Forum Discussion

Qrew Member

3 months ago

Embedded Grid Edit Report Pre-filtered Conditional Dropdown

I'm trying to get an embedded (report link) Grid Edit report field to return a pre-filtered conditional dropdown list similar to how a Form field can filter based on a report. This is a Legacy Form....

EMBEDDED GRID EDIT

MarkShnier__You
3 months ago
No problem.

This may not sound intuitive but there's an easy solution. Make a new Legacy style form and I suggest you call it Grid Edit Form. Just list the field vertically on the form in the sequence you want them to appear In Grid Edit mode. Do the usual thing that you do on a regular form where you specify a report to filter out the obsolete records.
Then go into forms and you will see that now that you have more than 1 form it needs to know which use in different situations.
In Forms usage you can assign which form gets used for either Grid Edit globally for all roles, or else you can look to the exact report which you want to control for Grid Edit behaviour , whether that be an embedded report on a Form on a parent or a standalone report, and in Forms Usage set that report form called Grid Edit Form for Grid Edit.

MarkShnier__You

Qrew Legend

3 months ago

No problem.

This may not sound intuitive but there's an easy solution. Make a new Legacy style form and I suggest you call it Grid Edit Form. Just list the field vertically on the form in the sequence you want them to appear In Grid Edit mode. Do the usual thing that you do on a regular form where you specify a report to filter out the obsolete records.

Then go into forms and you will see that now that you have more than 1 form it needs to know which use in different situations.

In Forms usage you can assign which form gets used for either Grid Edit globally for all roles, or else you can look to the exact report which you want to control for Grid Edit behaviour , whether that be an embedded report on a Form on a parent or a standalone report, and in Forms Usage set that report form called Grid Edit Form for Grid Edit.

Yurij
Qrew Member
3 months ago
Hi Mark,
Thanks for the solution, however, I will need a little bit more hand holding. Should the new Grid Edit Form be created in the the same Table (Table 1) as the original Form that contains the embedded grid edit report (report link field) or the Table (Table 2) from which the Grid Edit Report belongs to as they are not the same.
I assumed Table 1 but when I create the form and try to list the fields vertically, the fields from table 2 don't show up.
Perhaps I'm missing something here.
- MarkShnier__You
  Qrew Legend
  3 months ago
  The Grid Edit forms should be created in Table 2 - the child table that needs to be Grid Edited.
  - Yurij
    Qrew Member
    3 months ago
    Hi Mark,
    It doesn't seem to be working for me.
    Here's a snip of Form page of Table 2. I've tried changing the Grid Edit (Full Site) for the report Multi-Edit Pre Release Parent+Children Orders to the newly created Grid Edit Form - MultiEdit PreRelease. You can see by the green check marked that it has changed. However, the Grid Edit (Full Site) dropdown remains on Search and Select.