Forum Discussion
EvanMartinez
7 years agoQuickbase Staff
Hi David,
That helps to make things much clearer, for that need I would use a slightly different technique. So currently they are going to an embedded report on Time Cards and they are hitting Grid Edit to open up that report and create new records there. This is then pulling a list of all your related time cards in.
There is a way to control some of the behavior in Grid Edit on specific reports after an update we made to allow a user to apply a specific forms behavior to a grid edit report. If you open up the report that is being used for that report link by hitting Grid Edit you can see the report name and the table it is pulling from. From there you can go into the forms of your Time Allocation table settings and there is an option to override role settings by report.
When you do this you lock a report to a form to dictate what fields are displayed for the grid Edit and in doing so bring along some of the form behavior. For example you can bring along the report you were using for a reference field. You can also do this by role(but then it effects grid editing every report). All you need to do on your time allocation table is to make a Form that has the same fields as the report, edit the related time card field on the form element to use a report from your Time Card table that has the right filters and sorting and then set the Grid Edit behavior under Override role settings by report to that specific form. I have included a video linked below that walks through this and shows how it can be used to alter your Grid Edit behavior. It takes a few more steps but it sounds like this might be a good fit for that specific embedded report.
https://www.screencast.com/t/X6VHx8hnh0
I hope this suggestion is helpful.
That helps to make things much clearer, for that need I would use a slightly different technique. So currently they are going to an embedded report on Time Cards and they are hitting Grid Edit to open up that report and create new records there. This is then pulling a list of all your related time cards in.
There is a way to control some of the behavior in Grid Edit on specific reports after an update we made to allow a user to apply a specific forms behavior to a grid edit report. If you open up the report that is being used for that report link by hitting Grid Edit you can see the report name and the table it is pulling from. From there you can go into the forms of your Time Allocation table settings and there is an option to override role settings by report.
When you do this you lock a report to a form to dictate what fields are displayed for the grid Edit and in doing so bring along some of the form behavior. For example you can bring along the report you were using for a reference field. You can also do this by role(but then it effects grid editing every report). All you need to do on your time allocation table is to make a Form that has the same fields as the report, edit the related time card field on the form element to use a report from your Time Card table that has the right filters and sorting and then set the Grid Edit behavior under Override role settings by report to that specific form. I have included a video linked below that walks through this and shows how it can be used to alter your Grid Edit behavior. It takes a few more steps but it sounds like this might be a good fit for that specific embedded report.
https://www.screencast.com/t/X6VHx8hnh0
I hope this suggestion is helpful.