Forum Discussion
CharlotteM
4 years agoQrew Assistant Captain
Thank you :-)
I got it to work!
Just one question, at the end, you say
So, the user will edit the special record, set the dates, save and the resulting filtered report will be embedded right on that special record number 1.
The way mine is working is:
1. The user goes to the table
2. Click Edit (on the sole record)
3. Change Date/s
4. Click Save
5. Click View (on the sole record)
6. See the report.
That seems like a lot of clicking, is there any way to streamline?
And more importantly, the report shows with the usual options:
Full Report | Grid Edit | Email | More
I've looked around but can't find any way to get rid of those. I'm particularly concerned with the "click in the square and delete all records in this report" option, which would be a disaster for this report - but not for others which they might run. Can these options be turned off on a per-report basis?
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Charlotte Morin
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I got it to work!
Just one question, at the end, you say
So, the user will edit the special record, set the dates, save and the resulting filtered report will be embedded right on that special record number 1.
The way mine is working is:
1. The user goes to the table
2. Click Edit (on the sole record)
3. Change Date/s
4. Click Save
5. Click View (on the sole record)
6. See the report.
That seems like a lot of clicking, is there any way to streamline?
And more importantly, the report shows with the usual options:
Full Report | Grid Edit | Email | More
I've looked around but can't find any way to get rid of those. I'm particularly concerned with the "click in the square and delete all records in this report" option, which would be a disaster for this report - but not for others which they might run. Can these options be turned off on a per-report basis?
------------------------------
Charlotte Morin
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- MarkShnier__You4 years ago
Qrew Legend
if you make a dashboard URL link to the special record in edit mode, that will save some clicks. There is not a way to get rid of the option to delete on a per report basis The only way is to remove Permissions to delete. Many admin's are pretty ruthless about blocking normal users from deleting.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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