Forum Discussion

WilliamLatimer's avatar
WilliamLatimer
Qrew Cadet
7 years ago

How to update a default (canned) report with a custom field?

I am using a QuickBase app I downloaded from a list of suggested PM apps. It contains quite a few canned reports. Is there a way I can can add a custom field as a filter? In the current list of fil...
reports and charts
AlexCertificati's avatar
AlexCertificati
Qrew Cadet
7 years ago
Well, if ETL Lead is a user field, the easy native solution is to set that value in Filters > Initial. Quick Base provides 'current user' as a standard option in the first dropdown there.



If it's not, and it's not realistic to convert it to a user field, Coach has your answer.
  • WilliamLatimer's avatar
    WilliamLatimer
    Qrew Cadet
    7 years ago
    No, ETL Lead is a custom field I have added to the app.  When creating a project record, user picks the ETL Lead name from a dropdown list.  If the ETL Lead value matched the actual user value that QuickBase is using via SSO, then I would be fine, but that is not the case.  And its too late now to change the ETL values because they would not propogate to all of the existing project records i.e. the old value would still be present.

    So... I am going to use option 1 that was suggested above and simply create a "current user" field which will always be set to the QuickBase current user value.
  • AlexCertificati's avatar
    AlexCertificati
    Qrew Cadet
    7 years ago
    I basically realized partway through writing my answer that based on the options it was giving you for initial filters in the screenshot that you took, I could see that the easy answer was not going to work. But I couldn't waste those keystrokes!

    There are definitely options to get this figured out, but one way or another you're going to need a 'helper field'.