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 Some records need to be kept in the table but are no longer active and in excel we could just easily hide a row, is that possible with QB?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 ------------------------------8Views0likes1CommentView 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#] & "'}"8Views0likes3CommentsCan 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 ------------------------------8Views0likes2CommentsRename 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 ------------------------------7Views0likes4CommentsReports 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 ------------------------------6Views0likes2CommentsCreate 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 ------------------------------6Views0likes5Commentsusing 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 ------------------------------5Views0likes3CommentsColor Coding Not Available in Custom Reports?
Hi, I'm working to create a few custom reports and charts for one of our tables. In one of these tables, we basically have a delta field, which we want to highlight red if the change is negative and green if the change is positive. Based on the info from Quickbase in "color-coding in reports", this should be possible. The issue is that I'm not seeing a "color coding" section anywhere in any of the custom reports (besides the main "List All" table). I've also just tried to add a simple color-coding script in any of the "Add a formula" sections (such as for "Report formulas" and "Summary formulas" sections), but I've had no luck. Any advice is appreciated. Thanks! Shelby ------------------------------ Shelby Pons ------------------------------5Views0likes6CommentsColumn sizing on embedded child report
Is there a way to resize columns on embedded reports? If you go to the Full Report you can do that, but does not reflect the same when displayed in the parent record. I noted that in the field properties there is a width of input box but I believe this only affects forms. My company was in the first group to get the table reports update and we have had other issues with column widths. ------------------------------ Julie Meeker ------------------------------5Views0likes2CommentsCustom summary report based on a filtered list?
Hi I'm sure QB can do this, but I've not quite got there yet. Some help would be great. I've got a table of Staff related twice (actually five times, but twice should be enough for an example) to a table of Activities. Each staff takes a different role in the activity, for example, "initial contact," "lead development." If I've set up my table rules right, those two roles will never be done by the same person. I want to produce a report based on the list of potential staff how many activities they are doing, filtered by an 'ask the user' date. Thus I might have Staff A, B, C, D, E, and F. I can filter Staff on another field in that table to exclude D (or D and G, and H, and...). Then I would want to see something like this showing number of activities: Staff Activity type IC Activity type LD A 32 15 B 0 23 C 0 0 E 14 0 F 27 14 I've actually been able to do this fairly nicely by using a summary field in the Staff table and then showing a report based on this staff table with the appropriate columns and also do summation columns easily (like A above would have 47). But, this approach ensures that an administrator needs to set up the report with set periods (like this quarter or last quarter, etc), whereas the report I'm after could be setup to ask the user which dates he would like to see. In this case it would most likely be a manager. I'm new at this, but this is one of the reports I had to produce regularly based on our excel sheet and it was a several hour pain to do every couple of months. It'd be great to have this automated. Thanks for any input. Dave ------------------------------ David Halter ------------------------------4Views0likes5Comments