Search found 180 matches

by empmdk
09 Aug 2019, 05:38
Forum: Suggestions
Topic: Sub-Admin User Groups
Replies: 0
Views: 1352

Sub-Admin User Groups

Ability to create sub-admin user groups that would allow you to choose certain areas that only admins would normally be able to access. Such as allowing a sub-admin add choices to lists or even give them full access to a specific entity. This would be great in situations of multiple people working o...
by empmdk
08 Aug 2019, 23:07
Forum: Discussion
Topic: Mass Invoice Generation
Replies: 1
Views: 456

Mass Invoice Generation

I'm trying to figure out how I can use the automate actions button to enter tasks into a sub-entity for several items, while also creating a unique invoice # (with prefix) on each. I'm currently using an auto-increment field with a prefix for the invoice # and have it selected as a field for the aut...
by empmdk
05 Aug 2019, 17:22
Forum: Suggestions
Topic: Automate Actions Across Entities
Replies: 0
Views: 1352

Automate Actions Across Entities

I would like be able to use Automate Actions across other parent entities & their sub-entities. Also have the ability to link required fields to the source entity for that button. Have one of those fields act as a secondary heading link that takes you to the source item. For example, having mult...
by empmdk
03 Aug 2019, 18:45
Forum: Discussion
Topic: Add Record From Child Entity?
Replies: 1
Views: 560

Add Record From Child Entity?

Is there an option to allow records to be added to a parent entity from a sub-entity "Add" button? When clicking the "Add" button while in the sub-entity, it gives the "Add In" dialog that allows you to search. Is it possible to have it act like the Ajax entity drop-dow...
by empmdk
13 May 2019, 19:06
Forum: Discussion
Topic: Copy Dropdown Selections to To-Do?
Replies: 2
Views: 518

Re: Copy Dropdown Selections to To-Do?

Yes, I looked into doing that but unfortunately the subtasks are not always identical.
by empmdk
13 May 2019, 08:12
Forum: Discussion
Topic: Copy Dropdown Selections to To-Do?
Replies: 2
Views: 518

Copy Dropdown Selections to To-Do?

Is there a way to use the selected items in a "Dropdown Multiselect" to automatically populate a "To-Do List"? Looking for a way to create a list of small sub-tasks that can be quickly created & then checked off as the items are completed.
by empmdk
22 Apr 2019, 21:11
Forum: Discussion
Topic: Generate Cost Based On Selection?
Replies: 4
Views: 777

Re: Generate Cost Based On Selection?

Is there anything I can do to add the JS Formula field to the Automate Actions button? I have not been able to find a solution other than that.
by empmdk
14 Apr 2019, 18:11
Forum: Discussion
Topic: Generate Cost Based On Selection?
Replies: 4
Views: 777

Re: Generate Cost Based On Selection?

I just found an issue using the JS Formula. I have an "Automate Actions" button configured to quickly add a record into the entity. It will not enter the dollar amount if this button is used & it is not possible to choose the JS Formula to display for that button.
by empmdk
14 Apr 2019, 17:17
Forum: Discussion
Topic: Generate Cost Based On Selection?
Replies: 4
Views: 777

Re: Generate Cost Based On Selection?

The JS Formula works great, thanks!
by empmdk
14 Apr 2019, 00:52
Forum: Discussion
Topic: Generate Cost Based On Selection?
Replies: 4
Views: 777

Generate Cost Based On Selection?

I'm trying to figure out how I can generate an invoice for tasks with a dollar amount based on a selection. For example, for a car wash business. We have an entity that holds each vehicle & information on that vehicle. There is a sub-entity under that to handle each wash the car gets. A wash typ...