Qrew LegendMark - Thanks again for your insight. We do need the ability to 'see' this entire report, but just not be confronted with 50 rows of grouped (but un-collapsed) data especially in a report link in a highly used form. Thus dynamic filters will not work for this use case. I do think the ability to manage the default table report settings to control whether a group is presented in collapsed vs un-collapsed format would be a worthwhile feature.
A colleague of mine mentioned a work around that I will try this evening. His recommendation is to create 5 additional reports (one filtered for each phase) so that the project managers have a choice of opening the full report vs the specific phase they want to view. Me personally.... I wouldn't mind opening the full report then clicking the box to collapse everything and then clicking the phase I wanted to work on in grid/edit format. Some of my colleagues are wanting to grid edit from the parent form and not wanting to take the additional keystrokes to open the full report. Thoughts?
Qrew LegendMark -
Yes, agreed that creating the 5 reports and putting them in different sections could solve the problem. I do have a constraint in that the primary form is sectioned already with one major set of tabs at the bottom. So I may have to place the project timeline in sections within the tab portion of the form since there is no other convenient way to automatically collapse based on grid/edit groupings.
How do I set the sections to remember the section collapse preferences by user? The sections either default to closed or not. What am I missing here?
From a form design perspective, I would actually prefer the options to have tabs within sections and also sub-sections within sections. We currently screen share a section-based main form during executive governance meetings and Agile prioritization sessions. It is so nice to be able to have a header section anchored at the top and be able to open up a couple of sections below on the same screen. Having a header section anchored at the top with tabs below is a bit chaotic because when you move to another tab you lose visual of the previous tab. Interoperative sections, subsections and tabs would be ideal.
