Multiselect table: select all, select all from filtered results, deselect manual, and on-dashboard export options

Q&A
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1

Hello!

I’m building a dashboard for account managers to find and contact their accounts. The desired flow is the user gets a paginated list of accounts, which they can filter with controls. They will select one or more accounts from this list, then have the option to export the list to CSV or a third party application which they’ll use to contact those people. I’ve successfully built some portions but need assistance with others.

The dataset structure is one row per account with fields for account id, name, contact info, account type, and other attributes.

I was asked to use checkboxes to select rows accounts, but it doesn’t appear that is an option yet.

:white_check_mark: So far I’ve successfully built:

  1. main table for all accounts, which populates the second table with records that were selected from the main table. How can I select multiple lines from a table? (and how could I then DESELECT those items to exclude them form the analysis?) - #6 by darcoli
  2. conditional formatting to highlight rows in the main table that were manually selected.
  3. Defaulting the second table to show all records until one is manually selected to avoid “no data”. How can I select multiple lines from a table? (and how could I then DESELECT those items to exclude them form the analysis?) - #11 by Antonio
  4. A reset button to deselect all rows. Adding a reset button for on all sheet filters - #2 by Brett

:red_question_mark: I need assistance with:

  1. select all records so that the user can deselect/exclude individual records. If they have 100 accounts but only want to select 98 of them, they shouldn’t have to click 98 times. They should be able to select all and deselect the 2 they don’t want.

  2. select all from filtered records. for example, if I filter the main table to account type = basic, I want to be able to click something that selects all of those those accounts after the filter, not all the records of the unfiltered table.

  3. on-dashboard feature for the user to export to CSV, not clicking the menu in the upper right of the table.

  4. on-dashboard feature for the user to export to a third application/database. Is this what the API is for? I’m asking about a way to choose to click to export to somewhere else that’s not downloading on your machine.

Thanks for your help!

2

Hi @C_B and welcome to the Quick Suite Community!

  1. Is this in reference to controls? This is no feature that allows you to switch a control from ‘includes’ to ‘excludes’; you can assign this function when setting up your filter/control however there’s no way to include a toggle for the user to switch.
  2. Could you provide some further explanation on what you mean hear; if possible, provide screenshot(s) to assist with what you’re trying to achieve.
  3. There isn’t really an out of the box feature in Quick Suite that allows you to setup a stand alone export option as opposed to the right corner visual menu. The only potential work around in this instance could be through the use of API’s (StartDashboardSnapshotJob) however I’m fairly certain that does requires the addition of pixel-perfect reporting to your account.
  4. I don’t believe this can be directly accomplished with the current features available; there would most likely be a number of steps to go through. Exports through API normally land in S3

Overall, these are sound like they would be useful features so I’ll mark this as a feature request to promote visibility to the support team.

3

Thanks @Brett!

The big picture is that we’re trying to create functionality that is used across all sorts of applications of selected and deselecting from a list of items and being able to send it somewhere else. I anticipate my request will require a complex workarounds, so i’m hoping to have assistance figuring that out.

At the start, the main table has no filters and the second table is set to show all the records so that it doesn’t show “no data”. How can I select multiple lines from a table? (and how could I then DESELECT those items to exclude them form the analysis?) - #11 by Antonio

This is accomplished with a series of calculated fields, parameters, and conditions, etc which create a field _in_selected_account_ids. When none are selected, the value is -1. once one is selected, it changes to 1 and the unselected rows are 0. A condition changes the row to yellow when that field is 1. When the table is reset, they all change to -1.

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To your questions:

  1. Is this in reference to controls? This is no feature that allows you to switch a control from ‘includes’ to ‘excludes’; you can assign this function when setting up your filter/control however there’s no way to include a toggle for the user to switch.

As this is currently set up, the user must select records manually from the main table. When the yellow row is clicked a second time, it is “deselected” from the filter by changing _in_selected_account_ids to 0 or -1, turns back to the default color and is removed from the second table.

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I want a way (filter/parameter/control/action/hacked together thing) so the user can click one place which changes all rows in the main table to _in_selected_account_ids = 1. This would highlight all of the rows in the main table. I need it to do this so that the user has the ability to deselect individual rows.

2. Could you provide some further explanation on what you mean hear; if possible, provide screenshot(s) to assist with what you’re trying to achieve.

I want for there to be a way where if the main table is filtered, the method of “select all” (in #1) changes _in_selected_account_ids = 1 for ONLY the rows that were in the filtered results in table 1.

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  1. There isn’t really an out of the box feature in Quick Suite that allows you to setup a stand alone export option as opposed to the right corner visual menu. The only potential work around in this instance could be through the use of API’s (StartDashboardSnapshotJob) however I’m fairly certain that does requires the addition of pixel-perfect reporting to your account.

We do have pixel perfect reports. So do you mean if we use the API StartDashboardSnapshotJob there’s for the user to choose where to export on the dashboard?

  1. I don’t believe this can be directly accomplished with the current features available; there would most likely be a number of steps to go through. Exports through API normally land in S3

Are there examples of how to do this that I can show my team?

Thanks for your help!