Search found 179 matches

by empmdk
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...
by empmdk
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.

Code: Select all

e.parent_item_id=[id] and [1006]
Would it be possible to make this field usable as a filter?
by empmdk
27 Mar 2023, 22:17
Forum: Discussion
Topic: Email Sending Rules Filter Single User?
Replies: 2
Views: 87

Re: Email Sending Rules Filter Single User?

support wrote: 27 Mar 2023, 21:55 Looks like there is no way for this.
I can donate to add this option for the email sending rules if that is a possibility. By adding a "Created by" field as an option like below.
esr.png
by empmdk
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...
by empmdk
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?
by empmdk
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...
by empmdk
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.
by empmdk
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 ...
by empmdk
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...
by empmdk
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...