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berserkathon

New Member

02/06/12 8:29am PST
Viewed by asker 02/09/12 6:41am PST

Help creating a dbpage invoice/sales summary

I am looking for help creating an Invoice/Sale Summary type dbpage. I essentially have a Transaction Record (parent) and the Transaction Fees Records (children).

The involved database tables are related as follows:

Products<Transactions

Transactions<Transactions Fees

Fees<Transaction Fees

I want a custom formula button in the Transactions table that passes the transaction record and it's child records to a custom dbpage to display a nicely formatted invoice/sales summary. The idea being that I can show the Transacation and it's line items and other appropriate related data.

Thanks in advance for any help you guys might have for me!

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6 Replies

AngelaMastro

New Member

02/06/12 12:36pm PST

I am kindof wanting to have the same Invoice/Sales Summary also. I have found a way to display my summaries of Jobs Quoted, Jobs Won and Jobs Invoiced (essentially Quotes/Sales/Invoices) by creating a custom dashboard. I created a custom dashboard and included 3 different Cross-Tab reports in it. Those reports were the Summary Reports I mentioned above. That is the only way I found that I can see the summarized information I want, at a glance. I would love to see what other users have found that would help us both.

It would be nice for Quickbase to allow users (and provide a tutorial) to be able to create a page or even table that allows information to be pulled in from multiple reports, as totals or summaries into one place, the way it allows you to pull information from fields within a table, into columns and rows in one report.

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dandiebolt

Allstar

02/06/12 6:49pm PST

Write a foruma linking to the user defined page and append the [Record ID#] as an extra parameter:

URLRoot() &

"db/" &

Dbid() &

"a=dbpage&pagename=foo.html&rid=" &

[Record ID#]

Within the user defined page foo.html use the following javascript statemetn to extract the value of the [Record ID#] and assign it to a variable named rid:

var rid=document.location.search.match(/rid=(\d+)/)[1];

You can obtain values of other fields in the master recrod or related child fields by making one or more ajax calls.

dandiebolt@yahoo.com ~ (734) 985-0721 Google Voice
All Your QuickBase Are Belong To Us Blog: http://quickbase.posterous.com/

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berserkathon

New Member

02/07/12 8:42am PST

Dan,

Thanks for yet another very helpful response! I can't count how many of your community posts I have read trying to enhance my application.

I have successfully passed the Record ID as a variable to my dbpage using the method you described above. Now, I just have to figure out the AJAX step.

Any suggestions you might have with how to proceed from here? I love searching for the answers myself (and I continue to do so) but I am on such new ground with javascript/jquery/ajax that a nudge could really get me far. :)

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dandiebolt

Allstar

02/07/12 10:27am PST

With the [Record ID#] in the variable rid you can then query for the other fields in the parent record:

var url="";

url += "https://www.quickbase.com/db/D...;

url += "?act=API_DoQuery";

url += "&query={3.EX." + rid + "}";

$.get(url,function(xml){

var field1 = $("record field1").text();

var field2 = $("record field2").text();

...

});

Or query for related child records using the rid.

>I can't count how many of your community posts I have read trying to enhance my application.

Start here: http://www.youtube.com/watch?v=tqE_nrymHRU

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berserkathon

New Member

02/07/12 12:46pm PST

Dan, it looks like I may need a bit of extra coaching on this. I am having trouble getting any data to display and I am sure there are some basic things I am missing such as external javascript references, syntax and/or other steps.

A couple more questions:

1. What library do I use to execute this script in my user defined page?

2. In the following:

var field1 = $("record field1").text();

what value replaces "record field1"?

Is this the field id number for the field i want? Is this the name of the field, for example "[Item Name]"? Something else?

3. Is there another step beyond the get request that I need to script in order to actually display the text?

Your help is very much appreciated.

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dandiebolt

Allstar

02/07/12 1:25pm PST

Latest post

Q1. What library do I use to execute this script in my user defined page?

jQuery and any jQuery plugins you might use. jQuery is included on most QuickBase authored pages so you don't normally have to include it. User defined pages are blank slates so you have to include every resource (js, css, etc) you will need.

Q2. In the following:

var field1 = $("record field1").text();

what value replaces "record field1"?

The API returns XML and field values are contained with tags derived from the field name (lowercased and special characters substituted with underscores).

[Item Name] becomes <item_name>

[Record ID#] becomes <record_id_>

Q3. Is there another step beyond the get request that I need to script in order to actually display the text?

Once you process the XML response of a query you would generally use string concatenation to build up a HTML string or a templating engine (tmpl, mustache, etc - there are dozens of them). Then insert the html into the dom using standard jQuery methods or the particulars relevant to the templating engine you are using..

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