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Question

Form behavior after clicking on field in report

  • February 13, 2021
  • 0 replies
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I have a report :)

It appears that when I click on a field the form displays view-only and I need to 'edit' to get the form to allow input.  Correct?  Any way to get the form to be in edit mode when clicking on a field or only via the pencil?

I have a Dynamic Form Rule that should be setting a field to a value when the form is being accessed by a specific Role.  When does this Dynamic Form Rule happen?  On form display or form Save & close?  I am having a hard time (ie, being unsuccessful) getting the Role rule to update the field.

If I want some fields to be read-only for a specific Role, is Dynamic Form Rules the appropriate way to set fields as read-only or read-write based on Role?

What order are Dynamic Form Rules applied?  Ie, if I happen to have two Dynamic Form Rules that may conflict with each other, which one takes precedence?  The Rule closer to the top of the list or vice versa?


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Katherine Oakey
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  • KatherineOakey
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  • February 13, 2021
I even disabled grid edit for the report and still can't get the Role Dynamic Rule Form to be applied (to Save the record with a field equal to a specific value from the drop down list).

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Katherine Oakey
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MarkShnierYou
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On regular table reports you have the convenience of you in the record if you click  anywhere that is not a hyperlink on the row on the report.   Very soon we will all be moved to the new beta table report experience and because of future plans they have you will only be able to view the record using the eyeball.    The reason for that is future plans they have to allow what is called in line editing. That means editing while in view mode. 

 Dynamic form rules do you work in view mode when it comes to hiding and showing fields or sections.    However form rules which edit and change fields on the form only fire when in edit mode on the form. 

 Yes dynamic form rules are an excellent method of controlling the user experience based on the role of the user. 

 All of the rules on the form will fire and it is not so much the sequence that they fire him but they all fire. If you have conflicts in your rules there will be a pink pop up and you really should resolve any foreign rule conflict that's a result will not really be predictable if you have conflicting formulas. But if they are in conflict they will tell you when you are editing the form.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Mark Shnier. Your Quickbase Coach
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