How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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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.
1 vote -
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
1 vote -
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?
1 vote -
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?
1 vote -
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?
1 vote -
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.
1 vote -
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.
1 vote -
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.
1 vote -
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?
1 vote -
How do I get the lines to show in my chart table?
How do I get the lines to show in my chart table?
1 vote -
create a template for exporting a record as a PDF / word document?
I'd like to create quote / order documents for a CRM application
1 vote -
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?
1 vote -
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 vote
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1 vote
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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?
1 vote -
Signature
Can you add a signature field?
1 vote -
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 vote
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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.
1 vote
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