Embedded reports: not showing correctly

Question

I have two tables: Jobs &lt; 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&nbsp; (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?​​​------------------------------Andrewandrew.fry25@gmail.com------------------------------

markshnier__you · Accepted Answer

OK, so you meantI just tested it and yes, the correct reports are now&nbsp;showing in the different modes (add, edit, &amp; 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?&nbsp; &nbsp;Or less likely but possible, to have done an override for the reports you are using to force a certain from for Grid Edit?&nbsp; 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 ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

markshnier__you · Answer

Yep, you told it to use a certain form when doing Grid Edit, so it was simply doing what you inadvertently told it to.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

markshnier__you · Answer

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 · Answer

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
------------------------------

andrewfry · Answer

Ok, so I think that what is basically happening is that when Editable is selected, it is literally taking the Assignments Form and embedding it into the Jobs form, even though I have indicated that for that field, use a different report, associated to the Assignments table.I think the issue is that I am trying to input data into a report, when really it needs to be input into a form.If I were to edit the actual Assignment's form, and select the corresponding fields that need to be in edit, add, view, or a combination of the three, would those settings translate over to the embedded assignments form (report) in the Jobs form?????P.S. Mark, I didn't see your 2nd response before I posted the above.Yes, it was now showing the correct reports, but now un-editable.I will test your other suggestions now. Thanks for the help (as always)!------------------------------Andrewandrew.fry25@gmail.com------------------------------

andrewfry · Answer

I am going to have to try and figure out where those options are at. I vaguely seem to remember seeing them and possibly doing something with them while trying to solve a different issue a number of months ago.Thanks for the input!------------------------------Andrewandrew.fry25@gmail.com------------------------------

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Embedded reports: not showing correctly

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