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 report’s Last Triggered Date to trigger a Workflow with a “Do This” 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. I’m struggling with what would be the best way, or even a good way, to support this:
- Add a new Start Date column to the Reports table? I’d conditionally hide it on the other reports?
- Add a new table to contain unique fields (Start Date) for this report, referencing back to the report in question? I wouldn’t know how to tie that new table’s field as an editable field in the view of the main report record.
- Change structure so that each report is its own table? I think I’d lose the Deck view capability?
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 can’t have an editable field, I might be even more fundamentally lost than I realized for how to set up something like this. It wouldn’t seem right to make a user navigate into an Edit form just to adjust a report parameter. (Especially if I’m 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.)
LinkedIn
Twitter
