Forum Discussion
ArchiveUser
10 years agoQrew Captain
Hi Michael,
Thanks for reaching out via the QuickBase Online Community!
You can in fact use custom reports with sorting and grouping in Exact Forms. Here's a our Help Article on how to customize Exact Forms, with formatting specifics towards the bottom: http://www.quickbase.com/user-assistance/Default.html#creating_exact_forms_tips.html
Daniel
Thanks for reaching out via the QuickBase Online Community!
You can in fact use custom reports with sorting and grouping in Exact Forms. Here's a our Help Article on how to customize Exact Forms, with formatting specifics towards the bottom: http://www.quickbase.com/user-assistance/Default.html#creating_exact_forms_tips.html
Daniel
- JuanSolorio19 years agoQrew CadetThat article doesn't state where to add the Report ID.
The code provided in the article is:
~=qdb.GetURL("DetailsTableDBID", "API_GenResultsTable^query={'DetailsFieldID'.EX.'"+ field["MasterSourceField"]+"'}^options=nvw.ned.phd.nfg.sortorder-A.groupby-V^slist=DetailsGroupFieldID^ts="+ new Date().getTime());~
And then it says to replace the "ReportID" with the ID of the report you want to embed. Where in the code is "Report ID"??? - BridgetteBearss9 years agoQrew MemberJuan did you ever get a response on this? Trying to accomplish the same now.
- AnthonyGuillen18 years agoQrew CadetAny luck on anyone figuring this out??
- AnthonyGuillen18 years agoQrew CadetI never did figure out the Report ID code thing, but I did figure out how to essentially replicate the report I wanted by using "clist" and "slist" parameters. Look at the link below, which explains the parameters of the API_GenResultsTable call reference article. I basically added "clist" parameter to specify which field I wanted, and replaced the "slist" parameter in the formula (which does subtotals) with a simple "slist" parameter specifying the field to use to do a simple sort.
https://help.quickbase.com/api-guide/index.html#gen_results_table.html - ArchiveUser8 years agoQrew CaptainI am also trying to do the same...
I have been able to get the appropriate columns to show up using "clist" and "slist" parameters but I do not want the edit/view icons to appear on the exact form... I do not want to disable the edit/view feature on the default report since we use that function from the table home page... but I do not know how to get a specific report to show up... Has anyone received any insight on this? - AnthonyGuillen18 years agoQrew CadetAmanda, on my exact form, it shows up as a simple table with no edit/view icons at all. See below. Here is my query:
~=qdb.GetURL("tokenidhere", "API_GenResultsTable^query={'36'.EX.'"+ field["Work order ID#"]+"'}AND{'40'.LT.'20'}^clist=26.22.24.17.19^slist=40^ts="+ new Date().getTime());~
Again, I could never figure out how to call a specific report by ID because the example query doesn't have it and customer service could not help, and so I replicated the report. The first part of the query uses a boolean to match field 36 with the record ID (Work order ID# in my case) AND field 40 being less than the value 20. Clist calls fields 26,22,24,17, and 19; which are the 5 fields you see below. And slist sorts by field 40 which i don't even use in the table, but it works nevertheless. No edit/view icons show up.
Perhaps you were using a simple call for the related table like ~Orders~ where "Orders" is the report link field? If I recall, that does give you a full table, but my problem with that was that it had all the columns and maybe it did have edit/view icons, too. Which is why I had to use a custom query to show the table the way I needed it. - ArchiveUser8 years agoQrew CaptainThanks for the quick response!, I compared your query to mine:
My query:
~=qdb.GetURL("bmvugbz6n", "API_GenResultsTable^query={'24'.EX.'"+ field["Record ID#"]+"'}^clist=6.7.49^ options=phd.nfg.&slist=6.sortorder-A."+ new Date().getTime());~
I am scared to change it since it took me so long to get it to only show the related records.... I cant figure out which part is causing the add/edit icons to show up! I am wondering if it is just a setting somewhere! - ArchiveUser8 years agoQrew CaptainAlso.. I did find that you can add:
ned to omit the edit icons in HTML table format
nvw to omit the view icons in HTML table forma
- ArchiveUser8 years agoQrew CaptainSorry.... LAST UPDATE- I had an extra space. This worked:
~=qdb.GetURL("bmvugbz6n", "API_GenResultsTable^query={'24'.EX.'"+ field["Record ID#"]+"'}^clist=6.7.49^options=phd.nfg.ned.nvw.&slist=6.sortorder-A."+ new Date().getTime());~ - AnthonyGuillen18 years agoQrew CadetInteresting.. well, for whatever reason my query had those options off by default, but now that i look at the Options in the API guide, good to know they are there!