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RobertHarrison's avatar
RobertHarrison
Qrew Trainee
8 days ago
Solved

Trying to create a report with an ask users filter, but with a multiselect

There are two relevant tables for this report, 'Parts' and 'Part Requests'. The Parts table is just a list of all available parts with their available stock, and the Part Requests fields include 'Related Part', 'Quantity' and 'Project Number'. 

I have a request for a report where users can enter the project numbers for the projects they are focused on, and they want to see the quantity on hand from the parts table compared to the sum of the quantity requested in the Part Requests. 

My problem is I cannot figure out a way to give them a dynamic filter for which project numbers to use. 

I was hoping if I just did a table report then they could just use the column filters, but they aren't giving the drop down with the option to select multiple project numbers but instead are just giving the single the option to enter a single text string. 

  • Further to Don's response above, I have two additional suggestions.

     

    Further to Dan's response above, I have two additional suggestions.

     

    The first is, if you make a summary report, you can summarize the total of the parts requested, and also an average of the available parts. Because the quantity available as a look up from the part number is the same for every part number that's the same the averageof that will give you the current inventory of that part.

     

     of that will give you the current inventory of that part.

     

    The other tip is that if you make the ask, the user filter on project number "contains", then the user can enter the project number separated by OR in upper case.

    that would allow the user to provide a list of multiple project numbers all summarized on the same report.

     

    There is another approach which requires a bit more setup where the user would just freeform type project numbers into an input box and press a button and see an embedded report of the results.  Let me know if you want more detail details about that approach.

  • Robert,

    Is this how your application looks?

    If so, then I think you have the right idea.  I would make a table report with an "Ask the User" in the filters.   That would be based on the Project Number.

    Here is a similar example

    You should end up with the data your Users need from that.

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      Further to Don's response above, I have two additional suggestions.

       

      Further to Dan's response above, I have two additional suggestions.

       

      The first is, if you make a summary report, you can summarize the total of the parts requested, and also an average of the available parts. Because the quantity available as a look up from the part number is the same for every part number that's the same the averageof that will give you the current inventory of that part.

       

       of that will give you the current inventory of that part.

       

      The other tip is that if you make the ask, the user filter on project number "contains", then the user can enter the project number separated by OR in upper case.

      that would allow the user to provide a list of multiple project numbers all summarized on the same report.

       

      There is another approach which requires a bit more setup where the user would just freeform type project numbers into an input box and press a button and see an embedded report of the results.  Let me know if you want more detail details about that approach.

  • Thanks all, I think the OR operator in the contains field is what I was looking for