Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
You are on to a great concept of being able to apply a global filter to a whole set of reports or a whole set of reports on a single dashboard. I do this for my clients,
The low tech Solution is to make a single record in single table called global filters. It will be Record ID# 1. Link that that to any other child tables with a reference field which is a formula numeric with a formula of 1
Look up your filters to the details tables and use that in your summary fields as a filter.
When I implement this I do it fancier where I have a Table of users with key fiield of userid. And then I build the relationship based in a reference field of [Current User] with a formula of User()
Then the buttons to set the filters will either create or edit the User Record in that table. That allows simultaneous users not to get in each other's way. But in a low volume app for these reports wi5 path low risk of simulaneuos users setting the filter, you may be able to get away with the simple approach.
Contact me via my website QuickBaseCoach.com if you want help implementing the fancier version.
The low tech Solution is to make a single record in single table called global filters. It will be Record ID# 1. Link that that to any other child tables with a reference field which is a formula numeric with a formula of 1
Look up your filters to the details tables and use that in your summary fields as a filter.
When I implement this I do it fancier where I have a Table of users with key fiield of userid. And then I build the relationship based in a reference field of [Current User] with a formula of User()
Then the buttons to set the filters will either create or edit the User Record in that table. That allows simultaneous users not to get in each other's way. But in a low volume app for these reports wi5 path low risk of simulaneuos users setting the filter, you may be able to get away with the simple approach.
Contact me via my website QuickBaseCoach.com if you want help implementing the fancier version.