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

AnnettaColeman

Qrew Cadet

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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