Maximum Summary field not working
I have Table A with all of the delay records. I have Table B that counts them by airports using a summary field in a table relationship. I have Table C that I want to grab the top five from Table B using maximum summary fields in a table relationship with Table B. Here is Table B. When I add a summary field in the relationship with Table C, I put in maximum and it returns nothing. Below is what I'm using for the summary field. Both of the fields are numeric. Does anyone have any idea why this might be happening? I followed a Kirk Trachy YouTube video explaining how to do this and followed the direction exact to what he showed in the video.Solved20Views0likes2CommentsReference tables quandary
I have 3 (Parent) reference tables: Dx Codes Reference, Pcs Codes Reference, and MS-DRG codes. Then there is a Charts table, and two connected tables: Dx Codes and PCS Codes. The relationships between them are as follows: Dx Codes Reference < Dx Codes Charts < Dx Codes Pcs Codes Reference < Pcs Codes Charts < Pcs Codes MS-DRG Codes < Charts Each year the Reference tables get an updated codes list. My plan had been to just add 3 new reference tables each year for the new codes list. but my quandary is how to have a field that picks from the appropriate reference table dependent on the chart discharge date. Is there a way of doing this? Thanks for any insight you can provide. -AudraSolved16Views0likes3CommentsConnected App same realm
I have an Employee database and a database that houses all our company records, These two apps were connected years ago and worked great. I used it for two fields -two sale rep field that was connected. I copied over the database to start a new company. Some roles can not see these two fields. Even though i opened up all permissions on the table where the fields were being used. When I tested the role on my end it showed that they could use it, but user continued to show me proof that they could not. It was greyed out or the drop down was blank. I tried all sorts of things, even removed her user and gave her a new role. Nothing. I was going to go live in a day and couldn't get these two fields to work and went into a different direction - QB would not help because of the two apps connected. said it was beyond their scoop of help and I should upgrade to get better tech support -hahahah ( which I eventually did) waste of money and i am only 3 days into this new package but that is another story. I started to use another table that was connected with quickbase connect for another project. however that has since bitten me, because when we remove an employee from the database because they quit or got fired ( we have lots of turnover) it removes their name from ALL tables. We can not have missing data and I was told this will always happen. So I am back to the orinal problem. trying to get these two fields to work on other users roles. Which will cause a great deal of work for me changing hundreds for reports with those two fields. Reports that go out automatically ever day. I have no other choice. So I have looked at the field permissions on each field - they are open wide - no restrictions. I can't even get a couple of the related fields to show on the form on the other role What the hell am I missing. I don't know what else to check if all permissions are full on the role and no restrictions on the field it's self - what else? sorry for the long post When ISolved10Views0likes2CommentsIntermittent Issue: Contacts Not Displaying After Adding to Form/Table
Hi! I am trying to resolve an issue that has been happening since last year and that neither QB Support nor I have been able to solve. This issue randomly began out of the blue, and I can't make sense of it. The process: User 1 adds a task (record) to the 'Client Request Form' for XYZ Company. User 1 clicks 'Add Client Request Contact'. This takes the user to the child form Client Request Contact. User 1 will add the XYZ Company contact via an email dropdown box. If the contact does not exist from a previous entry, User 1 will click 'create new contact'. Upon clicking, the 'Contacts' form will open for User 1 to enter a new contact associated with XYZ Company. After adding the new contact, the contact is now available to add as a contact for any future Client Request Form tasks/records entered. The issue: When User 1 attempts to associate an existing contact with a Client Request form, the list of possible contacts does not display, resulting in the user having to add the contact repeatedly. Additional Information: Multiple contacts can be associated with one Client Request Form. We have been using Quick Base for 5 years now, and this issue was first discovered in 2023. We have 1,000+ clients in our application. When it was first reported as an issue in October 2023, the user only saw this happen on 6 clients added by different sales team members in 5 different months from January 2023 to September 2023. The other was added back in 2019. Today, the number affected is higher than 6. Please let me know what additional information I can provide. I hope we do not have to create something new, as this will impact over 17,000 existing records. Thanks in advance!14Views0likes1CommentGet data from an unrelated table
I have a QuickBase and I have three tables involved. DSO TINS Contacts The Tins and the contacts table are related to the DSO table using the Field DSO name. What I need to do is pull in some contact fields into the Tins table. How would I set up the relationship in order to do this? Thanks.Solved45Views1like9CommentsViewing content from a hidden table?
I'm sure I'm missing something simple here, but I have a few tables that are source data for table-to-table relationships. I don't want / need most users to see the information in these tables so have unchecked "show in table bar" in the advanced settings. However, occasionally I DO want to see what's in that table. The only way I've found to do that is to change that setting, look at what I want to see, and then change it back. Is there an easier way?19Views0likes3CommentsLookup multiple items from the same table.
I'm trying to set up a QA audit table with an accompanying form for staff to evaluate medical records. The problem I'm running into is both the auditor and the person whose record is being audited are employees and thus their names come from the same field of the same staff table. I could go the cheap route and make one of the 2 fields on the form a text block but I'd rather not. Is there a way to have a form pull 2 different names from a related table instead of locking on one? Thanks in advanceSolved27Views0likes2CommentsTable-to-Table Relationship Question
Is there a way to create a table-to-table relationship that you can use with a multiple-choice field? For context, I am trying to create an inspection form that pulls questions from another table based on the equipment that is selected at the top of the inspection form. The questions on the inspection form need to have a "Pass" or "Fail" option, hence why I would like them to be multiple choice. Or if there were some formula that would do something similar, that could also be helpful. Any feedback would be greatly appreciated!27Views0likes2CommentsIncrementing a field values based off another field's content.
Hello, I'm currently working on a project where many tables have relationships and require automation features. For instance, if a user selects an option from a lookup field, [Field X], in Table X, then in doing so, [Field Y] will increment in another separate table, Table Y. My design right now is built on a set of reference tables that can be utilized in an operations table. My goal is to "trigger" events such as the one described above to reduce clutter in the operations table. I can provide screenshots and table data/field info if the structure of my app is not sufficiently described. All of the data are just filler to work on functionality. Many thanks, Gabe54Views0likes5CommentsAssign Child Record to Parent Record
I'm trying to create an inventory database with my Users as a parent table and my Computers as the child table. Computers need to be assigned to users. I can go to the computer table and easily assign to a user, but I want to be able to go to the user table form and assign an existing computer. This is a Quality Of Life request, to be able to open the form view of the user and then assign existing computers from the computer table and other equipment from subsequent tables. Thanks.25Views0likes1Comment