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Question

Place a Specific report in an Exact Form

  • September 24, 2019
  • 0 replies
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I have read through the online help with Exact forms, but I am still missing something.  On my Form within the table, I can define a specific related report that I want to appear.  In this case, it is a summary report from another table.  It works beautifully.  However, when I try to insert that field into my exact form, it pull ALL detail data which I don't want.  Is there any way to create a formula that would allow me to put that same summary report into an exact form that I see in my table form?  Thanks in advance for the guidance.

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Stacey Sexton
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    • XavierFan
    • Registered
    • September 26, 2019
    The embedded report within an Exact form is a table report, and there is no option to insert a summary report, unfortunately.

    For the table report - you can still specify which columns, the sorting / grouping, and the filters, etc.  

    If the table of your summary report has a parent table, you may still be able to do a table report of the parent table - using summary fields.

    Let me know if that's the case, and I can give more details on how to set up the table report for the parent table - to put into the Exact Form.

    Online Help for Creating Exact Form
    https://help.quickbase.com/user-assistance/creating_exact_forms_tips.html

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    Xavier Fan
    Quick Base Solution Provider
    http://xavierfanconsulting.com/
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