I have two tables: Users and Tasks. Each User can have many Tasks but every Task can have only one User.
If I click on John Smith in the first layout I'll be taken to a new layout that shows me only John's tasks (thanks to "Go to related record" script).
Now, what I'm trying to accomplish - and need some help with - is from this layout I would like to be able to see a scrolling list of all John's tasks on the left (but only their titles). When I select, say, Task 20 I want to see all of Task 20's metadata on the right. In other words, a master-detail view like this:
I followed this video tutorial​ which got me close to my goal but not all the way. If you skip to the 6:20 mark you can see what he does. But basically his approach is this:
From the Contacts layout he creates a portal.
He creates a summary field called listOf and chooses to create a "List of" IDs from the Contacts table
He creates a relationship from the ID field and the listOf field
He populates the portal with this data
He uses a script to "Go to related record" when the user clicks on a button in the row
This approach works great for the master-detail view, but it has one problem for me. I don't want to see all tasks, just John's tasks (or whoever I clicked on in the previous layout).
Not sure how to solve this. Do I need to create a "Constrained found set" when I navigate from John Smith's record in the previous Users layout?
First, I would have a standard portal on the left, using a cartesian join to show all records, or you can use this technique with the summary field if you wish, but it is not necessary.
Then add a filter to the portal to only display records with the same User ID as the current record. This will accomplish what you need.
Related
I'm making an app for authors using Filemaker. I posted this question on their forum but still haven't gotten an answer.
My app is basically a place where people can keep track of all the details that go into creating characters and locations. In each book (record) I have a tab control with 4 tabs: Book Details, Character List, Location List and Group List. Within the character list tab I have a portal which shows a list of the characters for that book.
I'm trying to create a button for each row in the portal which takes me to that records details page (the one with the red box around it). Right now, it's set to go to the character details layout. However, whichever row I click on, it takes me to the last visited record. Is there a way to go to each row's record from the portal? If not, do you know of a way to do the same thing through another method? I have a list layout which I used before, however, it doesn't hide the records for different books. For example, if I select book 1, it still shows characters for book 2. Thanks in advance for any help you can give me!
Create a button, attach a script or single command that uses the Go To Related Record script step using the same relationship as the portal.
Make sure the button fits within the row.
I'm just starting to get into Access due to my job and am tasked with creating a form that displays Data for the individual users on load. Basically what it needs to do is to get data from 3 tables, join them together, and then display the found rows that match that person's accounts they are responsible for managing.
I have this working via a single table Query using a listbox and a datasheet view, however, being a web developer by trade, I would like functionality that displays items similar to what a Unordered List(UL) would display and with functionality that allows the user to click on the company name(which acts as a hyperlink) to then update the information in a new form that I have built, by loading that data into the form, and allowing them to update the fields that I have designated as changeable.
Is this possible in Access via a form or would this be too difficult to implement? I'm decent with VBA, still learning what a lot of the things do, but as far as the logic and things like that to make something happen, I can do that no problem. These rows all have a unique ID so I would be able to either keep them in a collection to populate the form data or I can simply requery the data using the ID number for loading the form data.
A listbox performs like a combobox in datasheet view. Did you mean you have a combobox?
Actually very simple to accomplish, and various methods available. I assume you have a form bound to your Query with a combobox that lists companies. Controls have events. Use the Click event of the Company control. I use only VBA (not macros but macro could do this). Select [Event Procedure] in the event property. Click the ellipses (...) to open VBA Code Editor, type code into the procedure:
DoCmd.OpenForm "CompanyInfo", , , "ID=" & Me.tbxCompany
Keep in mind, controls used for the purpose of entering/selecting filter criteria should be UNBOUND, otherwise you would change data in record. However, using the Click event of a BOUND combobox (as long as you click on the box, not the dropdown) or textbox will not change existing data, not so for a listbox.
Context:
I teach at a university with mostly monolingual, English-speaking teachers, and students with mostly Russian and Kazakh names.
I want to create a simple form (like this https://docs.google.com/forms/d/1zo0vSfrH-xIosENy1wVjOd_VvPL5LL6UX6g4VqIPFn0/viewform ) that would keep track of reports of plagiarism on a Google Sheet (like this https://docs.google.com/spreadsheets/d/1h2nAvCq31xumi4SvjMvWWp8RR7ppJ_NtLCiuvrLqVkc/edit?usp=sharing )
Having the English speaking teachers type in Russian and Kazakh names would likely lead to mistakes. There are too many students at the university to choose them from a drop-down menu, and would be too many teachers and courses to create separate Google Forms for all of them, or to use Google's branching page choices (it would require creating hundreds of pages). So I would like instructors to be able to type in the Student ID # and their own Instructor ID #, and then have some way to verify that they have typed that information in correctly (so we don't have the wrong students being penalized, or penalties that don't get assigned to any student at all).
Questions:
1. Is there any possible way (via scripting, an add-on, etc.) to have Google Forms take the Student ID from Page 1, then look up the student's name on the Student Info tab of the Google Sheet and insert it into the text field on the second page of the Google form, so the instructor can verify it's the correct student? (Or any other technique anyone can think of that would allow a Google Form user to verify that they had entered the correct data, or help manage the massive number of choices of students in a university of several thousand students.)
If (as I'm afraid), there is no way to do it with Google Forms, can anyone suggest a Form creation platform that would do something like this, and that would integrate with Google Sheets or something similar?
Any help would be appreciated. Thanks in advance.
If you are open to doing it differently I'd go this route...
1) Use a short answer box and allow edits to answers.
2) Put the onSubmit() trigger into the sheet. When a submission comes in, send a follow up email to the person with the ID that they typed and the student name that it corresponds to. Let them know that no action is required if that is correct. If it isn't correct, they should edit their response with the edit response link which you can get using getEditResponseUrl(). I'd call it done right here and only worry about additional features if they are needed. It isn't as ideal as verifying at the time but would get the same thing done for people that can't keep their IDs straight. :-)
3) But... if you have people that keep messing up and they don't fix their issues or whatever, add a link in the email to confirm that the entry is accurate. If it isn't then a weekly/daily task runs that deletes any entries that haven't been confirmed and are older than Y days.
4) Alternately, instead of verifying what they type, give them drop down lists made up of a combination of student ID and name. I'd have multiple lists, depending on the number of active students. One or many though, make a script in the sheet that updates the dropdowns in the form either on edit or by manually running the script, either from a menu item or by attaching it to an icon on the page where the IDs/names are at. They should see 12345 - Joe Smith as the option and can find the right one if that student name doesn't match the ID they thought they should use.
I have a script like #4 that I use to populate a form with updated products whenever the list changes. I tied it to a big red button JPG to help the end users remember to run it when they change something, as a menu option didn't work and running every time there was an edit was too much.
If you list of students/IDs also includes the teachers/classes/etc you could even do custom forms for each staff member that uses the form that only populates their students. Not sure how many staff you have so that might not be practical. Though again, once you have the script and the data is accurate, updates are a single click.
I've just started in FM 14. I have a client table and a project table. When I look at a client entry I have a portal that shows me the titles of the projects they have commissioned. I'd like to be able to click on one of the projects in that portal list and be taken to the layout that contains all of the other fields in that project record. Can this be done? Is this enough information?
Yes. Set the button action as a script step "Go to Related Record". In this script step, set the table as "projects" and select the layout you would like to go.
I would stay away from GoToRelatedRecord. I usually just grab the ID from the item in the portal, then search for that item on a new layout, then do whatever I planned on doing. It's safer. With GoToRelatedRecord you can never really control what happens.
I'm working on a project that's got a great JIRA setup and awesome buy-in of everyone for the agile development process. The issue I'm having is that tickets stack up in code review. I'd like to be able to see who code reviewed what, much like I can see who has closed out which tickets.
I know that metrics are there to be used for good and not evil, so I want to do this to ensure that people spending time code reviewing are properly credited instead of that time not being recognized at all.
Currently, everyone who does code review assigns themselves to the ticket (which is unassigned upon being placed into the "Ready for Review" workflow state), so at some point there is a record of them working on it. Is this a good way to track the reviewers and is there a way to get aggregate information this after the fact? If not, is there a better way of representing this information in JIRA?
Thanks!
A simple solution would be to add a custom field called 'Code Reviewer' of type select a user. You would be able to search on that and report on it.
You could workflow it so that when the issue is transitioned out of your 'Code Review' status a window pops up containing only the "Code Reviewer' custom field to be completed.
What you need to do:
Create a new custom field - this is done in the 'Issues' configuration menu. Ensure your custom field uses the 'select a user' type.
https://confluence.atlassian.com/display/JIRA/Adding+a+Custom+Field
Create a new Screen - this is also done in the 'Issues configuration menu. On your new screen you need to make sure that the only field that is visible is your new custom field.
https://confluence.atlassian.com/display/JIRA/Defining+a+Screen
Edit your workflow. Find the transition from out of 'Code Review' and associate it with your custom screen.
https://confluence.atlassian.com/display/JIRA/Configuring+Workflow
The result will be that when a user transitions out of 'Code Review' they will have the custom screen pop-up. They can then select the name of the person who did the code review and this will be populated in the custom field.