Dashboard Variants
Hello, I created a new app which helps give a high view of the entire realm (all apps, tables, fields, reports, requests, etc). On this app, I have a user's table, which is populated by the admin console connection. I have added to this table to include department, user contact phone number, state of residence, etc. I am trying to figure out a way to "force" them into filling their information out on this single table. My idea is to (if possible) show them a dashboard with just a single button for them to edit their user information, or hide all other tables until they edit their user information on the user table. Hopefully I am just overthinking it and it's a simple fix. Any ideas?
Mobile WebUI Help
I'm trying to build a very basic form for external users to enter some data and hitting a roadblock and hoping someone here can point me in the right direction. The people this form is intended for are not employees and don't have any experience with QB so I'm trying to keep it very simple. The plan is for them to access it through a browser on either a computer or their phone. I created a form to be used for these users which works fine on a computer but when using a phone, a few of the elements are missing. Specifically a report link and a button to add new child records. Attached are screenshots showing the same form. Saving the record on the phone returns them to the app homepage but the purpose of this form requires them to add child records, so having them return to the home page adds extra steps/complexity on their part. So, I guess my question is - how can I set this up so the user can create an Order record, then easily add child records on their phone. It functions fine on a computer but this will mostly be used on a phone.
New Forms Return and Cancel Buttons Glitch
I've been working on a multi-step form and noticed that the return and cancel buttons on the new forms always return the user back to the home page no matter where they are on the form. Also, is there a way to hide either the return or cancel buttons? Has anyone else experienced the first issue I mentioned where both buttons do the same thing and take you back to the user home page, completely away from the form and table you were on?
Back to basics: Pulling info from a grand-parent table
Hello! Just doing some maintenance and preparing for some overhauls. In one area, I'd like to streamline pulling in info and linking to a grand-parent table (is that what you'd refer to it as?), by pulling info just from the Child table. In this specific instance, it is: Parent: Organization Child: Contact Person Grandchild: Activity Record On the Activity Record, I'd like to look up the Child Contact, and auto-populate AND link to the Organization. I can't remember how to do that! Right now - I have both Organization and Contact Person set up with a direct relationship to the Activity Record, just so when I pull up the Organization, it properly links.Forms help
Hello! I need help across 3 things today :). And some quick Quickbase Qrew help and/or feedback too. Forms: Is there any way to create a read/view-only form? Or can this only be achieved through toggling the individual fields on a Form to read-only? I'm struggling to delete a legacy form - but I cannot find it tied to any report nor role. What gives? Qrew Help/Feedback: I posted this once - but it didn't take. The new site is a bit glitchy - but I know it'll get there! Is there a way to get notifications when there are replies? I have to manually check. The redirect function kicks you back out to home. So if I either go to "reply" or "start new" discussion, it auto-routes to authenticating, then back out to the home page instead of the thread/area I was in. Thanks!3 things I need help with please
Hello! Is there a way to make a view-only form, regardless of role? Or is the only way to go in and make every field read-only? I'm struggling to delete a legacy form. I've looked high and low, it's not connected to any reports or roles. What gives? Is there a way to turn on notifications to Qrew when I get a response? Thanks!
Create and edit child and grandchildern from within a parent form help please
I am using legacy forms to try and accomplish this. I have these tables in use: Expense, Dates of Service, Invoices and Links to invoices. Expenses is the parent to Dates of service, Dates of service is the parent to links , and Invoices in the parent to Links. 1 Expense has many Dates of Service 1 Date of Service has many related Invoices 1 Invoice can have many linked DOS's (which need to connect to the related expense) What I want to do is streamline my process and try to add the date of service AND then link that DOS to an invoice, all while staying on the Expense's table and at one time. Currently, after creating the expense and date of service, I then have to go to the DOS table in order to create a link between the dos and invoice. My process goes like this: I receive and enter a new expense in the expense table. Since each new expense has many different Dates of Service (DOS's) I have the DOS table. On my expense form I have an embedded grid edit report from the DOS table so I can add each DOS and its specific cost while I am entering the new expense. So basically each expense has many line items, which are the dates of service. And then each date of service has many related invoices which I connect via my links table. I log the expense details with the total due for all the dates of service listed on the expense, ie total expense balance due = $1000.00 The $1000.00 due is for 2 different dates of service, which I log via the embedded grid edit dos report on the expenses form. Then..... DOS #1 - $500.00 amount Due - DOS#1 has 5 different related invoice (each related invoice belongs to 1 patient account and then the $500.00 cost for the dos is divided and out among the related invoices and tallied in a another place to be displayed on each patients record. DOS #2 - $500.00 (same scenario) This allows us to account for the expense's for each date of service for the related invoice we have sent out. So how can I accomplish this all with the expenses table at one time? I was thinking that I could use a save and keep working button after the expense and dos details are entered? I do have a relationship between the expense and links to dos tables but I would think I need to i want to link the dos to the related invoice using that relationship? Hopefully I am just overthinking this and it is an easy solution. Any help is awesome.WHAT HAPPENS AFTER A RECORD IS SAVED
Where can I update where someone is directed to after a record is saved? Here’s my scenario. I have a table called Recipes. I have another table called Comments. They are connected in the app with a table to table relationship where Recipes is the Parent Table. In the form for the recipes, I have a button to “Add Comment”. If a user goes to a recipe record, then clicks the button to add comment. Then they fill out the Comment form and save, they get this: How do I update settings someone to tell QB to redirect them back to the home page?
Copied Field doesn't have the same usage as the original
I created a check box field and it's currently used in 7 forms/reports. When I copied it to add in another area of the same form it shows as only being used in 2 forms/reports. How can I add it to the additional areas I need it in? I want the copies to function the same as the original. I attached screen shots of the original and the copy. Thank you!!
