Search found 179 matches
- 01 May 2023, 17:29
- Forum: Bug Report version 3.3
- Topic: Sub-Entity Records Disappearing Randomly
- Replies: 1
- Views: 1329
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: 158
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: 87
- 27 Mar 2023, 21:10
- Forum: Discussion
- Topic: Email Sending Rules Filter Single User?
- Replies: 2
- Views: 87
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: 186
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: 186
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: 337
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: 204
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: 977
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...
- 17 Apr 2022, 07:59
- Forum: Discussion
- Topic: Sub Entity Default Dropdown Value Not Working
- Replies: 0
- Views: 179
Sub Entity Default Dropdown Value Not Working
I have a parent entity with a nested entity form. The sub entity has a "Status" field that is a dropdown list. There is a value set as default but it does not get applied when adding a record. I have the user group field access set to view only. However, the parent entity also has the exac...