Forum Discussion
ArchiveUser
9 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
- JuanSolorio18 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"??? - BridgetteBearss8 years agoQrew MemberJuan did you ever get a response on this? Trying to accomplish the same now.
- AnthonyGuillen17 years agoQrew CadetAny luck on anyone figuring this out??
- AnthonyGuillen17 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 - ArchiveUser7 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? - AnthonyGuillen17 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. - ArchiveUser7 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! - ArchiveUser7 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
- ArchiveUser7 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());~ - AnthonyGuillen17 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!