Recent Discussions
Attendance Tracker
I am trying to build an app that will keep track of attendance by name based on the selected location of the plant. Ideally there is just a multiple-choice field at the beginning of the tracker of the area of the plant, and that will populate the list of names associated with that area. From there, each name would have a checkbox associated with it to designate that person was in attendance. If possible I would want there to be some way to show the attendance percentage of each person as well. I was thinking having the list of names associated with each area in a separate table. Then each person that populates in the tracker form would have an associated check box as a separate field (unless there was a way to make that one field). The issue that I see with that is there isn't really tracking by person that I could figure out, and if you change that list in the separate table then that changes past records of the tracker, which could be an issue. Any help or tips with this would be greatly appreciated!0likes4CommentsEmbedding Report Link in Rich Text Field
Hi, I have an embedded report and each record on the report has a bunch of children records that feed up to it's total dollar amount. That dollar amount is represented as a rich text field. I want the number to be a clickable hyperlink that pulls up the Related Records. This Related Records field name is "Monthly Accounting Review - CM - Related Actuals Records." I've referenced this field in the rich text field via this: "<a href="&[Monthly Accounting Review - CM - Related Actuals Records]&">"&$SummaryNumber&"</a>" This does the job in making the number a hyperlink. But the problem I'm running into is that the link is now operating differently in the rich text field than how it does as it's own field. Here is the report view: But here are the URLs I get for them (top link is the rich text field and the bottom link is the report link field): Thanks in advance for any help on this!0likes1CommentDisplaying a checklist/questions based on a field?
I'll start by stating while I have gone thru much of the free training and also have taken several paid classes, this is my first app that I'm building from scratch. I am looking to create a small walkaround/audit app for a number of facilities. For the sake of this example let's say I have 4 facilities and 5 locations in each. There will be a "checklist" or "set of questions" assigned to each location in each facility. These checklists may be reused by different locations, but not necessarily. Technically, a single audit will have a single location, and a single checklist/set of questions assigned to it. If I create the new audit, and I choose the Facility and Area, I want the assigned checklist/questions to show up for the auditor to fill out. Is there a way to dynamically add these questions, or dynamically add a new pre made form with these questions to the existing form? I initially thought of just adding ALL the questions to a form and use dynamic form rules to make them visible or not based on the facility/area, but another piece of the puzzle is we would like the power users involved to be able to add their own locations, and their own questions. I wouldn't expect these guys to deal with these rules. Additionally, I am realizing there would be rule for each question for each facility/area for each question. This may still be the way we need to go, at least for a "Version1" of this app, but I have to imagine there is another way. Any suggestions would be appreciated.0likes2CommentsMobile Forms-Notes
Hello, I am building an application with the intended purpose to have the forms filled out on a mobile/tablet device. One thing I noticed is the notes I added to one of the form fields does not show up on the mobile. does anyone know how to make sure those notes show up? thanks,0likes3CommentsReassigned multiple task
How can I reassign a task from an Auditor to another auditor without removing the primary auditor. Let say there is 100 task for Auditor A, but he wont be able to finish it on time so Auditor C, or D would like to reassigned 50 task to themselves at once. Thank you.0likes7CommentsChanging/setting record owner
I'm running tests on my app and am working on user/approver access. So far I have been the only tester but soon the approvers will be testing but I would like them to be able to test on test records already created. DB summary: Leaves request db for faculty where single request (Leave Requests table) is approved by multiple (7) approver (Approver List table). When leave request is submitted pipeline creates 7 decision records for each approver with status of "pending" in Request Decision table as well as also creating same 7 records in Decision Status Changes table (log of decisions). Currently all records have me as record owner. When app goes live it will have faculty as leave request owners, and would like all decisions records, in either Request Decision table or Decision Status Changes table) be owned by the specific approver user. I can see it is possible to create a pipeline to change ownership for future records, but currently I'm trying to change ownership of current test records and am not able to access the option in my more menu in the old version. I even filtered the report by a specific approver's username. See screenshot that shows no menu option. Any ideas on what I'm doing wrong or missing?Solved0likes2CommentsStart Audit Date
I need assistance with setting up a formula field where it captures an audit date when the status changes to “Awaiting Corrections.” The date should be recorded on the day the status changes to “Awaiting Corrections” and should remain unchanged even if the status later changes to “Validate Corrections” or “Completed.” For example: If the status changes to “Awaiting Corrections” on 11/08/2024, the audit date should be 11/08/2024. If the status changes to “Validate Corrections” or “Completed” on 11/09/2024, the audit date should still remain 11/08/2024. The audit date should only be set based on the initial change to “Awaiting Corrections” and should not update with any subsequent status changes. Could someone provide guidance on how to achieve this using formula fields?0likes1Comment