Question: Is there away to store the record “selected” in a table view?
I have a dashboard that allows users to select a few parameters and view the respective data in the boxes. Each of the boxes are based on a slice with the “Report Parameter” fields as filters. When the user selects an item in the “Routes” section the “Collections” and “BIN Movements” are automatically updated with the corresponding data.
Issue:
We’d like to be able to export the data in csv of the Collections and Movements section of the dashboard “based on the selection the user made in the “Routes” section”.
If I understand the csv export action correctly, the download is based on the underlying slice. In the case above, the underlying slice is based on the “Report Parameters” which could contain a great deal more info than the user needs.
Question: Is there away to store let’s say the Route “selected” in a field in the Report Parameters section
Could you update if the output is required in CSV format only?
If it can be in PDF saved in drive or text in email body or as a PDF attachment in email , I believe you could use workflows.
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Thanks Suvrutt.
Yes, csv is required. It appears the user needs to maximize the box they’d like to download and then press the download button.
Thanks for your help as always
Thank you. Have not tried by testing but with CSV I believe the independent download of all three tables will happen. One may not have a combined report of parent and related child records as it happens with PDF templates.
Of course, it may be possible to have a combined CSV report across table, but I am not aware as of now.
BTW, is the understanding correct that “Routes” is a parent tables and “Collections” and “BIN Movements” are its children tables?
Yes, Routes is parent. In this use case, client wants ability to download the files separately as needed.
Oh okay. So could you updates if the client wishes to download one selected parent and its associated children records but in separate files?
Client would maximize the section (box) they’d like to download after they’ve selected a Route. Once the screen is maximized the csv download generates only that data. This seems to work fine for the client.
Thank you. Then that maximizing and downloading the respective view is probably already happening now? Then any other behavior client is looking for?
Yes discovered this scenario after much testing yesterday They’re fine for now. Thank you
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