Quickbase Actions
I am trying to make a Quickbase action... When a certain action takes place, I would like for a field to be edited, rather than having a new record created. However, the option for a field to be edited is blurred out. I need the field in another table to be edited? What am I missing?74Views0likes5CommentsRelationships functional question
Hello! Intermediate-level user here and very much enjoyed the former QB forum - hoping to see some familiar faces on here. I am dipping my toes in the waters of fixing a Quickbase app that I didn't actually build - which is great! Something I'm thinking I want to learn more about/perhaps pursue from here. But also feels like the litmus test here - fixing my own Quickbase that I built is one thing, but now getting to know the ins-and-outs of someone else's is - wow. Anyway. One ask from the team I'm refreshing this for, I'm struggling with because I'm not sure this is possible. They want to see on the Table view, a field that populates a date from the related table of the last record. Perhaps there's a formula that I can pull to make this a field. So -- in the simplest terms, I feel like what this field needs to be is: Parent Table owns the field, and that field is points to the Record Date of the newest Child Table record. How can I do this? Is there perhaps a formula field to build? Also - I see my predecessor attempted this, and it is reporting out on several fields..... I don't quite know how to make sure my fix populates everywhere, other than editing the specific existing field. Could I just copy that field, and it'll still report on those records? I know if I "change type" of field, you can often only do that once, and it won't let you change it a second time.69Views0likes5CommentsHow to use formula or summary field to get latest record data?
I have a table sales and a child table of products. I am trying to find the latest related child (products) field "price". I can create a summary field on the parent to get the latest date but it will not get me the "price" field. How do I use the formula field to get the latest date record and return the "price" value of that record? Thanks!63Views0likes9CommentsFilter records based on table connection
Not sure if the title exactly describes what I am trying to achieve, but here is what I'm working on. I am trying to create a simple-ish application for one of my teams where they can track projects, enter associated time entries for each and then create invoices for those entries. My setup is Customers table, Projects table, Time Entries table, and Invoices table. Customers relates to Projects and Invoices (1 Customer can have many Projects and Invoices). Projects relates to Time Entries and Invoices (1 Project can have many Time Entries and many Invoices). Invoices relates to Time Entries (1 Invoice can have many Time Entries). What I'd like to have happen is when a user goes to create a new Invoice, they would select a Customer and then a Project and then see a list of Time Entries where Customer and Project match AND the value in the Related Invoice field is blank (i.e. Time Entries that have not been previously invoices). The thinking is that the user would then be able to select all the Time Entries they wanted to have included on the new Invoice and then the Related Invoice field for those Time Entries would be updated with the newly created Invoice. Is something like this possible?Solved61Views0likes1CommentHow to add list of attachments on child record from parent record
I have a parent record with child work records. The parent record also has child records attachments. I'm pulling all of the information from the parent recod into the child work record, so the user does not have to go out to the parent record to see the details. The one issue I have is how to show the attachments from the child record onto the child work record? Tables Parent Table--Grievence child record--Work record Parent Table--Grievence child record--attachmentsSolved59Views0likes4CommentsRollup Help
I've added a new Parent table "Cases" table to my already-established Child "Call Records" table as suggested to me earlier this week, and created a bunch of roll-up fields so that our end users can enter their fields on their call, and it will roll up to the master Cases into summary fields. Previously, we delineated calls that were subsequent calls of a same case utilizing a field on the call record ("Continuation of Earlier Case"), but it created issues of duplicate data. That said, two questions: Is there any way to create such summary but filter out answers = to "Unknown" or "Not reported", unless they are theonlyanswer? I suppose the alternative is simply to have no answer. We've used Unknown/Not Reported on multi-select text fields for the ability to require the field nonetheless, but if on a subsequent call, the data is known, I'd like to disregard "Unknowns". Can I use the roll-ups to tie to another Parent table? I'd like to tie all these to the hospitals that call us. But in theory, it could one day be more than one hospital (e.g. patient transfers, two hospitals call us). I have a summary of hospitals, which today is universally one hospital deep -- but again, within the realm of possibility to be more one day. These Case roll-up fields will power a lot of analytics that were on our Call Records previously - demographics of cases, etc., so a lot of variety in the static items creates another issue with data clarity/cleanup. Thanks!47Views0likes5CommentsQuestion regarding relationships
Hello, I am trying to pull information in from an employee table to auto fill on my form once the employee name is selected. I have successfully pulled in the employee number, employee name, email, phone number, manager ID, and second line manager ID with my first relationship. I am needing to pull additional information back from the table once this information prefills. Specifically, once the manager ID and Second line manager ID prefill, I need it to loop back to the employee table and use those IDs to look up the phone numbers for the manager IDs. (Essentially the phones numbers are only listed by employee, so I would need to take the manager and 2nd manager ID from the first relationship and pull in their phones numbers based on the Employee ID on the employee table) Every time I try to add another relationship to take the Manager ID and look up the phone number, my data pulls back empty. If I delete the secondary relationship, my manager IDs pull back fine. What am I doing wrong!?!? THANK YOU!!!45Views0likes5CommentsHow can I create a formula to determine cost per person?
Hi, I am trying to create a formula to determine the cost per person. For example, the total amount spent was $10,000, I need to know the cost per person (from two separate fields). Total # of employees + total # of customers/total cost for event=cost per person Also, is there a reference guide for writing formulas? Thanks for your help, Lori44Views0likes2Comments