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Update report filters when drop down options change

  • June 28, 2021
  • 0 replies
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Hello! 

Is there a quick way to update the report filters to reflect the changes made to the drop down options in a text-multiple choice field?

Example - If Status is Changed from 1-New Case to 2-New Case, can the reports that use the filter of Status=1-New case be automatically changed to reflect Status=2-New Case?

Thanks in advance.

Ketki

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Ketki Ganpule
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Best answer by BlakeHarrison

Not with a standard Text-Multiple Choice field. The only way that this will work would be if your Status field options were setup in their own table and, instead of a standard Text-Multiple Choice field, you set it up as a relationship to the Statuses table. You could then set your filter to use the 'Related Status' field (which would be the Record ID# of the selected Status). Any changes to the name of a Status would then not require you to update any filters based on that 'Related Status' field.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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  • BlakeHarrison
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  • Answer
  • June 29, 2021
Not with a standard Text-Multiple Choice field. The only way that this will work would be if your Status field options were setup in their own table and, instead of a standard Text-Multiple Choice field, you set it up as a relationship to the Statuses table. You could then set your filter to use the 'Related Status' field (which would be the Record ID# of the selected Status). Any changes to the name of a Status would then not require you to update any filters based on that 'Related Status' field.

------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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