[Snippet]Weekly Updates Excel Sheets to QuickBase
Before we implemented QuickBase , we used to have tonnes of excel sheets were salesman will give weekly update regarding the status of their orders in excel / google sheets. This require creating Creating comments table Creating parent child relationship Limiting two updates in report Speedrun of above is on this , watch at 1.5x LOOM VIDEO with no sound OR You can copy paste below in browser https://www.loom.com/share/1139f233e1a548f4b6c19655c54ddb9e?sid=e477defa-231e-4446-ac35-b9248bdbd6e4
Dynamic scaling of X-Axis
Hello team, based on a "Report Link" field I have added chart to my record form that prefilters the information shown in the chart below based on the opened record. However, I would also like to limit the displayed x-axis values (calendar weeks) based on the start date that is mentioned in the particularly opened record on top. Does anyone of you know how this can be realized?
Need Access; nothing found in my company reports
Hello. I have been added as a user to QuickBase but I do not have anything showing up in my Company. "No Records Found" is all I see in every report: my company, my company contacts, my company contracts, my company pending bids. So pretty much I can login but I do not have access to anything. How can I view everything to import and export documents? Any help is greatly appreciated.
Start Audit Date
I need assistance with setting up a formula field where it captures an audit date when the status changes to “Awaiting Corrections.” The date should be recorded on the day the status changes to “Awaiting Corrections” and should remain unchanged even if the status later changes to “Validate Corrections” or “Completed.” For example: If the status changes to “Awaiting Corrections” on 11/08/2024, the audit date should be 11/08/2024. If the status changes to “Validate Corrections” or “Completed” on 11/09/2024, the audit date should still remain 11/08/2024. The audit date should only be set based on the initial change to “Awaiting Corrections” and should not update with any subsequent status changes. Could someone provide guidance on how to achieve this using formula fields?Missing NetSuite Custom Fields
Missing NetSuite Custom Fields and details from purchase order line items when connecting from a QuickBase Connected Table I have a QuickBase app connecting to NetSuite through a QuickBase connected table. I managed to get the PurchaseOrder data from NetSuite, but I also want the line item details from those purchase orders and I can’t find a way to get the data from the line items. Anyone knows if I am supposed to be able to pull line items details directly from the purchase order? Or do I need to create a second connected table to some line items table in NetSuite? If yes, which table is it in NetSuite? I also created custom fields in NetSuite, but NetSuite custom fields don’t show up in the QuickBase “fields available from connected table” when configuring it in QuickBase. Is it normal that NetSuite custom fields don’t show up in QuickBase connected table configuration? How can I get NetSuite custom fields in a QuickBase connected table? Thanks in advance,
