Conditional Drop down
Hi, I have Tables and Fields: Employee Table: Fields: EmployeeID, EmployeeName, PhoneNo, LDAP, JoiningDate, Level Project Table: Fields: ProjectID, ProjectName, JoiningDate, ClientID Client Table: Fields: ClientID, ClientName Emp-Proj Table (Join Table between Employee and Project): Fields: RecordID, ProjectID, EmployeeID, ClientID, EmployeeName, ProjectID-ProjectName I want to implement form rule Set a rule like: “When EmployeeID is selected, show only projects from the Emp-Proj Table where EmployeeID matches the selected employee.” This will filter the projects based on the employee selection. I am unable to implement above rule after relationship establishment to tables . Please help or share screenshot to implement When EmployeeID is selected, show only projects from the Emp-Proj Table where EmployeeID matches the selected employee.” Thanks Bharat
Transition to new/updated form
Hi All, I need to make changes to the main form used by a table. The change would consist of taking an existing muti-select field and break it out into discrete fields making it easier from a reporting standpoint for other applications like Hadoop. What is the best approach to transitioning to an updated form, where I can use the older version of the form for reviewing older records, and then the updated version of the form when creating new records. I want to maintain reference to old form for historical purposes, but start to utilize the new form going forward. This is a legacy form for awareness and I'm hoping to keep using the existing form without having the need to create a new form all together. My initial thought was to use a hard fast date as the cutover, and I was going to leverage Date Created in a dynamic rule but noticed that doesn't get stamped until the record is saved. Any suggestions on how to accomplish this when the form loads to create new entries? Thanks in advance! -Scott
Clearing a formula date field
I'm trying to find a solution to clearing 2 formula date fields based on a selection in another drop down field. I've tried to set up a form rule for this but it appears the formula date fields aren't showing as an option in the "then" section...what I'm needing is when the user selects case rounds type as MD requested to then clear and hide the 2 formula date fields as they are no longer needed. It will let me hide the field in the form rule, but won't give me an option to clear those fields. Not sure if there is a better/different way I should be setting this up?
Seeking suggestions for accounts payable workflow
Hello all, I'm working on an improvement to our accounts payable process. At present we use smartsheets and have vendors submit invoices via a form. After that the process falls apart quickly and I want to fix that using QB. My questions are about that initial vendor input. I know I can create a form and set permissions for EOTI, I've done that in the past to create a visitor access log and it worked well. In this case we want them to attach a PDF file. Is there a reliable way to restrict the file type to ensure we only have PDF documents uploaded? In the past I never had issues with spammers finding and using the previous form I had set to EOTI. Now that I'm dealing with attachments how concerned should I be of the wrong person finding the link and spamming us with hazardous attachments. I was thinking of having an intermediate app that collects invoice data and attachments to isolate it from our core app. Then using automation to validate the vendors as known and unknown. If the vendor is known automation then creates a new record on our main app to start the approval workflow. If the vendor is unknown they need to be approved by a human to move forward. Am I over thinking this process or is there a better way? I haven't researched it yet, but a former employer used an intermediate app that OCR scanned all documents into PDF docs to isolate the external attachment and potential virus from their accounting system. Their system was overly complicated and I'm hoping to avoid that. Does anyone have any different suggestions for that initial data entry form? Should I look at using a different form input like Google Forms that trigger a zapier that inputs the data into QB? Thanks in advance for any help!User List Field Based on Another Field Value?
I am wondering if it is possible to use a "User" type field and base its values on another fields value? For example, when a User that has the value in "Warehouse" field "Nevada". I would like to show only the users that have the "Warehouse" value "Nevada" in the User list field. When a "Nevada" warehouse user is viewing a record. Alternatively, if the user is a "North Carolina" user only show "North Carolina" Users in the "User" list field. Is this possible? Brian
Use Text field as a search field inside a form
Hi, I would like to create a search field inside a form using a text field. I found a video with the exact action that I want to do (https://www.youtube.com/watch?v=XgkfTpXTYBc). It's basically scanning a QR code and it will automatically get the exact data from another table. Could you please help me on this? Thank you so much in advance.
Relationship - Forms
Hi, I have 2 tables PROJECTS related to JOBS When I add a JOB to the PROJECT (using the Add Job URL) I would like for a specific form to open In the JOBS Table. Currently "Main Form" opens. I would like for the "Job Start Form" to open. I prefer not to create a role to use this form. Thoughts? Thank youNext button/link on Forms
Hey All, On QB forms, there is a next button/link, that when clicked it would advance you to the next record on the report. Even if there aren't any changes made to the record, we are getting this pop-up message. It only occurs when in edit mode, not just viewing records. We have not had this issue until sometime last week. Also, it is only occurring on a select few forms? Does anyone know what drive that 'next' button and how to change the behavior so that it does not throw that dialog box? I know there is the native Save and Next button, but users are accustomed to the ease of just using the next button. Thanks, -ScottCapturing previous info from a field
I have a form that has a member ID and also first and last names...in that same form I need to capture in another field the previous member ID and name should the user change the name or mbr ID in the text/numerical fields. I'm unsure how to set this up the fields in the same form and if / how to do this in a pipeline or another way.
