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Hello everyone!
 

For export and invoice purposes, I think it would be nice to be able to inherit the filter from an interface to a detail page or at least within the detail page to the buttons (for exporting).

Right now when Month Link is set on a specific month, the visible list is changed but the button in the same frame ignores it! Would be so great if it would recognise a filter or the dropdown elements!

Does someone has a workaround? I want to make it as easy as possible for the back-office to export a month of choice.

 

Thanks in advance!

 

This is what the detail page looks like:

 

My workaround for this involves having a record for this that users will make edits to.  The button then triggers an automation for this record and it thus has access to those changes and can do what it needs.  In this context, the user would have to select the month again and then activate the automation, which isn’t the best of workflows, really

The other downside to this is that only one person can use the Interface at a time since the changes are made to a single record.  You can create one record per person who’s using the Interface to get around this (assuming you have a fixed number of users of course)

Hopefully someone else has a better idea!

Hi Adam,

 

Thanks for the idea! I have now created a new Date table with only two records: start date and end date. I created an interface page where my colleague can adjust these two records. I linked the Date table to the Jobs table and I created a field with a formula that changes to 1 when the date is within the two dates in the Date table. In the automation for the button I simply put as condition to export if ManualDateCheck is 1.


I think it is possible to expand to multiple colleagues if needed. Each colleague just needs its own interface page and ManualDateCheck number.

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