Suggestions for archiving or closing records
In my current application I am building for the purpose of tracking Assets, their monthly rental rates, rental charges for each/month, and monthly invoices for each client. Currently the application has about 10 years' worth of data and this is making some of the reports, forms have long load times as there are at least 3 dozen or so calculations being done across all the tables and forms. My thought was when a month, quarter, year is closed then specific data would be "captured" and moved to another table. The "Archived" table would just hold the results of any calculations previously done, essentially creating a snapshot of that record into another table. The Archived table could then be used for other reports but wouldn't be bogged down with having to do the original calculations, their results would just be summarized. Once this data was captured, the original record would either somehow be closed for editing or get an archived indicator, so they could be excluded from the current month/quarter/years' entries. Just seeking the best way to optimize the application as the amount of data will only continue to grow and thus the lag time greater when accessing the system.
Transferring Field Data to Another Record
Hello, Is it possible for me to transfer quantity data on one record to another record? As an example, Record A has 10 laptops. Record B has 5 laptops. I would like to transfer 2 laptops from Record A to Record B. I've tried different methods, but I keep hitting a wall.XLSX import to 2 Linked Tables?
Is there an easy way to accomplish this? Say as an example: Table1 - LEAD_NAME, PHONE, CONTACT_NAME Table2 - LEAD_NAME, CALL_DATE, NOTES Table1 can link to many Table2 If I create an xlsx sheet with all the relevant fields, can I do a mass import of leads and or calls (together) with a single upload? Or two uploads might make more sense so it doesn't duplicate leads? LEAD1, 555-555-5555, Bob, 09/17/2025,"Good Call" LEAD1, 555-555-5555, Bob, 09/17/2025,"Bad Call" I am curious how the linking would work here. I assume a pipeline might be needed? but before going down that path I wanted to see if I am overlooking an easier way.
Change date filter from range to specific date
When you have a date column on a report, and select the filter icon, you are forced to enter a start and end date in order to filter that column. Is there any way you can force it to just accept a single date? I know I can set a report filter for an ask the user for that field, I'm seeking a way to disable the popup calendar that appears when just normal column filtering.
Gantt plugin: tasks with fractional start and end values
Hi all I'm using the Gantt plugin to manage task with short durations (hours). The Gantt plugin allows me to move e resize tasks so the start and end are given as dates and times. But the start and date fields on the Tasks table are Date fields, not DateTime fields. I need to get more detailed info from my tasks, but I don't know were the fractional start ad date info is stored. Lets suppose, for example, a task starting at a given date and time, and ending at a given date and time. If I move the task by a few hours, in a way that it stays on the same dates, and go to the currespondent record on the Tasks table, I see that the "Date modified" field does not change, meaning the record was not updated. If I move (or resize) the task so the start or end date change, the "Date modified" field gets updated. So, in summary, the question is: on which table is the fractional info (time) for tasks start and end is stored on my app? Thanks! JoseFile Attachment Naming
Does anyone have a good way to add a file name to a file attachment? When in the field and we click the 'add file attachment' button/ link, we usually take a photo with the ipad to embed there. Is there a better way than making a text field for naming? Any way to do this manually?
