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. Thanks
custom 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?
report help
We have been using quickbooks for quite a while and it was brought to my attention yesterday that one of the reports that is constantly used is not functioning properly anymore and I am not sure what happened? In this report (attached) there are columns for; Job/item#/Description/unit price/Bid quantity/unit of measure/bid amount (tot) /quantity installed (tot)/ and revenue(tot) What is use to do was; take the unit price multiped by the bid quantity and that would give the Bid Amount (tot). Then the quantity installed would multiply by the unit price to give the revenue total (which still works for all of them). Now it adds the Unit Price for every daily log that our crewman enters that uses that item number. ie: the first highlighted on the report the 691,439.95 was multipied 3 times because there was 3 daily logs entered which is throwing off the whole total off the bid amount. The bid amount should be 691,439.95 but it has it as 2,074,319.85 the other highlighted are doing the same because they have more than one daily log entered. But the rest on the report are fine and working because there is only 1 daily log entered using those item numbers. I'm hoping that someone can help me figure out what happened here and how I can change it so the Bid amount once again is a total of the unit price and
Bar Chart based on Multi-Select Text field, but without unique combinations
Is there a good way to show the # of records where each option from a multi-select text field is selected WITHOUT showing every single unique combinations. For example, if Option A is selected on one record, Option A AND Option B would NOT be a separate bar on the bar chart, it would just show the actual choices in the field.
Unduplicated people summary report
I built this summary report and need help filtering out duplicated clients. This report is built on the "Case Clients" table that is the many-to-many table connecting "People" to "Cases". I need this report to only show unduplicated people within each column. I have not used Help!
