Forum Discussion

KatherineOakey's avatar
KatherineOakey
Qrew Member
5 years ago

Questions on forms and editing from a report

I have a report which currently is the only object on my role's Home Page.  This report contains data from both a parent and the table being reported.

When I am testing, I can see that if I click the 'pen' or 'eye' on the left I see one form.  It is basically the same form I see if I click one of the individual row columns in the report.

The exception is when, for a specific row, I click one of the columns from the parent table.  When I click that parent column value, I get a form from the parent table (probably a duh, but making sure).   I would really like to allow only viewing of the parent table column value and not allow the role to be able to click/update it at all.  Can I do that?  I have set the parent table to 'view only' when managing the Role, but I would rather not let them get to the parent table form at all.

I am also making an assumption that the form that a Role sees when updating a table is specified by the form for that table when when I am in Settings > Table-name > Forms > See how different roles use these forms, correct?

I think slowly wrapping my head around how QB navigates reports and forms :)

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Katherine Oakey
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  • It sounds like you are clicking through a hyperlink and landing on a parent record.  If you were out of that field properties you can tell the field not to act as a link to the parent record.  But you may need that field to be a link to the parent record in some situation's. So you may want to make a mirror Field with the formula just equal to that text value and put that on the report so it does not act as a hyperlink

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • KatherineOakey's avatar
      KatherineOakey
      Qrew Member
      What am I missing?

      The report is on Tickets.   It displays six field, all are fields in Tickets.

      The problematic field 'Internet Client - Related Event - Event Date & Time' displays a EOTI form when I click on a value in this particular column.

      The other five columns displays a Ticket form.

      Both one of the other five columns, 'EOTI Clients and Registration - Full Name', and this problematic column are fields in Tickets.  Both are lookup fields in the EOTI Clients and Registration (parent) < (or is it >?) Ticket (child) relationship.  Neither are the reference or reference proxy field. 

      I went back and re-read your answer... I think the 'difference' is that for the problematic field, I have 'Display as a link to the related record' while the other field that is acting as desired, does not have this checkbox checked in the Field Properties. Did I pull those pieces together correctly? 

      I'll have to think if I want to be able to link back to the parent record from both fields (as they are both reference lookup fields and normally would be used at the same time).

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      Katherine Oakey
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        yes this is correct

        I have 'Display as a link to the related record' while the other field that is acting as desired, does not have this checkbox checked in the Field Properties. Did I pull those pieces together correctly? 

        So you can disable the field acting as a hyperlink by deselecting the checkbox field. However you may have some internal users where that link is useful especially when on a form looking at a single record.  If that is the case then you can make a new field where the formula is simply the field which is hyperlinked.  The formula field will not end up being hyper linked.  Use that non-hyperlink field on your dashboard reports.  


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