http://m.getsatisfaction.com/companies/quickbase/topics?page=1 Topics in Quick Base 1970-01-01T00:00:00Z 10847 10837 0 0 0 133 http://m.getsatisfaction.com/topics/7597149 7597149 How can I use "Copy Master & Detail Record" function in Quickbase to only copy a specific subset of child records from a master template? 2017-09-22T20:36:57Z 2017-09-21T14:09:35Z Michael Santiago http://m.getsatisfaction.com/people/9299526 https://www.gravatar.com/avatar/72c410846aa5209d360e41715bc1560c?d=identicon&s=55&r=PG michael_santiago_3nv6fwppya8ry How can I use the "Copy Master &amp; Detail Records" function in Quickbase to only copy a specific subset of child records from a master template?<br /><br />I have a Master Project record with 40 child records and I have a button with the following URL formula, that copies and relates all 40 child records (tasks) to a new project record: "javascript:void(copyMasterDetailButtonHandler('&amp;relfids=72&amp;recurse=false&amp;sourceRID=3&amp;destrid=" &amp; [Record ID#] &amp; "', 'bmzg6sw35'))"<br /><br />I would like to create 3 buttons that copy and relate only the tasks associated with a specific field value (for button 1, [Department] = X and for button 2, [Department] = Y, etc.). I suppose I could create multiple templates and use the wizard in Home -&gt; Settings -&gt; App Management -&gt; "Copy Master and Details Records" to create different buttons for each template &nbsp;but that seems messy. <br /><br />Any ideas on how I can use the "Copy Master and Details Records" wizard with a more specific criteria or create a custom URL?<br /><br />Thanks for your help! question 4 4 1 comment http://m.getsatisfaction.com/topics/7586003 7586003 Select Case and URL Button Not working/disppears 2017-09-22T19:56:10Z 2017-09-03T19:04:39Z Bala Aboki http://m.getsatisfaction.com/people/9271524 https://www.gravatar.com/avatar/630b465283d9c719e665c1f14656fa35?d=identicon&s=55&r=PG bala_aboki <p>URL button disappears in Forms and Table with Select Case statement. It work perfectly when using this alone (URLRoot() &amp; "db/bm2icyt3r?a=API_GenAddRecordForm&amp;_fid_29=" &amp;&nbsp; [Record ID#] &amp; "&amp;_fid_3="&nbsp; &amp; "&amp;z=" &amp; Rurl()&nbsp; &amp; "&amp;dfid=10",) in the Formula box.</p><p>Any ideas?</p><p>Formula below </p><p>Case([Inspection Type],<br />"FSV",URLRoot() &amp; "db/bm2icyt3r?a=API_GenAddRecordForm&amp;_fid_29=" &amp;&nbsp; [Record ID#] &amp; "&amp;_fid_3="&nbsp; &amp; "&amp;z=" &amp; Rurl()&nbsp; &amp; "&amp;dfid=10",<br />"Interim Inspection",URLRoot() &amp; "db/bm2icyt3r?a=API_GenAddRecordForm&amp;_fid_29=" &amp;&nbsp; [Record ID#] &amp; "&amp;_fid_3="&nbsp; &amp; "&amp;z=" &amp; Rurl()&nbsp; &amp; "&amp;dfid=11",<br />&nbsp;"FSV Pre-Check",URLRoot() &amp; "db/bm2icyt3r?a=API_GenAddRecordForm&amp;_fid_29=" &amp;&nbsp; [Record ID#] &amp; "&amp;_fid_3="&nbsp; &amp; "&amp;z=" &amp; Rurl()&nbsp; &amp; "&amp;dfid=2")<br /></p><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1644949/RackMultipart20170903-37408-4mm0wh-Select_Case_inline.PNG?1504465434" /> question 9 3 1 comment http://m.getsatisfaction.com/topics/7598154 7598154 Bulk add activities 2017-09-22T19:10:47Z 2017-09-22T17:06:19Z Danielle Roffe http://m.getsatisfaction.com/people/9301897 https://www.gravatar.com/avatar/4400be3c4c81512cf1f19067da16b811?d=identicon&s=55&r=PG danielle_roffe How can I add an activity (the same activity) to a sorted/filtered list of contacts? i.e. sending the same information to all of them question 6 4 1 comment http://m.getsatisfaction.com/topics/7597875 7597875 Creating a list based on another field 2017-09-22T19:08:41Z 2017-09-22T10:32:24Z Kerry-Ann http://m.getsatisfaction.com/people/8810000 https://www.gravatar.com/avatar/ce0073e4f19238b8b245648394361881?d=identicon&s=55&r=PG kerry_ann_9qqbpog4y72xa I have been trying to achieve this for years and we’ve done a few things to work around the issue. I have a team of people I want to dedicate to a project. I then want only that list of people to be selected within the tasks. <br /><br /> I created a List-User field then created another field converting the list user to text. This gives me all the people selected on one line separated by semicolons. When I then go to create a multi select field based off the text field I only get one checkbox with all the people selected from the List-User field on one line. I feel like I’m so close. Is there a way to convert the text field into a list? Would the multi select field pick that up? <br /><br /> I really wish this would be a part of one of the updates. It seems like something pretty basic for a project management app. <br /><br /> We’ve tried the team member table connected to the project table. I found this very clunky. It had its flaw were you could add the same person as many times as you wanted to a project. <br /><br /> At the moment we have about 9 different List-User fields labeled Project Manager, Designer 1, Designer 2, Website, etc. then on the task have a multi select list with all those roles. This works for us right now, but I also find this to be very clunky. <br /><br /> Any help? <br /><br /> <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1653085/RackMultipart20170922-10520-1ymzgz2-EDC6619E-425B-4925-A27B-DB8D6493D130_inline.png?1506075688" /> question 3 3 1 comment http://m.getsatisfaction.com/topics/7441606 7441606 I want to send emails to a group of selected records. Email address is a field in the records. I could not find the answer by searching. Thanks. Greg 2017-09-22T18:27:50Z 2016-09-30T14:47:22Z Greg http://m.getsatisfaction.com/people/8811472 https://www.gravatar.com/avatar/342828353479a21db4cf5f871aba7204?d=identicon&s=55&r=PG greg_66eklvkgf04v1 <p>We have a database of prospects that we call. &nbsp;Often, we are not able to call all of them. &nbsp;I would like to select specific records and send an email to those records. &nbsp;Email address is a field in the records. &nbsp;We currently send emails to each record individually. &nbsp;I would like to send the email to several selected records at once.</p><p>For example, if I choose all the records created today with address in the state of Georgia. &nbsp;Send an email to all those records.</p> question complete 8 3 1 comment field, group, email, record http://m.getsatisfaction.com/topics/7438772 7438772 Trying to use the Copy Master-Detail function, but only to copy detail records and not the parent record. 2017-09-22T17:59:43Z 2015-02-19T16:41:57Z David http://m.getsatisfaction.com/people/8811421 https://www.gravatar.com/avatar/83512c5ebe94add5a3ec5d49fd378661?d=identicon&s=55&r=PG david_26p6lkggmzh92 <p>The app I'm working with has a top-level table for customers. Below that is a table for projects, with multiple levels below that. I need to be able to either use the Copy Master-Detail or write a new formula so that I can have the button at the customer level, but not have it create a master record. </p><p>For instance, I have Customer A. He has 2 projects (child records). I want to be able to create a quick project using the most recent project record and all of its child records, but from the Customer level. </p><p>Using the CopyMasterDetail function means the create button either lives on the Project table; or if I put it at the customer level, it creates a new customer. What do I have to alter in the function to have it look at a specific record ID on the projects table and then have it copy that project record and all of its child records? </p> question complete 2 2 1 comment button, record id, formula, parent, table, master, child, copy, record id#, record, detail http://m.getsatisfaction.com/topics/7597952 7597952 Sum minutes between child records 2017-09-22T17:18:04Z 2017-09-22T13:19:48Z Randy http://m.getsatisfaction.com/people/8807376 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11147760/picture-11158_medium.jpg randy_5vxxiblo6heks I created a button to create child records of a stop/start sequence from the parent record. &nbsp;Basically the user stops and starts the ticket due to interruptions. &nbsp;We need to calculate the minutes between the stops and starts so that we can deduct the time of interruptions from the total time of the work on the parent trouble ticket. question 10 5 1 comment http://m.getsatisfaction.com/topics/7597926 7597926 Transferring New Table in a Sandbox Environment to Live App 2017-09-22T16:19:35Z 2017-09-22T12:46:47Z Todd http://m.getsatisfaction.com/people/8994588 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11147731/IMG_0314_medium.PNG todd_molino Does the Table ID change when transferring a newly created table in the sandbox to the live app?? question 2 2 1 comment http://m.getsatisfaction.com/topics/7598056 7598056 Do I need a Many to Many relationship? 2017-09-22T16:11:51Z 2017-09-22T15:07:08Z ltduran http://m.getsatisfaction.com/people/9279758 https://www.gravatar.com/avatar/da2750229e61075d6f5c1d76d59738c0?d=identicon&s=55&r=PG luke_duran My company is having an integration developed between our Booking Software and Quickbase to aggregate our bookings from all of our stores in one place. The data that is associated with this booking is being mapped to three different tables. The tables are as follows:<br /><br /><ol><li>Booking Info - The data being mapped here is general booking information (number of participants, type of booking, location, etc.)</li><li>Booking Transaction: The data being mapped here is anything financial associated with the booking (revenue, taxes, coupon discounts,etc)</li><li>Booking Customers: The data being mapped here is the customer info associated with the booking (Customer Name, Email, etc)</li></ol>I want these to all be linked. On the booking info table, I want there to be a report link for Booking Transactions for that booking and a report link for customers related to that booking. I've figured out how to do this with Booking Transactions because I'm just going to bring down the key field from our booking software into both tables. This being said, I can't figure out the best way to link my customers because over the course of time, a customer might have many bookings. I want the customer to be linked to this booking, but I want a customer to be able to have many bookings over the course of time. Does this make sense? I'm happy to clear this up. question 1 2 1 comment http://m.getsatisfaction.com/topics/7597891 7597891 UK Based Freelance 2017-09-22T15:59:42Z 2017-09-22T11:18:27Z Antony http://m.getsatisfaction.com/people/9301438 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11147682/ChanceryAssociatesLLPLogoGreenRGB300mmx300mm_medium.png it_support_administrator Hi all.<br />We are looking to speak to a freelance Quickbase pro with a view to ongoing development of our system.<br />Please can you respond with your details so we can discuss the development we are looking for and the potential costs.<br /><br />Thanks&nbsp; question 3 5 1 comment http://m.getsatisfaction.com/topics/7589112 7589112 Compare values with values from previous month 2017-09-22T15:57:21Z 2017-09-08T09:18:58Z Nenad Ilic http://m.getsatisfaction.com/people/9112858 https://www.gravatar.com/avatar/bf3c18ab130a1d5388fc6765faf01658?d=identicon&s=55&r=PG nenad_ilic_h429ney2f0zur Is it possible to store values from report, for example from previous month, so that the progress and the differences can be shown in the following month?<br /><br />I have a list of ongoing projects that show contract values for the next 6 months, and on a monthly basis it needs to be reported to the management. Now each month this report needs to be send, and for it to hold CURRENT ongoing projects and contract values, and PREVIOUS.<br /><br />Any ideas on how to achieve this?<br /><br />Kind regards,&nbsp;<br /><br />Nenad question 29 4 1 comment http://m.getsatisfaction.com/topics/7597967 7597967 Quick Base continues to "think" when filtering for a specific related field and does not return the filtered data. 2017-09-22T15:36:02Z 2017-09-22T13:36:43Z Devin Bean http://m.getsatisfaction.com/people/9301670 https://www.gravatar.com/avatar/df6d8f8db9e1664e053c78145af624cb?d=identicon&s=55&r=PG devin_bean I have a table we use to manage insurance policies, this is related to a table for insurance contacts. When I&nbsp;use the dynamic&nbsp;filter for a specific contact within the insurance table, Quick Base continues to "think" (or search), but never returns the filtered policies. When I create a report to return insurance policies in the insurance table filtered for the same contact, the report returns no data. Can anyone explain why this occurs or if I have missed something? question 1 3 1 comment http://m.getsatisfaction.com/topics/7435359 7435359 Summary Table w/Arrows 2017-09-22T15:07:06Z 2013-08-21T14:07:40Z Brad http://m.getsatisfaction.com/people/8810065 https://www.gravatar.com/avatar/a212a92c3de56e5a97eb5fcf99596f5d?d=identicon&s=55&r=PG brad_7cbedjfg0n934 Is it possible to create a summary table (similar to the attached image) using native quickbase? I would like to create a summary table that shows sales trends comparing current month to prior month....using Arrows (up or down).<br /><br />The example in the attached image was create using google visualization.<br /><br /><a href="https://code.google.com/apis/ajax/playground/?type=visualization#arrow_formatter" rel="nofollow" target="_blank">https://code.google.com/apis/ajax/playground/?type=visualization#arrow_formatter</a><br /><br />thanks<img src="https://d2r1vs3d9006ap.cloudfront.net/import_topic_images/37866/original.png" title="Image https://d2r1vs3d9006ap.cloudfront.net/import_topic_images/37866/original.png" /> question complete 2 2 2 comment summary, table http://m.getsatisfaction.com/topics/7598044 7598044 How to pass "&" through an api call 2017-09-22T15:04:50Z 2017-09-22T14:59:55Z Jordan http://m.getsatisfaction.com/people/9075551 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11106787/avatar-black_medium.gif jordan_beatty I'm using a button to create a record table to table. Everything is passing over correctly except this part<br /><br /><blockquote>&amp; "&amp;_fid_22=" &amp; "Case Analysis &amp; Strategy"</blockquote>Its only going over as "Case Analysis". I thought the solution was to put it as: <br /><br />&amp; "&amp;_fid_22=" &amp; "Case Analysis \&amp; Strategy"<br /><br />But that didn't seem to do the trick. How do I need to format it to carry over the whole string? question 1 2 1 comment http://m.getsatisfaction.com/topics/7597395 7597395 Create Button to Add New Record but carryover certain fields from existing record 2017-09-22T14:52:52Z 2017-09-21T18:53:49Z Traci S http://m.getsatisfaction.com/people/8963146 https://www.gravatar.com/avatar/600f069b46b811483c6bf407426bfe7d?d=identicon&s=55&r=PG traci_schefdore I am creating a package testing application. Each package type can be tested on multiple types of equipment. For each equipment test I'd like to create a new record. <br /><br />I'd am trying to create a button that allows the user to save the current record and create a new test without having to retype the basic package information each time.<br /><br />I've found the following code which will save the current form and create a new record with the same info. I'd like to do the same thing only have certain fields with basic package info save to the new record automatically. So essentially, I am saving the package information but wiping the test results to enter a new test onto a new record. <br /><br />URLRoot() &amp; "db/" &amp; Dbid() &amp; "?a=GenCopyRecord&amp;rid=" &amp; ToText([Record ID#]) question 3 4 1 comment