Forum Discussion

GB_DirectorOfOn's avatar
GB_DirectorOfOn
Qrew Trainee
9 years ago

WHEN 1 RESULT IN SEARCH, DIRECT TO FORM INSTEAD OF REPORT

I'm looking for a way to give my users a faster way to retrieve their search results (fewer clicks.) Right now when creating a report utilizing "ask the user" on a specific field it returns the values...
GB_DirectorOfOn's avatar
GB_DirectorOfOn
Qrew Trainee
9 years ago
Sure... this is a single table, "MFG SOPs." A single records for each of our suppliers utilized by our Item and Cost Maintenance Group. It's a glorified spreadsheet in that one person on the team has the ability to edit, while the balance of the team can view records only. The initial excel file simply had a tab for the data manager, and another for the team to use in which they entered a MFG Code and a series of vlookups pulled over the data onto the "form." The issue is that over time it has become a very large excel file and was cumbersome to both edit and share.

In rebuilding it I'd like to try and keep the easy type in MFG Code interface with the team at large, and from the Dashboard I just use the quick built in table search feature and use an exact match. That brings me right to the data form in view only mode for the team. PERFECT!

But if I create a report in which I specify the user to select the MFG Code (from a list of 60k+) it kicks into a report first for them to have to click and view the form. Not a big deal I suppose, but it's an additional step. Additionally, I'd love to embed something like the Dashboard built in search in the form for them to find another without having to exit to the table's default report.
  • _anomDiebolt_'s avatar
    _anomDiebolt_
    Qrew Elite
    9 years ago
    I have no idea what you are saying here.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    9 years ago
    I finally understand what GB is saying.

    GB  likes the smart behavior of the dashboard Search feature that if it only gets a single hit rather than returning a report with one record, it displays that 1 record on a form.
  • GB_DirectorOfOn's avatar
    GB_DirectorOfOn
    Qrew Trainee
    9 years ago
    Sorry @Danimal, my follow up was meant for @QuickBaseCoach App Dev./Training.
    Ironically though, I have no idea what you are saying in your reply either, but also have no doubt it would solve my problem. (I come from the business side and am learning the IT coding piece.) You're both great resources in the community. Thanks so much.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    9 years ago
    GB, does the user know the Record ID or the Key field of the record they want to jump to?
  • GB_DirectorOfOn's avatar
    GB_DirectorOfOn
    Qrew Trainee
    9 years ago
    Yes, I made the MFG Code the key field. 
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    9 years ago
    if you want to make a formula URL button to go to a record on a form , then you can make a formula like this

    URLRoot() & "db/" & dbid() & "?a=dr&key=" & URLEncode([mfgr])

    That will display the record.

    To edit the record, change the dr to er.  (ie instead of display record its edit record)

    If the record is not in the same table that the URL button is on, then you need to specify the whole table name from Advanced Properties/.

    URLRoot() & "db/" & [_DBID_MY_TABLE_NAME] & "?a=dr&key=" & URLEncode([mfgr])