http://m.getsatisfaction.com/companies/quickbase/topics?page=1 Topics in Quick Base 1970-01-01T00:00:00Z 14169 14002 0 0 0 481 http://m.getsatisfaction.com/topics/7878377 7878377 automation stopped working after modifying a formula field 2019-04-23T03:51:41Z 2019-04-23T01:44:55Z Ben Ponder http://m.getsatisfaction.com/people/9903453 https://www.gravatar.com/avatar/78319dca36402616d0cd60085766ce9a?d=identicon&s=55&r=PG ben_ponder I've got an app where performance metrics are entered quarterly, and if the metric does not meet standard it will generate an entry on the Penalties table, and I've been working on a rather complicated net penalty formula that will&nbsp;<br /><br />1. calculate the gross penalty amount<br />2. prorate based on any client or penalty maximums<br />3. zero out if a minimum event count is not met<br /><br />been wrestling with that formula much of the day, deleting and importing a small test file of eighteen records to make all the numbers behave as they're supposed to.&nbsp; After altering something involving a summary field inside of this formula, suddenly the automation is no longer working.&nbsp; <br /><br />It is still switched on in the settings, still says it will trigger if a certain checkbox in the parent record is unchecked, the requisite checkboxes are unchecked in the imported records, and yet the automation is not creating the penalty records.&nbsp; Does anyone have any idea how I may have broken this, and how I can unbreak it? question 2 2 1 comment http://m.getsatisfaction.com/topics/7878393 7878393 Automation to modify current record based on a checkbox 2019-04-23T03:27:06Z 2019-04-23T03:18:22Z Niraj Shah http://m.getsatisfaction.com/people/9640077 https://www.gravatar.com/avatar/7e5b74e2c7162b501d83a7bd27ae72c7?d=identicon&s=55&r=PG niraj_shah_dd2fc7h6c5z0l I am working on an automation that triggers based on a "create invoice" checkbox being checked by a user. When this field is checked, the automation creates a record in the "Invoices" table with the value of its key field being passed from a field in the child "Charges" table. I need to be able to pass the value of this same field into the reference field "Related Invoice" on the same table that the automation is being triggered from however I am unable to do so as Quick Base will not allow me to save the automation.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I understand this may be because an automation cannot modify the same record that it is being triggered from however is there a work around to get this to be successful?<br alt="" name="" rel="" target="" title="" type="" value="" /> question 1 2 1 comment http://m.getsatisfaction.com/topics/7878202 7878202 Time Card Report 2019-04-22T23:59:26Z 2019-04-22T15:26:32Z Vero Fabiana http://m.getsatisfaction.com/people/10010901 https://www.gravatar.com/avatar/30884bc8263857c7fc053e39d78607d7?d=identicon&s=55&r=PG vero_fabiana Hi there,<br /><br />I have created a time card report (for previous 14 days) for 10 of my team members.&nbsp; A few of those team members have not entered any time card records and are therefore not showing up on the report.&nbsp; Is there a way to show those employee names on the report even though they have not entered any hours in the past 14 days? Right now it looks as if those employees are not part of the custom report.<br /><br />Many Thanks,<br />Veronica question active 7 3 1 comment http://m.getsatisfaction.com/topics/7878208 7878208 Filter Imported Data 2019-04-22T17:24:17Z 2019-04-22T15:45:49Z Christine http://m.getsatisfaction.com/people/8811521 https://www.gravatar.com/avatar/676f6c7888ec11429e1c9094a75e9ba9?d=identicon&s=55&r=PG christine_5urb0s1sddmo5 I have a list of accounts that gets imported into my application on a daily basis. I created a report that scrubs this daily list of accounts and only displays records that contain certain keywords that have to be reviewed. Within the original file, there are records that may contain the keywords but will never need to be reviewed because they are internal and I have a list (about 300 account numbers) and I would like to create a filter based on that list of accounts so that those are excluded from my report.<br /><br />Is there a way to create a formula or a button that will scrub the file by those account numbers so they are filtered off my report? question active 3 3 1 comment http://m.getsatisfaction.com/topics/7878188 7878188 The earning period runs for three months. How do I create a formula to result in date of the last day of month? 2019-04-22T15:21:34Z 2019-04-22T14:10:18Z Christy McBee http://m.getsatisfaction.com/people/10008678 https://www.gravatar.com/avatar/266247e65c3514e89dd0928ef3686bf7?d=identicon&s=55&r=PG christy_mcbee I have an 'Earning Period Start' date field and an 'Earning Period End' formula-date field. The earning period runs for three months. How do I create a formula for a three month earning period that results in the last day of the third month? (i.e. Earning Period Starts 1/1/2019, Earning Period ends 3/31/2019). This is the formula I started with but it gives me the date of the first day of the third month, not the last day:&nbsp;<br /><br />=AdjustMonth([Earning Period Start],3) question active 4 3 1 comment http://m.getsatisfaction.com/topics/7878185 7878185 How to Keep HTML after Using Left Function to Produce Excerpt? 2019-04-22T15:06:29Z 2019-04-22T14:06:12Z Sam W http://m.getsatisfaction.com/people/9796912 https://www.gravatar.com/avatar/01d571461d705793fe8aff914bae4324?d=identicon&s=55&r=PG sam_w111 I use the Left function in a Rich Text Formula field to show the first 200 characters of a regular Rich Text field. However, in a report, this appears to strip it of its HTML function, showing the source code instead.<br /><br />e.g. <a href="http://google.com" rel="nofollow" title="Link: google.com">Hello</a>&nbsp;become &lt;a href="google.com"&gt;Hello&lt;/a&gt;<br /><br />Is there a way for me to avoid this, and preserve the HTML functionality? question complete 2 2 1 comment http://m.getsatisfaction.com/topics/7877225 7877225 View only the last 4 lines in a data field? 2019-04-22T14:55:38Z 2019-04-18T13:49:12Z Catelyn Atkinson http://m.getsatisfaction.com/people/10007611 https://www.gravatar.com/avatar/455633991331f57c601b8bf8eab36fe5?d=identicon&s=55&r=PG catelyn_atkinson Hi, I'm new to QuickBase and I'm having trouble with a formula for a text field. We have data line 1-7, but I only want to pull the last 4 lines in the data (data lines 4-7). I've tried using the part &amp; right formula, but I can't seem to make it work. Any ideas?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Here's the formula we've been using, but I need the last 4.<br alt="" name="" rel="" target="" title="" type="" value="" />Right(Right([Long Text],"\n"),"\n")<br /><br />Thanks! question complete 13 4 1 comment http://m.getsatisfaction.com/topics/7877158 7877158 Date Validation in multi line text field on Save 2019-04-22T06:44:42Z 2019-04-18T10:30:50Z Vinayak Pavaskar http://m.getsatisfaction.com/people/9394277 https://www.gravatar.com/avatar/e38905a179b9628932add6abbe37c117?d=identicon&s=55&r=PG vinayak_pavaskar I have a multi line text field where I record the course taken by an employee. I am maintaining the history of these dates. But since its a text field user is free to enter any text. On save I want to show an error message if the entered text is not valid date. Can someone please help me on this. question complete 7 3 1 comment http://m.getsatisfaction.com/topics/7878050 7878050 How to deploy sandbox applications to production 2019-04-21T22:52:04Z 2019-04-21T22:52:04Z Surya Avantsa, Certified App Builder and Expert http://m.getsatisfaction.com/people/5685419 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11406073/Surya-LinkedIn_medium.PNG surya_avantsa I have posted an article on <a href="https://www.linkedin.com/pulse/how-deploy-quick-base-apps-from-sandbox-production-avantsa-ms-pmp/" rel="nofollow">LinkedIn </a>on this topic. Let me know your feedback. question 0 2 1 create http://m.getsatisfaction.com/topics/7440750 7440750 Trying to "Count" the number of selections in a multi-select text field 2019-04-21T02:25:30Z 2016-04-23T19:11:50Z George http://m.getsatisfaction.com/people/8810884 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11000757/original_medium.jpeg george_c3lxm5i8p3nit <p>Hi, <br /></p><p>I have a multi-select text field : [ERP Products]<br /></p><p>I'm trying to have a Formula - Numeric field, to count the number of products that were selected. <br /></p><p>I have tried something like this: <br /></p><p>var Numeric ERPCounter = List(",",ToText[ERP Products])); &nbsp; // to get the text list of the products, then have a "," delimited, so that the next (Count) function would work.</p><p>Then used: <br /></p><p>Count($ERPCounter) <br /></p><p>That doesn't seem to be working. <br /></p><p>Trying to find a way to count those products. Any ideas?<br /></p><p>Thanks!<br /></p> question complete 11 4 2 comment field, text field, numeric, multi-select text, formula http://m.getsatisfaction.com/topics/7877821 7877821 expanded url 2019-04-20T20:17:36Z 2019-04-20T20:17:36Z JB http://m.getsatisfaction.com/people/10008956 https://www.gravatar.com/avatar/bbd61d82c8837b19346c9632bb7b8551?d=identicon&s=55&r=PG justin_bravman is there a way to get the expanded url via API?&nbsp; question 0 1 1 create http://m.getsatisfaction.com/topics/7877679 7877679 QuickBase API- QID + range of records 2019-04-20T17:47:20Z 2019-04-20T02:29:05Z JB http://m.getsatisfaction.com/people/10008956 https://www.gravatar.com/avatar/bbd61d82c8837b19346c9632bb7b8551?d=identicon&s=55&r=PG justin_bravman Hi there<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />So i utilized Alteryx to download/upload/delete data from QuickBase. Im working on building a tool for cohearts that will allow them to download quickbase data via api and speiicfying the QID. I have one report that i'm testing, i can't get it to download due to the 200mb rule.&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Is there anyway to do the qid then also send an API command to do like&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />&amp;query='3'.GTE.'[record_range_start])'}AND{'3'.LTE.'[record_range_end])'}<br /><br />So then lets say it figures out it needs to do 5 batches ( 0-3000,3001-6000,etc), it will do the above query + qid 5 times so that it all gets unioned together to have the total records. question active 1 2 1 comment http://m.getsatisfaction.com/topics/7877648 7877648 API Edit call that also saves entered text and returns to edit mode at same spot in report 2019-04-19T22:00:29Z 2019-04-19T22:00:29Z Tyler http://m.getsatisfaction.com/people/9932067 https://www.gravatar.com/avatar/a0dd74eb4518d8a717ffe53b6851c13e?d=identicon&s=55&r=PG tyler_brezler I have a Formula - URL / Formula - Rich Text (I've tried both) button that performs an API EditRecord which checks a box and records a single blank space in a text box (which is time-stamped, so it acts as a log).<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I want the user to be able to enter a comment in a separate multi-line text field, then click the button that performs the API Edit. &nbsp;I want the end result to be that the user-entered comment is saved, the two edits are performed, and it returns the user to the form page, in edit mode, without losing their spot within the report (the Prev and Next buttons still appears in the top right).<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I've tried to implement this a few ways. &nbsp;I have tried:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">var text Submit = URLRoot() &amp; "db/" &amp; Dbid() &amp; "?a=API_EditRecord" &amp; "&amp;rid=" &amp; [Record ID#] &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&nbsp; &nbsp; "&amp;apptoken=XXXXXXXXXXXXXXXX" &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&nbsp; &nbsp; "&amp;_fid_67= " &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&nbsp; &nbsp; "&amp;_fid_61=True";</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">"&lt;a class='Vibrant Danger'; onclick=$('#SaveAndKeepWorkingMenuOption').click(); href='" &amp; $Submit &amp;"'&gt;Submit &amp; Keep Working&lt;/a&gt;"</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />But that method does not preform the proper redirect. It just takes me to the XML result page.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I have tried appending:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">"javascript:" &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">"$.get('" &amp;&nbsp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">$URL &amp;&nbsp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">"',function(){" &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">"location.reload(true);" &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">"});"&nbsp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&amp; "void(0);"</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />But the problem with that is that the API Edit call and the text entered by the user seem to "fight" each other, and Quick Base throws up an error screen saying that you are trying to enter two pieces of data at the same time - which one do you want to save?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I have also tried:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">URLRoot() &amp; "db/" &amp; Dbid() &amp; "?a=API_EditRecord" &amp; "&amp;rid=" &amp; [Record ID#] &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&nbsp; &nbsp;&nbsp;"&amp;apptoken=XXXXXXXXXXXXXXXX" &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&nbsp; &nbsp; "&amp;_fid_67= " &amp;</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&nbsp; &nbsp; "&amp;_fid_61=True";</b><br alt="" name="" rel="" target="" title="" type="" value="" /><b alt="" name="" rel="" target="" title="" type="" value="">&nbsp; &nbsp; "&amp;rdr=" &amp; URLEncode(URLRoot() &amp; "db/" &amp; Dbid() &amp; "?a=er&amp;rid=" &amp; [Record ID#])</b><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />This returns me to the edit screen but it loses my place in the report, and the Prev / Next buttons disappear.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I have the Save and Keep Working button checked on the form, and I have the "Save parent record automatically when a child record is created" option checked in the Advanced Settings for the table. question 0 1 1 create http://m.getsatisfaction.com/topics/7876952 7876952 How do I get rid of the "Here's your new app!" screen? 2019-04-19T21:24:10Z 2019-04-17T18:32:10Z Jake Paredes http://m.getsatisfaction.com/people/10006757 https://www.gravatar.com/avatar/fc85667ae871785c901267dd9a34d04c?d=identicon&s=55&r=PG jake_paredes I have the trial account, and I've set up my first app. But on my dashboard, I have that "Here's your new app!" screen with the Overview and Guide Me options. But I can't get rid of it--I've chosen both those options, but they just bring me back when done, and there's no x to close it that I can see. How can I get to my actual dashboard? question active 2 2 1 comment http://m.getsatisfaction.com/topics/7440895 7440895 Text List Cannot Be Used In A Formula? 2019-04-19T17:46:10Z 2016-05-22T20:59:20Z JRogerson http://m.getsatisfaction.com/people/8806686 https://www.gravatar.com/avatar/90267c0ebd33a9da286272ff41fbec72?d=identicon&s=55&r=PG jrogerson <p>So, the new "text list" field type cannot be used in a formula?<br /></p> question complete 13 6 1 comment relationships, field, forms, permissions, access, formula, table, form, relationship