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Question

Exact Forms - Include a report ONLY IF there is related data?

  • December 16, 2019
  • 0 replies
  • 50 views
I have an exact form that has an embedded report. Right now, my form needs are pretty simple, so I just use the ~ThisIsMyReport~ syntax.

There will be times when the related report does not contain any data though and I would like for the table to be completely excluded in that case. As of right now, it prints the table headings and says "no data found."

Is there a way to conditionally omit the entire table?

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Heidi Beach
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  • KirkTrachy1
  • Quickbase Staff
  • December 19, 2019
Hi Heidi:

You can do this by copying your exact form so you have one with the embedded report and one without the embedded report.  You then create a summary field that counts the number of child records you have for the embedded report.  You then edit your "Print Exact Form" button so it has a formula something like the following:

If([# of Orders]=0,

URLRoot() & "db/" & Dbid() & "?a=dbpage&sfid=23&pagename=" & URLEncode("IntroLetter2.html") & "&clist=a&rid=" & [Record ID#],

URLRoot() & "db/" & Dbid() & "?a=dbpage&sfid=23&pagename=" & URLEncode("IntroLetter.html") & "&clist=a&rid=" & [Record ID#])​

Here is a video that goes over the whole process.


We cover things like this in our daily "Office Hours" webinars held M-F at 1pm Eastern time.  Register



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Kirk Trachy
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  • DonLarson
  • Registered
  • February 22, 2020
Heidi,

I recommend Exact Forms Plus from Juiced

https://www.juicedtech.com/exact-forms-plus

It is very flexible and lets you customize the messaging when the subtable in your document has no data.

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Don Larson
Paasporter
Westlake OH
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