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Auto refresh after saving?

  • 1.  Auto refresh after saving?

    Bronze
    Contributor
    Posted 06-26-2018 15:21
    This is a weirdly specific use case, and I'm having some trouble with it. 

    I'm currently generating records in one (parent) table using a GenAddRecord link from a table in a separate app. The GenAddRecord link sends information which, upon saving the new parent record, is used by an Action to create a child record which is related to the newly created parent record. 

    What this effectively means is that the system automatically sets up a relationship, but only after the save button is clicked. So when the users click save, expecting to see their new child record on the report link for the parent, they are disappointed. They need to manually refresh the page to see the child. 

    This seems like it could be solved by adding an auto-refresh after saving. Is there a way to do that?


  • 2.  RE: Auto refresh after saving?

    Posted 06-26-2018 15:29

    Had a similar issue in my system I found out that there is a feature in Quickbase that by default is not enabled called AJAX Report Loading. Have you Realm admin request this be enabled for your account by submitting a help Support Case. This has to be done at an account level not by an App Administrator

    Hope this helps




  • 3.  RE: Auto refresh after saving?

    Bronze
    Contributor
    Posted 06-26-2018 15:33
    Thanks for the response

    Do you mind telling me what AJAX Report Loading does?


  • 4.  RE: Auto refresh after saving?

    Posted 06-26-2018 15:37
    With this loaded as you add new child records the sub form will auto refresh, Also the Report loader does not load the reports on first load of the form only when the report is scrolled to the active window so if you have multiple sub reports on the same form the late loading speeds up the form load time using less resources


  • 5.  RE: Auto refresh after saving?

    Bronze
    Contributor
    Posted 06-26-2018 15:39
    And you mentioned this was a user level thing? Would I have to have it enabled for each of my users, or would having it enabled for myself allow me to simply enable it on certain forms?

    Sorry for peppering you with questions, but I want to make sure I'm not adding something to my app that will hinder users' workflow


  • 6.  RE: Auto refresh after saving?

    Posted 06-26-2018 15:42

    Sorry was not clear on this it is at a domain level so it would effect all applications created on you domain by any App Administrator regardless of user setting

    There is an option after load to disable the feature at an individual application level 



  • 7.  RE: Auto refresh after saving?

    Posted 06-26-2018 15:42

    this will actually improve the user experience




  • 8.  RE: Auto refresh after saving?

    Bronze
    Contributor
    Posted 06-26-2018 15:44
    Ok that sounds fine then. One last thing, is there anywhere I can read more about this feature? 

    Thanks for your help


  • 9.  RE: Auto refresh after saving?

    Posted 06-26-2018 15:46
    Not that I was able to find when doing my research. You could check with your Account Rep they might have something


  • 10.  RE: Auto refresh after saving?

    Posted 06-29-2018 13:10
    I has very curious about this Feature and put in a support ticket to get it enabled on one of my own apps. 

    The product manager did enable it for me and I had some dialogue with him where he gave some explanation as there is not currently a Knowledgebase article anywhere.  

    Here was the email I sent to the PM.

    I just tried it and it�s very intuitive.  I have a form with tabs and they do not load until I select the tab.  But once I do select the tab, then the data �stays loaded�.

    I think that this would be a great feature to roll out in a self serve basis where the Admin could set the app properties on how to behave.  It could be marketed as a performance booster as it will just make apps run faster.  There could be many apps where users wish they would be a bit faster, and where you have forms with tabs, those forms will load faster for the main tab.  Often the tabs which are not the first tab contain secondary information which is not used very often.

    There are also some cases where a record is edited triggering an Action or an Automation.  This would be a technique to introduce a delay Long enough for the action or automation to process.  So then when the user goes to the tab, the data will be there.  There are situations now where the record refreshes  too quickly upon saving and say a bunch of child records need to be created, but the form refreshes before the Action /Automation completes.


    The PM indicated that they planned to make this more widely available and "properly" released in the next month or two.  They would need to build the interface for an Admin for an Application to enable it. (It is enabled "per App" and not "per Domain") They will also need to finalize a name for the feature.

    Thx Alex for making us aware of this.


  • 11.  RE: Auto refresh after saving?

    Posted 07-09-2018 12:22
    Hi all. We are looking at doing a soft release of this feature and are starting with a limited group this week. Stay tuned for more but we are happy to see there is some excitement around this. Feel free to add questions or comments to this thread.


  • 12.  RE: Auto refresh after saving?

    Posted 07-09-2018 22:10
    This feature would specifically address a need that I have.  Do you have any room for more participants in the soft release?  Thanks.


  • 13.  RE: Auto refresh after saving?

    Posted 07-10-2018 13:41
    Hi Kevin. Sure, no problem. Please open a support case asking for this to be turned on for the realm or specific app (url) you'd like. It will get escalated to me. It would be very helpful if you could document your use case(s) in the ticket.


  • 14.  RE: Auto refresh after saving?

    Posted 07-25-2018 00:04
    Hi all. There is now an official post regarding this, here: https://community.quickbase.com/quickbase/topics/scroll-and-load-forms-embedded-report-ajax