Question
How to update a default (canned) report with a custom field?
I am using a QuickBase app I downloaded from a list of suggested PM apps. It contains quite a few canned reports. Is there a way I can can add a custom field as a filter? In the current list of filters offered, when in edit mode, it only offers original fields, no custom fields I have added to the app are listed as an option to select.
This topic has been closed for replies.
I think you are talking about Dynamic Filters? (The Element on the left sidebar of a report that allows you to filter data on the fly) There is a section in the report builder called "Filters", and a subsection in there called "Dynamic". Switch the radio button to "Custom" and you can select all of your own Dynamic Filters. Some fields cannot be used as a dynamic filter. There is a chart at the bottom of this page that shows you what kind of fields can be used as a dynamic filter: https://help.quickbase.com/user-assistance/dynamic_filters.html
+1The custom field also needs to have the property checked that says - include this field when searching/filtering this table. This should then allow you to use as a filter in any report.
Thanks for the replies. To be more specific, I am trying to change the search parameters of the report to return records for the logged in user, where the custom field (ETL Lead) is equal to the logged in user. In other words, my users are "ETL Leads" with projects assigned to each of them and I want "my open projects" report to display their respective projects. The issue is 'ETL Lead' is a custom field I added.
Two solutions because you can�t use a formula on a report builder.
1. Make a field called [Current User] with a formula of User()
2. in a report you can match to
_curuser_
With those underscores.
1. Make a field called [Current User] with a formula of User()
2. in a report you can match to
_curuser_
With those underscores.
Well, if ETL Lead is a user field, the easy native solution is to set that value in Filters > Initial. Quick Base provides 'current user' as a standard option in the first dropdown there.
If it's not, and it's not realistic to convert it to a user field, Coach has your answer.
If it's not, and it's not realistic to convert it to a user field, Coach has your answer.
Ugh! Both options result in all records being returned in the report. My problem is that the values in the dropdown list for "ETL Lead" do not match the values displayed for '_curuser_' . So when a user logs in the app, the report can't match the _curuser_ value to the corresponding ETL Lead value - they are not equal. If I change the drop down values to match the _curuser_ values, it only applies to new records.
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