Forum Discussion

KatherineOakey's avatar
KatherineOakey
Qrew Member
5 years ago

Form behavior after clicking on field in report

I have a report :) It appears that when I click on a field the form displays view-only and I need to 'edit' to get the form to allow input.  Correct?  Any way to get the form to be in edit mode whe...
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
On regular table reports you have the convenience of you in the record if you click  anywhere that is not a hyperlink on the row on the report.   Very soon we will all be moved to the new beta table report experience and because of future plans they have you will only be able to view the record using the eyeball.    The reason for that is future plans they have to allow what is called in line editing. That means editing while in view mode. 

 Dynamic form rules do you work in view mode when it comes to hiding and showing fields or sections.    However form rules which edit and change fields on the form only fire when in edit mode on the form. 

 Yes dynamic form rules are an excellent method of controlling the user experience based on the role of the user. 

 All of the rules on the form will fire and it is not so much the sequence that they fire him but they all fire. If you have conflicts in your rules there will be a pink pop up and you really should resolve any foreign rule conflict that's a result will not really be predictable if you have conflicting formulas. But if they are in conflict they will tell you when you are editing the form.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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KatherineOakey's avatar
KatherineOakey
Qrew Member
5 years ago
I am really confused by what I am seeing.

Report displays what I want.

If I click the 'eye' for a row, I get the form but only see things, no ability to update.  At the top left...  Tickets > Ticket #1878.

If I click the 'pen' (pencil) to edit I see Tickets > Edit Ticket #1878 . There are fields I can change.  I see the one field I want to set as a value as 'editable' with the drop down list but I make no changes to this field (so it looks like I need to get a Dynamic Form Rule for it to be read-only for this Role).  This field is in the Ticket table.  When I update one of the other fields and then Save & close, ​​the field I do edit does get saved with the edit.

The field with the Dynamic Form Rule which says when the Role is the role being tested set the field to a specific value in the drop down list.  Why is this field not getting updated.  From everything I've read and what you said, it should be, correct?

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Katherine Oakey
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    I'm not I fully understand the question, but there is a checkbox at the bottom where you can set it to fire all the time, try looking for that checkbox.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • KatherineOakey's avatar
      KatherineOakey
      Qrew Member
      5 years ago
      Sigh - thank you for pointing out this checkbox.

      My browser window wasn't quite 'tall' enough to see it and what I've noticed is I can have a hard time scrolling to the bottom if the bottom is very close to the window size.

      I did scroll down and saw the checkbox.  Yup, it was checked!  Unchecked it and now the field is acting as desired :)

      THANK YOU.

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      Katherine Oakey
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        In my experience, that check box is hidden on all browsers and screens. It's a gotcha.

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