How to display PDF in file attachment fields
File attachment fields can show the attached files in forms and reports, but only a few file types are accepted (jpeg and such). Is there a way around this so that PDF attachments can be shown either directly in the form, or as a pop up window (I believe that is called an Iframe ?) after clicking on some button for that purpose? I now have that sort of working through a Chrome extension, which opens the PDF in another tab, but it's slow and cumbersome and has some unwanted side effects.
URL formula to edit a record and ""refresh the page
I regularly use little API URL formula buttons like this one. var text $CopyStatustoPreviousStatus = blah blah blah ......; $CopyStatustoPreviousStatus & "&rdr=" & URLEncode($ReDisplayReport) That works well when I have a button dedicated to either refreshing the record I am sitting on or refreshing a particular report. I also use this great technique a lot to not refresh the report (so the user does not lose their place in the report or does not lose their Dynamic filter selections. var text URL= blah blah blah ....; "javascript:" & "$.get('" & $URL & "',function(){" & "$.jGrowl('email Triggered to Prospect', {life: 5000});" & "});" & "void(0);" But I would love to know how to make a button which will do some blah blah blah stuff and then refresh the screen - that way I could have the same button be used on any report and any record. Ideally it would reload the screen and preserve the user's Dynamic filter selections if they were on a report. If there a way to modify the code above to incorprate this concept &"javascript:location.reload(true);" and not do the growl pop up. ie I'm looking for a button to be able to execute a URL formula which would say edit a record and then refresh whatever screen the user is on. In that situation with a refresh, typically the user's feedback that the button click "took" will be that the report refreshed or the record refreshed, so we don't need or want that jgrowl pop up.
Total Field or Column Header Colorization in a Summary Report
Hello, I have a summary report shown below, 1 of 9 that I'm building. Each of these summary reports takes a particular set of Statuses and totals them. Each total OR column headers will need to be colorized (red, yellow or green) and placed on our Homepage Dash. These status totals are not related to any dates or timelines. They are used for showing the total $ amount of insurance policies that were entered for the previous month, current month and next month by status. For example, the report above shows policies from the previous month. It would be amazing if I could make the Status and Annual TP column header red, given these totals represent policies that were Declined, Surrendered, Withdrawn etc. My next report would then be colorized yellow for policies that have a different set of statuses, then green column headers for policies for example that have been paid. Hope this makes sense! I'm open to any suggestions. Thanks for any help!
Create a button that displays an embedded report from a different table
Hello, I want to create a button that displays an embedded report from a different table that is related to what's on the current record. I want a button to go in the green circle and open that report that's embedded and related to that unit. Thank you! And I'm such a novice, so please be elementary with me :) ------------------------------ Renee Hansen ------------------------------
Remove totals column from summary report
I have a summary report that I use to summarize information by week. I would like to only display the previous 4 weeks, but when I do this the "Totals" column just shows those 4 weeks for totals which is confusing based on what is displaying for other reports on the dashboard. I know that you can remove the totals row. Is there a way to remove the totals column in a summary report?Reordering fields (columns) in table
Hi! Is there a way to reorder fields (columns) in a table? I've seen the drag and move feature (dragging a column and moving it to the right spot) but somehow it doesn't work on my end....I tried changing the order of fields in the form but then the new order only shows in the form and not in the table. Right now I've just been deleting fields and re-entering them in the right order, please tell me there is another way!! Thank you!How 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!
