Please pardon the simplicity of the question. I am trying out QuickBase for the company to move out of Excel and into a better system, so I am not up to speed on all the possibilities or limits.
The main problem is that while we have standard items to look for, it's not always the case. I would hate to have to build queries for all bizarre one-off combos that either clutter up the reports page, or have a person constantly recreate a query based on 80+ columns of data.
It just may be that this is the price we will pay by transitioning to a database versus working in a spreadsheet.
Are you familiar with Dynamic filters? Do they help in your situation. You get up to 5 fields to specify as dynamic filters, and the work on an AND basis as well, i.e. All the filters selected must be true fir records to qualify to be displayed.
We can move to a dynamic filter method of searching, no problem, just trying to see how far out of everyone's comfort zone we will need to move and to what extent we will need to modify our process if we go with QuickBase.
For example. Just orders in status Open and also just in the state of NY. Plus you still get 3 more Fields to specify as DFs plus you still have the search field at the top of the report too.
No problem in QB to not be able to quickly find what you want.
Hi Neil - What QuickBaseCoach is suggesting is correct as the filters are on the left hand side of the table under "FILTERS" dropdown and that is QuickBase's filter feature. However, if I understood your original question then I believe you are looking for an Excel like filter. Therefore, my workaround is for you go to the top right and depending on where you are QuickBase has a nice feature called "Import/Export" or "More". Click Import/Export and export table to Excel or LibreOffice's Calc Spreadsheet and work with filters there. Again, this is a workaround not a fix. Also, you can do the same by Clicking on "More" and selecting Import/Export and Export to Excel or LibreOffice's Calc and it appears there is another option under "More" called "Save as a spreadsheet".
Have a checkbox on the form and a for rule to show one report or another based on that checkbox field.
Then you would either be in edit mode and check or uncheck box to show / hide, or else I can help you make a formula button to be used in View mode to toggle the checkbox back and forth when clicked. When clicked, the form will refresh with the opposite report.