Sneak Peek: Type-Ahead Search Picker
While we at Quickbase love to work on great new features, like Kanban reports or Automations, we also take time to focus on the fundamentals. And what could be more fundamental to Quickbase th...
Forum Discussion
It is possible to set a report or Grid Edit report to also make use of a report that helps to filter the related choices. It is a little counter-intuitive but you actually are able to do this under the Forms header in that tables settings. You would first want to have a form that has the same fields that the Grid Edit report you are using has and specifically the related field has been set to draw from that specific filtered report you want to use. Once you have a form that has the right fields and reports set up you would then go into the table settings on the child table and click the Form header.
From there you can click on the option to 'Override role settings by report' to open up a list of all of your reports and then for specific reports instead of using the Standard Behavior or the role settings in the Grid Edit column you can instead set that report to a specific form under the Grid Edit column. This allows you to apply some of those Form specific behaviors (like a field being set to draw from a filtered report) to the Grid Edit experience. I hope that information is helpful Elena.
From there you can click on the option to 'Override role settings by report' to open up a list of all of your reports and then for specific reports instead of using the Standard Behavior or the role settings in the Grid Edit column you can instead set that report to a specific form under the Grid Edit column. This allows you to apply some of those Form specific behaviors (like a field being set to draw from a filtered report) to the Grid Edit experience. I hope that information is helpful Elena.