Custom record order in a report | Quick Base Community

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

982 Points

Posted 2 years ago

2 years ago

ed cooper

982 Points

I know I can add a 1, 2, 3 before each part in the table but I don't want to do that.

2 years ago

QuickBaseCoach App Dev./Training (Mark Shnier), Champion

75,144 Points

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.

2 years ago

QuickBaseCoach App Dev./Training (Mark Shnier), Champion

75,144 Points

... or just add a sort field to the table and sort on that field even if that field is not exposed on the report.

2 years ago

ed cooper

982 Points

It's a dropdown in the form which is a lookup via a relationship.

2 years ago

QuickBaseCoach App Dev./Training (Mark Shnier), Champion

75,144 Points

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 person likes this

2 years ago

ed cooper

982 Points

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.

2 years ago

ed cooper

982 Points

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

1 person likes this

1 year ago

Elena Larrabee

856 Points

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?

1 year ago

QuickBaseCoach App Dev./Training (Mark Shnier), Champion

75,144 Points

Have you tried simply sorting by Record ID#?

1 year ago

Elena Larrabee

856 Points

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?

1 year ago

QuickBaseCoach App Dev./Training (Mark Shnier), Champion

75,144 Points

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.

1 year ago

Elena Larrabee

856 Points

Shoot, okay, thank you!