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Thanks for your reply .
I in fact did use ezEdit after initially using the wizard tool to select the lists. The problem is I am not seeing the fields from the associated lists. The major lists are where users create each project according to it's type by adding a record and selecting specific attributes in that form (each dropdown pointing to other lists). There are Corporate Projects and Franchisee Projects – and they will be tracked through to launch in this system. Other than a few specific fields and associated activities, most of the attributes of both types are the same.
Each Project (Corporate or Franchisee) will go through two major phases of activity to launch. I have workflows setup that populate other lists to track each activity and associated dates. I am trying to create a rollup report that displays all the Projects in the first phase (most data from the major list) and then a single date field stored in one of the "workflow-populated" lists. (But even after adding the major list and the workflow populated list – only the fields from the major list show up in the "Display Fields" section of the configurator).
Regarding the filter – I need to be able to allow my users to enter a start date and end date. Then when they click "Submit" – only the records (Major Project and Associated Date described above) where that date falls within the range are displayed. Is there something in how I add the Lists that is causing my trouble?