View query record if single record otherwise view query list
I am creating some buttons in a Formula - Rich Text field. They will allow users to quickly jump from one table to the next using the table to table relationships we have set up. Mainly what they will be seeing is a list of related records based on a query. For example, if I am in the Customers Table and I click on the Invoices button it will take me to the invoices table and I can see all the invoices related to that customer. If there is only one invoice I would like the button to take me directly to that invoice record and not view it in list mode. Is there a way to use the query and set up an if statement that would check the length of the query response and if there is only one then view that record. Below is an example of the query code I am using for one of the buttons. URLRoot() & "db/" & [_DBID_INVOICES] & "?a=q&query=" & "{'6'.TV.'" & [Record ID#] & "'}"4Views0likes3CommentsReport Using Multiple Tables
Hi Everyone, Is there a way to create a chart, that pulls in data from multiple table? I'm trying to create a Pie chart showing a count of On Time / Late proposals. This information is stored on four different tables. Any help would be appreciated. ------------------------------ Terri Wells ------------------------------3Views0likes5CommentsHow can we email a custom dashboard page as a subscription?
I've found that sometimes users prefer dashboards to multiple emailed reports. How can I email the users a dashboard pageI have created that includes a couple of summary reports, a chart as well asone full reportin an email subscription? Is this possible with native QB? If yes, where is the setting option? I'm only seeing a report drop down in subscriptions. I'm not seeing a similar option to select a page . Thanks in advance for any direction/suggestions.3Views0likes6CommentsEmpty left column in embedded report in exact form
How to remove first column (edit / view) for embedded report in exact form. I am using this ~=qdb.GetURL("bhjz7apud", "API_GenResultsTable^query={'13'.EX.'"+field["Record ID#"]+"'}^clist=6.10.14.26^opts=nos.ned.nvw.");~ for embedding the report. But my problem is one empty column is appearing on left side. Please help2Views0likes7CommentsCreating reports that show only the columns where values are present
Hi Everyone, We get bids from vendor on projects (RFPs). For each project we end up having different information submitted.As a result we often end up with an embedded table on the project record where only 10/40 fields have any information Users are annoyed that they have to look at so many empty fields. Is there a way to display only the columns in a report if values are present? For example, if the project has no value for "Rent" in any of the projects related "Bid" records, don't show the "Rent" Field in the project's embedded report. I realize that we could achieve this by having multiple reports, however, we've come to the conclusion this would require maintaining over 200 reports, so we're looking for another solution. Thanks! ------------------------------ Jake R ------------------------------2Views0likes19CommentsFlip Report, Transpose
Trying to flip or transpose a table report. I have a simple one to many relationship and a simple table report but grouped by a date field - 'week'. I want to create a table report but one that is flipped horizontally with the child records appearing as rows instead of columns. ------------------------------2Views0likes10CommentsRemove totals column from summary report
I have a summary report that I use to summarize information by week. I would like to only display the previous 4 weeks, but when I do this the "Totals" column just shows those 4 weeks for totals which is confusing based on what is displaying for other reports on the dashboard. I know that you can remove the totals row. Is there a way to remove the totals column in a summary report?20Views2likes11CommentsFreeze column names / headers in summary reports
Is there a way to freeze the first column and the top row in summary reports? This automatically happens in table reports. I can't understand why it wouldn't happen for all reports. ------------------------------ Brian Hunot ------------------------------2Views2likes2Comments