7.81) that way I only have to have one field instead of 3 fields - I have two of the fields working like this If(([Salesroom])="GS Landsend", [# of people in party]+1*9.63) But as soon as I add more salesroom it doesn't like it Thank you so much Edit I was wrong its not even multiplying correctly so there is something wrong in the *9.63 or *7.81 Example - column # of people 3 and then plus 1 would be 28.89 but its coming out a weird number of 11.63 ?? I actually got it to add correctly by If(([Salesroom])="GS Landsend", [# of people in party]*9.63)+9.6352Views1like8CommentsSolved - Help with a formula
I am trying to build a formula and it's coming out with the wrong numbers. I am trying to replicate an excel spreadsheet. The formula they have is Total for this 8111.59 I have a numerical field called Purchase Price: example ($22,556.03) I have a numerical currency field called Closing cost : ($1950) I have a currency formula field called Closing Cost – 400/2 ([Closing Cost]-400): ($750) This is the field I am having trouble with field Closing -400/2-IVA Closing Cost -400/2/1.16 ( this number should be 667.10) it comes out at 4843.75 Last field is Currency formula [Purchase Price]*0.33+[Closing Cost minus 400/2]-[Closing -400/2-IVA] This field should have a sum of 8111.59 It would be nice if I could do this all in one formula field but I am not great at formulas so I thought breaking it down step by step would work – so that the person using it in reports would be able to see step by step I am lost and I am hoping someone can help me thanks a bunch - hope that made sense38Views1like4CommentsTesting for Empty Forms
Hello, Each client within my app has a form/page with centralized information. On this form, there are many sections, including a section for files. Based on our company policy each active client needs to have a consent document signed for us to offer services. We want to be able to flag for our staff if a client form is missing a consent document. I figure I can use the IsNull formula, but I'm not completely sure how to leverage it. We have a checkbox formula set up to indicate whether an uploaded file is categorized as a consent document. Is there some way I could use this checkbox field with the IsNull formula to indicate if a client is missing their consent document? Any other ideas on how to gather this information? Thank you in advance! Abby :)15Views1like1CommentExtracting multiple substrings from a text string
I have a text string that contains data similar to the following: Company Name 1 | P25021201 - 4341297 | stp01YWTFMSXKS5f6u2z | $1200.00 | Company Name 2 | P25021201 - 4341112 | stp01RFEQRMDTC5f6u0l | $2400.00 | Wallet I need to extract the data that starts with "stp" and return it in the following format: stpxxxx1, stpxxxxx (i.e. stp01YWTFMSXKS5f6u2z, stp01RFEQRMDTC5f6u0l The problem is the number of "stp" strings in the text is unknown. Does QB support a looping mechanism? If yes, I could simply find the 1st stp string, remove it from the text string and keep looping until no more stp strings are found. Any help with this is greatly appreciated as it is causing an issue with a production app.58Views1like7CommentsFormula Help
Hello! We use quickbase to track legal agreements we issue. We have a field "Type of Agreement" that we populate with the agreement we issued. We would like to track how many hours we spend overall and have determined how long each type of agreement takes. I need a formula to take the Type of Agreement field and read it and know if its (ex.) MNDA it should show 3.75 hours. Can someone help?19Views1like2CommentsFormula button on a form that opens an add record screen as a popup
In the new forms, if you have an embedded child table and click the add record button. It will "popup" the add record form without redirecting to a new page, or opening a new tab. Is there a way to make a formula url or formula rich text button do that?69Views1like2CommentsBest practice for using @mention in a log rich text field.
Anybody have a best practice on using the 'Mention' feature in a log rich text field? My use case is: A rich text field w/ log edits turned on is used as a collaboration tool for team members to provide updates and ask each other questions. They mention each other in the comments and receive an email when they have been mentioned, via the handy 'send to users @mentioned' feature in the new notifications (see image below). However, when the 'Log edits' setting is turned on, Quickbase will email ALL the users who have ever been mentioned, when really we want just the person/people who were mentioned in the most recent comment. My workaround for this is to create a formula field to parse out the most recent comment and then a webhook or form rule to enter this value into another rich text field, with the @mention feature turned on. This last rich text field is used in the 'To' setting of the notification. This is a lot of work to simply use the mention feature! Is there a better way to do it that I'm missing?51Views1like0CommentsApproval Button redirect to View Form
I used the magic buttons app Approval Button, and it seems to work great! But I noticed that it redirects back to whichever version of the form you were on when you clicked the button - if you click it from the View Form, it takes you back to the View Form version, whereas if you click it from the Edit view, it keeps you in Edit view. I'd like it to redirect to the View view in either case so that the User understands that it has been saved. Anyone know how to do this? Here's the formula: URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&apptoken=APPTOKEN&rid=" &[Record ID#] & "&_fid_139=Approved&_fid_141=" & Now() & "&_fid_140=" & UserToEmail(User()) & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() &"?a=doredirect&z=" & Rurl())Solved130Views1like4Comments