Create a button that displays an embedded report from a different table
Hello, I want to create a button that displays an embedded report from a different table that is related to what's on the current record. I want a button to go in the green circle and open that report that's embedded and related to that unit. Thank you! And I'm such a novice, so please be elementary with me :) ------------------------------ Renee Hansen ------------------------------
Rename columns in a summary report
I've got a quick one! Is it possible to rename the columns in a summary report? In table reports I can update the Column properties. I don't see an option to do this in summary reports. Is there some option I've missed? (I tried making formula fields within the summary report, but they're limited to 3 - I'd like to show alternate names for 21 columns in one report.) ------------------------------ Chyanne ------------------------------
Display number of rows in a report
Hi, I created a report for table, while other reports are showing more than 50 rows, this report always only show up to 50 rows. I have tried to look at the customization setting or the report default settings but not able to find where I can show 200 rows in every report, because I know by default QuickBase shows 200 rows. Any thoughts? ------------------------------ Thank you for your help! Davy Ou, Quantitative Financial analyst Certified QuickBase Developer, Lifetime learner https://www.linkedin.com/in/davyou/ ------------------------------Hiding Rows/Records
Hello - I hope this is an easy task. I know how to hide an entire field in a table (the three dots at the top of the field), however, my team also needs to be able to easily hide rows/records as well. Some records need to be kept in the table but are no longer active and in excel we could just easily hide a row, is that possible with QB? Thanks! Meagan ------------------------------ Meagan McOlin ------------------------------
using a list-user field to filter a report
Howdy, I posted recently about a budget app I am working on. I have Areas. Areas have many accounts. Each account can have many categories. Each Area/Account/Category combination can have many expenses. I also have budget administrators. These budget administrators can have more than one area that they are responsible for. I've got the conditional drop downs working so that when a specific area is chosen, based on that area there is a specific list of accounts and based on the area/account combo chosen, there is a specific list of categories to which expenses can be added. Where I am stuck is that I want my budget administrators to only be able to see and/or edit/add expenses to those areas that they have been "assigned" to. It was suggested that I use a list - user field, which I have done on the area table. The area and the admin flow as a lookup to the Account table and then on down to the Category table as a look up. When I created the report for the home page and then tested as a user, the report didn't bring in any of the areas and I could see all of the accounts regardless of area. I'm not sure if it's an issue with how I'm creating the filter on the report maybe? I've tried many variations and just can't seem to get it to work. I've attached a picture of the filter, how I'm grouping the report, as well as the result I'm getting when I go to the home page and test as a specific user. (When I just run the report as a specific user, I get no results). I thought about basing the report off of the expense table -- but that report will only show me areas/accounts/categories where there is already an expense. I need the report to show all accounts, even if there is no expense yet, so I can add an add expense button. This will make it so that the admin will only see their accounts and when they click "add expense", the correct area will already be populated and kick off the cascading dropdowns for account and category. Thanks for your help and guidance! ------------------------------ Andrea Johannes Associate Director Texas A&M University ------------------------------
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#] & "'}"
Width of report tables on form
When I edit the report table, the width is PERFECT. but when I link it to the form, on the form it is just extremely wide. Even if I try to take out a column to make it less wide, it just stretches the columns to keep it super wide. Is there a simple solution I'm missing?? I just have 3 columns and I need them to be nice and narrow. Thanks! ------------------------------ Michael Brumfield ------------------------------Can I have more than three fields displayed in a default record picker?
I have an app which holds two tables with a relationship. One of the fields which is pulled through in my child table is a reference proxy from the parent table. So the user completes a form then picks the associated record from a drop-down and that data forms part of the record. I can pick three fields to display for the user to select the right record. Three fields isn't really enough for them to identify the right record though. I can see under Advanced Table Settings there is an option to build custom data rule... not sure if this might be my solution... ------------------------------ Jemma Data Analyst & Visualisation United Kingdom ------------------------------Expanded URL from Reports
Hello, I was hoping to get some guidance on how to access the expanded url for reports. I have two identical apps and would love to cut some time but copying reports from one app to the other. Discussion about this topic - https://community.quickbase.com/communities/community-home/digestviewer/viewthread?MessageKey=8c484de1-b122-4c73-b918-72d25064962a&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer the upside down ellipses has this option greyed out but is there another way? ------------------------------ Tim D ------------------------------Reports Pulling Data from 2 Tables at once
Hello, I have 2 tables that separate projects from my internal team, and external team. I would like to pull a single report that shows both entries and information regarding the projects in both tables. However, it looks like I haven't found a way to do this. Can someone support me in identifying if this is possible? Thank you so much ------------------------------ Anthony Wong ------------------------------
