Stumped and looking for a best practice recommendation. I have a Reports table with some basic information like Report Name, Report Description, Sort Order, and a Last Triggered Date. This feeds nicely into a Deck view to list the reports with name / description, hooked to a custom Action that sets the value of the corresponding reportโs Last Triggered Date to trigger a Workflow with a โDo Thisโ that sends a report.
For one of the reports, my client would like to specify a Start Date so that instead of the report containing all records it only contains records since that date. Iโm struggling with what would be the best way, or even a good way, to support this:
And actually, as I think about this more, right now users only need to access the Details view to fire the Action to generate the report. Since a Details view canโt have an editable field, I might be even more fundamentally lost than I realized for how to set up something like this. It wouldnโt seem right to make a user navigate into an Edit form just to adjust a report parameter. (Especially if Iโm setting up permissions to prohibit some users from editing the other report fields, but those users would need to run reports with parameters they can adjust.)
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