Stacker Customers

You can’t change the name of the Edit button, but you can hide the button in edit layout and add your own Action button.

Screenshot 2021-12-31 at 14.52.12.png

Happy to help. You can find the page buttons in the detail view &gt; Edit layou &gt; Page buttons

Hey <@U01MPEM22RK>,

Thanks for the question. It looks like we don’t have any Postgres updates planned in the short-term future, though we might revisit this depending on the demand.

You can vote <https://feedback.stackerhq.com/integrations/p/postgresql-viewsqueries|on the feature in Canny>

Hey Brian,

App templates have taken a short break as we’re working on revamping them. Getting the templates working is one of our bigger priorities

image.png

Hi <@U01N8P2RWSC>

Thanks for laying out what you’re seeing so clearly.

When you set the created by field, you don’t need to have it as an editable field within the form—it will be filled automatically *after* the user has created the record.

There’s no way to prefill the field with the user and have it editable, at least not through the Created By feature.

My recommendation would be to hide that field form the form, and that you try creating a record

<https://support.stackerhq.com/hc/en-us/articles/4412328252563-Created-By>

and either way - my issue is that when I hit "save" the user is NOT set as the creator/owner of that application row

i.e. on airtable the 'user' field is `empty`

Thanks for letting me know. We might want to take a closer look then.

Could you reach out to us through the support widget in the app? We’ll be happy to help debug this further.

Thanks! We’ll take a closer look as soon as we can :slightly_smiling_face:

Could you set a delay before the automated email sends?

What are you using as a source for your StackerHQ instance? Airtable? Then just join it on Airtable level.

i.e. I want users to first fill in their profile on stacker, then after they've filled it in, they can go to other places in the stacker app

I know there are User Roles, but how can one update a users' role immediately after the user updates their profile? Seems like can only be done via an Airtable Automation, which then takes a few min to sync with Stacker..?

I've previously removed the navigation altogether, and used a 'banner' with a conditional on it, and said banner would have the link to the navigation page... but this is a bit ugly

No way to do it easily, as you experienced.

<@U01N8P2RWSC> the way I accomplish this is via Airtable Automation as you mentioned.  There is a delay unforunately

<@U01N8P2RWSC> If you set up the flow such that the user needs to click on a checkbox, then you can make the User role change work. <https://stacker-customers.slack.com/archives/CSMQ6CB7Y/p1639979187285300>

<@U01N8P2RWSC> this works only if the checkbox is in edit mode

Ie. If we wanted users to be able to create a task from a comment, the button would be "creat task" then they could create a record.

Not possible, but I think it’s a great idea. I’ve added it as a <https://feedback.stackerhq.com/feature-requests/p/button-support-for-activity-tab-messages|feature request in Canny>.

can you screenshot what you are trying to widen specifically?

I haven’t done any tests yet, but you might be able to exclude using the :not pseudo class: <https://developer.mozilla.org/en-US/docs/Web/CSS/:not>

oh I misunderstood the question.  the .stk-inbox class is the identifier for the inboxview

Great, thanks both, I’ll test out trying to exclude the inbox class! Will report back :slightly_smiling_face:

Hmmm, can’t seem to get it to work, but there’s a very strong chance it’s related to my non-existent CSS skills rather than a technical restriction! :stuck_out_tongue_winking_eye:

Hey <@U02E83Q2J7M>,

If you can show me the CSS, I can take a look

```/* Increases width of list pages to 95% of available screen (instead of 1000px) */
.stk-list-page .stk-content &gt; div {
	width: 95% !important;
}```

<@U022US4CCN5> Yes, we do plan on giving you more customization options in the future. :simple_smile:

You'll need to include it in your formula. Also beware the link isn't the same between the admin and the client version.

Ah, I thought the whole concept of different users having different links had been removed when Customer Access was removed. I’ll need to have a play around, only just got set-up on the new version. Thanks as always :slightly_smiling_face:

I haven’t looked at the whole “customer access feature removed”. I might need to catch up on that, too

Can’t do that natively, but possible through custom JS.

<@U0146FKFCKE> Any chance you have that JS lying around?

Hey <@U02PQ6VPKMG>, could you give me a specific example? Unfortunately I’m having trouble understanding what you’re looking to do here.

I just saw you asking the question in a different way in <#C0137B5RLBU|>, and I think I understand it better now. It is not doable within Stacker right now, but I would love to understand your use case better.

Could you give me more information about why you would need a unique ID?

You can use conditional visibility and have 2 highlight blocks.

Hey <@U02T072HKKN>, what’s the version of your browser?

This was a known issue on Chrome 96 and Windows: <https://bugs.chromium.org/p/chromium/issues/detail?id=1266022>

By the looks of it, it should be fixed on Chrome 97 though

If you’re on Chrome, you can check your browser version by clicking three vertical dots &gt; Help &gt; About Google Chrome

Our of interest, how do you add these emojis?! Is this done in Stacker or somewhere in AT? Looks cool!

Brilliant, thanks <@U02N890SW84>. Solved.

<@U02E83Q2J7M> type windows key + . to get the emoji shorcut (or copy and paste from the web).

I like the purpose of your app. I'm working on an internal version of something similar for my sales people. Would you be open to doing a tour of your app?

Hi <@U022US4CCN5>, I'm glad to hear you're trying to do something similar. We're still building our first draft out, so it'll likely be another month or two before we're fully functional, but I'd be very happy to meet with you, share what we're doing, bounce around ideas and see how we can help each other in our shared mission! Do you want to line up a chat: <https://purposeadvisory.as.me/partnerintro>

Hi Jonathan, this is not possible at the moment, you can vote for the feature - <https://stacker.canny.io/feature-requests/p/edit-the-no-records-found-box>

Thanks for the quick response. I was actually able to find a temporary fix with a little bit of CSS.

Hi <@U02GEKVBM2P> – a quick update to let you know we are planning to get a Calendar view in the product. If you'd like to share any feedback or request within the calendar view, please do here: <https://bit.ly/calendar-view-feedback>

As Ambroise said, not yet possible. It is on our todo list though, even if that list is miles long.

There are many things we want to do to improve Stacker and we will certainly get to all of them, though I can’t say for sure when a certain feature could happen.

Not possible at the time, I asked that a few months ago (and not for the first time) :confused:

Hey Noam,

Thanks for expressing your concern—we’ll certainly take it into account.

We can change the color for you. Could you please write to us through the support widget (the question mark icon).

The information we’ll need.
• App for which you want to change the color
• The color code

Thank you <@U01CGS2G35K> for your feedback! Hopefully <@U02N890SW84> can help you in the near term, and we can increase customisation for the future.

<@U01CGS2G35K> - Hi! I'm Sze Wing, a Product Manager at Stacker.

Are you keen on jump on a call with me later this week or next week to discuss how Stacker X has been for you - as someone who used to use Classic? You can book a call with me here - <https://calendly.com/szewing/30min-1?month=2022-02> :slightly_smiling_face:

CleanShot 2022-01-07 at 11.09.34.mp4

CleanShot 2022-01-07 at 11.04.03.mp4

Hey <@U01B1LTTYQJ>, thank for taking the time to record the video and explain the issue.

We indeed have a ticket filed for this. I’m not sure when exactly we’re going to get to it, but it is on our todo list.

Hey <@U022US4CCN5>

If they are added as a collaborator, they indeed should be—unless the app is private.

Please keep in mind that collaborator seats aren’t free. You have a certain number included in each plan, and every collaborator after that is an additional $19 per month.

<https://www.stackerhq.com/pricing|See pricing>

You can try to use the client record_id in the URL parameters and use JS on the embed URL to send data from the appropriate Google sheets

Yes to both your questions, you’ll have to use an airtable field that contains the link to your google sheet, and you can display that field as a button on Stacker.

<@U01QZ40HRFW>, this sounds like a really cool solution! Can you point me to any guides for using JS on an embed URL?

<@U0146FKFCKE> this was our backup solution, thanks for suggesting it.

I have a table "contacts" with an email address field.  I used this as my user table.

I have a second table "client" with which contact records are linked.

I have a bunch of tables (assets, contracts, whatever) which then have links to the company record.

But for the life of me, I can't get permissions working so that a contact of a particular company can only view things linked to their company record.

The how-to video showed the email address living in the primary company record, but that woudl seem to limit this app to a single user, and doesn't make sense to me architecturally.  Any pro tips?

OK, so I setup a test airtable with a very simple schema that works the way I would expect this to.  So I must just be missing something.  I'll update this thread once i figure it out.

So if I'm understanding you, the schema would go...

Clients have contacts
contacts have assets

So I would make the main table clients...
Then your contacts table has an "associated client" field (linked record) – which then you can pull any data into the client side...

Then you have an assets table...
Then your assets table has an "associated contacts" field (linked record)...

If you set it up that way you should be able to in stacker use the "include only related fields" for the assets, contract, and the clients.

I'm sure you're doing some of this but the order is pretty particular in order for it to work the right way.

Hej <@U02T0EJMJB0>, if you’re still needing help, get in touch with us through the support widget within the app (Question mark icon), and we’ll help you out.

The information we’ll need:
• Your app URL
• Support login enabled. Click your profile image &gt; Support Login
• Explanation of the situation (you can include everything you already said here)
<@U02GEKVBM2P> Thanks so much for your help, much appreciated

Hi guys!  Apologies for the delay in my response. I did figure this out. Fix was to delete and recreate the app. Something I did in my testing broke it, and even deleting and relinking Airtable didn't resolve. 

Hey <@U02R50CHQ4R>

While it isn’t possible to choose custom colors yourself, we might be able to help you out.

Can you please get in touch with us through the support widget within Stacker (question mark icon)?

We’ll need:
• The app URL
• Hex color code you want to have


Thanks Seb. I will contact support with the color and code.

Seb, contacted support with colors and link. Thanks

Related to this, I think it'd be cool if there was a feature for the user to toggle between different ways of viewing the data, let them decide what is the best view for them 

Hey <@U02E83Q2J7M> and <@U02T072HKKN>

I just added a <https://feedback.stackerhq.com/feature-requests/p/let-end-users-change-the-display-type|feature request for this> that you can vote on.

Having said that, you can theoretically change the display for specific clients with different views, and navigation role assignments

• <https://support.stackerhq.com/hc/en-us/articles/4409591845395-Creating-nested-navigation-multiple-list-view-layouts|Multiple list views from same table> article
• <https://support.stackerhq.com/hc/en-us/articles/4409591860243-Set-up-User-Roles|Role sharing> article

The idea here is that you would create a different role for each type of user, and then give them permissions to see specific views

Screenshot 2022-01-10 at 11.43.36.png

I don’t recommend using roles for this, it’s gonna bloat the app in complexity.

Thank <@U02N890SW84> for posting the suggestion. I've voted on it, and thank <@U0146FKFCKE> for the tip. I agree.

Hey <@U02T072HKKN>,

This sort is indeed alphabetical. No easy way to sort by the order the options are listed in Airtable.

Image from iOS.jpg

You'd need to have a relationship column in airtable between the project and the investor (which is modified everytime someone invests in a project) and then display the record only if the investor is in that column

Under Stacker X one “rule” I try to remember is; Each *Role* gets assigned to 1 *Customer Access* List. The relationship between setting up and defining Roles in conjunction with Customer Access lists and Permissions is often a place of confusion. Start by confirming you have a Role setup for Projects and Investors first. that also involves confirming what Pages they have access to. Then make sure you have created a Customer Access list for both Projects and Investors too. You’ll set a default Role under each. You’ll also need to make sure you are configuring User Profiles if you have multiple user tables defined. Finally, create your Permissions rules. I usually create separate Permissions to _Create_, _Update_, and _Access_ records. You’ll need to define Permissions for each base table.

This is an area just begging for greater simplification by the Stacker team…

Here’s a set of screen shots that I use to help guide me through the whole (convoluted) process of defining a relationship where only people within a given company can see their own company data, but not that of other companies (in this case, Law Firm Contacts only seeing records from within their own Law firm).

Stacker tech support please chime in if I’m wrong or off base on any of this…