Forum Discussion

JakeRattner1's avatar
JakeRattner1
Qrew Cadet
5 years ago

Creating reports that show only the columns where values are present

Hi Everyone, We get bids from vendor on projects (RFPs). For each project we end up having different information submitted. As a result we often end up with an embedded table on the project record ...
Formulas and functions
reports and charts
BradLemke's avatar
BradLemke
Qrew Assistant Captain
How well-versed are you with API manipulation?  Have you done an Iframe Embed into a form before?

I could see there being a way to create an Iframe embedded 'Api_Genresultstable' where the clist (column list) is dynamically generated via formula.    

Here is the code I would start with in a Rich Text Formula Field in the Parent Record: 

Customize and manipulate to your needs, of course.  Then create a Report Link field that matches this rich text field exactly to this rich text field:

Lastly, add that field to your form and see if you like how it works.  


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Brad Lemke
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JakeRattner1's avatar
JakeRattner1
Qrew Cadet
5 years ago
Hey Brad, 

Thanks again for your help.  I've recreated the Rich text field you showed in your screenshot.  Now I'm going to create the Report Link.  I'm a little confused about this part.  I think I need to create another rich text field in my Parent table.  Do I copy paste the same code into that field as well?  If yes, how would I get around the errors (the fields references will not work on the parent record)

Thanks,
Jake

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Jake R
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  • BradLemke's avatar
    BradLemke
    Qrew Assistant Captain
    5 years ago
    Both the rich text and the report link fields are parent-table only.  When setting up the report link field, you're not pointing it at any other table, you're not telling it to go from 'point-a' to 'point-b' like usual - you're telling it to go from 'point-a' to 'point-a', the same field in the same table.

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    Brad Lemke
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    • JakeRattner1's avatar
      JakeRattner1
      Qrew Cadet
      5 years ago

      Sorry for the late reply. This worked remarkably well.  Thank you so much for all your help.  I've been able to get virtually all of the features I was looking for out of this technique.  

      One follow-up question, if you don't mind: When I use this approach I lose some of the controls available with your typical embedded reports such as the ability to great edit and the 'more' options including 'export as csv'.  

      Is there any way to bring these features into the iFrame?  I think a workaround for 'export as spreadsheet' could easily be a button that exports the report with an "=csv" argument attached, but I'm unsure of how I could replicate the ability to grid edit.  

      Thanks again for your help on this one!



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      Jake R
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      • BradLemke's avatar
        BradLemke
        Qrew Assistant Captain
        5 years ago
        Short answer: I have no idea how to do a dynamically generated grid-edit.  If that api call exists, I haven't found it yet. 

        For the grid-edit mode, do you need to hide all of the unused fields?  How do you feel about adding a link to your form that opens the full-grid in a popup?

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        Brad Lemke
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