Forum Discussion
As QuickBase is a rapid application development tool you don't get the same intricate control over every imaginable user interface you might want to have. It's more a case of you are presented with a pretty broad but not infinite set of tools and how can you get the best native functionality out of QuickBase to give a good user experience using the available tools.
Let me start with the stupid simple solution and maybe it's good enough or we can continue discussing here.
From your description all you are trying to do is have an easy selection of a record out of a long set of records and then allow the user to edit that record.
So why not just create a report with all those column headings that you show in your image and knowing that any column heading can be a filtered, just like excel. When you click the funnel icon to enable the filters on the top of the columns you can filter multiple columns. In addition you get to configure up to five of your main dynamic filters which automatically appear at the top of the report. In addition to all those filters you can also enter a free form text field to additionally filter the results.
Once you have narrowed down the results that you just click the edit pencil icon on the record and you're editing the record and you save.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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- NicholasWhite3 years agoQrew Member
Hi Mark,
Thank you for replying so quickly!I redid my drawing to better illustrate what I'm trying to achieve.
I'm not inventing a new wheel; I'm modifying an existing one. I am working with an App which was developed a few years ago, the tabular part I'm envisioning already exists in the form of a drop list. The drop list is a little clunky, I was hoping that a table might make it easier for the users to select records.
Here's the setup of how the existing app would work after my modification:Audits Table - a list of audit results, where selected transactions from the Transaction Table are reviewed by our auditing team, scored, and submitted.
Transactions Table - a massive list of sales transactionsAdd Audit form - form used to pull in select fields from a Transaction record from the Transactions Table, and fields where the auditing team can score the Transaction. When the form is submitted, the TRANSACTION_ID and the scoring elements from Section 3 get added as an Audit record in the Audits Table.
Workflow:
1. Auditor opens the Add Audit form2. The Add Audit form pulls records from the Transactions Table and populates them into a tabular list seen below in Section 1.
3. The auditor looks through the list of Transactions and selects one by clicking the radio button next to it.
4. The Add Audit form puts read-only data related to the selected Transaction into Section 2.
5. The auditor reads the information in Section 2.
6. After the auditor understands what's going on with the Transaction, the auditor goes to Section 3 and fills in the 6 audits elements based on an audit business process we have here.
7. When Section 3 is complete, the auditor clicks the Save & Close button.
8. The Add Audit form will bundle the following information into a nice tidy data bundle (or whatever it's called in Quickbase) and create a new record in Audits Table:TRANSACTION_ID - from the Transactions Table
SCORE_1 - user input from Add Audit form
ROOT_CAUSE- user input from Add Audit form
DROPLIST_1 - user input from Add Audit form
SCORE_2 - user input from Add Audit form
DROPLIST_2 - user input from Add Audit form
NOTES - user input from Add Audit form
I hope this makes sense, this stuff can be confusing.Thanks,
Nick
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Nicholas White
------------------------------- MarkShnier__You3 years agoQrew LegendI can likely improve your workflow, but it will take a Zoom type call to truly understand your relationships and desired workflow. I'm willing to get on a call and then only charge for my time if we agree that I can help you. You can contact me by the direct email on my signature line.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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