Forum Discussion

Divya1269's avatar
Divya1269
Qrew Member
12 days ago

Embedded New Grid Edit Reports: Filters & Sorting Not Available in Edit Mode?

Hi everyone,

I'm running into an issue with embedded New Grid Edit reports on a form and wanted to see if others have experienced the same thing.

When the parent form is in Edit mode, the embedded New Grid Edit report does not allow filtering or sorting. However, when the parent form is in View mode, the same embedded report does allow filtering and sorting.

Is this an expected limitation of New Grid Edit reports, or is it a bug?

My use case is that users need to select records from a potentially large list using inline editing (checkboxes). Without filters or search, they have to scroll through many records, which defeats much of the purpose of inline editing.

Has anyone found a workaround or implemented a better pattern for this scenario? I'd really appreciate any suggestions or confirmation on whether this is simply a current product limitation.

Thanks in advance!

2 Replies

  • JenniferMarque1's avatar
    JenniferMarque1
    Qrew Trainee
    11 days ago

    I can confirm that this is the same behavior I'm seeing.  I suspect it's a known limitation and not a "bug", but don't know that for sure.  You could reach out to support to find out.  This isn't something that has been an issue for me yet (we're only using the new grid reports in limited situations so far).  A couple possible workarounds, although they may not work for your use case.

    • You can sort & filter in view mode on the parent form, and it will remember when you go into edit mode.  So users would have to apply their sorting & filtering first, before editing.  I did find one thing I suspect is a bug.  If you apply a filter in view mode, go into edit mode, then back to view mode - clicking the Reset button to reset the filter does nothing.
    • Have the users open the full report from the embedded report.  Then they will have all the "normal" grid report functionality.

    I realize you may already be aware of these workarounds and they might not be ideal.  But that's the only possibilities I'm currently seeing.

  • JenniferMarque1's avatar
    JenniferMarque1
    Qrew Trainee
    11 days ago

    An update to my earlier statement about a possible reset "bug".  With some of the filters, you can either set a filter condition (contains, equals, etc) or you can select individual items from a list.  I was doing the latter.  There are two different reset buttons in this case and you have to click the correct one based on which filter you've set.  The 2nd reset was "hidden" (I needed to scroll down).  When I click that reset button, it does reset the filter.