Search results by user ID 6869

Searching Entire Table - Multiple Columns

Jason Kim — Mon, 29 Jun 2015 22:43:33 GMT

I noticed that for each table, you are able to search by column individually, and typing into multiple columns would result in an "AND" type of search where the results would display only those that match all the column search criteria. However, I was looking for a search bar that would search ALL columns at the same time with one search query, and would return all the rows that matched the query in AT LEAST one column.

The only way I could accomplish this was to create another column and insert all the columns to search in the SQL Override - Filter Fields. The problem is that this creates an additional blank column that is pushed to the side and takes up additional unnecessary space. Is there a way to have a search bar with this function on the page anywhere, or above the grid?

http://imgur.com/a/bt394

Re: Text Field Alignment question

Jason Kim — Wed, 24 Jun 2015 21:55:14 GMT

Alright I will keep that in mind for any future posts with attached photos.

The only reason was to adjust some of the visual aspects of forms to make it uniform, such as padding around the input text so that the text doesn't stick too close to the text box border. Not a necessity, but I was just curious.

Text Field Alignment question

Jason Kim — Wed, 24 Jun 2015 21:10:32 GMT

Is there a way to have the input text centered vertically? By default, the input text is aligned to the top left of the box as shown below:

Re: Balance for Client and Sub-clients synced with QuickBooks

Jason Kim — Mon, 22 Jun 2015 19:30:29 GMT

Both of these solutions were EXACTLY what I was looking for! Thank you for your prompt and detailed responses.

Regarding the SQL Override for the Total Balance, I will continue to monitor this column to see if any bugs occur and will modify it accordingly. But as of now, it is working as needed!

Balance for Client and Sub-clients synced with QuickBooks

Jason Kim — Fri, 19 Jun 2015 23:14:29 GMT

This is regarding the Customer / Contact list.

On QuickBooks, I have a list of clients, and multiple sub-clients under each client. On Method, by default, it shows as follows:

In this photo, "Matthew" is the client on QuickBooks and the sub-clients of Matthew are "#2585-1" and "#2585-2". Each sub-client will have a balance of it's own, but the client won't have any balance directly inputted into it. Is there a way to have the Client show the total balance of all it's respective sub-clients? For example, in the photo shown, the main client "Matthew" will have a balance of 65.00. This question also relates to showing all transactions of all sub-clients when I click on the main client on method and go to the "Transactions" table.

Re: Event Action Order Numbering

Jason Kim — Thu, 28 May 2015 21:38:13 GMT

There are no errors caused by this, as an order sequence of 1, 2, 3, 10 will still function properly in the order necessary (like 1, 2, 3, 4). It still seems to persist in an incognito/private browsing window and on other browsers. After save/close/publish, the order still remains with the number skip. Functionality-wise, there isnt any change, but I was just wondering if this was a known effect.

To clarify, I copied one action within the event, not another entire action set into either OnScreenLoad or OnClosePopups

Event Action Order Numbering

Jason Kim — Thu, 28 May 2015 20:41:02 GMT

In "Advanced Screen Properties", "Step 2: Actions", copying an existing action will put the incorrect numbering in the "Order Column".

For example, in the event OnScreenLoad let's say there are 26 actions, and in the event OnClosePopUp there are 10 actions. When you copy an existing action in "OnClosePopUp", the order number will say "27" for the new copied action. instead of "11"

The order number sequence chooses the next highest integer of both events. Is this a bug or is this how it should function for the advanced screen property events? This does not happen for buttons with multiple events.

Re: Screen Disappeared After Publishing

Jason Kim — Fri, 22 May 2015 18:01:53 GMT

The only way I got it to work was to create a new button and redo all the actions again manually. I did notice that even if I created a new button and simply used "Copy Action" to transfer the actions from the error-causing button to the new button, the error would persist.

Could the button become corrupt in any way if the publishing process was interrupted? For example:

While page is publishing, the browser is closed or internet connection times out
If I logged into the same account on a different computer, but the page was not published yet on the other computer and the session timed out

As far as I remember, I don't recall any interruption in the publishing process unless my internet timed out momentarily

Re: Screen Disappeared After Publishing

Jason Kim — Fri, 22 May 2015 00:19:15 GMT

I have sent a response via email regarding the specifics of this issue. I have deleted the button that was causing this screen error/crash, and it has been working. I'm not sure how to re-create this error, but it is also mentioned in the email. If anything else changes or if the error comes up again, I will post here!

Just for note on this thread that caused the issue, maybe it can be looked in to:

Screen worked fine while editing other elements on the page
Addition of a button caused the screen to not load and give an error saying the page is unavailable when the screen was accessed in Method.
The button specifically did the following: Hide 2 buttons on screen, hide 6 text fields on screen, clear 6 text fields on screen, and clear a dropdown box text on screen.
The button itself was never executed or called by any other action set. It was simply on the page in the first section (invisible on page load).
Name of the button was [PageActions]

Screen Disappeared After Publishing

Jason Kim — Thu, 21 May 2015 20:19:14 GMT

I've been working on a screen for a few days, and it has been working properly up until now. After making a few changes, clicking on the tab link that leads to the screen shows the following error message: "We were unable to resolve your request. Either the screen you are trying to access does not exist, or there was a problem with your request". The only things I did on the page was add a new grid, and a few buttons. The screen cannot be viewed by going to Customize --> Screens --> View for that specific screen as I get the same error message. Is there anything that may have caused the page to stop functioning/loading when it was working fine before the few changes?

EDIT: To clarify, I am working on a page to edit an existing case, and the table I added was the Documents table, and added buttons for "Link existing document", "Add new document", and one that hides/clears/shows fields on the screen