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narsareddy's avatar
narsareddy
Qrew Member
3 months ago
Solved

Modify multiple rows within the same group using Single Record ?

Could you please let me know if there’s a way to update the values of columns C, D, and E for multiple rows within the same group when updating a record through a custom form using a button or checkb...
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  • MarkShnier__You's avatar
    MarkShnier__You
    3 months ago

    The normal way to do this would be to use Dynamic Filers on Group to limit the Table report to just one Group.  Then go into Grid Edit mode and  and edit the first row on the report.  Then click the column heading with a right click to fill down.

    The other way to do this would be fancier, if you really though the juice was worth the squeeze.  You could edit one employee record to the new values and then click a magic formula URL button to update all other "sibling" employees in their Group to have the same values for certain fields.

    But that latter method would probably take about an hour of consulting time to set up.  You can contact me directly at mark.shnier@gmail.com if you wanted to pursue that route.  But I think that if you familiarize yourself with that "Right Click" copy down feature in Grid Edit, that you will find its quite fast and intuitive.

narsareddy's avatar
narsareddy
Qrew Member
3 months ago

Hi Mark,
My Use case is "I have a table representing employees in a department. Each row in the table includes information like Employee ID, Employee Name, Group Name, Location and Status. 
The goal is to allow users to update the Status and location of all employees within the same group when the Update button is clicked for a particular row".

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    3 months ago

    The normal way to do this would be to use Dynamic Filers on Group to limit the Table report to just one Group.  Then go into Grid Edit mode and  and edit the first row on the report.  Then click the column heading with a right click to fill down.

    The other way to do this would be fancier, if you really though the juice was worth the squeeze.  You could edit one employee record to the new values and then click a magic formula URL button to update all other "sibling" employees in their Group to have the same values for certain fields.

    But that latter method would probably take about an hour of consulting time to set up.  You can contact me directly at mark.shnier@gmail.com if you wanted to pursue that route.  But I think that if you familiarize yourself with that "Right Click" copy down feature in Grid Edit, that you will find its quite fast and intuitive.

    • narsareddy's avatar
      narsareddy
      Qrew Member
      2 months ago

      Thanks Mark, 
      I went with the second method as it will be worth for the team, but I have utilized pipeline method.