Forum Discussion

GrantK's avatar
GrantK
Qrew Trainee
9 months ago

Automating duplication of template Dashboard and Reports/Charts

When we add a new customer Project to our Quickbase database, we currently have to manually duplicate a "Template" dashboard and the associated standard reports and charts across the various tables. This is very time consuming as you need to manually go in and copy each page/report/chart, rename the copy then link  report/charts on the new dashboard pages.

Is there a way of duplicating  template pages/reports/charts and renaming to a new project name and link on the new dashboard pages?

I was thinking of a new table where you could enter the new Project name and a button. I looked at pipelines but that appears to only handle tables. Would this require maybe  Javascript or is there another way?

Thanks.



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Grant K
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4 Replies

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  • MarkShnier__You's avatar
    MarkShnier__You
    Qrew Champion
    9 months ago

    There may be a far better approach. Why can't everybody have access to a dashboard where the reports are filtered to their personal preferences.

    You canThere may be a far better approach. Why can't everybody have access to a dash port, where the reports are filtered to their personal preferences.

    You can have a table of users where the key field is the user ID.  On that record, you set the users preferences like which companies they are involved with or which projects they  involved with.

    then you build relationships from that table down to any of your detail tables were the reference field is a Formula field that calculates to the current user. The formula for that is simply.

    User()

    then you look up any fields you need from the user table and make one set of filtered reports that filters on the users preference. The magic is that each different user while looking at the same report, and the same dashboard will see a completely different set of results. But that way you only need one report or one set of reports on the dashboard to satisfy all users. 



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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • MarkShnier__You's avatar
      MarkShnier__You
      Qrew Champion
      9 months ago

      Further to that thought, if you have a situation where certain users want to set their own personal focus, then you can provide buttons for them to launch off or record and land on a table of projects, for example and click one, and then return to the dashboard, and they will have set their preferences to that particular project, and then a whole Dashboard for reports will populate based on their selected project. That user preference technique is very powerful. 



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      Mark Shnier (Your Quickbase Coach)
      mark.shnier@gmail.com
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      • GrantK's avatar
        GrantK
        Qrew Trainee
        9 months ago

        Thanks for an alternate option. Will have to take some time to digest and test out that method. Yes, one concern after reading your first message is what to do if a Project wanted some custom reports/charts instead of the default.

        Thanks for your input again.



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        Grant K
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