How-to questions
Hi! Don’t forget to take a look in the Knowledge Base for answers to common questions :)
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How to Create a Date Filter for Today() or Now() ?
I am trying to create a filter against a Date field to display all records prior to today, but I am only able to select a specific date from a pop-up calendar control.
0 votes -
How do I import data into an existing table?
How do I import data into a an existing table?
2 votes -
1 vote
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Create a pie chart based on counts of values?
We have four of five different attributes we apply to our projects to group them by (e.g. IT/Digital/Engineering/Sustainment). I would like to create a pie chart that shows the percentage of projects per criteria. So we might have 30% "Engineering" projects vs. 40% "IT" projects. But I can only seem to create a pie chart based on fields with numbers. Is there any way to create a pie chart as I described?
2 votes -
regain access to dashboards and views
My colleague and I recently lost access to viewing the various dashboards and views in our test trial app and an "error" keeps popping up whenever we try to access a page
3 votes -
How do I create a field mask for phone numbers?
How do I create a field mask for phone numbers? i.e. (xxx) xxx-xxxx
4 votes -
integrate a google map?
Put in a google map, with multiple locations.
17 votes -
Is there a way to select records in a table that are not linked to any other table
I have a table of people who completed volunteer applications and a table of various volunteer jobs and a many to many link to link the volunteers to the activities they actually performed. That is working fine. I want to find all the people on the table of people who completed a volunteer application who have never volunteered at all. Is there a way to do that?
1 vote -
How do you create a form to update records?
How do you create a form to update records? For example; if I want to update the value of a date field to the current date, how would you create a form for this? so far I can only add records.
1 vote -
How do I limit the number of records that show up by rank?
I would like to have a top 10 list of items checked out in a asset tracking app. Right now I am trying to use the count field as a basis for this filter, but because the list constantly changes, I can't filter by a set number. it needs to be highest to lowest and only show 10 records. Anyway to do this.
1 vote -
close my account
Please tell me how I may close my account.
1 vote -
4 votes
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limited role can't edit table even though all maximum permissions are set.
As you can see in the attached screen shots, I can't edit the asset and member drop down menus to create a new activity record. The checkout is a view of the activity table which is a child of both the member and the asset table. For limited role I have all settings to the maximum allowed permissions. It is only the assets and members drop down lists that don't show up.
Thanks!
1 vote -
1 vote
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Limit access to specific fields by role
How do I limit access to a specific field(s) on a form based on the user's role?
1 vote -
1 vote
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Can i create a custom form that adds multiple records to a table?
I am look at building an inventory app which has a custom form which has a single field for "To", "From" and "when" but adds multiple records for each part type that is recieved.
4 votes -
How do I change a table name?
There seem to be two opportunities for adding a table. One route allows you to immediately name it, the second route lets you add a table but with no way to give 'new table' a meaningful name. Finding the first route seemed rather serendipitous and I can't find my way back to it!
1 vote -
How to change the default form for each table?
How do change the default form for each table. I've tried in the roles section but no luck
2 votes -
Generating project reports
Would be beneficial to be able to run a report and generate a spreadsheet or something on projects by square footage to use to distribute leads
1 vote
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