Updating A Record From A Report Table

[BrandonWilde]

Hi, first time user with no HTML so please go easy on me.

 

We want to allocate various jobs to a user. We currently run a tabular report to select a range of jobs but then have to go into the detail view of each job (record) to select the appropriate user from a dropdown in the allocate duser field, click update and return to results to allocate the next job.

It works but but the guy using it says it was a lot simpler in Excel where he could simply click on the dropdown list in the appropriate cell under allocated user column and select a user.

 

Is it possible to update using a dropdown in the tabular report? Or maybe design an update sheet where we could see multiple jobs and just update the allocated user field?

 

Thanks

[cheonsa]

Hi @BrandonWilde,

If you are looking for a function like Excel Spreedsheet where you can edit a field directly, I suggest that you enable Grid edit on your Tabular DataPage. 

You may also refer to this article: https://howto.caspio.com/datapages/reports/data-editing-options-in-reports/ for more details.

 

Hope this helps.

 

Cheers!

-kristina