New Form Builder - Beta_Display Child Records on Form?

Question

Does anyone know how to display child records on the form using the new form builder that is in beta testing? I don't see the option anywhere.Current forms option:New form builder in beta:I hope I am just overlooking this option or that it will be added soon. My organization uses this feature on many forms.
I tried using the add report option, but the embedded reports from relationships are not available as options.------------------------------Adam Keever------------------------------

miketamoush · Answer

That would seem like a basic and necessary function! Hopefully it is there....I dind't know the beta was out. Hope they release soon!

By the way, do you know if we will need to recreate every form from scratch, that we want to use the new form builder for? Or will old forms be converted to the new builder, and we would just go in and modify as needed?

------------------------------
Mike Tamoush
------------------------------

markshnier__you · Answer

My understanding is that here will not be a conversion tool. Their software development focus is very much on building the functionality for the new forms as opposed to building a conversion tool. I'm sure that the June 7th EMPOWER will have a major session on new forms and the planned rollout Roadmap.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------

adamkeever1 · Answer

I haven't heard either way, but I assume it will be like the dashboard rollout where if you want the new format you have to make it with the new builder.

I ended up switching the view options for the embedded report to get it to show as an option to select in the new form builder. That allowed me to select it and show it on the form.

Nice:

------------------------------
Adam Keever
------------------------------

jessicafeauto · Answer

Hey Adam.&nbsp; I see you found a way to use Embedded Reports, but have you figured out a way to grid edit the embedded report?------------------------------Jessica Feauto------------------------------

markshnier__you · Answer

I see that recently they are providing an icon on the New Form to enable Grid Edit.&nbsp; But there is a strong risk that users might try to add records and thus create orphans.&nbsp;&nbsp;
Right now I'm not seeing a way to turn off offering that Grid Edit.&nbsp; If that is the case, then that's a problem as if you need to enforce Form Rules, then you need a way to disable Grid Edit.

I think I will put in a Support Ticket to ask that Question.------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

Forum Discussion

New Form Builder - Beta_Display Child Records on Form?

6 Replies