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AndrewFry's avatar
AndrewFry
Qrew Assistant Captain
5 years ago
Solved

Embedded reports: not showing correctly

I have two tables: Jobs < Assignments.

Within the Assignments table, I have 4 different reports setup, they all have slightly different columns selected:
  • Assignments (default)
  • Assignments - Jobs Form - Add
  • Assignments - Jobs Form - Edit
  • Assignments - Jobs Form - View

In the Jobs table I have 3 different fields, all setup as Report Links, where the Source Field is "Jobs:Job ID#" (this is the Unique Record #) and the Target Field is "Assignments:Related Job".
  • Assignments Add
  • Assignments Edit
  • Assignments View
In the Jobs form, I customized the form so that the three fields display the related assignments directly on the job form (i.e. embedded), and I based each one off of the corresponding Assignments report, e.g. the Jobs field "Assignments Add" points to the "Assignments - Jobs Form - Add" report from the Assignments table.

I also changed the "Display when this form is used for" to the corresponding purpose: View for view, Add for add, and Edit for Edit.

I check the "Editable" box for Add and Edit, but left it unchecked for View.

My goal is that depending on which mode I am in  (add, edit, view), I will have the corresponding Assignments table Report show embedded in the Jobs form.

It works for View, but for Add and Edit I am just getting the default Assignments report, with all of the columns.

I can't figure out why it is not showing the correct report for the Add and Edit modes.

Any thoughts or suggestions?



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Andrew
andrew.fry25@gmail.com
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  • OK, so you meant
    I just tested it and yes, the correct reports are now showing in the different modes (add, edit, & view).

    That was a good clue, that this is only a Grid edit problem.

    Can you check if you have Multiple forms, and if so, in Forms Usage, you have globally for all Roles or for some Roles to set a certain form to be used for Grid Edit?   Or less likely but possible, to have done an override for the reports you are using to force a certain from for Grid Edit? 

    When you do that it performs as advertised, it will use that form as the definition of the fields to show in Grid Edit.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------

11 Replies

  • To help debug .. if you uncheck Editable does the correct report display?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • AndrewFry's avatar
      AndrewFry
      Qrew Assistant Captain
      I just tested it and yes, the correct reports are not showing in the different modes (add, edit, & view).

      However, in add and edit, now I cannot input data into the Assignment fields.

      The Assignment reports are embedded in the Jobs form.

      There are certain Assignment fields in Edit mode (while in the job form) that I don't need in Add or View mode (while in the job form), and there are certain fields in View mode (while in the job form) that I don't need in Edit or Add mode (while in the job form), and the same goes with while in Add mode not showing in Edit or View mode.

      For every solution I find, there always seems to be 2 additional issues that emerge!! hahahaha lol

      Any thoughts?


      ------------------------------
      Andrew
      andrew.fry25@gmail.com
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        OK, so you meant
        I just tested it and yes, the correct reports are now showing in the different modes (add, edit, & view).

        That was a good clue, that this is only a Grid edit problem.

        Can you check if you have Multiple forms, and if so, in Forms Usage, you have globally for all Roles or for some Roles to set a certain form to be used for Grid Edit?   Or less likely but possible, to have done an override for the reports you are using to force a certain from for Grid Edit? 

        When you do that it performs as advertised, it will use that form as the definition of the fields to show in Grid Edit.

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------