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AndrewFry's avatar
AndrewFry
Qrew Assistant Captain
5 years ago

Re: Embedded reports: not showing correctly

I just tested it and yes, the correct reports are not showing in the different modes (add, edit, & view).

However, in add and edit, now I cannot input data into the Assignment fields.

The Assignment reports are embedded in the Jobs form.

There are certain Assignment fields in Edit mode (while in the job form) that I don't need in Add or View mode (while in the job form), and there are certain fields in View mode (while in the job form) that I don't need in Edit or Add mode (while in the job form), and the same goes with while in Add mode not showing in Edit or View mode.

For every solution I find, there always seems to be 2 additional issues that emerge!! hahahaha lol

Any thoughts?


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Andrew
andrew.fry25@gmail.com
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9 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    OK, so you meant
    I just tested it and yes, the correct reports are now showing in the different modes (add, edit, & view).

    That was a good clue, that this is only a Grid edit problem.

    Can you check if you have Multiple forms, and if so, in Forms Usage, you have globally for all Roles or for some Roles to set a certain form to be used for Grid Edit?   Or less likely but possible, to have done an override for the reports you are using to force a certain from for Grid Edit? 

    When you do that it performs as advertised, it will use that form as the definition of the fields to show in Grid Edit.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • AndrewFry's avatar
      AndrewFry
      Qrew Assistant Captain
      5 years ago
      I am going to have to try and figure out where those options are at. I vaguely seem to remember seeing them and possibly doing something with them while trying to solve a different issue a number of months ago.

      Thanks for the input!

      ------------------------------
      Andrew
      andrew.fry25@gmail.com
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        When  you go to Manage your forms, it will be under forms usage, assuming that you have more than 1 form.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------
    • AndrewFry's avatar
      AndrewFry
      Qrew Assistant Captain
      5 years ago
      In the Jobs table --> Settings --> Forms, there is only one form: Jobs Main Form.
      In the Assignments table --> Settings --> Forms, there are 2 forms: Assignments Main Form, and Assignments Main Form copy.
      I have no idea when or how the copy was made.

      Where/how can I check the other points you mentioned:

      1. Forms Usage, you have globally for all Roles or for some Roles to set a certain form to be used for Grid Edit?
      2.  have done an override for the reports you are using to force a certain from for Grid Edit?


      ------------------------------
      Andrew
      andrew.fry25@gmail.com
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        On the Assignments table 
        Settings
        Forms
        .. and then there should be an arrow to open up Forms Usage.  Check if you have forced a form to be used for Grid Edit.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------
  • AndrewFry's avatar
    AndrewFry
    Qrew Assistant Captain
    5 years ago
    Ok, so I think that what is basically happening is that when Editable is selected, it is literally taking the Assignments Form and embedding it into the Jobs form, even though I have indicated that for that field, use a different report, associated to the Assignments table.

    I think the issue is that I am trying to input data into a report, when really it needs to be input into a form.

    If I were to edit the actual Assignment's form, and select the corresponding fields that need to be in edit, add, view, or a combination of the three, would those settings translate over to the embedded assignments form (report) in the Jobs form?????


    P.S. Mark, I didn't see your 2nd response before I posted the above.

    Yes, it was now showing the correct reports, but now un-editable.

    I will test your other suggestions now. Thanks for the help (as always)!
    ------------------------------
    Andrew
    andrew.fry25@gmail.com
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