In 2019, Quick Base released the “Load on Scroll” feature. The feature allows users to determine how embedded reports load when a form is viewed. Prior to the addition of this feature all elements of a form loaded simultaneously. Now users also have the option to “Load on Scroll”. What does this mean? With “Load on Scroll,” embedded reports will not load until the user scrolls to view them within the form.
“Load on Scroll” is quite useful in two scenarios:
To improve the performance of complex forms: Forms which have a large number of embedded reports, possibly containing hundreds or even thousands of records, may experience slower loading times when attempting to load all reports simultaneously. By enabling this feature, performance can be improved because embedded reports do not load until they are viewed. With only one or two embedded reports loading at a time, lag is reduced at the time the form is loaded.
Load reports after an automation has fired: At times it can be very useful to add a child record from a parent record and immediately view the newly created child record(s) within an embedded report. For example: Timesheets automatically added to a Schedule Request via automation, where timesheets are viewed in an embedded report on the parent schedule request. In the past, your timesheets would be automatically generated, but would not show up in an embedded report until the record was refreshed. With “Load on Scroll” the user only needs to scroll to the location of the report, causing it to load for the first time and the newly created timesheets will appear.
“Load on Scroll” is selected in your app as the default. I strongly recommend using this feature in almost every situation. Disabling the feature can lead to minor improvements in simple forms. It can be switched on/off at both the app level, as well as the form level.
To toggle this feature on/off at the app level:
Go to you app homepage and access the app settings
Once there click ‘App Properties’
Scroll to the ‘Advanced Settings’ section of the page. Then, under performance, options click the box labeled “Load all embedded reports on a form when the form loads” to add or remove the “Load on Scroll” feature:
To toggle this feature on/off at the form level:
Locate the form you would like to edit
Then access the form’s properties by either going to the table settings and accessing forms OR by right-clicking the form and selecting the option “Edit the properties of this form element”
Once in the form settings, click the settings tab labeled ‘Properties’:
The drop-down field labeled “When there are embedded reports on the form” contains three options to control how embedded reports will load on the form:
- ‘Use the apps embedded report loading behavior (load separately)”
- “Display the form, then load embedded reports afterwards”
- “Load the form and all embedded reports, and display together”
Each option pretty much does what it says. The first option is the “Scroll on Load” option described previously.
If you are adding child records to an embedded report from the parent record via a web hook, action or automation, make sure the report is not visible at the time the automation occurs. Place the embedded report lower on the form or in another tab so that the report loads after the web hook, action or automation is fired.
For more tips and tricks for managing forms click here
Author: Jake Rattner (email@example.com)
Date Submitted: 04.23.19