I have closed out this ticket with QB for the time being with the following workaround from Stanley.
1. He changed the [Phase Code] field to no longer be required at the table level.
2. Then, he copied the main form and appended (Grid Edit) to the end of the form name. On the Estimate-Phase forms settings, he set the new (Grid Edit) report in the column for 'Grid Edit (Full Site)' column for everyone.
3. He made [Phase Code] required on the original main form, and left it not required on the (Grid Edit) form.
4. Now, when the user wants to grid edit the embedded table report on the parent record, they can fill down the one required field [Est. No.] to create the number of child records desired and then click (Apply Changes) to save them to the database.
5. Lastly, the user can then successfully select the desired [Phase Code] on each record without being blocked by [Job (Est)].
The plus is users can now build out multiple child records from the parent record form view.
The delta is that users can now create child records that are not fully built out with a [Phase Code].
We will have to monitor this feature to see if it becomes an issue where we need to revert back to using the form view only.
Stanley informed me that escalations do not have their own ticket number, they are simply attached to existing tickets. Hopefully this will be fixed sometime in the coming year.
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Jon Froderberg
PRIME Developer
Harder Mechanical Contractors
https://www.harder.comPortland, OR
801.946.0576
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