Forum Discussion
KevinPlant
8 years agoQrew Cadet
Hi, thankyou for wading in! I have created a form where a new RFQ header record is created and saved. Once saved, on the same form i have a report link to a list of filtered Configuration records which are available to be added. I cannot figure out a way to pick up the current RFQ reference and allow only this to be selected in the [Related RFQ] field on the Configuration record.
- KevinPlant8 years agoQrew CadetThe report link data is displayed as a grid edit form.
- QuickBaseCoachD8 years agoQrew CaptainKevin,
I understand your issue.
I would approach this differently. I have a technique which I could implement for you, and then you would know how to use it yourself in other situations.
The technique is native and roughly follows these steps.
The user click a button on a Parent , the RFQ, and it would record that Record ID in a table of users which is self maintained by that button click. Ie a userid is added for the current user or else edited.
That then sets focus in that RFQ for that user.
Then at the end of the button click it presents a list of Config�s which are not asisgned. This is on a traditional table report with access to Dynamic filters and the filter box.
The user then click click clicks on any Configs to be attached to the RFQ.
When finished clicking, the user then hits a button to return to the RFQ to satisfy the self that the configs have been added.
It usually only takes me an hour or two depending on how the dynamics of the call goes to get get that working and my clients then can use the technique for them self going forward. There is no script, just formula url buttons.
Contact me via my website QuickBaseCoach.com if you would like to discuss off line.