i have a lotus application and have a page which has two links on it:
Check-In
Check-Out
both links open a attendance form for daily check-in and check-out..
once the user checks-in i want to hide the check-in link and only show up check-out link...
i have a field "Status" in attendance form which tells whether employee has checked in or checked out.
How do i use that field in page hide-when formula to hide my link once its clicked?
First of all, the links must be in separate paragraphs so they can be separately controlled.
Secondly, you must have a view in which the first column is sorted and contains the username followed by the date from the fields in your daily attendance documents. E.g., it should be in a format like "Joe User/Org-01-01-12". The second column in the view should have the Status from the documents. For the sake of this answer, let's call that view "DailyAttendance".
Thirdly, you have three cases: the attendance document for the user on this day doesn't exist, it does exist and the Status is "Checked In", or it does exist and the status is "Checked Out". There might be a fourth case, where the document exists but the Status is neither "Checked In" nor "Checked Out", but your logic should probably try to avoid that and in any case I'm going to write the hide-when formulas so that both links will be hidden in that case.
Now, in most cases it's actually a little easier to think in terms of See-When instead of Hide-When so I'm going to re-state your requirements as See-Whens. Your See-WHen rules are:
See the Check-In hotspot when the daily attendance document for the current user and current day does not exist.
See the Check-Out hotspot when the daily attendance document exists for the current user and current day, and the Status field in the document is "Checked In".
To use see-when logic in a hide-when formula, you simply be write your formula based on see-when rules, and then put a logical not around it for the final result.
Your hide-when for the paragraph containing the "Check-In" hotspot will look like this:
key := #Name([CN];#Username) + "-" + #Text(#Today);
status := #DbLookup("Notes":"NoCache";"":"";"DailyAttendance";key;2);
notFound := #IsError(status);
seeWhen = notFound;
!(seeWHen);
Most expert Notes programmers would condense that into a shorter formula. I've left it in a step-by-step format to make it as obvious as possible.
Your hide-when for the the paragraph containing the "Check-Out" hotspot will look like this:
key := #Name([CN];#Username) + "-" + #Text(#Today);
status := #DbLookup("Notes":"NoCache";"":"";"DailyAttendance";key;2);
found := !(#IsError(status));
seeWhen = found & (status = "Checked In");
!(seeWhen)
Related
I would like to put in a basic toggle into a Google sheet.
Here is my reference table, It gets imported from another Google document so it's updated all the time.
I also have another google sheet that goes back to this lookup reference. It fills in the data if the date is less than today's date and matches the Date and the Source columns as a key.
I'd like to add another part in the Google sheet that says Include Today and you can type in the word "Yes"
If you type in Yes, I would like the yellow section, that uses the lookup_ref reference table, to include today's date, and otherwise include only days before today. In the example here, today is October 14, so if we type in "Yes" into this field, we need to have a value other than 0 for V15.
Okay, so you want to optionally include today's values in the formula. So you can conditionally add 1 day to today based on the value of "Include Today".
For example, if you add "Include Today" Yes/No value at cell "Z1", then you need to add IF(Z1="yes",1,0). So your formula can be
=IFERROR(IF(O15 < today() + IF(Z1="yes",1,0), vlookup(A15,lookup_ref,4,false), 0),0)
One thing I appreciate about QuickBase table to table relationship summary formulas is that they automatically are hyperlinked to a drilldown report (e.g., if I had a field that counted the # of passing scores for a person and the person had 2, then there's automatically a link to the parent table/report and if I click it, I can see both of that individual's passing score records).
Unfortunately, I lose that functionality when writing a formula outside of the table-to-table default options (e.g., the # of passing scores divided by the # of passing + non-passing scores does not give option to add a drilldown report). Is there a way to add drilldown to a formula field? The closest I got was adding a report link field, but it'd be nice if that was a hyperlink with a number to avoid taking unnecessary space.
You should be able to do that using a Formula Rich Text field with an HTML hyperlink and adding a query parameter in your URL. You can get some help building the query if you turn off the new report style, then going to More > Show the expanded URL for this report. The expanded URL should look like this:
I agree with the Rich text field.
I prefer to build a query instead of using the expanded one.
The expanded url has a temporary id :(
Here is an example how you can create an own link if you use a formula Rich text field.
For sure, you have to replace a couple of variables in the following link ;)
// qid=1 >> id of your drilldown report
// mx{6.TV.2} >> 6 is the related field's id, 2 is the key of your table (master)
// the numbers are just an examples
// _DBID_TEMPLATES_CHILDREN >> you can find it at bottom of the children table's
advanced settings
"<a href=\""& URLRoot() & "db/" & [_DBID_TEMPLATES_CHILDREN] & "?
a=s&qid=1&dlta=mx{6.TV.2}&opts=disprec&isDDR=1\"> "& [# of Templates childs] &" </a>"
I have an analysis that uses a filter in order to limit the results.
I put this analysis into a Dashboard together with a Dashboard prompt.
The Dashboard prompt consists of various columns and all of them are of type "Choice list" and all have the option "Limit values by" = "All prompts".
However, this is not working as I expected. I thought that the values appearing in he Choice list should be limited by the filters applied in the analysis but it seems that the dashboard prompt first shows all the possible values before having applied the analysis filter.
Is this correct?
If this is the way it works, the problem I am facing is that some of the values appearing in the Choice list of the prompt columns will result in NO DATA in the analysis.
Thanks for your help!
"I thought that the values appearing in he Choice list should be limited by the filters applied in the analysis"
Exactly the other way around. Prompts send their selected values to the filter that's in the analysis and hence cut off the data stream.
It is normal that a prompt retrieves selection values for which a certain point of view retrieves no data. Other way round would make no sense. Imagine you sell 5 products and one didn't sell at all in August. Do you want to remove August from your month prompt?
The interdependence of prompts that you mention is for example - limit regions to only regions of a selected country. Limit customers to only customers of a selected business unit etc.
What you write and expect is that the prompt should go over the effective data (facts) and only retrieve values for which data (facts) exists. As said above that's not the most logical thing to do in an analytical environment since one change of point of view can mean that data "exists" or "doesn't exist" - then you change the point of view and the situation changes. And you want that. You don't want to hardcode points of view which over time or when somebody else looks at the data (personalized data security) they will get different results.
Don't hardcode too much. Don't restrict the system artificially.
Update: https://imgur.com/BxGnbbB
Here's a screenshot of where you can restrict the prompt
I have been struggling with this all day. I have an Infopath form that is connected to two Sharepoint Lists.
SP List 1 (Project Charters):
Charter Title
Charter Opportunity
Charter Start Date
SP List 2 (Project Weekly):
Weekly Title
Weekly Opportunity.
I am attempting to combine these two lists into 1 repeating table on a new form. The Weekly Title field holds the same values as the Charter Title field, so I can match using Titles. I have found some resources, with this being the best:
http://www.infopathdev.com/forums/t/21262.aspx?PageIndex=2
There is a sample toward the end that does exactly what I want, but it will not work with my setup. Here is what I get:
As you can see in the picture, the "From my weeklys" column is always the same, and this is the problem. It should match with the corresponding field highlighted in red two the left. This is the formula in the calculated field:
Weekly_x0020_Opportunity[Weekly_x0020_Title = current()/Charter_x0020_Title]
The logic is to return the Weekly Opportunity description, where the Weekly Title matches the Charter Title; however, it only ever returns the same description. The testing column was used to prove that current()/Charter_x0020_Title was producing the unique titles for that row.
I feel like I am really close. The 3rd charter is missing a description, because my Weekly does not have a 3rd charter, so this is working properly. I just need to figure out how to bring-in the proper description.
Note: I am hoping for an Out-of-the-Box solution without coding.
FULL xPATH
xdXDocument:GetDOM("Project Weekly")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Weekly_x0020_Opportunity[xdXDocument:GetDOM("Project Weekly")/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Weekly_x0020_Title = current()/d:Charter_x0020_Title]
The problem is that the path inside your predicate (between the []s) is using an absolute path rather than a relative one. You need to use a relative path.
This path (what you have now):
xdXDocument:GetDOM("Project Weekly")
/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW/d:Weekly_x0020_Opportunity
[xdXDocument:GetDOM("Project Weekly")/dfs:myFields/dfs:dataFields
/d:SharePointListItem_RW/d:Weekly_x0020_Title = current()/d:Charter_x0020_Title]
means "Get the first1 Weekly Opportunity field where any Weekly Title field in the Project Weekly data source has the value of the current Charter Title."
Or in other words, get the first Weekly Opportunity field in the Project Weekly data source any time the stuff between the square brackets is true.
This path:
xdXDocument:GetDOM("Project Weekly")
/dfs:myFields/dfs:dataFields/d:SharePointListItem_RW
[d:Weekly_x0020_Title = current()/d:Charter_x0020_Title]/d:Weekly_x0020_Opportunity
means "Find the first1 SharePointListItem_RW where its Weekly Title is equal to the current Charter Title, and then get its Weekly Opportunity field."
So that's what you should use.
1 I am oversimplifying a bit here by saying "first". That path selects all of the nodes where that path is applicable, and then when InfoPath evaluates it, it takes the first result.
I am new person in salesforce can you please help me .
I have one custom filed opportunityName this is auto number field,In this field i have to add two fields values those two are pick list fields. (Like:opportunityName-field1-field2)
Thanks,
Autonumber fields are generated by the system and that's it. You can change their format (to include some prefix or dates, so you could have OPP-00123 or OPP-2013-05-01). They won't allow you to use pieces of other fields though, they'll be always just that - number with some (identical) formatting applied to it.
If your field should be always calculated and not directly writeable for your users - I'd suggest a formula field. If what you're after has to offer option of changing (for example for System Administrators) - then probably a text field + workflow would field update would be best.
You can read more about field types & workflows by simply going to "Help & Support" in your Salesforce instance. You can also go to Customize -> Opportunities -> Fields (or Create -> Workflow Rules) and hit "Help for this page" link in the upper right corner.
The formula (which can be either used directly in the formula field or as part of the workflow) will most likely look like Name + '-' + TEXT(Field1__c) + '-' + TEXT(Field2__c).
So - now you should at least have some keywords you can use to search for solutiions :) If you're a new System Administrator I strongly recommend going through some of the youtube videos and online trainings they've provided in "Help & Training".