I'm a newbie in Qlik Sense. I would like to make a multiple valued filter as default selection when the sheet is loaded to any user. How can I do this?
My Data (Users)
User1
User2
User3
Demo
My default filter should have the following selection: User1, User2, User3
I would like to make a multiple valued filter as default selection when the sheet is loaded to any user. How can I do this?
Couple of options:
Apply bookmark on app open
You can use Qlik's bookmarks ability. Bookmarks can be used to save specific selections (instead of making them every time). Create bookmark documentation
Bookmark can also be made default. This will enforce Qlik to apply the bookmark when the app is open. Set default bookmark
select the required values
open bookmarks menu
give the bookmark a name
once the bookmark is created - right click on the bookmark and select Set as default bookmark
save the app
every time the app is open this specific bookmark will be applied
Sheet actions
The other option (that can also involve bookmark) it to set an action when the sheet is activated Setting sheet action
navigate to the desired sheet
enter in edit mode and expand the Actions property
choose your action - either apply bookmark or directly list the values that have to be selected
Related
This should be a really simple thing that for some reason I can get to work.
I have an MS Word document which has a drop-down field. If I double-click it - a dialog comes up to add or remove things from the drop-down field.
I just need to be able to get out of this mode so that the drop-down field behaves like it should from a user's point-of-view rather than from a design point-of-view. Basically I just need it to display the items rather than a dialog to allow me to add and remove the items.
According to what I've read, it looks like I should be able to do this by going to Developer, and then toggling the Design Mode button. This doesn't work; whether the Design Mode button is on or off I still can't get it to just act like a drop-down.
Thanks much
It sounds like you're using a legacy form field dropdown. For those to operate as a dropdown, you must protect the document for forms:
On the Developer tab, click on Restrict Editing. The Restrict Editing task pane opens.
In the task pane, check the box beside Allow only this type of editing in the document.
In the next dropdown, choose Filling in forms.
Click on Yes, Start Enforcing Protection.
Protected forms don't allow text to be edited in protected sections. In those areas, only form fields allow you to enter text. If that's too restrictive, look into Content Controls, which don't require document protection.
I have a continuous form which displays an overview/summary of my data. A user can select a row and click a button I created in the footer to open another form which has all the detail for that particular record and be able to edit it. This works fine. However I would also like for certain fields to be editable from the continuous form. I enabled two fields I would like users to edit directly (One is a combo box selection and the other a text box) When users click the combo box for any record it works fine and they can go back to the same record and select another value if they wish. All great but the text box behaves rather differently - The text box will allow the user to initially enter a value but after entry the box appears disabled and the only way to change the initial data entry is to go into the detail form which still works. Why can't users change the text box from the continuous form after an initial entry?
I found the issue!
There was a conditional filter on that particular field
I am working in a small SharePoint project to let school students pre-order the lunch online.
the main idea is the student can login to a school site, fill an order form.
I try use a list form to do it, just simply put a InfoPath form as web part on the home page.
When students open the site, he can fill the order form directly.
but the problem is the default view of this web part is always the new item form. so when a student already make the order, then login to site again,
how can I let him see his order and edit it instead a new order form.
another way may be use the form library, but i don't know how can i transfer the filed from the form to a list. because at last we still need a list instead a bunch of documents to get the summary of order.
Thank you for help.
Perhaps you can use a custom list and show that on the homepage?
A 'custom list' by default only has a title column but by adding more columns through the list settings you automatically add form fields on its new item form.
Since you are creating an order form you might want to hide the title column. Go to the settings of the list, then advanced settings, allow editing of content types. Then back in the list settings click the 'item' content type, then the title column then click the radio button for hidden.
can I somehow set in what order the text fields become active after pressing the "Tab" button?
I think it depends on when you added the field and not where it is in the form. So can I change this or I should add the fields in the order I want to switch them with the "Tab" button?
Thanks!
There are at least a couple of ways to change tab order.
With the form in design view, right click on an area of the form without a control. On the context menu that appears, click on Tab Order. A dialog will open that will allow you to change the tab order.
Another method is via the property sheet for each control. On the Other tab there is a property for Tab Order. Just set it to whatever you like.
I'm using a RadGrid for changing record status's. Users have the ability to select a status from a dropdown and update that record with that status. Depending on the status chosen, when the user clicks update I want to popup an additional form so the user can fill out more data required for the update. I'm not sure the best way to go about implementing this. Any suggestions are appreciated.
One way is to use the RadWindow like a modal and pop it up to the user via client-side JavaScript. We use RadWindows in our applications and it works. Or, the RadWindow supports a Nested Grid or View that you can have as a record's child; so you can have the master record, click on the arrow on the left and expand the record to view a nested grid of data, or a custom view (via the NestedViewTemplate property). You can also have the form in a DIV, hide it, then show it via JavaScript too.
Those are two ways.
HTH.