DavidRevel
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Re: Performance improvements coming to the New Table Report Style
Has there been an progress on being able to show subtotals when new report groups are collapsed?? I have been asking about this for a while and I recently found this in the community: " As a marketing / feature end of life story by Brian Cafferelli from 12-21-2020 it stated that "We are also exploring improvements to the collapsible groups in the new table reports, so you can collapse all groups while still seeing the subtotals. That is a change we're considering making as a fast-follow after new table reports become the default in Spring 2021." At this time when you collapse the group the subtotals still disappear. Is there a way to activate this feature, or is it not live yet" Thanks for your help! I am hoping that this feature is coming soon so that New Reports will finally be usable.11Views0likes0CommentsRe: Merge data from two tables on a form
Sean, Thanks for your feedback. I already have summary fields and formulae to combine, but I would like to be able to have a line item list (report) in the parent form, not simply a summary. Thank You, ------------------------------ David Revel ------------------------------99Views0likes1CommentMerge data from two tables on a form
In a project management app, I have two tables to capture expense records. Expense A contains accounts payable bills, entered manually. Expense B contains credit card transactions. They must be separate because Expense B syncs to credit card company using the credit card company's record ID as the key field. Both tables have similar data: transaction date, vendor, amount, etc. Both tables are related as children to a parent Job table. Data from the two Expense tables is summarized in a formula field that combines the two sets of related Expenses. I would like to be able display a list of all expenses related to a given job as a single report on the Job form like one might with a report link field. My current, clunky solution is to have a third table: Combined Expense. Since I want a list/report of all data from Expense A and Expense B, I made Combined Expense a child to both Expense A and Expense B with lookup fields to gather the data, and a third field to combine the two sets of lookup records. Pipelines handle adding and deleting child records in the Combined Expense table, triggered whenever entries are made in Expense A or Expense B. My solution is functional but clunky, as data displayed in the Combined Expense table is not easily edited (grid edit for example), and the slow response of Pipelines can cause some consternation among users, not to mention the fact that it's a fair amount of pipeline cycles and management of pipelines. Ideally, I'd like to generate the Combined Expense table report on the fly, so to speak, to display records from both Expanse A and Expense B on a form in a single report. Thanks for your help! ------------------------------ David Revel ------------------------------217Views0likes5CommentsRe: Merging two tables into one report
Evan, I know this thread is old, could you elaborate on your solution? I have two tables that carry similar data each imported from a different source, but they both relate back to the same parents table. I'd like to create a reporting table that merges the data from the two functional tables. I set up a child table, pipeline to add or delete records to the child table whenever a parent record is added/deleted in either functional table, but that's pretty clunky. Do you have a more elegant solution? Thanks! Dave ------------------------------ David Revel ------------------------------168Views0likes1CommentRe: Virtual Empower: App Library
Hi Ryan, I know this is old, but I am using the App Library and for all my tables it seems to be omitting any field of type "currency" or "formula-currency". How can I get a complete list of fields from each table? Thank You, Dave ------------------------------ David Revel ------------------------------86Views0likes1CommentRe: In one table only, Grid Edit does not allow editing
Yes this was helpful. I found that this table only did not offer the option to manage forms as you showed. When I added a second form to the list of forms, the choice to manage permissions was displayed and I was able to use the override to allow grid edit. I still do not understand why my role (Administrator, App Owner, Company Billing Rep) cannot grid edit this one table as part of the standard behavior. All of the choices in Roles would seem to indicate that I should be able to.60Views1like0Commentsquickbase change related parent does not stick
Throughout our application, often when I edit a child record, I need to update the parent. That is to say I need to relate the child to a new parent (for example, assigning a time record to a different job. I find that when I edit the record (either in a form or using grid edit), and change the related record (using a conditional drop down to chose the new parent) the entry immediately flips back to the original entry. It take 2-3 tries before the change will "stick". What could be causing this and how might I fix the behavior? Thank You.In one table only, Grid Edit does not allow editing
I have a table in my app that will not let me edit records in a grid edit report. All reports from the table act the same way: the usual grid edit look is displayed, but clicking on a field does not allow editing, and clicking on save, apply changes, more..., or other buttons does not do anything. I am able to click the Eye icon to view the record in a ford, and the Pencil icon to edit the record in a form (and I _am_ able to edit records in the form). It is frustrating, and the behavior only occurs in reports from a specific table. The table is populated with child records from a single parent table. It has only the one relationship to its parent. Any ideas as to what I am missing?