Forum Discussion

JakeRattner1's avatar
JakeRattner1
Qrew Cadet
5 years ago

Multiple Fields Auto-selected for Embedded Reprot

Hi Everyone,  When you create an embedded report and make it editable, after a user adds a new record it automatically fills in the value (say record ID) of the newly added record.  Other than usin...
Grid edit
reports and charts
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
Child records added in grid edit on a form should automatically connect themselves with the parent record. 

As for the checkbox, you can set a default value for any field, if that solves your issue, or if the flag for Business development is based on some other kind of business rule, you would need to have an Automation fire to set that value if certain conditions are true.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
  • JakeRattner1's avatar
    JakeRattner1
    Qrew Cadet
    5 years ago
    Hey Mark, 

    The record is usually associated with the Parent because its built-in when you make the relationship,but as you know the report link really just works on two matching fields.  The matched field is then automatically added as you describe.  The issue is that there is no way for the record in the embedded report to automatically know the logic (Ex. Busienss Development).  

    Thanks,
    Jake

    ------------------------------
    Jake R
    ------------------------------
    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      I'm not understanding this 

      The issue is that there is no way for the record in the embedded report to automatically know the logic (Ex. Busienss Development).  

      I'm now not sure what your question is.

      ------------------------------
      Mark Shnier (YQC)
      Quick Base Solution Provider
      Your Quick Base Coach
      http://QuickBaseCoach.com
      mark.shnier@gmail.com
      ------------------------------