Document Template/Creation (PDF)
First off, loving the document/pdf creation function. Has opened some new areas of opportunity in a few tables. One thing I am having trouble with, maybe a setting/enablement I am overlooking , but I want to enable a user to generate a document from any given filtered view or a customized report view. For example I have material requests for various jobs, if I create a report to filter to just by job and visibly only see that job's requests, we'd want to a user to have the ability to just click generate a document and it makes it off that view's records. If I do that now, it actually generates the document for the whole overall table, not what report I'm in and what records I visibly see from that report.
How to add a link to new notifications?
Does anyone know how to add a link to new notifications? In old notifications you can simply make a rich text link and reference the field, but in the new notifications it just shows the rich text field as text. My use case is: The notification fires from a child record, but I want to be able to have a link to the parent record in the email.
Side Bar Navigation SUCKS.
Am I to understand that top navigation is going to be permanently moved to side navigation beginning in 2025? If so, that is one really dumb move. We have ALOT of reports that are designed to fit on the screen exactly as they are. Now they will all have a horizontal scroll bar which makes it an unnecessary waste of time having to scroll left to right to see the entire report. Why do you guys arbitrarily change stuff nobody really asked for? And why don't you just give us the option to stay with what we are comfortable with. Removing choices in preference is really stupid.New Navigation difficult on iPhone /iPads
I'm finding that collapsing the side bar on new navigation is difficult on Small mobile devices like iPhones and iPads. I'm looking for some upvotes on User Voice / Feedback to make sure the Product Managers consider those devices before they remove access to Top Navigation sometime in early 2025. https://feedback.quickbase.com/app/#/case/427172?currentProductId=3c9d7e83-da43-482e-a58c-14265037ecd0
