SELECTING COLUMNS

If you place a report link field on your Exact Forms MS Word template this turns into a table that includes all the related records from the details table. If you want a to control what columns appear and in what order you can use the following method:

~=qdb.GetURL("targetdbid", "API_GenResultsTable^query={'12'.EX.'"+ field["Source Field"]+"'}^clist=18.19.20.21.23^options=nvw.ned.phd.nfg.sortorder-A^slist=15");~

You'll need to replace

targetdbid

with the database identifier of the table (details table) from which the embedded view will come from.

You'll have to replace the

12

with the field identifier of the target field (most often this is a reference field) in the details table.

You'll have to replace

Source Field

with the label of the source field (most often this is the key field) in the master table.

You'll have to replace the

18.19.20.21.23

with a period delimited list of the field identifiers that indicate which columns you want in your view. The first field identifier in this list defines the leftmost column of the view.

You'll have to replace the

15

with the field identifier of the field that you want to sort on.

DISPLAYING A SUBSET OF DETAIL RECORDS

Say you want to show only some of the related records based on a value in one of the record's fields. For instance, you only want to include those records whose Billing Status is "Unpaid" or whose Priority is "High."

You can get a subset by inserting the following code snippet in front of "^clist="

AND{'17'.EX.'foobar'}

Following that insertion your formula will look something like this:

~=qdb.GetURL("targetdbid", "API_GenResultsTable^query={'12'.EX.'"+ field["Source Field"]+"'}AND{'17'.EX.'foobar'}^clist=18.19.20.21.23^options=nvw.ned.phd.nfg.sortorder-A^slist=15");~

Within that snippet, you'd replace

17

with the field identifier in the details table that you want to use to select a subset of the records in the details table.

Also as part of the subset, you'll have to replace

foobar

with the criteria that you want to apply against the field whose identifier is 17.

For example, say you only want to show task records whose status is open. If the Status field's ID is 8, this section would read:

AND{'8'.EX.'open'}

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To learn more about the query language please read:

http://member.developer.intuit.com/MyIDN/technical_resources/quickbase/f...

To learn about field identifiers and table database identifiers please read the following FAQs respectively:

http://quickbase.intuit.com/developer/node/2027

http://quickbase.intuit.com/developer/node/2106