Request: "Edit Report Fields" - to open Form with only the fields shown on that Report
The business need is for another way to offer a simpler form (subset of fields) for some tasks. (Hide/show, stateless forms, and Spreadsheet/Grid view are existing solutions, and they are very useful, yet each has it's issues.)
The idea would be: That the admin, per Report, can configure whether the Edit link offers:
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The idea would be: That the admin, per Report, can configure whether the Edit link offers:
- the normal "Edit"
- a simpler "Edit Report Fields" (or similar label) - that offers a form that auto-hides all other fields
- both
- User convenience: since the Report shows only the columns needed for the task at hand, it would be very convenient to edit a record and show only the same columns. (In effect, it would resemble an ability to "in-line" edit the record.) And with an option to instead show the full form.
- Admin convenience: For complex forms, would be much simpler than show/hide, or stateless form.
- Obeys scripting (whereas spreadsheet and grid views do not)
- Security: Since the field set on the Form will be defined by the Report, it allows the admin to control the fields shown on both the report AND the form by setting Visibility to only certain Users/Roles to the report. (I think this differs somewhat from the Field Permissions in the Enterprise version.)
- (Fields that need to be visible on the form but not on the report could be added to the report and then hidden. The form would show those fields.)
- Perhaps this has considerations / complications that make it a problem for all but the simplest of forms.
- the show/hide in the form's workflow would need to be ignored, using instead an "automatic show/hide" to match the Report columns.
- The form would have to continue to obey all scripting, including OnUserInput for all fields since can be triggered in scripting even w/o actual user input. ie, the mini-form would have to behave just like the "normal" form, with the only difference being the overriding show/hide.
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