Conditional Drop Down in Grid Edit based on a lookup field
I would like to set up a conditional drop-down for data entry in an embedded grid edit report while sitting on a parent record in edit mode. The conditional drop-down will depend on a value which is looked up from the parent record. In my use case let's say we have two company numbers, company 1 and company 2 and I want the conditional drop down to only offer products for the company that the Parent record is associated with. My problem is that when I go to do the data entry in Grid Edit the record does not yet exist so the look up doesn't exist so the conditional drop down fails. The only workaround I can see which I don't like it all would be to have a button which would automatically add blank child records when pushed and then put the parent record into edit mode. That way the children will exist and the look up will exist. But then I need a process to be deleting those unused blank rows all the time. Any other bright ideas? ------------------------------ Mark Shnier (YQC) mark.shnier@gmail.com ------------------------------
Bug Report With Grid Edit
Good afternoon all - Found what I think might be a bug to bring to your attention. I create a new Grid Edit report, and specify specific report columns. Upon the initial save of the report and viewing, it shows exactly the columns I specified. However, if I ever click the save button at the top of that report, it appears to reset my column specifications and show all columns. The settings of the report still show it configured for my specific columns, but no amount of tinkering can resolve this in my efforts. EDIT: Images are kind of out of order. Image #1 is the report config. Image #3 is the initial column headers, matching the config. Image #2 is the column headers after clicking save a single time. ------------------------------ Josh Payette ------------------------------ 
Set Grid Edit for specific report only
I have a large table with many records. The roles are not allowed to grid edit on this table, however, I need them to have access to grid edit ONE report from the many that are on this table. Is there a way to set this up? I have gone through trying to Override Role settings through report, and it does nothing. I have tried to change the permission through the form, no cigar. Before I try to find a back-end solution, is there any way to override role permissions for one specific report?
Filter parent records within child record grid edit based on other parent selection
Hi all, I've implemented solutions similar to this in the past (filtering child records based on grid edit overrides & forms, etc), but I'm really struggling to figure this one out. Here's the scenario: I've got a table "jobs", which is a child table of "venues". On the Jobs form, I need users to be able to select an on-site contact from a list filtered based on their selection of a grandparent "venue" record. Currently, I've got a table "contacts" which is a child of "venues". I've created an intermediary relationship table "on-site contacts" which is a child of both "jobs" and of "contacts" to connect the two. I've tried adding a grid-edit child record report of "on-site contacts" to the jobs form, and attempted to filter it so that it only shows records in which "contact-related venue" is equal to "job-related venue", but with the grid edit report, job-related venue does not populate until the form is saved and the child record is officially created. Does anyone have a solution to accomplish something similar? I suppose I could flip the relationship and try and make on-site contact a parent of jobs, but I'd like for users to be able to add multiple contacts as needed. Thank you! #Gridedit #Search #filters #Many-to-Many ------------------------------ Elena Larrabee ------------------------------How to adjust serial numbers in a grid edit report while inserting the rows in between
Hi , The requirement we have here is Serial number field is Numeric data type. We have to adjust the serial number column in the grid edit while inserting any rows in between the existing rows. I have tried multiple ways but that is not working as we expected. Example: Suppose If we have 10 rows with serial number 1,2,3 ---10. And user insert the two rows in between 2 and 3 , then the expected result is 1,2,3,---12. But we are getting result is 1,2,3,4,3,4,5,6,7,8,9,10. Kindly suggest us if we have any solution. Thanks & Regards, Madhavi. ------------------------------ Madhavi Kanugondloola ------------------------------
Already Populated Grid Edit option
HelloAll, I am looking for a way to have an option, either a button, report or maybe a pipeline that is like a grid edit that already has come field filled out. If you were to use the button idea, you would hit the button and a grid edit report would come up. When it did it would have all 28 of my products filled out plus 2 other fields and allow the user to then fill out the remaining field on the report. They would hit save and all 28 product orders would then be added to our list. My list of products isin another app but I can easily add a sync table to the app where the orders are for ease of connection if needed. Basically when we get a new customer, we have to enter in orders for all 28 products and just looking for a way to save the team time as grid edit only has 5 rows to start and adding rows and the copy/paste gets tedious. Any help is appreciated. Jen ------------------------------ Jennifer Silberstein ------------------------------
