I am not sure if you have tried to filter a report to show a specific set of records that may not have a common relationship other than having a value in the same column. In my company, we frequently need to edit a set of specific records. This is core functionality in the system that is being replaced by Quickbase, but I haven't been able to find a good way to do in in Quickbase, until now.
Here's the use case:
I need to filter a report to display a specific step of projects, but there isn't a clear way to filter and only see the orders needed.
The approach I used starts with an Excel worksheet to quickly format the data. The raw data is pasted into column A and this formula is in column B,
=IF(ISBLANK(A2), "", CONCAT(CHAR(34),A2,CHAR(34),IF(ISBLANK(A3), ");", ", ")))
The output from column B will be pasted into the Report Formula.
Then I edit the report where I want the data to appear and create a formula checkbox report formula. I start off by typing
var text records = List(";",
Then paste the output from column B. for example
"AAA1234",
"BBB1235",
"CCC1236",
"AAA1235",
"BBB1236",
"CCC1237",
"AAA1236",
"BBB1237",
"CCC1238",
"AAA1237",
"BBB1238",
"CCC1239",
"AAA1238",
"BBB1239",
"CCC1240");
Then add a contains function to select the desired records.
Contains($records, [Project Number])
Finally, I add a report filter to filter on the report formula where the value for the record returned by the report filter is yes, in this example I named the formula InList
This was my solution to this issue, I would love to hear if there is an easier way to accomplish the same results.
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Paul Peterson
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