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AnnettaColeman's avatar
AnnettaColeman
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
AnnettaColeman's avatar
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's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew 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's avatar
    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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