Forum Discussion
ArchiveUser
Qrew Captain
Hi Michael,
Thanks for reaching out via the QuickBase Online Community!
You can in fact use custom reports with sorting and grouping in Exact Forms. Here's a our Help Article on how to customize Exact Forms, with formatting specifics towards the bottom: http://www.quickbase.com/user-assistance/Default.html#creating_exact_forms_tips.html
Daniel
Thanks for reaching out via the QuickBase Online Community!
You can in fact use custom reports with sorting and grouping in Exact Forms. Here's a our Help Article on how to customize Exact Forms, with formatting specifics towards the bottom: http://www.quickbase.com/user-assistance/Default.html#creating_exact_forms_tips.html
Daniel
MabelLiang1
7 years agoQrew Member
Hi all,
My comment keeps getting rejected, so I�ve split it up.
I was able to get some help from a couple of people at Quick Base support with this. Some of what's below is quoted from them, some is my own commentary.
the Standard Embedded table code in Exact form:
~=qdb.GetURL("bji7iw9jh", "API_GenResultsTable^qid=32^ts=" + new Date().getTime());~
The Standard Embedded code uses the qid= "Report ID", in the code to specify the table report you want to use in the Exact form from the table you print from.
What surprised me is that this printed the entire report for the child table, not just the records that are related to the particular parent that the Exact Form is referencing.
When I filed another case asking how to limit the report to just the related records, I was advised to use a Report Link field.
1. To specify that the exact form should only show records relating to the current parent record you could simply create a report link between these two tables and then call that field in your exact form code. For example, say the table you're creating an exact form for is called Invoices, and the report link field that connects to your Orders details table is called Orders. Within your exact form, the field code you'd type would be: ~Orders~. Then when you generate the Exact Form this would appear just as a report link would.
Note: you can only use the default report with this. I remembered that you can specify a report when using a Report Link, but it turns out that's only in the regular Forms interface. If you want to do a custom report, you have to build it.
That uses the syntax:
Custom field list Exact Form Code:
~=qdb.GetURL("bjmzv9fnt", "API_GenResultsTable^query={'11'.EX.'"+ field["Record ID#"]+"'}^options=nvw.ned.phd.nfg.sortorder-A.groupby-V^clist=11.14.6.7.8^ts="+ new Date().getTime());~
My comment keeps getting rejected, so I�ve split it up.
I was able to get some help from a couple of people at Quick Base support with this. Some of what's below is quoted from them, some is my own commentary.
the Standard Embedded table code in Exact form:
~=qdb.GetURL("bji7iw9jh", "API_GenResultsTable^qid=32^ts=" + new Date().getTime());~
The Standard Embedded code uses the qid= "Report ID", in the code to specify the table report you want to use in the Exact form from the table you print from.
What surprised me is that this printed the entire report for the child table, not just the records that are related to the particular parent that the Exact Form is referencing.
When I filed another case asking how to limit the report to just the related records, I was advised to use a Report Link field.
1. To specify that the exact form should only show records relating to the current parent record you could simply create a report link between these two tables and then call that field in your exact form code. For example, say the table you're creating an exact form for is called Invoices, and the report link field that connects to your Orders details table is called Orders. Within your exact form, the field code you'd type would be: ~Orders~. Then when you generate the Exact Form this would appear just as a report link would.
Note: you can only use the default report with this. I remembered that you can specify a report when using a Report Link, but it turns out that's only in the regular Forms interface. If you want to do a custom report, you have to build it.
That uses the syntax:
Custom field list Exact Form Code:
~=qdb.GetURL("bjmzv9fnt", "API_GenResultsTable^query={'11'.EX.'"+ field["Record ID#"]+"'}^options=nvw.ned.phd.nfg.sortorder-A.groupby-V^clist=11.14.6.7.8^ts="+ new Date().getTime());~