Skip to main content
Question

Is it possible for the embedded report on a form to be filtered when adding a new record

  • Dec 8, 2023 4:25 PM UTC
  • 0 replies
  • 201 views

Forum|alt.badge.img+3

Good morning,

I have a request to have an embedded report on a form be filtered to show assets that are only on the related mission that we are creating the BOL for. I am thinking that when you are adding a record, in this case, you are unable to have the embedded report already filtered because the record id is not created until after the save. Logically however i thought it was possible because when the record (BOL) is created, there is a mission no, which is on the BOL that i am creating, and their are assets that are already assigned to that same mission. However the embedded reports lists all, and not simply the assets that are on the same mission.

Thanks in advance,



------------------------------
Bailey Desormeaux
------------------------------
This topic has been closed for replies.

MarkShnierYou
Forum|alt.badge.img+24

Those embedded reports work how they work on the record needs to be saved before the report will be properly filtered.

However there is syntax available which I could help you with where you would push a Rich Text formula button and it would save the record and re-display the record in edit mode.

The best practice for New Style forms which seem to be not to show the embedded report in Add mode.  



------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------