Custom field that fetches data from another form/table

I'm using the SaaS version so my questions assumes one has no access to backend server.

Is it possible to have a custom field fetch data from another form?  The specific use-case is we have a list of employee designations that are very specific and have a 1 is to 1 relation with an employee name.  I would like to build a report based on the Designation form to show the Designation and the associated Employee. The thing is, the user will be assigning the designation value from the Employee form.

(Workaround is to create an employee link field in Designation, but that is too cumbersome as the intention is to have a user only have access to Employee records, not designation forms.)

Thanks in advance for any help.



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Laurence,

If it is just for report, you can create a report based on employee form as it already has a link to designation.

Or, it is not at all clear to me what you want to do.

-Anand.


On Wed, Nov 27, 2013 at 10:24 AM, lxnow <la...@union.ph> wrote:
I'm using the SaaS version so my questions assumes one has no access to backend server.

Is it possible to have a custom field fetch data from another form? The specific use-case is we have a list of employee designations that are very specific and have a 1 is to 1 relation with an employee name. I would like to build a report based on the Designation form to show the Designation and the associated Employee. The thing is, the user will be assigning the designation value from the Employee form.

(Workaround is to create an employee link field in Designation, but that is too cumbersome as the intention is to have a user only have access to Employee records, not designation forms.)

Thanks in advance for any help.



Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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Yes it is a report, but I think the report need to be based on Designation Form.

The business purpose is to have a ready report of provisioned designations (or work positions) and have it show who the employee filled in that position.  If a designation is shown as empty (i.e. employee field is blank), then we can easily filter to see how many positions and which positions are to be filled at any given point in time.

The solution you provided below will not readily answer the question "which designations are empty"?

On Wednesday, November 27, 2013 4:44:39 PM UTC+8, Anand Doshi wrote:
Laurence,

If it is just for report, you can create a report based on employee form as it already has a link to designation.

Or, it is not at all clear to me what you want to do.

-Anand.


On Wed, Nov 27, 2013 at 10:24 AM, lxnow <la...@union.ph> wrote:
I'm using the SaaS version so my questions assumes one has no access to backend server.

Is it possible to have a custom field fetch data from another form?  The specific use-case is we have a list of employee designations that are very specific and have a 1 is to 1 relation with an employee name.  I would like to build a report based on the Designation form to show the Designation and the associated Employee. The thing is, the user will be assigning the designation value from the Employee form.

(Workaround is to create an employee link field in Designation, but that is too cumbersome as the intention is to have a user only have access to Employee records, not designation forms.)

Thanks in advance for any help.



Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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Laurence,

Though it is possible to use a custom field, you should create a query report for this, since your purpose is to just find out unfilled designation. This amounts to less code overall.

But we will have to add it for you since query reports are only allowed to be created by administrators.

Here is the sample code: http://pastebin.com/PrELM6Hb

-Anand.


On Wed, Nov 27, 2013 at 2:52 PM, lxnow <la...@union.ph> wrote:
Yes it is a report, but I think the report need to be based on Designation Form.

The business purpose is to have a ready report of provisioned designations (or work positions) and have it show who the employee filled in that position. If a designation is shown as empty (i.e. employee field is blank), then we can easily filter to see how many positions and which positions are to be filled at any given point in time.

The solution you provided below will not readily answer the question "which designations are empty"?


On Wednesday, November 27, 2013 4:44:39 PM UTC+8, Anand Doshi wrote:
Laurence,

If it is just for report, you can create a report based on employee form as it already has a link to designation.

Or, it is not at all clear to me what you want to do.

-Anand.


On Wed, Nov 27, 2013 at 10:24 AM, lxnow <la...@union.ph> wrote:
I'm using the SaaS version so my questions assumes one has no access to backend server.

Is it possible to have a custom field fetch data from another form? The specific use-case is we have a list of employee designations that are very specific and have a 1 is to 1 relation with an employee name. I would like to build a report based on the Designation form to show the Designation and the associated Employee. The thing is, the user will be assigning the designation value from the Employee form.

(Workaround is to create an employee link field in Designation, but that is too cumbersome as the intention is to have a user only have access to Employee records, not designation forms.)

Thanks in advance for any help.



Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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Note:



If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.



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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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I think that will serve our purposes nicely.  IF you don't mind, please do add to my account. thanks Anand!

On Thursday, November 28, 2013 1:16:52 AM UTC+8, Anand Doshi wrote:
Laurence,

Though it is possible to use a custom field, you should create a query report for this, since your purpose is to just find out unfilled designation. This amounts to less code overall.

But we will have to add it for you since query reports are only allowed to be created by administrators.

Here is the sample code: http://pastebin.com/PrELM6Hb

-Anand.


On Wed, Nov 27, 2013 at 2:52 PM, lxnow <la...@union.ph> wrote:
Yes it is a report, but I think the report need to be based on Designation Form.

The business purpose is to have a ready report of provisioned designations (or work positions) and have it show who the employee filled in that position.  If a designation is shown as empty (i.e. employee field is blank), then we can easily filter to see how many positions and which positions are to be filled at any given point in time.

The solution you provided below will not readily answer the question "which designations are empty"?


On Wednesday, November 27, 2013 4:44:39 PM UTC+8, Anand Doshi wrote:
Laurence,

If it is just for report, you can create a report based on employee form as it already has a link to designation.

Or, it is not at all clear to me what you want to do.

-Anand.


On Wed, Nov 27, 2013 at 10:24 AM, lxnow <la...@union.ph> wrote:
I'm using the SaaS version so my questions assumes one has no access to backend server.

Is it possible to have a custom field fetch data from another form?  The specific use-case is we have a list of employee designations that are very specific and have a 1 is to 1 relation with an employee name.  I would like to build a report based on the Designation form to show the Designation and the associated Employee. The thing is, the user will be assigning the designation value from the Employee form.

(Workaround is to create an employee link field in Designation, but that is too cumbersome as the intention is to have a user only have access to Employee records, not designation forms.)

Thanks in advance for any help.



Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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Note:

 

If you are posting an issue,

  1. We should be able to replicate it at our end. So please give us as much information as you can. Please see it from the point of view of the person receiving the communication.
  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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Note:

 

If you are posting an issue,

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  2. Paste your code at http://pastebin.com or http://gist.github.com and send only the URL via email
  3. For sending images, use http://imgur.com or other similar services. Do not send images as attachments. Links are good. Same goes for any file you are going to send.

     

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