Forum Discussion
NingLi
Qrew Trainee
Yes. Trying to find, i.e. 20 projects by searching in "project name" field in Project Table.
------------------------------
Ning W
------------------------------
------------------------------
Ning W
------------------------------
MarkShnier__You
4 years agoQrew Legend
How to do this is to create a single record in a single table called search. In that single record which will be record ID number one you will have a big text box where the user can enter or paste in a bunch of search terms.
Then make a relationship between that search record and all of your details record and the reference field for the relationship on the detail side will be a field called
[Link to Serach (=1)]
Be a formula field with a formula of
1
Look up the search values down into your detail records. Make a formula field down there called [valid for Search?] which will calculate to true if the search values contain the value in the field [Project name]
IF(Contains([Search Terms lookup], [Project Name]), true)
A report link on that search terms record to display all of the detail records but for the embedded report that is used on the record filter it where
[Valid for Search?] is checked.
The effect of the set up is the user will edit the search record paste in the values and save and the results will display right on that record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Then make a relationship between that search record and all of your details record and the reference field for the relationship on the detail side will be a field called
[Link to Serach (=1)]
Be a formula field with a formula of
1
Look up the search values down into your detail records. Make a formula field down there called [valid for Search?] which will calculate to true if the search values contain the value in the field [Project name]
IF(Contains([Search Terms lookup], [Project Name]), true)
A report link on that search terms record to display all of the detail records but for the embedded report that is used on the record filter it where
[Valid for Search?] is checked.
The effect of the set up is the user will edit the search record paste in the values and save and the results will display right on that record.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- NingLi4 years agoQrew TraineeHi Mark, Thank you so much!
I feel awkward to say I was stuck in the first step. What is the type of search box in Search table? I am using lookup text, but always get "The Relationship of which this field is a part no longer exists. You may want to delete this field".
How can I have a bog text box for input search terms?
Thank you.
------------------------------
Ning W
------------------------------- MarkShnier__You4 years agoQrew LegendNo problem. Just create a field which is type multi line text.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- NingLi4 years agoQrew TraineeHi Mark,
Thank you so much! I finally figure it out today! This is exactly what I need. It will help a lot in our daily usage by saving many clicks. Thanks!
A follow up question is, if I check and choose multiple records, is there a native way to open multiple record windows in Quickbase? Like we can open multiple PDF file windows at one click.
------------------------------
Ning W
------------------------------
Related Content
- 8 months ago