TeamDesk Knowledge Base & Support

Rick Cogley 12/8/2010 3:55:32 PM

Sam, thanks for sharing that info. That gives me some ideas on how to use Dashboards more, and indeed, it would be good to have a mass filter update, as well as (per a separate ideaexchange submission) the ability to manipulate in other ways like sending emails and so on. --Rick

Sam Parish 12/9/2010 10:10:16 AM

FIGURED IT OUT.... So long as all your records are linked to a master table>record, you can have lookups pull that field (I used a text field called "SHOW THIS ONE") and use it in a formula for all the views on the dashboard. It is so sweet, and looks exactly the same as the example proposal shown above, but with less effort. Thus all your table records are either "on" or "off" based on the master field. Still would like to see some examples of what other people have done with views and dashboards... we learn from examples!

Philipp Matuschka (MMB) 8/18/2011 11:52:53 AM

Sam

How did your example to show only data for one Proposal or Client or whatever, rather than showing all the records in your database?

Sam Parish 8/18/2011 8:25:47 PM

Phillipp,

Support helped me do it differently... I use it every day. So powerful.

They helped me make a User specific table where a user picks what proposal they want to work on. When said User creates themself, and picks a proposal, the formula = "1" otherwise zero. All proposals and related tables are filtered with "1" to show up.

Sam Parish 8/18/2011 8:26:29 PM

Crack Estimator = Sam, sorry.

Wade Cardinal 12/30/2011 7:18:31 PM

Here's a description of how I do filterable, multi-table reports using dashboards: http://teamdeskdeveloper.com/2011/12/29/filterable-multi-table-reports/