How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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Stop duplicates as I type in the fields.
In a parent table as I add new companies (not import) I want to have a search for an existing company as I type, so I don't duplicate what is already in the system- How doe I do that?
1 vote -
System generated email
Is it possible to have a record view or a partial record view sent based on a point in time? For instance, 3 days before something is due or scheduled to occur, an email with certain fields from a particular record is sent to an email address linked to that record.
3 votes -
1 vote
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Hola estoy haciendo en registro del BAT y me da este erro "It looks like you don't currently have access to any applications. Contact the "
It looks like you don't currently have access to any applications.
Contact the person that invited you to MLB B.A.T.. They can help. este error me esta dando, lo hago desde cualquier equipo ya sea computadora laptop celular de cualquier me da este error1 vote -
script to compare a date field with current date
Hi i would like some help in creating a script that would compare a certain date field with the date today. if date is more than 1 year from today it would update a single line field.
Thank you
1 vote -
is blank
Hi,
I am trying to create a formula where I have 2 is blank conditions and 3 outcomes (terminology may not be right here).
I can get the formula to work if I only have 2 outcomes, but as soon as I add the 3rd I get the following message "Too many arguments to function 'IF'. Expected 3 but got 4." I am not sure how to rectify this.
This is what I am trying to do:
if(and(isBlank({Handover Commit Month}),isBlank({Projected Handover KPI})),dateadd({BD - TECH HO},182,"d"),{Projected Handover KPI},{Handover Commit Month})I want to say if Handover Commit is blank then use…
1 vote -
open a pdf that has been uploaded into your system and modify it and save it, without having to download it on my mobile device?
We have the capabilities of uploading a pdf document to your system. Once its uploaded, I would like the capabilities of being able to open that pdf document, make changes to it, then save it back onto the system without having to download and save it, then make changes and uploaded all over again. Similar to the photos we are able to upload in your system. Once a photo is uploaded, a "Draw" icon appears and we are able to make changes (drawings) to the photo. Same concept, but with pdf documents.
1 vote -
1 vote
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change the layout of my dashboard?
I would like to have my "Checklist Tasks" at the top and my "In Process Checklist Tasks" below it. That way I can see the due dates for the checklists at the top of the page. If that isn't possible, is there a way to add the due dates of the checklists to the "In Process Checklist Tasks" window?
1 vote -
How do i change the link to get google maps
When I press link for location it brings up uber and used to bring up Google maps
1 vote -
Que debo hacer para obtener la ayuda de Bat ?
Que debo hacer para otener la ayuda de Bat ?
1 vote -
1 vote
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Control which app users default to upon login
Is there a way, as an account admin, to control which app is the default app upon login for users that have access to multiple apps? I'm familiar with the 'star' in the app list, but can that be managed by admin? We have built an app that we'd like to be a secondary app, but it's automatically showing up as the home screen when multi-app users log in.
1 vote -
How do I know I'm doing the process right?
I applied for support but have not yet received any mail or response. How do I know it is active and how much longer should I wait?
1 vote -
How do I go from Draft to Requested, I don't get the option is blocked
How do I go from Draft to Requested, I don't get the option is blocked
1 vote -
Please turn off the new info from your latest release
Please turn off the new info from your latest release. I'm very tired of logging in every day and seeing the same info for your new "revamp" of your dashboards (which I don't care for, by the way). How do I turn the info off so I don't have to see it anymore? I don't see a way to turn it off!!
4 votes -
1 vote
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2 votes
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Sum the values of a child table based on criteria
Looking to sum up items in a child table that meet criteria of a field in the child record ( sum of unapproved invoices , etc.. ) ideas.?
1 vote -
Update table unique Id to new format
I had to change the table unique ID structure, and I need to update the "older" records to have this new unique ID structure. Is there a way to do that so that I can import changes to those records?
1 vote
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