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More options when selecting records

  • July 31, 2019
  • 0 replies
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Has anyone tried via java script to add an option when selecting a record in a report. Just like you have delete when selecting records, it would be nice to add options like complete and it will run a JS file which will modify these records.

Thanks

Totally possible by injecting js into the branding, i.e. branding on load technique (in theory). I have not done this myself but I'd imagine you could use BOL to add another checkbox.

Have you tried using More -> Search and Replace in this report? -- Probably one of the least known, most powerful, and unsung awesome features of QB..and does essentially what you're describing above, but natively.

  • Author
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  • August 2, 2019
Thanks for your reply. If you know of a way how to do it via js, pls share it with me. The Search and Replace in this report is very good but my user wants to have a button like the delete when you select items in a report.

Maybe  you can leverage Automations?

  • Author
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  • August 2, 2019
Thanks for the reply. Automation will not help when I need to add a button to the form which can change status of all these tasks that were selected just like you can delete by selecting multiple records and click delete,

An automation should be able to change the status of a field on a record if a check box is checked, right?

  • Author
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  • August 4, 2019
Yes however if you want to select a set of records from the report and change the records on all of the selected records, how will automation help me? I understand that  if I do grid edit and select a checkbox of all the records I can create an automation to do that. I am trying to build something that will work with the native checkbox on a report that gives you an option of deleting the records selected, that same checkbox to give me an option like changing status to done etc. I think this will only work with javacript and iol etc. and I am looking who can help me build this out which I think will be useful to a lot of users.

Thanks

How can an Automation help me? Well it can do up to 50 steps per Automation and you can fire up to 20 of them per second, so you could check a checkbox on up to 20 records and perform, theoretically 1,000 steps.

I can�t help you with the JavaScript as I prefer to leave coding to Quick Base Software Developer staff.

So maybe it�s too soon to give up on Automations. Can you describe what you want to have happen when a checkbox is checked? Note, by the way, that the last step of an Automation can be to uncheck the box that triggered the Automation, in case you need to leave it in an unchecked state.