How-to questions

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  1. Count the number of child records with specific data in a field

    I have child records with "Available" as a field. I want to count the number of records that contain "Yes" in that field and ignore the rest.

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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  2. Make the text "BOLD"? I have a "Notes" field I would like to bold some or all of the text.

    I am building a Contact Management System. I have a comments and Notes field. I would like to bold certain text. How do I do that? Thanks, Lisa

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    2 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sort by name in Calculated field?

    Is there any way to alphabetize text in Calculated field? I have Calculated field with formula: childconcatenate({Projects}.{Lead}.{Project Experience}, "\n"). How can I sort those "Project Experience" fields from Projects table?

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Set starting number for auto counter?

    I have an existing auto incremented ID in my data, how do I set the starting point for an auto incremented field?

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    3 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  5. Inventory App

    The legacy Trackvia had an example of an Inventory App. I would like to build a similar one where my employees can keep track of inventory of products in their area so that on a single dashboard, in real time, the supply manager knows when levels of certain products go below par levels. Any ideas?

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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  6. Previous value of a checkbox with app script?

    Is this possible? I've tried testing for null and empty string both with and without [ ] like you need around ['Yes'] when testing current value.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. keep

    I have a (parent) table ID that was setup using a calculated field that may change value. I'd like to create an autocounter field that would have unique values and wouldn't change and then re-map the relationships. Is there a way to set a field in the child table to a calculated result, before I change the field ID for the parent table? Are parent child relationships stored else-where or am I seeing all of the available fields in the table?

    Thanks.

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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  8. do I use an existing field as the link to child table?

    for example I have a list of patients with their bed number. I have a table of bed #'s with with details about the bed (Room #, Floor #, Dept etc). When I create the relationship it adds another "link to ..." field. I just want to use the existing (unique) bed number as my link.

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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  9. Max Function and Dates

    I have a max function that returns the "highest", or most recent, date. However, what gets returned is the max date minus 1 day.

    For example, the highest date is 4/20/2014. But 4/19/2014 is returned.

    Is this a bug? Or how can I fix it?

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  10. How do I get the lines to show in my chart table?

    How do I get the lines to show in my chart table?

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. create a template for exporting a record as a PDF / word document?

    I'd like to create quote / order documents for a CRM application

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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Is there a way to add a new dashboard to all roles?

    When I create a new dashboard I often want to assign it to all roles. It's a bit tedious to assign it to each role individually. Is there a way to just assign to all roles?

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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  13. calculate the total amount from a column, not a count of what is showing information?

    I would like to be able to calculate a total in a column, i.e. column shows amount of Disposition, would like a sum at the bottom showing the total of all those claims.

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    2 comments  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  16. Calculate Remaining Balance

    I have a view where I can see a client's Total Cost, Deposit they paid and their Remaining Balance (I have Balance set with the formula Total Cost - Deposit.) When a client wants to make a partial payment, how can I do that and have the Remaining Balance calculate that?

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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  17. Signature

    Can you add a signature field?

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    2 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. manage users

    I do not have the option to manage users (only : My Profile - Sign out). How can I add a new user? Thank you

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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  20. Avoid time while Concatenate multiple fields with Date field in it

    I'm trying to concatenate three fields, where one is Date field. but when I concatenate the date field,it is adding time with it.why is it happening?I just want to add date only. the Field is also Date not Date and Time.

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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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