Search found 170 matches
- 05 May 2023, 21:23
- Forum: Suggestions
- Topic: Parent Process Button for Sub-Entity
- Replies: 0
- Views: 140
Parent Process Button for Sub-Entity
I have an entity to log incoming vehicles at a shop. A Sub-Entity to track if keys are checked in or checked out. I have Automate Actions buttons made for the keys Sub-Entity to "Check In" and "Check Out" and is configured to post a comment with details so we can keep a history o...
- 01 May 2023, 17:29
- Forum: Bug Report version 3.3
- Topic: Sub-Entity Records Disappearing Randomly
- Replies: 1
- Views: 1021
Sub-Entity Records Disappearing Randomly
I have an entity with a Nested Entity Form field to add records into a sub-entity during creation for invoices. I have an issue with a specific entity & user where after they add a record, something happens either during the process of creating the record (or shortly after), the sub-entity recor...
- 28 Mar 2023, 05:14
- Forum: Discussion
- Topic: Filter List of Records by MySql Query?
- Replies: 0
- Views: 129
Filter List of Records by MySql Query?
I have a "List of records by MySql query" field that pulls a list of all assigned users from sub-entity records.
Would it be possible to make this field usable as a filter?
Code: Select all
e.parent_item_id=[id] and [1006]
- 27 Mar 2023, 22:17
- Forum: Discussion
- Topic: Email Sending Rules Filter Single User?
- Replies: 2
- Views: 76
- 27 Mar 2023, 21:10
- Forum: Discussion
- Topic: Email Sending Rules Filter Single User?
- Replies: 2
- Views: 76
Email Sending Rules Filter Single User?
For email sending rules, I need to be able to set up a rule so that if a specified user adds and then edits a record, it will send an email to a single user. At the moment, I'm on 3.2.1 and there are no options for filtering it for which user made the edit. Is this something that is possible with th...
- 31 Jul 2022, 21:42
- Forum: Discussion
- Topic: Email Cron to Send Template to Export PDF?
- Replies: 2
- Views: 180
Re: Email Cron to Send Template to Export PDF?
With this, would it be able to get a list of all records based on my filters in the PDF or would it be a single record?
- 23 Jul 2022, 17:41
- Forum: Discussion
- Topic: Email Cron to Send Template to Export PDF?
- Replies: 2
- Views: 180
Email Cron to Send Template to Export PDF?
Is there a way to set up an automated email to send a PDF based on Template to Export? This would be used to automatically send weekly or monthly statements of unpaid services. Example: Send email with PDF attachment containing the last 7 days (or 30 days) of records that are missing payment informa...
- 13 Jun 2022, 20:20
- Forum: Suggestions
- Topic: Add ClipboardJS to Field Options
- Replies: 2
- Views: 314
Add ClipboardJS to Field Options
https://clipboardjs.com
Include the clipboardjs library as an option on fields to have a button next to them so you can click to copy the fields contents. See attached image as an example.
Include the clipboardjs library as an option on fields to have a button next to them so you can click to copy the fields contents. See attached image as an example.
- 07 May 2022, 21:26
- Forum: Discussion
- Topic: Dashboard Sections Use Common Reports?
- Replies: 1
- Views: 194
Dashboard Sections Use Common Reports?
I've noticed that when making sections in the dashboard, Common Reports are not available. I can only choose from a list of Standard Reports. I've tried checking some of the reports under the Common Reports tab to disable them, but still doesn't show any Common Reports in the Sections tab. Is there ...
- 03 May 2022, 03:27
- Forum: Discussion
- Topic: Column Order For Exports?
- Replies: 5
- Views: 970
Re: Column Order For Exports?
Great! I've just started testing this now. To prevent confusion, I would like to use this as the only export option available. Is there a way that I can hide the regular "Export" with selected option for a user group but still be able to use the Export Template? If I remove either Export o...