http://m.getsatisfaction.com/products/232818/topics?page=1 Topics for Tips & tricks 1970-01-01T00:00:00Z 313 298 0 0 0 30 http://m.getsatisfaction.com/topics/7843012 7843012 Access Record data from an html page via API call 2019-01-17T22:19:19Z 2019-01-17T22:19:19Z David Brogdon http://m.getsatisfaction.com/people/9753260 https://www.gravatar.com/avatar/22425dca882b019eb7bc343dc9c503a5?d=identicon&s=55&r=PG david_brogdon I have had a hard time getting accustomed to working with API calls from outside of Quick Base and since I have limited experience with XML. Finally after struggling quite a bit I have come up with a (seemingly) decent method for getting/accessing record data from an API call in an HTML page. <br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I will post the code below and please provide any feedback for this method, I am still early using Quick base API calls. This method uses the option to return the record data as a 2-dimensional array that can be accessed with "qdb_data[x][x]" where the "x" is the index selector. You can easily check the number of returned records by looking at "qdb_data.length"<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><pre alt="" name="" rel="" target="" title="" type="" value="">&lt;head&gt;<br alt="" name="" rel="" target="" title="" type="" value="" />&lt;script lang="javascript" src="[yourdomain]<a alt="" href="https://actionpaqcorporation.quickbase.com/db/" name="" rel="nofollow" target="" title="Link httpsactionpaqcorporationquickbasecomdb" type="" value="">/db/<br alt="" name="" rel="" target="" title="" type="" value="" /></a>[yourtable]?a=API_GenResultsTable&amp;query={'3'&#46;EX&#46;1}&amp;jsa=1&amp;apptoken=[yourtoken]"&gt;<br alt="" name="" rel="" target="" title="" type="" value="" />&lt;/script&gt;<br alt="" name="" rel="" target="" title="" type="" value="" />&lt;script&gt;<br alt="" name="" rel="" target="" title="" type="" value="" />function displayData(){<br alt="" name="" rel="" target="" title="" type="" value="" />alert(qdb_data[0][5]);<br alt="" name="" rel="" target="" title="" type="" value="" />}&lt;/script&gt;<br alt="" name="" rel="" target="" title="" type="" value="" />&lt;/head&gt;<br alt="" name="" rel="" target="" title="" type="" value="" /></pre><br alt="" name="" rel="" target="" title="" type="" value="" />Curious about the security of having the API info and app token within the client-side code. Obviously a QB code page is fairly secure compared to a remote code page but still curious about it.&nbsp;<br /><br alt="" name="" rel="" target="" title="" type="" value="" />Thanks everyone. question 0 2 1 create http://m.getsatisfaction.com/topics/7798105 7798105 I want to store and maintain CSV files SharePoint. Is there a way to connect them to QuickBase tables? 2019-01-17T19:16:56Z 2018-09-28T16:22:17Z Michael michael.rorstad@ameebay.com http://m.getsatisfaction.com/people/9803684 https://www.gravatar.com/avatar/6695f21f0ba1ee4619cb5331258bf62b?d=identicon&s=55&r=PG michael_michaelrorstad_ameebaycom question pending 2 3 1 comment http://m.getsatisfaction.com/topics/7842892 7842892 Does anyone know of a resource allocation/scheduler tool native to Quickbase? 2019-01-17T18:57:45Z 2019-01-17T17:53:32Z Marisa L http://m.getsatisfaction.com/people/9896784 https://www.gravatar.com/avatar/ffd924d5775c7176b1daa75b5ebd202c?d=identicon&s=55&r=PG marisa_langlois Or buildable within quickbase? I have Projects, Tasks (within Projects), and Resources (assigned to Tasks) and want to assign dates to these Tasks based on availability of my Resource. <br /><br />Is this possible or do I need an add-on?<br /><br />Any help, recommendations, advice would be appreciated! Thanks all! question active 2 5 1 comment http://m.getsatisfaction.com/topics/7842084 7842084 How do I add records from an Excel file? 2019-01-16T01:46:30Z 2019-01-15T22:19:45Z Jonathan Roberts http://m.getsatisfaction.com/people/9649527 https://www.gravatar.com/avatar/b7310ec90da6eb9b16400c8607441c79?d=identicon&s=55&r=PG jonathan_roberts_f95rnxy880v06 I am working on bringing in a tool list from Mastercam into QB. I have formatted a report template that mastercam uses to output the list. the list can be saved in various formats, excel being one. <br />How could I easily add records using the rows of data from the output? I thought the API importfromcsv would do it but I cant get my head around it. It looks like the value need to be in the call, not a file...? At anoth job we had a software team and a guy made me a program that i could drop the file on and it would prompt me for the parent record id and it would add the records. But I don't even know where to start something like that...? question active 7 2 1 comment http://m.getsatisfaction.com/topics/7840424 7840424 Current way to change form background color 2019-01-15T17:44:31Z 2019-01-11T20:38:30Z David Brogdon http://m.getsatisfaction.com/people/9753260 https://www.gravatar.com/avatar/22425dca882b019eb7bc343dc9c503a5?d=identicon&s=55&r=PG david_brogdon I was just wondering if there was an updated (current) way to change the background color of a form? I tried the few examples I found here in the forum but could only get the html body div to change. Thanks<img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1771580/RackMultipart20190111-60040-1j609mr-Untitled_inline.jpg?1547239191" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1771580/RackMultipart20190111-60040-1j609mr-Untitled_inline.jpg?1547239191" /> question pending 4 4 1 comment http://m.getsatisfaction.com/topics/7841391 7841391 URL link as Image in Email? 2019-01-15T13:16:40Z 2019-01-14T14:39:02Z Jordan McAlister http://m.getsatisfaction.com/people/9902031 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11365653/profilepic(2)_medium.jpg jordan_mcalister I am trying to figure out how to show an image or at least change the text shown of a URL link that gets put into an email. Basically, I have a "Send for Approval" button on a form that automatically generates an email with the recipient, subject, and body filled in using "mailto:" and I put an "Approval" URL link in there that uses my authentication information to sign in and change three separate fields in the form then automatically logs out and redirects to the logged out page. So far, this is working, except, I don't want the link to show. I want either text that says, "Approve this job" or some image over it that has the hyperlink, and I would rather not use the email notification feature for this, considering I would like the "From" in the email be the user who clicked the button and we already use this button minus the "Approve" link in the email. The approver right now has to send a reply back saying it has been approved then the user has to go back into quickbase and change the three fields him/herself.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />All of this was done in steps, so each part of what this "Send for Approval" button does has been done incrementally as I figured out how to do each thing. Everything works except for the image/text for link replacement, but I figure I need to post all the code involved in the process, so, right now, I have three fields to try to accomplish this:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />/Send for Approval<br alt="" name="" rel="" target="" title="" type="" value="" />&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; (the main button on the form and uses "/ApproveImage" as the link)<br alt="" name="" rel="" target="" title="" type="" value="" />/Approve in email<br alt="" name="" rel="" target="" title="" type="" value="" />&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; (accomplishes the approval part of signing in, changing three fields, and logging out)<br alt="" name="" rel="" target="" title="" type="" value="" />/ApproveImage<br alt="" name="" rel="" target="" title="" type="" value="" />&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; (tried using this field with html code using &lt;href&gt; and &lt;img&gt;, but it is still showing link.)<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Here is my code:<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />/Send for Approval<br alt="" name="" rel="" target="" title="" type="" value="" />=========================================================================<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />var text URLONE = "MailTo:<a href="mailto:someone@someplace.com" rel="nofollow">someone@someplace.com</a>"<br alt="" name="" rel="" target="" title="" type="" value="" />//&amp;"?<a href="mailto:cc=user2@domain.com" rel="nofollow">cc=user2@domain.com</a>; <a href="mailto:user3@domain.com" rel="nofollow">user3@domain.com</a>; <a href="mailto:user4@domain.com" rel="nofollow">user4@domain.com</a>"<br alt="" name="" rel="" target="" title="" type="" value="" />&amp;"&amp;subject=WR for Approval"<br alt="" name="" rel="" target="" title="" type="" value="" />&amp;"&amp;body=WR "&amp;[WR #] &amp;" is ready for approval."&amp;"%0A%0A" &amp;"Below is the download link for the sketch:" &amp; "%0A" &amp;&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />If(<br alt="" name="" rel="" target="" title="" type="" value="" />[Updated Sketch]="",<br alt="" name="" rel="" target="" title="" type="" value="" />"h ttps://pike.quickbase.com/up/"; &amp; Dbid() &amp; "/a/r" &amp; [Record ID#] &amp; "/e71/v0",<br alt="" name="" rel="" target="" title="" type="" value="" />"h ttps://pike.quickbase.com/up/"; &amp; Dbid() &amp; "/a/r" &amp; [Record ID#] &amp; "/e91/v0"<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />)<br alt="" name="" rel="" target="" title="" type="" value="" />&amp; "%0A%0A"&nbsp; &amp; "To approve this job, click the link below:" &amp; "%0A" &amp; URLEncode([/ApproveImage])<br alt="" name="" rel="" target="" title="" type="" value="" />;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />$URLONE<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />=========================================================================<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />/Approve in email<br alt="" name="" rel="" target="" title="" type="" value="" />=========================================================================<br alt="" name="" rel="" target="" title="" type="" value="" />var text URLONE = "h t t p s://pike.quickbase.com/db/main?act=API_Authenticate&amp;<a href="mailto:username=me@someplace.com" rel="nofollow">username=me@someplace.com</a>&amp;password=mypassword";<br alt="" name="" rel="" target="" title="" type="" value="" />var text URLTWO = "h&nbsp;<u alt="" name="" rel="" target="" title="" type="" value="">ttps://pike.quickbase.com/db/bmwn5ta2x"</u>;<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />&amp; "?act=API_EditRecord&amp;key=" &amp; [WR #]<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />&amp; "&amp;_fid_77=" &amp; ToText(Today())&nbsp;<br alt="" name="" rel="" target="" title="" type="" value="" />&amp; "&amp;_fid_15=" &amp; ToText(50)<br alt="" name="" rel="" target="" title="" type="" value="" />&amp; "&amp;_fid_76=" &amp; ToText("Name of Approver")<br alt="" name="" rel="" target="" title="" type="" value="" />&amp; "&amp;_fid_136=" &amp; true<br alt="" name="" rel="" target="" title="" type="" value="" />&amp;"&amp;apptoken=****************************";<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />var text URLTHREE = "h&nbsp;<u alt="" name="" rel="" target="" title="" type="" value="">ttps://pike.quickbase.com/db/main?a=API_SignOut"</u>;<br alt="" name="" rel="" target="" title="" type="" value="" />var text URLFOUR = "h ttps://pike.quickbase.com/db/main?a=LogoutConfirm";<br alt="" name="" rel="" target="" title="" type="" value="" />$URLONE<br alt="" name="" rel="" target="" title="" type="" value="" />&amp;<br alt="" name="" rel="" target="" title="" type="" value="" />"&amp;rdr=" &amp; URLEncode($URLTWO) &amp;<br alt="" name="" rel="" target="" title="" type="" value="" />URLEncode("&amp;rdr=" &amp; URLEncode($URLTHREE)) &amp;<br alt="" name="" rel="" target="" title="" type="" value="" />URLEncode(URLEncode("&amp;rdr=" &amp; URLEncode($URLFOUR)))<br alt="" name="" rel="" target="" title="" type="" value="" />=========================================================================<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />/ApproveImage<br alt="" name="" rel="" target="" title="" type="" value="" />=========================================================================<br alt="" name="" rel="" target="" title="" type="" value="" />"&lt;a href=\"" &amp; [/Approve in email]&amp;"&amp;\"&gt;"&amp;<br alt="" name="" rel="" target="" title="" type="" value="" />"&lt;img src=\"h ttps://openclipart.org/download/312459/1545571884.svg\"&gt;&lt;/a"<br /><br alt="" name="" rel="" target="" title="" type="" value="" />//"&lt;a href="&amp;[/Approve in email]&amp;"&gt;"&amp;<br alt="" name="" rel="" target="" title="" type="" value="" />//"&lt;img src=\"h ttps://openclipart.org/download/312459/1545571884.svg\"&gt;&lt;/a&gt;"<br />=========================================================================<br /><br />In the /ApproveImage code, I have tried both of the instances of href/img and they just show the massive link and no image.<br /><br />I appreciate any help on this! question active 12 3 1 comment http://m.getsatisfaction.com/topics/7839689 7839689 Automatically create a parent record when info saved in the child reference field 2019-01-10T12:38:51Z 2019-01-10T12:38:51Z Cassidy Phillips http://m.getsatisfaction.com/people/9038253 https://www.gravatar.com/avatar/c61156f9a1e2f6cb0fa01c90f55dacc4?d=identicon&s=55&r=PG cassidy_phillips Hi, I currently have two tables in a parent-child relationship: effectively I've got 100 parcels in the child table and each parcel is kept in one of ten boxes, which are kept in the parent table. Rather than using the RecordID as the key field of the parent table I'm using a text field, so each box can be individually named. <br /><br />Normally when I'm importing a set of child records into a relationship like this I'll first create boxes 1-10 in the parent table, then import the list into the child table, but is this first step necessary? Is there any way that Quick Base can read the contents of the reference field in a child record and, if that information doesn't match an existing parent record, automatically create a corresponding record in the parent table? question 0 3 1 create http://m.getsatisfaction.com/topics/7838904 7838904 Grid Edit (Keystroke Type In vs Dropdown Selection) 2019-01-09T23:23:22Z 2019-01-08T21:42:07Z Erikson Tsang http://m.getsatisfaction.com/people/9344444 https://www.gravatar.com/avatar/8260b5be716770ceaf4e8365fb34d28a?d=identicon&s=55&r=PG erikson_tsang I have this bridge table - "Task Assignment" for a many-to-many relationship between "Project" and "Rate Card library". When i want to assign (handbomb) the list of rate card items as multiple records in the "Task Assignment" table for the project, I would like to do it in Grid Edit mode as it can be enter new records as if i would do it in excel. <br /><br />Is there a way to type in the "rate card" item within grid edit directly instead of forcing to click and pick from a dropdown to pick the rate card item?<br /><br />thanks question active 5 3 1 comment http://m.getsatisfaction.com/topics/7838822 7838822 PDF Print all record forms in a report 2019-01-09T14:27:00Z 2019-01-08T18:49:55Z Giuseppe macri http://m.getsatisfaction.com/people/9142783 https://www.gravatar.com/avatar/30d923ee56cbae00df6ad2921abac67b?d=identicon&s=55&r=PG giuseppe_macri So, i have an invoice system for one of my clients. For every new customer they subscribe, each customer gets a record into a table. From there, the client can print formatted invoices (QB Forms) with the appropriate line items and charges.<br /><br />Now lets say they create a report for current month invoices. Rather than having the user go into each customer record and downloading (via print pdf) each form indiviudally, I was wondering if there was a script that i could use to auto download all of the QB forms for each record in the report. question active 3 2 1 comment http://m.getsatisfaction.com/topics/7837244 7837244 Create Upload Button 2019-01-04T21:11:51Z 2019-01-04T21:11:51Z Jordan McAlister http://m.getsatisfaction.com/people/9902031 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11365653/profilepic(2)_medium.jpg jordan_mcalister Is there a way to make a button that brings up a File Explorer window to upload an attachment to a specific attachment field? Currently, I have a button that is able to simply cause the form to go into edit mode, but that is it. I know it is pretty simple to just hit the "Edit" button and then scroll back down to wherever and hit the "Choose File" button that quickbase gives you, but it would be easier to just click the User made button that quickens that whole process. Any thoughts? question 0 3 1 create http://m.getsatisfaction.com/topics/7801934 7801934 Quick Base Memory Calculations 2019-01-03T20:18:33Z 2018-10-08T15:56:10Z Harrison Hersch (QB) http://m.getsatisfaction.com/people/9692097 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11307130/0_medium.jpg harrison_hersch <br /><br /> I’ve consistently been plugging the <a href="https://university.quickbase.com/ef04-quick-base-empower-2018-1/200512?_ga=2.74039890.1145510571.1537296797-1397395313.1537296797" rel="nofollow" target="_blank" title="Link https//universityquickbasecom/ef04-quick-base-empower-2018-1/200512_ga27403989011455105711537296797-13973953131537296797">QuickBase Under the Hood</a> session from Empower 2018 to builders looking to learn more about what is happening behind the scenes with Quick Base. The feedback from attendees is that they enjoyed learning about what makes Quick Base tick. With how successful it was, we have continued to expand on that content by sharing use cases, examples, and learnings in our blog and the Quick Base Community. Continuing to look for new opportunities to share that deeper insight, we thought it might be helpful to go through a thought exercise on a sample application as it relates to resource utilization.<br /><br /><br /> To give some background, Quick Base is an in-memory database. This makes it unbelievably powerful – doing complex calculations on operational data in milliseconds. What this means is, rather than Quick Base having to talk to a hard disk to retrieve data like a traditional database, it reads and writes from/to RAM. Let’s use an analogy. On your computer, you might have a hard drive, with say 500gb, that has many programs, pictures, videos,etc. Now, if you decide to open a large program or intense game, it might take anywhere from 2 to 10 seconds for your computer to read all this information and process it. Now, once that application/game is in memory, you can generally minimize and restore it freely and quickly – in far less than a second. That is why Quick Base is so fast – it has all your application’s data in memory and can quickly recall it, <b>including </b>calculated data. This isn’t a perfect analogy when comparing the power of servers to personal computers– but the principle is still the same.<br /><br /> Let’s look at an example. These are some fake numbers and data structure for the sake of simplicity and to illustrate the scenario.<br /><br /> <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1755624/RackMultipart20181008-103019-a45g30-2018-10-08_11_51_14-Quick_Base_Memory_Calculations_-_Word_inline.png?1539013908" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1755624RackMultipart20181008-103019-a45g30-2018-10-08_11_51_14-Quick_Base_Memory_Calculations_-_Word_inlinepng1539013908" /><br /><br /> So, looking at the above, we can see the text entered into the “Notes” field is consuming about 100mb of data.<br /><br /> <i>Side note: If we were looking to reduce how much data was taken on the Projects table, we could look at some tactics such as programmatically moving the notes data to a file attachment field.</i><br /><br /> Aside from that ~100mb of data consuming “storage”, we also will keep it in memory. Now, this is Quick Base – so there is a good chance the customer is going to use this field in some logic, lookups, summaries, formulas and reports down the line to get even more value out of it. With that end goal in mind let’s add a formula – text field that previews the first 100 characters in the field. This enables reports to have a field that shows a portion of the notes, without having the whole text there which might make the report unwieldy.<br /><br /> <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1755626/RackMultipart20181008-114824-1cb5ohi-2018-10-08_11_51_52-Quick_Base_Memory_Calculations_-_Word_inline.png?1539013977" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1755626RackMultipart20181008-114824-1cb5ohi-2018-10-08_11_51_52-Quick_Base_Memory_Calculations_-_Word_inlinepng1539013977" /><br /><br /><br /> Now, this is where things get tricky. If we were to pull a report of all 50,000 records and included the “Notes Preview” field, roughly 7.5mb of memory would be used at face value. But for us to calculate the length and parse the characters, we need to read in the entire Notes data – at least temporarily.<br /><br /> What if we then pass in the “Notes” <b>and</b> the “Notes Preview” into a child table, called Tasks.<br /><br /> <img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1755629/RackMultipart20181008-3066-95fglv-2018-10-08_11_53_08-Quick_Base_Memory_Calculations_-_Word_inline.png?1539014016" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1755629RackMultipart20181008-3066-95fglv-2018-10-08_11_53_08-Quick_Base_Memory_Calculations_-_Word_inlinepng1539014016" /><br /><br /><br /> <i>Side note: This is memory (RAM) usage, <b>not</b> app space. Therefore, it does not count towards any table size limits or your account limits. As well, while there are warnings and thresholds behind the scenes that our great operations group use to ensure application and platform stability, these are <b>far</b> higher than most of our customers will ever hear about, let alone be impacted by.</i><br /><br /> We are now talking potentially about 1gb of RAM used solely to handle these project notes – and this was a relatively simple example. It wouldn’t be uncommon in Quick Base for us to see these notes going through multiple relationships, used in many more formulas, summary fields and even permissions. For example, say you only wanted to grant permissions to a certain role when the notes contained a keyword. Quick Base lets you do that, orders of magnitude simpler than other technologies. You can see how much memory QuickBase will need to use to accomplish these requirements.<br /><br /> So why are we sharing all of this? We don’t want our app builders counting kilobytes or megabytes. That is overkill. What we think is important is that Quick Base is providing an unparalleled amount of flexibility and value with relatively little effort and without the deep technical understanding that other platforms or tools would require. But, <i>with great power comes great responsibility</i>. Adding these lookups, formulas and other complex calculations is extremely powerful. Understanding, at a very high level, what comes along with that can help builders make informed decisions during application design and development and can help during regular maintenance and clean-up.&nbsp;<br /><br /> <br /><br /> <i>Recommended Reading: <a href="https://community.quickbase.com/quickbase/topics/quick-base-makes-complex-logic-simple" rel="nofollow" target="_blank">https://community.quickbase.com/quickbase/topics/quick-base-makes-complex-logic-simple</a></i><br /><br /> article 3 3 3 comment http://m.getsatisfaction.com/topics/7834378 7834378 Automation to add one record to another table when something is triggered in another table 2018-12-28T14:51:57Z 2018-12-28T14:51:57Z Niraj Shah http://m.getsatisfaction.com/people/9891154 https://www.gravatar.com/avatar/0d520d29b925ff6995cd390704be3f84?d=identicon&s=55&r=PG niraj_shah_97af61yxibapg I have three tables: Purchase Orders, Cost Sheets, and Entries. The relationship is such that a Purchase Order can have multiple entries and Cost Sheets can have multiple entries. I have an "Approval" button on the Cost Sheets table, when triggered, automatically approves all entries associated with that cost sheet.<br />On the entries table, users are required to select a Vendor for each entry. Each entry is associated with a Cost Sheet, such that one cost sheet may have anywhere from 1 to infinite number of entries that may also belong to 1 to infinite number of vendors.&nbsp;<br />The challenge I am having is how to automatically generate a purchase order for each <b><i>unique&nbsp;</i></b><i></i>vendor when a cost sheet (and entries) are approved. Currently, the automation fails since the related vendor field is required to be unique, and once I remove that requirement, the automation runs but creates multiple purchase orders for the same vendor. question 0 1 1 create http://m.getsatisfaction.com/topics/7831907 7831907 Need help adding multiple children conditionally 2018-12-20T18:00:07Z 2018-12-20T12:43:54Z Michael Berlinger http://m.getsatisfaction.com/people/9651015 https://www.gravatar.com/avatar/94ad3eb2fd45a9a99e6be80f381459e8?d=identicon&s=55&r=PG michael_berlinger Hello. I currently have a setup where Requests &lt; Tests. I have a 3rd Methods table which has 2 fields: "Test Name" and "Test Category". <br /><br /> In the Requests page, I would like people to input their sample information and select the "Test Category" from a drop-down. Based on this field, I am trying to limit the choices of their "Test Names" in the Tests table. I cannot figure out a way to allow them to enter multiple tests with the conditional implementation. I tried a few things already but nothing seems great. <br /><br /> Idea 1) I tried a grid-edit embedded report. I made an automation to generate 10 blank related Tests when a report is created but it takes a lot of steps: Create the Request, save, reload after automation, edit Record, select Test Name from dropdown on blank children, and save. This is obviously not ideal. I'm trying to get AJAX scrolling enabled which may help by only loading the embedded report after the automation has run. <br /><br /> Idea 2) The other idea I had was to create one connected table per Test Category and use dynamic form rules to bring up the correct Multi-Select Text field. Then when everything is saved run a looping automation to create the child records. This is pretty messy and requires a lot of overhead but is WAY more user friendly. <br /><br /> Can someone please let me know if there is a better way to accomplish this? question active 7 3 1 comment http://m.getsatisfaction.com/topics/7829794 7829794 Is there a way to update the previous record in same table? 2018-12-19T20:40:33Z 2018-12-14T20:55:32Z Gaurav Sharma http://m.getsatisfaction.com/people/8812569 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11258990/GauravSharma_HS_medium.jpg sharma_gaurav Hi everyone,<br /><br />Is there a way to modify the previous record in the same table?<br /><br />I want to modify some fields of the previous record whenever we create a new record.<br /><br />Any idea?<br /><br />Thanks,<br />Gaurav question complete 8 4 1 comment http://m.getsatisfaction.com/topics/7828911 7828911 Need the total of one field to show as a value in another field 2018-12-13T16:21:46Z 2018-12-12T20:03:44Z Tyler Parker http://m.getsatisfaction.com/people/9611054 https://www.gravatar.com/avatar/43792c0add24635647e7b61a40a96df6?d=identicon&s=55&r=PG tyler_parker_es9d6qjxj9duk I'm trying to have the totals from the Hard Acceleration/Hard Braking/Speeding/Idling fields show up as the value in separate fields in the same table. I started with the Hard Acceleration Total field to illustrate. Can anyone help here? <br /><br />The end goal is a weighted average formula. I've made a parent table but when I make summary fields to show the average of the entire field, it only averages the field per driver,&nbsp;<b>not the entire field</b>.<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1766831/RackMultipart20181212-26722-a3559k-support12.12.18_inline.png?1544644814" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1766831/RackMultipart20181212-26722-a3559k-support12.12.18_inline.png?1544644814" /> question complete 4 3 1 comment