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Auto re-order steps in a process

  • 1.  Auto re-order steps in a process

    Posted 11-17-2017 11:01
    This seems like it should be very basic, but am unable to figure it out.  I am building out a detailed process.  Step #1, Step #2, Step #3 to be used as a template.  The process is ever changing.  How do I enter a new step after Step #2, so that it now becomes Step #3, and the previous Step #3, is now Step #4.  Thank you! 


  • 2.  RE: Auto re-order steps in a process

    Posted 11-17-2017 12:29
    Are these just records on a report? If so create a field called sort sequence and enter the sort sequence


    Then change the report to sort on that field. You do not have to show the field on the report.


  • 3.  RE: Auto re-order steps in a process

    Posted 11-17-2017 14:05
    Thanks for the response, I will be more specific, sorry about that.  Here's an example with construction CSI codes. 


    01100 Summary
    01200 Price and Payment Procedures
    01300 Administrative Requirements
    01400 Quality Requirements
    01500 Temporary Facilities and Controls
    01600 Product Requirements
    0160Execution Requirements
    0160Facility Operation
    0160Facility Decommissioning

    Let's say I wanted to insert a new code "01601 General Conditions." then have all of the other code numbers after would need to increase by 1.  A have simple sort field's is what I have now, but when I change the order of the codes, then I have to go in and manually change all the rest of the sequence orders. There are several hundred codes. 


    Another Example:

    Task 1

    Task 2

    Task 3

    Task 4

    I need to insert a task between task 2 and 3.  

    Now Task 3 will be Task 4 and Task 4 would be Task 5. 



  • 4.  RE: Auto re-order steps in a process

    Posted 11-17-2017 14:47
    I think that will take a non native scripting solution.


  • 5.  RE: Auto re-order steps in a process

    Posted 11-17-2017 18:26

    In this demo you can drag and drop rows of a report to reorder the records:.

    QuickBase Bloggers
    https://haversineconsulting.quickbase.com/db/bmguzsp87?a=td

    Pastie Database
    https://haversineconsulting.quickbase.com/db/bgcwm2m4g?a=dr&rid=543

    A little additional code could be used to add a new row or you could add a new row before invoking the drag and drop solution.

    If you want help with this feel free to contact mo_an the ultimate next week using the information in my profile:

    http://getsatisfaction.com/people/dandiebolt



  • 6.  RE: Auto re-order steps in a process

    Posted 11-17-2017 19:19
    Whoa! That's cool.


  • 7.  RE: Auto re-order steps in a process

    Posted 11-17-2017 19:53
    BOOM! Will do.