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Question

Ability to select records from a table embedded in a form?

  • February 11, 2022
  • 0 replies
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Hello!

First post here, brand new to Quickbase.

I've done web app development before, but it was PHP + database + HTML + CSS + Java Script stuff by hand many moons ago.

I think I am looking for guidance, something like 'you need to read up on Quickbase Thingamajigs and how they relate to Quickbase Whatchamacallits', rather than a step-by-step set of instructions. If someone can point me in the right direction, I can do reading on my own time and figure it out. 

The graphic I have below is an Illustrator mockup of what my boss wants a form to look like, I drew this by hand:



The bit at the top in Section 1 with the radio buttons and a table is what I'm interested in. The tabular rows thing is a screen grab from Excel.

I want to create a table-like entry mechanism which allows the user to select a record using the radio buttons on the left side, and details of that record populate in Section 2. 


I would love it if that table-like entry mechanism could pull in all the records from the Transaction Table, and give the end user the ability to sort and filter records to reduce the list to a smaller one. The end user will then select the appropriate record from its corresponding radio button.


Is this kind of record-selection mechanism possible in Quickbase?

Thanks

Nick



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Nicholas White
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This topic has been closed for replies.

MarkShnierYou
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Nicholas,

As QuickBase is a rapid application development tool you don't get the same intricate control over every imaginable user interface you might want to have.  It's more a case of you are presented with a pretty broad but not infinite set of tools and how can you get the best native functionality out of QuickBase to give a good user experience using the available tools. 

Let me start with the stupid simple solution and maybe it's good enough or we can continue discussing here. 

From your description all you are trying to do is have an easy selection of a record out of a long set of records and then allow the user to edit that record.  

So why not just create a report with all those column headings that you show in your image and knowing that any column heading can be a filtered, just like excel.  When you click the funnel icon to enable the filters on the top of the columns you can filter multiple columns. In addition you get to configure up to five of your main dynamic filters which automatically appear at the top of the report.  In addition to all those filters you can also enter a free form text field to additionally filter the results.    

Once you have narrowed down the results that you just click the edit pencil icon on the record and you're editing the record and you save.  


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Mark Shnier (YQC)
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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  • EvanMartinez
  • Community Moderator
  • February 15, 2022
Hi Nick,

Welcome to Quickbase and congrats on becoming a Quickbase Builder. If you are looking for some guidance on the process of Quickbase building a great resource would actually be Quickbase University. We have courses that focus on Orientation into Quickbase or App Planning that combine videos and text, you can even build along to pick things up or just jump to sections that cover topics of interest. You can also use the Exchange to grab example apps that already have forms, dashboards, reports, etc. built to see how others have created workflows and borrow ideas for pieces you like. 

It sounds like a lot of the workflow you are looking for would have Transactions as your parent record and then Audits as your child records. Then you could use a related Transactions field that will pull down a list of Transactions that you can pick from that then populate lookup fields (fields of information pulled from Parent records that are read only and change when you change the related parent).

There is obviously more that goes into getting the exact experience that you are looking for as Mark mentioned, especially if there are some elements you really want to appear in a specific way. Even just watching a bit of University can help you get familiar with the key pieces of Quickbase and relationships and the terminology that is used in the platform. Best of luck with your building!

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Evan Martinez
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