Forum Discussion

Qrew Cadet

4 years ago

How to embed an interactive QB report into Outlook meeting Request?

We have a Portfolio Project Governance Application that has ~400 projects. We have three types of governance meetings and have developed our Agendas in a "Review" table. Users can see and pre-review ...

reports and charts

MarkShnier__You

Icon for Qrew Legend rank

Qrew Legend

4 years ago

If you don't want that first column included in your copy and paste then you will need to have a button on the form that would re-display the parent record with a different embedded report that doesn't include that column.

I can't explain why the last column heading is missing but if it's a case that the last column headings it's always missing when you do a copy and paste than one option would be to have that alternate report include a very skinny last column with nothing in it

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Mark Shnier (YQC)
mark.shnier@gmail.com
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AnnettaColeman
Qrew Cadet
4 years ago
The parent record is the Project ID column and it works fine.

The column to the left is the pencil and eyeball column. I cannot unselect the column when doing a copy / paste.

I will try the skinny column to the right. Certainly not desireable.

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Annetta Coleman
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- MarkShnier__You
  Qrew Legend
  4 years ago
  If you create a Table report and de-select
  Allow View
  Allow Edit
  
  ... then you will not see the pencil or the eye icons. But there may still be an empty column, not sure about that.
  
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  Mark Shnier (YQC)
  mark.shnier@gmail.com
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  - AnnettaColeman
    Qrew Cadet
    4 years ago
    Deselecting view and edit removed the pencil and eye icons, but the column with the 'selector' box remains. Copy / paste to Outlook results in a very rough looking agenda that technically works in that it launches the record, but has undesirable aesthetics (which will not work for us).
    
    I opened a case with QuickBase to get their take. Will report back here.
    
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    Annetta Coleman
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