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
5 years ago
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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