Forum Discussion

ElenaLarrabee1's avatar
ElenaLarrabee1
Qrew Captain
3 years ago

Filter parent record selector on a grid edit within a form

Hey everyone, I swear I've done this before but I can't for the life of me remember how I did it. I just need to filter the parent records in a drop down on a grid edit within a form. I have a pare...
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reports and charts
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
@Trevor Kent  Did you create the dummy form as outlined above​

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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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TrevorKent's avatar
TrevorKent
Qrew Trainee
2 years ago
I did and it puts the columns in the same order as on the form but it wont filter the records that I can select based on the report I am calling under that item in the dummy form.

I swear it used to.

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Trevor Kent
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    2 years ago
    Did you set that firm to be used for grid edit?

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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    • TrevorKent's avatar
      TrevorKent
      Qrew Trainee
      2 years ago
      Ok so finally figured it out.

      There is a different behaviour for 2 types of grid edits.

      Type 1 - Grid edit report  created when you are in a table report and select grid edit from the top right corner.

      Type 2 - Grid Edit report created when you select Reports & Charts , New and then select Grid Edit.

      Type 1  the filtered drop down can be controlled via the dummy form.

      I am still wondering how to do it in Type 2.

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      Trevor Kent
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        2 years ago
        The native grid edit report which starts out in grid edit mode cannot have a A Form override to control which fields show, Hence there is no way to control the drop downs. I suggest that you stick with a native Table report and have the users click to go to into Grid Edit and then you will be able to control how to drop downs work.

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