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AlexGale's avatar
AlexGale
Qrew Captain
6 years ago

Set up a dynamic filter on a report in Parent table based on content in Child records

My child table has ~50 possible values for a required text field. Each parent record has children representing some combination of these text values. Is there a way to set up a dynamic filter for a report on the parents table that would list all these possible values and enable users to filter by parents which are related to child records that contain specific values?
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  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    I don't have a way to allow a Dynamic Filter, but I do know a way to search / filter via the filter box at the top of the report, if that is useful.
    • AlexGale's avatar
      AlexGale
      Qrew Captain
      6 years ago
      I did set up something like that, but feedback has been that using the dynamic filter feature would be a lot easier & more intuitive. 
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      6 years ago
      Then  what about the Suggestion to use a Summary report which hyperlinks to the Parent
  • KingslySamuel's avatar
    KingslySamuel
    Qrew Cadet
    6 years ago
    I am sure you must have thought of it and that you wanted this report to be on the parent table, but just from a report perspective, you can achieve the same result (report with these dynamic filters) in a child table, can't you?
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    .. building  on what Kigsly said above, you van use a Summary Report on the child table to get the result you are looking for.  It is also possible to provide a link in the summary report which will take you to the Parent record instead of the children, as your goal is to get to a Parent, I believe.
    • AlexGale's avatar
      AlexGale
      Qrew Captain
      6 years ago
      I've built the summary report and I'm finding it works fairly well. What I can't figure out is how to provide that link to the Parent record you're talking about. Do you mind elaborating on how that is done?
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      6 years ago
      ... always hectic to fly.  I'm now in the air with Wifi.

      You can make a Hyperlink to the Parent on the child table and do your summary on that Hyperlink field instead of the [Parent name] field.  It will be a Rich Text field type.

      I ways do my hyperlinks in this format to keep it KISS.

      var text Words = [Parent name from lookup];

      var text URL = URLRoot() & "db/" & [_DBID_PARENT] & "?a=dr&rid=" & [Related Parent];


      "<a href=" & $URL & ">" & $Words & "</a>"

      The _DBID_PARENT will be from the Advanced Properties of the Parent Table. 
  • AlexGale's avatar
    AlexGale
    Qrew Captain
    6 years ago
    I do like the suggestion of putting the report on the child table instead. Ideally this would have been combined with an existing report I have on the Parents table but I knew that might not be possible.