Modifying an existing app for unusual reporting needs
Hello all! I started toask this in a subsequent question yesterday (we need the Qrew posts to be editable so we can add to an original post rather than reply/have it potentially get lost!). Thanks to the legend Mark Schnier for some help on a specific formula. Now I'm trying to wrap my head around a bigger challenge. The app I'm fixing has some (what I consider) unusual reporting requirements. We have Clients, who have Cases, and our team of Users have Interactions with the Clients about the Cases. Presently, the app is structured with only two tables for those three things -- "Client/Case Files", and "Interactions". So question #1 is -- as I add in a 3rd table, I'd love any words of wisdom about correcting any legacy data into the 3-table format. Or do I just let it go and course-correct forward? Question 2 is around building logic so as we can get the nuanced reporting we need. Each Quarter, we have to report out on 1. How many total Clients were served, and 2. How many Clients were NEW that quarter. Then, at the beginning of a new fiscal year, all legacy clients are counted NEW again. So each time a legacy Client presents for the first time in a new Fiscal Year, I need to be able to report out when they're "new". That could happen any time within the Fiscal Year, and I'm really struggling to wrap my brain around how to build that specifically. Lastly - and the form field that Mark helped me build, which I'll need to wrap my head around within the context above -- is that we need to report out the demographics on those. As those demographics are generally client-reported to us, they can change -- so I need a mechanism to ensure we're 1) capturing that info, 2) updating that info when the person needs to be reported out again new, and 3) in particular with the demographic of what "age range" someone is in, those things of course change. So to that, ideally I'd have a way to also capture it as it is, in one particular point in time -- so that if we ever were to need to audit a past report, we can see how the reporting was then; and be able to also pull the present reporting out as it is today. Any help is welcome! I feel like the entire conundrum sort of bends my brain in half, and I don't know if I'm just being a dunce, or if this is truly just unusual reporting parameters! I hope this makes sense - and thanks in advance for any guidance!
Display Summary Table in Related Child Records
How can I display a parent summary table report in each child record? The report, screenshot below, includes all subprojects (the child records) related to a project site (the parent). I desire this report in the child table to display the related subprojects.Something went wrong error when trying to view file attachment history
I am using Exact Forms Plus to generate invoice pdf and saving to a file attachment field in my record. When I click on the clock icon (to view the history) I get the following message. I have versions enabled and set to collect the 3 most recent versions, but am unable to actually view the history. The item I am trying to view should have at least 1 version in the history, but I'm getting the error message. Am I missing some setting somewhere to enable version history collection?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.Report to prompt for one date but be used for multiple date fields
I need to prompt the user for a beginning date and ending date range but I need those dates to be for more than one field. So the report would be something like this. The Beginning and Ending Date would be user prompts. Date received is on or after Beginning Date and Date received is on or before Ending Date or Date Submitted is on or after Beginning Date and Date Submitted is on or before Ending Date. How can I create the custom prompt for Beginning Date and Ending Date, so the user is not prompted to put in dates for both fields. Thankscustom email to non-users, on a schedule
I need to create a single-table custom email that runs on a schedule (any time during the month 4 months after a date in the record). Each email needs to go to a non-user whose email address is a field in the record, and the text of the email needs to contain some other fields from the record. I'm planning to do this in two steps: 1. Create a custom email (open, triggered on a record modification) 2. Create a pipeline to run once a month and do the record modification for the appropriate records - once the record is modified, the email will be sent. It seems like this will work but I'm wondering if the pipeline updates would be considered "bulk" updates. Since the recipients are non-users, the email must be specified as "open" - but I know there are issues with "open" emails with "bulk" updates - recipients could receive information that doesn't relate to them. If this could happen, what is another way to approach the requirement?
