Forum Discussion

Yurij's avatar
Yurij
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....
  • MarkShnier__You's avatar
    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.