Refreshing a report page

Unknown

Refreshing a report page

Unknown

Hi,

When we update a field in a form (without opening the form) from the form menu i.e.
The page (report) doesn’t update to show the change.
Can that be done?
I checked out [url=https://documentation.decisions.com/refreshing-report-data-automatically-based-on-portal-events-2/]https://documentation.decisions.com/refreshing-report-data-automatically-based-on-portal-events-2/[/url]
But those refresh options don’t seem to be available for the form report pages I’d like to refresh.

Regards.

Unknown

Ill need a little more detail. You mentioned that youre updating a field in a form without opening the form; how are you accomplishing those updates? Based on your attachment, are you doing this with an action flow?

Unknown

For previous email you can see I’m starting a flow from the forms menu (called ‘Assign to Me’) this is a really simple flow, one step to do a selective update based on the id of the form.
All it is updating is a field named ‘Owner’.
This all works. When the flow finishes though the report page doesn’t automatically update to show the new value for that form.
Hope that helps explain.

Unknown

First, well need to modify the page that Underwriting Stage 1 - Report: select the Report Source and under Behavior, check the box next to On Current Folder Change" (de-select "On Any Folder Change" is that one is selected). In the flow that you referenced in your email that does the Selective Update