Forum Discussion
MarkShnier__You
Qrew Champion
What Blake means is that you should be setting up a relationship where One Company has many "records" ie whatever your detail records are now.
Is you company field on the details record a multiple choice field with he choices pulled from the Companies table? ie how does it work in data entry on a record now. Where does the company choice come from there?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Is you company field on the details record a multiple choice field with he choices pulled from the Companies table? ie how does it work in data entry on a record now. Where does the company choice come from there?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
EmberKrumwied1
4 years agoQrew Trainee
That is what I have. I have many tables (all holding only unique information). Just to list a few:
Entities (main table)
Partners (main table)
Formations (linked to Entities on Entities key field EntityName)
Partner Interest (linked to Entities on Entities key field EntityName; also linked to Partners on key field PartnerName)
Transfers (linked to Entities on Entities key field EntityName)
For my Entities table I was trying to create a form that would allow a user to use a pull down menu list and select a SINGLE Entity record to view. The Entities table contains over 300 rows of records, with no Entity duplicated. The EntityName field is a text field so that a user can enter in a new record. When I use EntityName as a filter on a report and select the option to ask the user what is displayed is a text box that the user must actually type in characters in order to filter the list. What I was hoping to be able to create was to present the user with a pull down list whereby they can SELECT a specific entity to view.
I am finding that pull down lists are limited to show only 100 options so this wouldn't work for me. I'm currently investigating other filtering options to help my user jump to a specific entity without having to scroll down the list or advance to an additional page just to find the one entity they need to work with.
------------------------------
Ember Krumwied
------------------------------
Entities (main table)
Partners (main table)
Formations (linked to Entities on Entities key field EntityName)
Partner Interest (linked to Entities on Entities key field EntityName; also linked to Partners on key field PartnerName)
Transfers (linked to Entities on Entities key field EntityName)
For my Entities table I was trying to create a form that would allow a user to use a pull down menu list and select a SINGLE Entity record to view. The Entities table contains over 300 rows of records, with no Entity duplicated. The EntityName field is a text field so that a user can enter in a new record. When I use EntityName as a filter on a report and select the option to ask the user what is displayed is a text box that the user must actually type in characters in order to filter the list. What I was hoping to be able to create was to present the user with a pull down list whereby they can SELECT a specific entity to view.
I am finding that pull down lists are limited to show only 100 options so this wouldn't work for me. I'm currently investigating other filtering options to help my user jump to a specific entity without having to scroll down the list or advance to an additional page just to find the one entity they need to work with.
------------------------------
Ember Krumwied
------------------------------
- MarkShnier__You4 years agoQrew ChampionThat is an unusual request.
Why not land the user on the Table Home or even a report for Entities and then have the user start to type into the filter box. With each key stroke the list of Qualifying Entries will get shorter.
That is typically a perfectly fine user experience to find a record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- EmberKrumwied14 years agoQrew TraineeThat is probably where I will have to go. We are moving from an in-house system and I've been trying to recreate the same functionality (wherever possible) to help ease user adaption. Thanks for all the suggestions. Your time and effort are greatly appreciated.
------------------------------
Ember Krumwied
------------------------------- MarkShnier__You4 years agoQrew Champion:) so the old system did not have that fancy character based filtering. So better to not replicating something that Quickbase has a better way to do. Will be an easy sell to your users because it is less typing.
As an aside, (and probably impossible to teach except for nerdy power users) you can use the word AND in that filter box.
so if you were looking for abc corp located in the state of Arizona and those fields were on the report (and there were many abc in the report), you could type
abc AND az
and get hits only where both string were found.
The AND must be in UPPER case.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------