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Questions on forms and editing from a report

  • February 12, 2021
  • 0 replies
  • 40 views

I have a report which currently is the only object on my role's Home Page.  This report contains data from both a parent and the table being reported.

When I am testing, I can see that if I click the 'pen' or 'eye' on the left I see one form.  It is basically the same form I see if I click one of the individual row columns in the report.

The exception is when, for a specific row, I click one of the columns from the parent table.  When I click that parent column value, I get a form from the parent table (probably a duh, but making sure).   I would really like to allow only viewing of the parent table column value and not allow the role to be able to click/update it at all.  Can I do that?  I have set the parent table to 'view only' when managing the Role, but I would rather not let them get to the parent table form at all.

I am also making an assumption that the form that a Role sees when updating a table is specified by the form for that table when when I am in Settings > Table-name > Forms > See how different roles use these forms, correct?

I think slowly wrapping my head around how QB navigates reports and forms :)

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Katherine Oakey
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This topic has been closed for replies.

MarkShnierYou
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It sounds like you are clicking through a hyperlink and landing on a parent record.  If you were out of that field properties you can tell the field not to act as a link to the parent record.  But you may need that field to be a link to the parent record in some situation's. So you may want to make a mirror Field with the formula just equal to that text value and put that on the report so it does not act as a hyperlink

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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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