Custom record order in a report

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  • Updated 11 months ago
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I have a report that has a finite number if items. I would like to customize the order. Not alpha up or down. 
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ed cooper

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Posted 1 year ago

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1 year ago
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ed cooper

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I know I can add a 1, 2, 3 before each part in the table but I don't want to do that.
1 year ago
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QuickBaseCoach App Dev./Training, Champion

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If there is a finite list, you can make that field be a multiple choice field.  Then you can have that field sorted on the order of he choices.
1 year ago
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... or just add a sort field to the table and sort on that field even if that field is not exposed on the report.
1 year ago
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ed cooper

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It's a dropdown in the form which is a lookup via a relationship.
1 year ago
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QuickBaseCoach App Dev./Training, Champion

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The low tech solution is to put a sort field on the source table for the lookup, and bring that down in the lookup too.
1 year ago
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ed cooper

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I think since there is a finite number of items that don't change that a multiple choice field solution would be the least complicated.
I'll try that first.
Thanks for that idea.
1 year ago
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ed cooper

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The multiple choice field worked perfectly and took a very complicated solution to a very simple and manageable one.
Thanks so much!!
11 months ago
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Elena Larrabee

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Hi! I have a similar question, maybe you can help... When we put records into a grid report, it's really important that they stay in the physical place where they were inserted in relation to the other records in the report. (They're decor items broken out by general venue area, usually). Meaning that when we use the grid edit function, we put records in wherever they need to be in relation to one another, but I can't think of a simple solution to make them stay in that order when we exit grid edit mode... Any ideas?
11 months ago
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QuickBaseCoach App Dev./Training, Champion

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Have you tried simply sorting by Record ID#?
11 months ago
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Elena Larrabee

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I could, but I don't think that would work... We go back in and edit/add records, but often we add things in the middle of the list, if it were sorted by record ID, the items we add in later would just go to the bottom (or top) of the pile, right?
11 months ago
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I think then "we are where we were" in terms of native solutions.  Adding a sort field.

I think that Dan Dielbolt has a way to drag and drop.  I seem to recall he posted something once if you are into non native IOL technique solutions.
11 months ago
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Elena Larrabee

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Shoot, okay, thank you!
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