Filter parent records within child record grid edit based on other parent selection
Hi all, I've implemented solutions similar to this in the past (filtering child records based on grid edit overrides & forms, etc), but I'm really struggling to figure this one out. Here's the scenario: I've got a table "jobs", which is a child table of "venues". On the Jobs form, I need users to be able to select an on-site contact from a list filtered based on their selection of a grandparent "venue" record. Currently, I've got a table "contacts" which is a child of "venues". I've created an intermediary relationship table "on-site contacts" which is a child of both "jobs" and of "contacts" to connect the two. I've tried adding a grid-edit child record report of "on-site contacts" to the jobs form, and attempted to filter it so that it only shows records in which "contact-related venue" is equal to "job-related venue", but with the grid edit report, job-related venue does not populate until the form is saved and the child record is officially created. Does anyone have a solution to accomplish something similar? I suppose I could flip the relationship and try and make on-site contact a parent of jobs, but I'd like for users to be able to add multiple contacts as needed. Thank you! #Gridedit #Search #filters #Many-to-Many ------------------------------ Elena Larrabee ------------------------------12Views0likes5CommentsAlready Populated Grid Edit option
HelloAll, I am looking for a way to have an option, either a button, report or maybe a pipeline that is like a grid edit that already has come field filled out. If you were to use the button idea, you would hit the button and a grid edit report would come up. When it did it would have all 28 of my products filled out plus 2 other fields and allow the user to then fill out the remaining field on the report. They would hit save and all 28 product orders would then be added to our list. My list of products isin another app but I can easily add a sync table to the app where the orders are for ease of connection if needed. Basically when we get a new customer, we have to enter in orders for all 28 products and just looking for a way to save the team time as grid edit only has 5 rows to start and adding rows and the copy/paste gets tedious. Any help is appreciated. Jen ------------------------------ Jennifer Silberstein ------------------------------6Views0likes3CommentsQuickbase Technical Documentation for Grid-Edit Record Picker Option
I am researching how to use the option: "Use a record picker instead of a drop down menu for grid edit" found on a related field in the Reference Field Options section. My end goal is to offer the user a record picker experience when selecting a value in grid-edit mode from a form. I searched Quickbase help for this feature and found no results. Is there a technical reference for this feature? I enabled it, and the behavior of the field on the embedded table report did not change. ------------------------------ Jon Froderberg PRIME Developer Harder Mechanical Contractors https://www.harder.com Portland, OR 801.946.0576 ------------------------------6Views0likes1CommentConditional Drop Down in Grid Edit based on a lookup field
I would like to set up a conditional drop-down for data entry in an embedded grid edit report while sitting on a parent record in edit mode. The conditional drop-down will depend on a value which is looked up from the parent record. In my use case let's say we have two company numbers, company 1 and company 2 and I want the conditional drop down to only offer products for the company that the Parent record is associated with. My problem is that when I go to do the data entry in Grid Edit the record does not yet exist so the look up doesn't exist so the conditional drop down fails. The only workaround I can see which I don't like it all would be to have a button which would automatically add blank child records when pushed and then put the parent record into edit mode. That way the children will exist and the look up will exist. But then I need a process to be deleting those unused blank rows all the time. Any other bright ideas? ------------------------------ Mark Shnier (YQC) mark.shnier@gmail.com ------------------------------6Views0likes1Commentlookup fields not populating in grid edit
I have a embedded report editable within a form. I want to select an account which relates to a client related to the current form. The related client lookup field would not populate live before saving so there is no way I can select the account since the related client is not populating in grid edit. Any solution? Thanks5Views1like0CommentsSet Grid Edit for specific report only
I have a large table with many records. The roles are not allowed to grid edit on this table, however, I need them to have access to grid edit ONE report from the many that are on this table. Is there a way to set this up? I have gone through trying to Override Role settings through report, and it does nothing. I have tried to change the permission through the form, no cigar. Before I try to find a back-end solution, is there any way to override role permissions for one specific report?5Views2likes8CommentsGrid Edit overriding Form Rules
Hi All, I have a form rule that basically shuts down all fields on a record once it has been checked, making it view only to the end user. Unfortunately, we have users that like to update and/or copy their records in Grid Edit, and as we all know, Grid Edit overrides form rules. Without excluding these checked records from a Grid Edit report, are there any workarounds for displaying records in Grid Edit but keeping them view only? ------------------------------ Urs. ------------------------------5Views0likes3CommentsGrid Edit Report-max lines showing
We have a grid edit report where there are more than 100 entries, but only 100 entries show. Is there a way for a grid edit report to show all entries and not just the first 100? ------------------------------ Amy Gosz ------------------------------5Views0likes1CommentEmbedded Grid Edit Reports
I have an embeded grid edit report on a form. Is showing the data I need, but it allows users to add new records. We only allow users to add records from the parent record because there is a lot of linking that is done from that URL that I don't want to have to train my end users to train to do manually. Is there any way on the embeded report to only allow them to edit existing records without completing removing the ability to add new records? ------------------------------ Sean Boat-Moore Manager SMB Development Project Management Office and Quality Control NCR Corporation sean.boat-moore@ncr.com | ncr.com ------------------------------4Views0likes1Comment