Using "hidden" fields in dynamic form rules
I have a Request form that I need to validate the date and time for the date the service is requested. I created formula fields to use in the dynamic form rules, but I do not want these fields to be displayed on the form. If I don't include them on the form, the dynamic forms rules don't work. I tried including them, but for edit only and that did not work either. I tried putting the formula fields in a separate section and used a dynamic form rule to hide the section and that also caused the date test dynamic rules to fail. I have a test form with the fields displayed and the rules work perfectly. How can you configure the form so that the fields are not displayed, but they are available to the dynamic form rules? (without using javascript because that is above my skill set.) Thanks in advance for any help! ------------------------------ Julie Meeker ------------------------------40Views0likes4CommentsDrop down list blank
I am developing a home page, one of fields is having drop down list with a specified list of values. When we go to edit page to feed values for this field we are seeing an extra blank option in the list. I need to have just the options i have specified in the list and get rid of this blank space there as an option. I verified and removed any blank space or extra new line in my list, but it gives still the same. Can someone please help me - how to remove these blank space. ------------------------------ Rishabh Narula ------------------------------31Views0likes6CommentsHow to remove option "None of the above" from radio button options
I converted my text multiple choice drop down to radio buttons using by customizing the form, but after the conversion an extra option called "None of the above" is created. This can create confusion for the users. Please suggest me how to remove this option. ------------------------------ Aswin Babu ------------------------------27Views0likes4CommentsCounting log edits in a text field
I have a multi-line text field named [Client's referrals] that logs the edits to the field with Date, time and user. We keep track of the people a client has referred to us. I would like to know how many people a client referred to us each month. Is there a way I can count each edit and catch the date? Thanks! Consuelo ------------------------------ Consuelo Viramonte ------------------------------23Views0likes1CommentCustom Error Message For Unique Formula Fields
I have a table called Clients. In this table I have a formula field called Unique Identifier which concatenates a client's first name, last name, and email into a single string. Unique Identifier is also a unique field to prevent duplicate Client entries into the system. When I try to save a duplicate client record a Quickbase message pops up saying "Fields which are marked unique must contain unique values for all the records. You have entered a duplicate value for the unique field "Unique Identifier" Please check your data and try again. (The client was not saved)_" Is there a way to modify/customize this message? I would like for it to say something like "This Client Already Exists" ------------------------------ Abhishek Kumar ------------------------------22Views1like0CommentsSnapshot 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 ------------------------------22Views0likes1CommentRemove commas (newbie here) from imported numbers
Hello - I've spent an hour searching the community and cannot find an answer to removing the commas to my uploaded numerical column. I was my numerical field to look like this: 123456789 not; 123,456,789 I have changed the field properties to text and yet I still have commas. I have uploaded twice - no workie. Please help this new person with her first upload. Thanks, Lois ------------------------------ Lois Rockwell ------------------------------20Views0likes2CommentsHow To Remove HTML from Rich Text field so it doesn't show in Email Notifications and Headers, etc?
Hello, does anyone know how to hide the HTML formula in a Rich Text Field from displaying in column headers, email notifications, etc? See attached image 1. You can see that the HTML is showing at the beginning of the "Sample Data." See attached image 2. You can see that the HTML is showing in the email subject line. Can this be masked/removed so only the data is showing? Thanks! ------------------------------ Josh Collins ------------------------------16Views0likes4CommentsAutofilling fields when adding a Child Record after generating a Temporary Report
Hi, I'm back at this Quickbase still in the hopes of convincing my organization we should go with this. Now I have a minor annoyance that seems like it should really be fixable but I'm not sure. I really want my users to view the Location table and from the appropriate record, click View Clients, then search for a Client, and if not present, add that Client (duplicates may cause many problems!). When the user clicks "View Clients..." this produces a temporary report, where the "Related Location is #" On that page, if the client doesn't exist, the user will click the "+New Client" This is where the minor annoyance comes in. In the new record form for adding the client, the user now has to specify the parent record from Location even though they just left a page where the location was specified. Is there a way to automatically fill that field based on the fact the user just left a page where the related parent record was already specified? Also, for many users, there is only going to be one choice for Location anyway, which makes it also a minor annoyance to not have the field automatically populate with the only choice available. Any methods to reduce this annoyance? Thanks Dave ------------------------------ David Halter ------------------------------15Views0likes1Comment