Forum Discussion

Qrew Cadet

5 years ago

Creating reports that show only the columns where values are present

Hi Everyone, We get bids from vendor on projects (RFPs). For each project we end up having different information submitted. As a result we often end up with an embedded table on the project record ...

Formulas and functions

reports and charts

Qrew Cadet

Hey Brad,

Thanks again for your help. I've recreated the Rich text field you showed in your screenshot. Now I'm going to create the Report Link. I'm a little confused about this part. I think I need to create another rich text field in my Parent table. Do I copy paste the same code into that field as well? If yes, how would I get around the errors (the fields references will not work on the parent record)

Thanks,
Jake

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Jake R
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Qrew Assistant Captain

5 years ago

Both the rich text and the report link fields are parent-table only. When setting up the report link field, you're not pointing it at any other table, you're not telling it to go from 'point-a' to 'point-b' like usual - you're telling it to go from 'point-a' to 'point-a', the same field in the same table.

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Brad Lemke
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JakeRattner1
Qrew Cadet
5 years ago
Sorry for the late reply. This worked remarkably well. Thank you so much for all your help. I've been able to get virtually all of the features I was looking for out of this technique.

One follow-up question, if you don't mind: When I use this approach I lose some of the controls available with your typical embedded reports such as the ability to great edit and the 'more' options including 'export as csv'.

Is there any way to bring these features into the iFrame? I think a workaround for 'export as spreadsheet' could easily be a button that exports the report with an "=csv" argument attached, but I'm unsure of how I could replicate the ability to grid edit.

Thanks again for your help on this one!

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Jake R
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- BradLemke
  Qrew Assistant Captain
  5 years ago
  Short answer: I have no idea how to do a dynamically generated grid-edit. If that api call exists, I haven't found it yet.
  
  For the grid-edit mode, do you need to hide all of the unused fields? How do you feel about adding a link to your form that opens the full-grid in a popup?
  
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  Brad Lemke
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  - JakeRattner1
    Qrew Cadet
    5 years ago
    In the grid-edit I do still need to hide all those unused fields, but going into grid edit in a pop-up is totally fine.
    
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    Jake R
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