Discussions

Expand all | Collapse all

Embedded reports: not showing correctly

Jump to Best Answer
  • 1.  Embedded reports: not showing correctly

    Posted 12-18-2019 16:47
    I have two tables: Jobs < Assignments.

    Within the Assignments table, I have 4 different reports setup, they all have slightly different columns selected:
    • Assignments (default)
    • Assignments - Jobs Form - Add
    • Assignments - Jobs Form - Edit
    • Assignments - Jobs Form - View

    In the Jobs table I have 3 different fields, all setup as Report Links, where the Source Field is "Jobs:Job ID#" (this is the Unique Record #) and the Target Field is "Assignments:Related Job".
    • Assignments Add
    • Assignments Edit
    • Assignments View
    In the Jobs form, I customized the form so that the three fields display the related assignments directly on the job form (i.e. embedded), and I based each one off of the corresponding Assignments report, e.g. the Jobs field "Assignments Add" points to the "Assignments - Jobs Form - Add" report from the Assignments table.

    I also changed the "Display when this form is used for" to the corresponding purpose: View for view, Add for add, and Edit for Edit.

    I check the "Editable" box for Add and Edit, but left it unchecked for View.

    My goal is that depending on which mode I am in  (add, edit, view), I will have the corresponding Assignments table Report show embedded in the Jobs form.

    It works for View, but for Add and Edit I am just getting the default Assignments report, with all of the columns.

    I can't figure out why it is not showing the correct report for the Add and Edit modes.

    Any thoughts or suggestions?



    ​​​

    ------------------------------
    Andrew
    andrew.fry25@gmail.com
    ------------------------------


  • 2.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 16:51
    To help debug .. if you uncheck Editable does the correct report display?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:22
    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?


    ------------------------------
    Andrew
    andrew.fry25@gmail.com
    ------------------------------



  • 4.  RE: Embedded reports: not showing correctly
    Best Answer

    Posted 12-18-2019 17:28
    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
    ------------------------------



  • 5.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:32
    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
    ------------------------------



  • 6.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:33
    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
    ------------------------------



  • 7.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:39
    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
    ------------------------------



  • 8.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:41
    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
    ------------------------------



  • 9.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:48
    Got ya. I was looking for an actual button or something similar, labeled "Forms Usage".

    It is a simple dropdown triangle labeled "Set how different roles use these forms" .... right?

    So for the Everyone role, all types (Full Site) of: View Form, Edit Form, Add Form, & Grid Edit, all have the Assignments Main Form selected. The View/Edit/Add Form (mobile) has: Use Full Site Forms, selected.

    I am assuming that if I change the Grid Edit from Assignments Main Form to Standard Behavior, it should fix it?????


    ------------------------------
    Andrew
    andrew.fry25@gmail.com
    ------------------------------



  • 10.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:49
    Yep, you told it to use a certain form when doing Grid Edit, so it was simply doing what you inadvertently told it to.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 11.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:53
    Edited by Andrew Fry 12-18-2019 17:53
    Hahahaha, that is a nice way to call it a PEBKAC (Problem Exists Between Keyboard And Chair).

    Thanks again Mark for your assistance.

    There are so many options, and settings, and different ways of doing things in Quickbase that I find myself stumbling along and getting lost many times over until I have it memorized.

    I appreciate your patience and help.

    P.S. It did work.

    ------------------------------
    Andrew
    andrew.fry25@gmail.com
    ------------------------------



  • 12.  RE: Embedded reports: not showing correctly

    Posted 12-18-2019 17:29
    Edited by Andrew Fry 12-18-2019 17:30
    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
    ------------------------------