View 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#] & "'}"62Views0likes3CommentsAdd multiple records to form from another table
New to QB and this seems like it should be an extremely simple task. Simplified, i've got a Trailers table and a Move Request Form table. On the move request form I need the ability to add multiple trailers instead of creating a move request for each trailer individually. I'm not interested in Grid Edit as that will remove any data validation ( I want the user to search for and select the trailer so that I can use this data for automations elsewhere). I've tried using multiple choice from the list of trailers, but without a search bar it's pretty useless for 2k+ trailers. Why is this so complicated? ------------------------------ Joel Noland ------------------------------52Views0likes2CommentsReporting Help
Hello All, My Quickbase skills aren't too strong. We are a commercial janitorial company and use Quickbase to house all of our Customer and Cleaner information. On the cleaner screen, I am trying to play with the embedded reports... I have the embedded account report showing up. Is there anyway I can edit that report to show total number of accounts on the bottom of the report? Thanks in advance for the help! ------------------------------ Landon Wyrick ------------------------------29Views0likes3CommentsAuto-populating data for a record in a form
I am needing to know the best way for information to auto-populate for a record. Example: I am selecting driver name and all of his information is tied under the driver table but I want the demographics of the driver to auto-populate once the driver name has been selected. Is this possible and how do I go about doing it? ------------------------------ Kenisha Terry ------------------------------29Views0likes5CommentsCan 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 ------------------------------29Views0likes2CommentsSnapshot for a look-up field?
Hello, I have a table that contains my sales reps and their commission plans. Whenever I generate a project in my projects table, it links the sales reps' commission percentage to each project. I have a 3rd table (Costs) that calculates fixed costs on projects and calculates commissions related to this information. The look-up numeric field pulls the commission amount from the projects table. I'm trying to make the look-up field in Costs for the commission percentage be a snapshot, as contracts and commissions change, i can't have it affect older projects that were created during a different contract value. Whenever I change the field to a look-up field, the snapshot option disappears. Can someone help me with this? Thank You So Much ------------------------------ Anthony Wong ------------------------------22Views0likes1CommentFilter a lookup table based on a date in the current record?
Hi: I'm working with staff / managers and activity tables. Each staff --> multiple activities. Let's say I want to enter an activity for last week, but this week one of my staff was promoted to a manager. The new manager shows up in my activity form under "managers" not under "staff" because the lookup field provides the staff table filtered on current status rather than on last week's status. And, let's say I go to edit one of the prior activity records, my new manager starts causing problems by not really being a proper staff person anymore, even though he was a staff person at the time of the record entry. I've tried multiple things but can't seem to hit on the right solution. For example, I've made an "assignments" table with start and end dates. Staff with multiple assignments and activities with multiple assignments. Then tried a conditional drop-down based on the date field, but it doesn't give me a 'between' two dates, it only gives me a choice to match dates exactly... Surely I'm not the first person to try to do this. I imagine this can come up regularly in a business situation, whether people move departments or get promoted, or move locations. You don't want their new data showing up in older records and making changes there. Any ideas? Dave ------------------------------ Dave Halter ------------------------------20Views0likes2CommentsSummarizing Data
In order to help our finance person allocate the finances over multiple months I wanted to create up to 6 different lines for the PO's for a single project... no issue. We have been creating new records, but it becomes a little bulky... Now what I need to do is place this data back into a Summary Report where it will only show the Month and not Revenue 1, Revenue 2 etc... Is there a work-around for this? ------------------------------ Hans Hamm ------------------------------19Views0likes1CommentUsing HTML and javascript to display information
Hello, I was selected to design a quickbase for my team. The only thing it is required to do is track certain data points on contacts the team receives. Anything beyond that is at my discretion, but it seems like the more it can do the more likely the team is to actually use it. One of the things I want to implement is to provide subject matter experts and helpful information for resolving an issue that would depend on what type of problem is reported. My first test on accomplishing this resulted in a coding page that uses a js function to display text based on an HTML dropdown selection and then links to the coding page on the homepages for the different roles. However, I can already see that trying to hardcode the text the way I have it now will not be user friendly when any changes need to be made. It also seems like it is going to be difficult to impossible to get the text returned from the function to properly display on multiple lines when that is needed. I'm still hunting around for other solutions but wanted to ask the community for any suggestions. Right now, we have the information in an excel spreadsheet so I am going to try out uploading it as a new table in the quickbase and see if I can pull or display from that somehow. Thank you17Views0likes3CommentsField completed auto populates other fields
I am new to developing in Quickbase or any other program. I am building an app where if a person selects one of three regions, I would like to populate only those associated with that region to select. For example, I have three regions, and each region has three items (each item is different in a region and stored in a region table), when I select Region X, I only what the three choices in Region X to be displayed, not the other items associated with the other two regions. Thoughts or suggestions? ------------------------------ Brent ------------------------------15Views0likes1Comment