Report Formula for Header fields

Question

Hi, I need a report formula that will change the header/column name to whatever year is "Year 1" based on a date (a start date, let's say).How do you do that?

gesco_qbadminis · Answer

You can rename the field using a Pipeline which will call the Quickbase API.

Create a set of fields which correspond to the field name(s) you need. For example ToText(Year(Today())) would calculate to 2024 and might be called [Year 1 Field name].
Create a Pipeline which will search the table to get the first record (any record will do) , so Limit the search to just 1 result.
Inside the For each loop, do a Make Request Step with this URL

https://mycompany.quickbase.com/db/xxxxxx?a=API_SetFieldProperties&fid=999&label= and then drag down the field for [Year 1 Field name]

(set the xxxxxxx from the table's URL and the 999 to the fid of the field to be renamed)

You will need an additional Make Request ste for every field that you want to rename.
Run the Pipeline manually to confirm it works.
Schedule it to run monthly.

reneehansen1 · Answer

I don't have access to pipelines. Any non-pipeline way?

markshnier__you · Answer

Sort of.&nbsp; You can use a webhook.&nbsp; I can show you the syntax for that.&nbsp; But the question would be what to use as a trigger as it needs to run I guess just once a year.&nbsp; Do you want to push a button to trigger the renaming?

reneehansen1 · Answer

I think part of the problem is that - these aren't static years. They'll change based on the Business case date - so is this like an "alias" type thing, or is this an overwrite every day?Yes a button is a good idea

markshnier__you · Answer

I may have completely misunderstood your question.&nbsp; If you have a bunch of records and inherently each separate belongs in a particular year column based on a date field or a calculated numerical year, you should use a Summary report and use column grouping on the date, grouping by year.

Forum Discussion

Report Formula for Header fields