CE-1180 Add joins to request for the record

- fixed min-height on the bar w/ steps (e.g., before they're known)
- updated EDIT_FORM to support values: "includeFieldNames" - to do a sub-set of field names (so you can organize them a bit across multiple EDIT_FORM's) and "sectionLabel"

package.json

@@ -6,7 +6,7 @@
       "@auth0/auth0-react": "1.10.2",
       "@emotion/react": "11.7.1",
       "@emotion/styled": "11.6.0",
-      "@kingsrook/qqq-frontend-core": "1.0.97",
+      "@kingsrook/qqq-frontend-core": "1.0.100",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",

src/App.tsx

@@ -49,6 +49,7 @@ import EntityEdit from "qqq/pages/records/edit/RecordEdit";
 import RecordQuery from "qqq/pages/records/query/RecordQuery";
 import RecordDeveloperView from "qqq/pages/records/view/RecordDeveloperView";
 import RecordView from "qqq/pages/records/view/RecordView";
+import RecordViewByUniqueKey from "qqq/pages/records/view/RecordViewByUniqueKey";
 import GoogleAnalyticsUtils, {AnalyticsModel} from "qqq/utils/GoogleAnalyticsUtils";
 import Client from "qqq/utils/qqq/Client";
 import ProcessUtils from "qqq/utils/qqq/ProcessUtils";
@@ -392,6 +393,13 @@ export default function App()
                   component: <RecordView table={table} />,
                });
 
+               routeList.push({
+                  name: `${app.label} View`,
+                  key: `${app.name}.view`,
+                  route: `${path}/key`,
+                  component: <RecordViewByUniqueKey table={table} />,
+               });
+
                routeList.push({
                   name: `${app.label}`,
                   key: `${app.name}.edit`,
@@ -664,8 +672,14 @@ export default function App()
    const [dotMenuOpen, setDotMenuOpen] = useState(false);
    const [keyboardHelpOpen, setKeyboardHelpOpen] = useState(false);
    const [helpHelpActive] = useState(queryParams.has("helpHelp"));
-   const [userId] = useState(user.email);
+   const [userId, setUserId] = useState(user?.email);
 
+   useEffect(() =>
+   {
+      setUserId(user?.email)
+   }, [user]);
+
+   
    const [googleAnalyticsUtils] = useState(new GoogleAnalyticsUtils());
 
    /*******************************************************************************

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/MaterialDashboardTableMetaData.java

@@ -134,17 +134,36 @@ public class MaterialDashboardTableMetaData extends QSupplementalTableMetaData
 
       for(FieldRule fieldRule : CollectionUtils.nonNullList(fieldRules))
       {
-         qInstanceValidator.assertCondition(fieldRule.getTrigger() != null, prefix + "has a fieldRule without a trigger");
+         validateFieldRule(qInstance, tableMetaData, qInstanceValidator, fieldRule, prefix);
-         qInstanceValidator.assertCondition(fieldRule.getAction() != null, prefix + "has a fieldRule without an action");
+      }
+   }
 
-         if(qInstanceValidator.assertCondition(StringUtils.hasContent(fieldRule.getSourceField()), prefix + "has a fieldRule without a sourceField"))
-         {
-            qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getSourceField()), prefix + "has a fieldRule with an unrecognized sourceField: " + fieldRule.getSourceField());
-         }
 
-         if(qInstanceValidator.assertCondition(StringUtils.hasContent(fieldRule.getTargetField()), prefix + "has a fieldRule without a targetField"))
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   static void validateFieldRule(QInstance qInstance, QTableMetaData tableMetaData, QInstanceValidator qInstanceValidator, FieldRule fieldRule, String prefix)
+   {
+      qInstanceValidator.assertCondition(fieldRule.getTrigger() != null, prefix + "has a fieldRule without a trigger");
+      qInstanceValidator.assertCondition(fieldRule.getAction() != null, prefix + "has a fieldRule without an action");
+
+      if(qInstanceValidator.assertCondition(StringUtils.hasContent(fieldRule.getSourceField()), prefix + "has a fieldRule without a sourceField"))
+      {
+         qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getSourceField()), prefix + "has a fieldRule with an unrecognized sourceField: " + fieldRule.getSourceField());
+      }
+
+      if(StringUtils.hasContent(fieldRule.getTargetField()))
+      {
+         qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getTargetField()), prefix + "has a fieldRule with an unrecognized targetField: " + fieldRule.getTargetField());
+      }
+
+      if(StringUtils.hasContent(fieldRule.getTargetWidget()))
+      {
+         if(qInstanceValidator.assertCondition(qInstance.getWidget(fieldRule.getTargetWidget()) != null, prefix + "has a widgetRule with an unrecognized targetWidget: " + fieldRule.getTargetWidget()))
          {
-            qInstanceValidator.assertNoException(() -> tableMetaData.getField(fieldRule.getTargetField()), prefix + "has a fieldRule with an unrecognized targetField: " + fieldRule.getTargetField());
+            qInstanceValidator.assertCondition(CollectionUtils.nonNullList(tableMetaData.getSections()).stream().anyMatch(s -> fieldRule.getTargetWidget().equals(s.getWidgetName())),
+               prefix + "has a widgetRule with a targetWidget which is not used in any sections on the table");
          }
       }
    }

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/fieldrules/FieldRule.java

@@ -38,6 +38,8 @@ public class FieldRule implements Serializable
    private FieldRuleAction  action;
    private String           targetField;
 
+   private String targetWidget;
+
 
 
    /*******************************************************************************
@@ -162,4 +164,35 @@ public class FieldRule implements Serializable
       return (this);
    }
 
+
+
+   /*******************************************************************************
+    ** Getter for targetWidget
+    *******************************************************************************/
+   public String getTargetWidget()
+   {
+      return (this.targetWidget);
+   }
+
+
+
+   /*******************************************************************************
+    ** Setter for targetWidget
+    *******************************************************************************/
+   public void setTargetWidget(String targetWidget)
+   {
+      this.targetWidget = targetWidget;
+   }
+
+
+
+   /*******************************************************************************
+    ** Fluent setter for targetWidget
+    *******************************************************************************/
+   public FieldRule withTargetWidget(String targetWidget)
+   {
+      this.targetWidget = targetWidget;
+      return (this);
+   }
+
 }

src/main/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/fieldrules/FieldRuleAction.java

@@ -27,5 +27,6 @@ package com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules;
  *******************************************************************************/
 public enum FieldRuleAction
 {
-   CLEAR_TARGET_FIELD
+   CLEAR_TARGET_FIELD,
+   RELOAD_WIDGET
 }

src/qqq/components/forms/DynamicForm.tsx

@@ -174,7 +174,8 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
                               <DynamicSelect
                                  tableName={field.possibleValueProps.tableName}
                                  processName={field.possibleValueProps.processName}
-                                 fieldName={fieldName}
+                                 possibleValueSourceName={field.possibleValueProps.possibleValueSourceName}
+                                 fieldName={field.possibleValueProps.fieldName}
                                  isEditable={field.isEditable}
                                  fieldLabel=""
                                  initialValue={values[fieldName]}

src/qqq/components/forms/DynamicFormUtils.ts

@@ -172,6 +172,17 @@ class DynamicFormUtils
                   {
                      isPossibleValue: true,
                      tableName: tableName,
+                     fieldName: field.name,
+                     initialDisplayValue: initialDisplayValue,
+                  };
+            }
+            else if(processName)
+            {
+               dynamicFormFields[field.name].possibleValueProps =
+                  {
+                     isPossibleValue: true,
+                     processName: processName,
+                     fieldName: field.name,
                      initialDisplayValue: initialDisplayValue,
                   };
             }
@@ -180,8 +191,9 @@ class DynamicFormUtils
                dynamicFormFields[field.name].possibleValueProps =
                   {
                      isPossibleValue: true,
-                     processName: processName,
                      initialDisplayValue: initialDisplayValue,
+                     fieldName: field.name,
+                     possibleValueSourceName: field.possibleValueSourceName
                   };
             }
          }

src/qqq/components/forms/DynamicSelect.tsx

@@ -124,19 +124,15 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
       {
          console.log("DynamicSelect - if you provide a processName, you must also provide a fieldName");
       }
-      if(fieldName && possibleValueSourceName)
-      {
-         console.log("DynamicSelect - if you provide a fieldName and a possibleValueSourceName, the possibleValueSourceName will be ignored");
-      }
       if(!fieldName && !possibleValueSourceName)
       {
          console.log("DynamicSelect - you must provide either a fieldName (and a tableName or processName) or a possibleValueSourceName");
       }
-      if(fieldName)
+      if(fieldName && !possibleValueSourceName)
       {
          if(!tableName || !processName)
          {
-            console.log("DynamicSelect - if you provide a fieldName, you must also provide a tableName or processName");
+            console.log("DynamicSelect - if you provide a fieldName and not a possibleValueSourceName, then you must also provide a tableName or processName");
          }
       }
       if(possibleValueSourceName)
@@ -198,7 +194,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
       (async () =>
       {
          // console.log(`doing a search with ${searchTerm}`);
-         const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName ?? possibleValueSourceName, searchTerm ?? "", null, otherValues);
+         const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues);
 
          if(tableMetaData == null && tableName)
          {
@@ -231,7 +227,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
             setLoading(true);
             setOptions([]);
             console.log("Refreshing possible values...");
-            const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, fieldName ?? possibleValueSourceName, searchTerm ?? "", null, otherValues);
+            const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues);
             setLoading(false);
             setOptions([ ...results ]);
             setOtherValuesWhenResultsWereLoaded(JSON.stringify(Object.fromEntries(otherValues)));

src/qqq/components/forms/EntityForm.tsx

@@ -43,6 +43,7 @@ import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import HelpContent from "qqq/components/misc/HelpContent";
 import QRecordSidebar from "qqq/components/misc/RecordSidebar";
+import DynamicFormWidget from "qqq/components/widgets/misc/DynamicFormWidget";
 import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import RecordGridWidget, {ChildRecordListData} from "qqq/components/widgets/misc/RecordGridWidget";
 import ReportSetupWidget from "qqq/components/widgets/misc/ReportSetupWidget";
@@ -409,6 +410,19 @@ function EntityForm(props: Props): JSX.Element
          />
       }
 
+      if(widgetMetaData.type == "dynamicForm")
+      {
+         return <DynamicFormWidget
+            key={formValues["savedReportId"]} // todo - pull this from the metaData (could do so above too...)
+            isEditable={true}
+            widgetMetaData={widgetMetaData}
+            widgetData={widgetData}
+            recordValues={formValues}
+            record={record}
+            onSaveCallback={setFormFieldValuesFromWidget}
+         />
+      }
+
       return (<Box>Unsupported widget type: {widgetMetaData.type}</Box>)
    }
 
@@ -482,7 +496,7 @@ function EntityForm(props: Props): JSX.Element
                   return (true);
                }
 
-               if(widget.type == "reportSetup" || widget.type == "pivotTableSetup")
+               if(widget.type == "reportSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
                {
                   return (true);
                }
@@ -706,7 +720,8 @@ function EntityForm(props: Props): JSX.Element
             else
             {
                const widgetMetaData = metaData.widgets.get(section.widgetName);
-               const widgetData = await qController.widget(widgetMetaData.name, props.id ? `${tableMetaData.primaryKeyField}=${props.id}` : "");
+               const widgetData = await qController.widget(widgetMetaData.name, makeQueryStringWithIdAndObject(tableMetaData, defaultValues));
+
                newRenderedWidgetSections[section.widgetName] = getWidgetSection(widgetMetaData, widgetData);
                newChildListWidgetData[section.widgetName] = widgetData;
             }
@@ -912,7 +927,7 @@ function EntityForm(props: Props): JSX.Element
                   else
                   {
                      setAlertContent(error.message);
-                     HtmlUtils.autoScroll(0);
+                     scrollToTopToShowAlert();
                   }
                });
          }
@@ -958,7 +973,7 @@ function EntityForm(props: Props): JSX.Element
                   else
                   {
                      setAlertContent(error.message);
-                     HtmlUtils.autoScroll(0);
+                     scrollToTopToShowAlert();
                   }
                });
          }
@@ -966,6 +981,67 @@ function EntityForm(props: Props): JSX.Element
    };
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function scrollToTopToShowAlert()
+   {
+      if (props.isModal)
+      {
+         document.getElementById("modalTopReference")?.scrollIntoView();
+      }
+      else
+      {
+         HtmlUtils.autoScroll(0);
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function makeQueryStringWithIdAndObject(tableMetaData: QTableMetaData, object: {[key: string]: any})
+   {
+      const queryParamsArray: string[] = [];
+      if(props.id)
+      {
+         queryParamsArray.push(`${tableMetaData.primaryKeyField}=${encodeURIComponent(props.id)}`)
+      }
+
+      if(object)
+      {
+         for (let key in object)
+         {
+            queryParamsArray.push(`${key}=${encodeURIComponent(object[key])}`)
+         }
+      }
+
+      return (queryParamsArray.join("&"));
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   async function reloadWidget(widgetName: string, additionalQueryParamsForWidget: {[key: string]: any })
+   {
+      const widgetData = await qController.widget(widgetName, makeQueryStringWithIdAndObject(tableMetaData, additionalQueryParamsForWidget));
+      const widgetMetaData = metaData.widgets.get(widgetName);
+
+      /////////////////////////////////////////////////////////////////////////////////////////////////////
+      // todo - rename this - it holds all widget dta, not just child-lists.  also, the type is wrong... //
+      /////////////////////////////////////////////////////////////////////////////////////////////////////
+      const newChildListWidgetData: { [name: string]: ChildRecordListData } = Object.assign({}, childListWidgetData);
+      newChildListWidgetData[widgetName] = widgetData;
+      setChildListWidgetData(newChildListWidgetData);
+
+      const newRenderedWidgetSections = Object.assign({}, renderedWidgetSections);
+      newRenderedWidgetSections[widgetName] = getWidgetSection(widgetMetaData, widgetData);
+      setRenderedWidgetSections(newRenderedWidgetSections);
+      forceUpdate();
+   }
+
+
    /*******************************************************************************
     ** process a form-field having a changed value (e.g., apply field rules).
     *******************************************************************************/
@@ -981,6 +1057,10 @@ function EntityForm(props: Props): JSX.Element
                   console.log(`Clearing value from [${fieldRule.targetField}] due to change in [${fieldName}]`);
                   valueChangesToMake[fieldRule.targetField] = null;
                   break;
+               case FieldRuleAction.RELOAD_WIDGET:
+                  const additionalQueryParamsForWidget: {[key: string]: any} = {};
+                  additionalQueryParamsForWidget[fieldRule.sourceField] = newValue;
+                  reloadWidget(fieldRule.targetWidget, additionalQueryParamsForWidget);
             }
          }
       }
@@ -1201,6 +1281,7 @@ function EntityForm(props: Props): JSX.Element
       return (
          <Box sx={{position: "absolute", overflowY: "auto", maxHeight: "100%", width: "100%"}}>
             <Card sx={{my: 5, mx: "auto", p: 6, pb: 0, maxWidth: "1024px"}}>
+               <span id="modalTopReference"></span>
                {body}
             </Card>
          </Box>

src/qqq/components/horseshoe/Breadcrumbs.tsx

@@ -94,16 +94,19 @@ function QBreadcrumbs({icon, title, route, light}: Props): JSX.Element
    {
       ////////////////////////////////////////////////////////
       // avoid showing "saved view" as a breadcrumb element //
+      // e.g., if at /app/table/savedView/1 (so where i==2) //
       ////////////////////////////////////////////////////////
-      if(routes[i] === "savedView")
+      if(routes[i] === "savedView" && i == 2)
       {
          continue;
       }
 
       ///////////////////////////////////////////////////////////////////////
       // avoid showing the table name if it's the element before savedView //
+      // e.g., when at /app/table/savedView/1 (so where i==1)              //
+      // we want to just be showing "App"                                  //
       ///////////////////////////////////////////////////////////////////////
-      if(i < routes.length - 1 && routes[i+1] == "savedView")
+      if(i < routes.length - 1 && routes[i+1] == "savedView" && i == 1)
       {
          continue;
       }

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -35,6 +35,7 @@ import DialogTitle from "@mui/material/DialogTitle";
 import Grid from "@mui/material/Grid";
 import Icon from "@mui/material/Icon";
 import TextField from "@mui/material/TextField";
+import {any} from "prop-types";
 import React, {useState} from "react";
 import {useNavigate} from "react-router-dom";
 import {QCancelButton} from "qqq/components/buttons/DefaultButtons";
@@ -71,7 +72,12 @@ function hasGotoFieldNames(tableMetaData: QTableMetaData): boolean
 
 function GotoRecordDialog(props: Props): JSX.Element
 {
-   const fields: QFieldMetaData[] = [];
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   // this is an array of array of fields.                                                                      //
+   // that is - each entry in the top-level array is a set of fields that can be used together to goto a record //
+   // such as (pkey), (ukey-field1,ukey-field2).                                                                //
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   const options: QFieldMetaData[][] = [];
 
    let pkey = props?.tableMetaData?.fields.get(props?.tableMetaData?.primaryKeyField);
    let addedPkey = false;
@@ -82,31 +88,38 @@ function GotoRecordDialog(props: Props): JSX.Element
       {
          for (let i = 0; i < mdbMetaData.gotoFieldNames.length; i++)
          {
-            // todo - multi-field keys!!
+            const option: QFieldMetaData[] = [];
-            let fieldName = mdbMetaData.gotoFieldNames[i][0];
+            options.push(option);
-            let field = props.tableMetaData.fields.get(fieldName);
+            for (let j = 0; j < mdbMetaData.gotoFieldNames[i].length; j++)
-            if (field)
             {
-               fields.push(field);
+               let fieldName = mdbMetaData.gotoFieldNames[i][j];
-
+               let field = props.tableMetaData.fields.get(fieldName);
-               if (field.name == pkey.name)
+               if (field)
                {
-                  addedPkey = true;
+                  option.push(field);
+
+                  if (pkey != null && field.name == pkey.name)
+                  {
+                     addedPkey = true;
+                  }
                }
             }
          }
       }
    }
 
+   //////////////////////////////////////////////////////////////////////////////////////////
+   // if pkey wasn't in the gotoField options meta-data, go ahead add it as an option here //
+   //////////////////////////////////////////////////////////////////////////////////////////
    if (pkey && !addedPkey)
    {
-      fields.unshift(pkey);
+      options.unshift([pkey]);
    }
 
    const makeInitialValues = () =>
    {
       const rs = {} as { [field: string]: string };
-      fields.forEach((field) => rs[field.name] = "");
+      options.forEach((option) => option.forEach((field) => rs[field.name] = ""));
       return (rs);
    };
 
@@ -141,11 +154,16 @@ function GotoRecordDialog(props: Props): JSX.Element
       }
       else if (e.key == "Enter" && targetId?.startsWith("gotoInput-"))
       {
-         const index = targetId?.replaceAll("gotoInput-", "");
+         const parts = targetId?.split(/-/);
+         const index = parts[1];
          document.getElementById("gotoButton-" + index).click();
       }
    };
 
+
+   /***************************************************************************
+   ** event handler for close button
+   ***************************************************************************/
    const closeRequested = () =>
    {
       if (props.mayClose)
@@ -154,10 +172,47 @@ function GotoRecordDialog(props: Props): JSX.Element
       }
    };
 
-   const goClicked = async (fieldName: string) =>
+
+   /*******************************************************************************
+    ** function to say if an option's submit button should be disabled
+    *******************************************************************************/
+   const isOptionSubmitButtonDisabled = (optionIndex: number) =>
+   {
+      let anyFieldsInThisOptionHaveAValue = false;
+
+      options[optionIndex].forEach((field) =>
+      {
+         if(values[field.name])
+         {
+            anyFieldsInThisOptionHaveAValue = true;
+         }
+      })
+
+      if(!anyFieldsInThisOptionHaveAValue)
+      {
+         return (true);
+      }
+      return (false);
+   }
+
+
+   /***************************************************************************
+   ** event handler for clicking an 'option's go/submit button
+   ***************************************************************************/
+   const optionGoClicked = async (optionIndex: number) =>
    {
       setError("");
-      const filter = new QQueryFilter([new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [values[fieldName]])], null, null, "AND", null, 10);
+
+      const criteria: QFilterCriteria[] = [];
+      const queryStringParts: string[] = [];
+      options[optionIndex].forEach((field) =>
+      {
+         criteria.push(new QFilterCriteria(field.name, QCriteriaOperator.EQUALS, [values[field.name]]))
+         queryStringParts.push(`${field.name}=${encodeURIComponent(values[field.name])}`)
+      })
+
+      const filter = new QQueryFilter(criteria, null, null, "AND", null, 10);
+
       try
       {
          const queryResult = await qController.query(props.tableMetaData.name, filter, null, props.tableVariant);
@@ -168,12 +223,26 @@ function GotoRecordDialog(props: Props): JSX.Element
          }
          else if (queryResult.length == 1)
          {
-            navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/${encodeURIComponent(queryResult[0].values.get(props.tableMetaData.primaryKeyField))}`);
+            if(options[optionIndex].length == 1 && options[optionIndex][0].name == pkey?.name)
+            {
+               /////////////////////////////////////////////////
+               // navigate by pkey, if that's how we searched //
+               /////////////////////////////////////////////////
+               navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/${encodeURIComponent(queryResult[0].values.get(props.tableMetaData.primaryKeyField))}`);
+            }
+            else
+            {
+               /////////////////////////////////
+               // else navigate by unique-key //
+               /////////////////////////////////
+               navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/key/?${queryStringParts.join("&")}`);
+            }
+
             close();
          }
          else
          {
-            setError("More than 1 record found...");
+            setError("More than 1 record was found...");
             setTimeout(() => setError(""), 3000);
          }
       }
@@ -187,7 +256,7 @@ function GotoRecordDialog(props: Props): JSX.Element
 
    if (props.tableMetaData)
    {
-      if (fields.length == 0 && !error)
+      if (options.length == 0 && !error)
       {
          setError("This table is not configured for this feature.");
       }
@@ -200,31 +269,38 @@ function GotoRecordDialog(props: Props): JSX.Element
          <DialogContent>
             {props.subHeader}
             {
-               fields.map((field, index) =>
+               options.map((option, optionIndex) =>
-                  (
+                  <Box key={optionIndex}>
-                     <Grid key={field.name} container alignItems="center" py={1}>
+                     {
-                        <Grid item xs={3} textAlign="right" pr={2}>
+                        option.map((field, index) =>
-                           {field.label}
+                           (
-                        </Grid>
+                              <Grid key={field.name} container alignItems="center" py={1}>
-                        <Grid item xs={6}>
+                                 <Grid item xs={3} textAlign="right" pr={2}>
-                           <TextField
+                                    {field.label}
-                              id={`gotoInput-${index}`}
+                                 </Grid>
-                              autoFocus={index == 0}
+                                 <Grid item xs={6}>
-                              autoComplete="off"
+                                    <TextField
-                              inputProps={{width: "100%"}}
+                                       id={`gotoInput-${optionIndex}-${index}`}
-                              onChange={(e) => handleChange(field.name, e.target.value)}
+                                       autoFocus={optionIndex == 0 && index == 0}
-                              value={values[field.name]}
+                                       autoComplete="off"
-                              sx={{width: "100%"}}
+                                       inputProps={{width: "100%"}}
-                              onFocus={event => event.target.select()}
+                                       onChange={(e) => handleChange(field.name, e.target.value)}
-                           />
+                                       value={values[field.name]}
-                        </Grid>
+                                       sx={{width: "100%"}}
-                        <Grid item xs={1} pl={2}>
+                                       onFocus={event => event.target.select()}
-                           <MDButton id={`gotoButton-${index}`} type="submit" variant="gradient" color="info" size="small" onClick={() => goClicked(field.name)} fullWidth startIcon={<Icon>double_arrow</Icon>} disabled={`${values[field.name]}`.length == 0}>
+                                    />
-                              Go
+                                 </Grid>
-                           </MDButton>
+                                 <Grid item xs={1} pl={2}>
-                        </Grid>
+                                    {
-                     </Grid>
+                                       (index == option.length - 1) &&
-                  ))
+                                       <MDButton id={`gotoButton-${optionIndex}`} type="submit" variant="gradient" color="info" size="small" onClick={() => optionGoClicked(optionIndex)} fullWidth startIcon={<Icon>double_arrow</Icon>} disabled={isOptionSubmitButtonDisabled(optionIndex)}>Go</MDButton>
+                                    }
+                                 </Grid>
+                              </Grid>
+                           ))
+                     }
+                  </Box>
+               )
             }
             {
                error &&

src/qqq/components/misc/SavedViews.tsx

@@ -25,8 +25,7 @@ import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QT
 import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobComplete";
 import {QJobError} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobError";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
-import {Alert, Button} from "@mui/material";
+import {Alert, Box, Button} from "@mui/material";
-import Box from "@mui/material/Box";
 import Dialog from "@mui/material/Dialog";
 import DialogActions from "@mui/material/DialogActions";
 import DialogContent from "@mui/material/DialogContent";
@@ -60,7 +59,7 @@ interface Props
    view?: RecordQueryView;
    viewAsJson?: string;
    viewOnChangeCallback?: (selectedSavedViewId: number) => void;
-   loadingSavedView: boolean
+   loadingSavedView: boolean;
    queryScreenUsage: QueryScreenUsage;
 }
 
@@ -69,6 +68,8 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    const navigate = useNavigate();
 
    const [savedViews, setSavedViews] = useState([] as QRecord[]);
+   const [yourSavedViews, setYourSavedViews] = useState([] as QRecord[]);
+   const [viewsSharedWithYou, setViewsSharedWithYou] = useState([] as QRecord[]);
    const [savedViewsMenu, setSavedViewsMenu] = useState(null);
    const [savedViewsHaveLoaded, setSavedViewsHaveLoaded] = useState(false);
    const [isSubmitting, setIsSubmitting] = useState(false);
@@ -91,7 +92,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    const CLEAR_OPTION = "New View";
    const NEW_REPORT_OPTION = "Create Report from Current View";
 
-   const {accentColor, accentColorLight} = useContext(QContext);
+   const {accentColor, accentColorLight, userId: currentUserId} = useContext(QContext);
 
    /////////////////////////////////////////////////////////////////////////////////////////
    // this component is used by <RecordQuery> - but that component has different usages - //
@@ -114,13 +115,13 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          {
             setSavedViewsHaveLoaded(true);
          });
-   }, [location, tableMetaData])
+   }, [location, tableMetaData]);
 
 
    const baseView = currentSavedView ? JSON.parse(currentSavedView.values.get("viewJson")) as RecordQueryView : tableDefaultView;
    const viewDiffs = SavedViewUtils.diffViews(tableMetaData, baseView, view);
    let viewIsModified = false;
-   if(viewDiffs.length > 0)
+   if (viewDiffs.length > 0)
    {
       viewIsModified = true;
    }
@@ -130,7 +131,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
     *******************************************************************************/
    async function loadSavedViews()
    {
-      if (! tableMetaData)
+      if (!tableMetaData)
       {
          return;
       }
@@ -140,8 +141,24 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
 
       let savedViews = await makeSavedViewRequest("querySavedView", formData);
       setSavedViews(savedViews);
-   }
 
+      const yourSavedViews: QRecord[] = [];
+      const viewsSharedWithYou: QRecord[] = [];
+      for (let i = 0; i < savedViews.length; i++)
+      {
+         const record = savedViews[i];
+         if (record.values.get("userId") == currentUserId)
+         {
+            yourSavedViews.push(record);
+         }
+         else
+         {
+            viewsSharedWithYou.push(record);
+         }
+      }
+      setYourSavedViews(yourSavedViews);
+      setViewsSharedWithYou(viewsSharedWithYou);
+   }
 
 
    /*******************************************************************************
@@ -152,14 +169,13 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       setSaveFilterPopupOpen(false);
       closeSavedViewsMenu();
       viewOnChangeCallback(record.values.get("id"));
-      if(isQueryScreen)
+      if (isQueryScreen)
       {
          navigate(`${metaData.getTablePathByName(tableMetaData.name)}/savedView/${record.values.get("id")}`);
       }
    };
 
 
-
    /*******************************************************************************
     ** fired when a save option is selected from the save... button/dropdown combo
     *******************************************************************************/
@@ -171,12 +187,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       setSaveFilterPopupOpen(true);
       setIsSaveFilterAs(false);
       setIsRenameFilter(false);
-      setIsDeleteFilter(false)
+      setIsDeleteFilter(false);
 
-      switch(optionName)
+      switch (optionName)
       {
          case SAVE_OPTION:
-            if(currentSavedView == null)
+            if (currentSavedView == null)
             {
                setSavedViewNameInputValue("");
             }
@@ -186,28 +202,28 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             setIsSaveFilterAs(true);
             break;
          case CLEAR_OPTION:
-            setSaveFilterPopupOpen(false)
+            setSaveFilterPopupOpen(false);
             viewOnChangeCallback(null);
-            if(isQueryScreen)
+            if (isQueryScreen)
             {
                navigate(metaData.getTablePathByName(tableMetaData.name));
             }
             break;
          case RENAME_OPTION:
-            if(currentSavedView != null)
+            if (currentSavedView != null)
             {
                setSavedViewNameInputValue(currentSavedView.values.get("label"));
             }
             setIsRenameFilter(true);
             break;
          case DELETE_OPTION:
-            setIsDeleteFilter(true)
+            setIsDeleteFilter(true);
             break;
          case NEW_REPORT_OPTION:
             createNewReport();
             break;
       }
-   }
+   };
 
 
    /*******************************************************************************
@@ -215,11 +231,11 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
     *******************************************************************************/
    function createNewReport()
    {
-      const defaultValues: {[key: string]: any} = {};
+      const defaultValues: { [key: string]: any } = {};
       defaultValues.tableName = tableMetaData.name;
 
       let filterForBackend = JSON.parse(JSON.stringify(view.queryFilter));
-      filterForBackend  = FilterUtils.prepQueryFilterForBackend(tableMetaData, filterForBackend);
+      filterForBackend = FilterUtils.prepQueryFilterForBackend(tableMetaData, filterForBackend);
 
       defaultValues.queryFilterJson = JSON.stringify(filterForBackend);
       defaultValues.columnsJson = JSON.stringify(view.queryColumns);
@@ -227,7 +243,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    }
 
 
-
    /*******************************************************************************
     ** fired when save or delete button saved on confirmation dialogs
     *******************************************************************************/
@@ -247,7 +262,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             setSaveFilterPopupOpen(false);
             setSaveOptionsOpen(false);
 
-            await(async() =>
+            await (async () =>
             {
                handleDropdownOptionClick(CLEAR_OPTION);
             })();
@@ -267,14 +282,14 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
             ////////////////////////////////////////////////////////////////////////////
             // strip away incomplete filters too, just for cleaner saved view filters //
             ////////////////////////////////////////////////////////////////////////////
-            FilterUtils.stripAwayIncompleteCriteria(viewObject.queryFilter)
+            FilterUtils.stripAwayIncompleteCriteria(viewObject.queryFilter);
 
             formData.append("viewJson", JSON.stringify(viewObject));
 
             if (isSaveFilterAs || isRenameFilter || currentSavedView == null)
             {
                formData.append("label", savedViewNameInputValue);
-               if(currentSavedView != null && isRenameFilter)
+               if (currentSavedView != null && isRenameFilter)
                {
                   formData.append("id", currentSavedView.values.get("id"));
                }
@@ -285,7 +300,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                formData.append("label", currentSavedView?.values.get("label"));
             }
             const recordList = await makeSavedViewRequest("storeSavedView", formData);
-            await(async() =>
+            await (async () =>
             {
                if (recordList && recordList.length > 0)
                {
@@ -302,11 +317,11 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       catch (e: any)
       {
          let message = JSON.stringify(e);
-         if(typeof e == "string")
+         if (typeof e == "string")
          {
             message = e;
          }
-         else if(typeof e == "object" && e.message)
+         else if (typeof e == "object" && e.message)
          {
             message = e.message;
          }
@@ -321,7 +336,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    }
 
 
-
    /*******************************************************************************
     ** hides/shows the save options
     *******************************************************************************/
@@ -331,7 +345,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** closes save options menu (on clickaway)
     *******************************************************************************/
@@ -346,7 +359,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** stores the current dialog input text to state
     *******************************************************************************/
@@ -356,7 +368,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** closes current dialog
     *******************************************************************************/
@@ -366,7 +377,6 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    };
 
 
-
    /*******************************************************************************
     ** make a request to the backend for various savedView processes
     *******************************************************************************/
@@ -375,7 +385,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       /////////////////////////
       // fetch saved filters //
       /////////////////////////
-      let savedViews = [] as QRecord[]
+      let savedViews = [] as QRecord[];
       try
       {
          //////////////////////////////////////////////////////////////////
@@ -386,12 +396,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          if (processResult instanceof QJobError)
          {
             const jobError = processResult as QJobError;
-            throw(jobError.error);
+            throw (jobError.error);
          }
          else
          {
             const result = processResult as QJobComplete;
-            if(result.values.savedViewList)
+            if (result.values.savedViewList)
             {
                for (let i = 0; i < result.values.savedViewList.length; i++)
                {
@@ -403,7 +413,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
       }
       catch (e)
       {
-         throw(e);
+         throw (e);
       }
 
       return (savedViews);
@@ -416,17 +426,27 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
 
    const tooltipMaxWidth = (maxWidth: string) =>
    {
-      return ({slotProps: {
+      return ({
-         tooltip: {
+         slotProps: {
-            sx: {
+            tooltip: {
-               maxWidth: maxWidth
+               sx: {
+                  maxWidth: maxWidth
+               }
             }
          }
-      }})
+      });
-   }
+   };
 
    const menuTooltipAttribs = {...tooltipMaxWidth("250px"), placement: "left", enterDelay: 1000} as TooltipProps;
 
+   let disabledBecauseNotOwner = false;
+   let notOwnerTooltipText = null;
+   if (currentSavedView && currentSavedView.values.get("userId") != currentUserId)
+   {
+      disabledBecauseNotOwner = true;
+      notOwnerTooltipText = "You may not save changes to this view, because you are not its owner.";
+   }
+
    const renderSavedViewsMenu = tableMetaData && (
       <Menu
          anchorEl={savedViewsMenu}
@@ -443,75 +463,101 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          }
          {
             isQueryScreen && hasStorePermission &&
-            <Tooltip {...menuTooltipAttribs} title={<>Save your current filters, columns and settings, for quick re-use at a later time.<br /><br />You will be prompted to enter a name if you choose this option.</>}>
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? <>Save your current filters, columns and settings, for quick re-use at a later time.<br /><br />You will be prompted to enter a name if you choose this option.</>}>
-               <MenuItem onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>save</Icon></ListItemIcon>
+                  <MenuItem disabled={disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>
-                  {currentSavedView ? "Save..." : "Save As..."}
+                     <ListItemIcon><Icon>save</Icon></ListItemIcon>
-               </MenuItem>
+                     {currentSavedView ? "Save..." : "Save As..."}
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
             isQueryScreen && hasStorePermission && currentSavedView != null &&
-            <Tooltip {...menuTooltipAttribs} title="Change the name for this saved view.">
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Change the name for this saved view."}>
-               <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(RENAME_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>edit</Icon></ListItemIcon>
+                  <MenuItem disabled={currentSavedView === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(RENAME_OPTION)}>
-                  Rename...
+                     <ListItemIcon><Icon>edit</Icon></ListItemIcon>
-               </MenuItem>
+                     Rename...
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
             isQueryScreen && hasStorePermission && currentSavedView != null &&
             <Tooltip {...menuTooltipAttribs} title="Save a new copy this view, with a different name, separate from the original.">
-               <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DUPLICATE_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>content_copy</Icon></ListItemIcon>
+                  <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DUPLICATE_OPTION)}>
-                  Save As...
+                     <ListItemIcon><Icon>content_copy</Icon></ListItemIcon>
-               </MenuItem>
+                     Save As...
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
             isQueryScreen && hasDeletePermission && currentSavedView != null &&
-            <Tooltip {...menuTooltipAttribs} title="Delete this saved view.">
+            <Tooltip {...menuTooltipAttribs} title={notOwnerTooltipText ?? "Delete this saved view."}>
-               <MenuItem disabled={currentSavedView === null} onClick={() => handleDropdownOptionClick(DELETE_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>delete</Icon></ListItemIcon>
+                  <MenuItem disabled={currentSavedView === null || disabledBecauseNotOwner} onClick={() => handleDropdownOptionClick(DELETE_OPTION)}>
-                  Delete...
+                     <ListItemIcon><Icon>delete</Icon></ListItemIcon>
-               </MenuItem>
+                     Delete...
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
             isQueryScreen &&
             <Tooltip {...menuTooltipAttribs} title="Create a new view of this table, resetting the filters and columns to their defaults.">
-               <MenuItem onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>monitor</Icon></ListItemIcon>
+                  <MenuItem onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>
-                  New View
+                     <ListItemIcon><Icon>monitor</Icon></ListItemIcon>
-               </MenuItem>
+                     New View
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
             isQueryScreen && hasSavedReportsPermission &&
             <Tooltip {...menuTooltipAttribs} title="Create a new Saved Report using your current view of this table as a starting point.">
-               <MenuItem onClick={() => handleDropdownOptionClick(NEW_REPORT_OPTION)}>
+               <span>
-                  <ListItemIcon><Icon>article</Icon></ListItemIcon>
+                  <MenuItem onClick={() => handleDropdownOptionClick(NEW_REPORT_OPTION)}>
-                  Create Report from Current View
+                     <ListItemIcon><Icon>article</Icon></ListItemIcon>
-               </MenuItem>
+                     Create Report from Current View
+                  </MenuItem>
+               </span>
             </Tooltip>
          }
          {
-            isQueryScreen && <Divider/>
+            isQueryScreen && <Divider />
          }
          <MenuItem disabled style={{"opacity": "initial"}}><b>Your Saved Views</b></MenuItem>
          {
-            savedViews && savedViews.length > 0 ? (
+            yourSavedViews && yourSavedViews.length > 0 ? (
-               savedViews.map((record: QRecord, index: number) =>
+               yourSavedViews.map((record: QRecord, index: number) =>
                   <MenuItem sx={{paddingLeft: "50px"}} key={`savedFiler-${index}`} onClick={() => handleSavedViewRecordOnClick(record)}>
                      {record.values.get("label")}
                   </MenuItem>
                )
-            ): (
+            ) : (
                <MenuItem disabled sx={{opacity: "1 !important"}}>
                   <i>You do not have any saved views for this table.</i>
                </MenuItem>
             )
          }
+         <MenuItem disabled style={{"opacity": "initial"}}><b>Views Shared with you</b></MenuItem>
+         {
+            viewsSharedWithYou && viewsSharedWithYou.length > 0 ? (
+               viewsSharedWithYou.map((record: QRecord, index: number) =>
+                  <MenuItem sx={{paddingLeft: "50px"}} key={`savedFiler-${index}`} onClick={() => handleSavedViewRecordOnClick(record)}>
+                     {record.values.get("label")}
+                  </MenuItem>
+               )
+            ) : (
+               <MenuItem disabled sx={{opacity: "1 !important"}}>
+                  <i>You do not have any views shared with you for this table.</i>
+               </MenuItem>
+            )
+         }
       </Menu>
    );
 
@@ -520,7 +566,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
    let buttonBorder = colors.grayLines.main;
    let buttonColor = colors.gray.main;
 
-   if(currentSavedView)
+   if (currentSavedView)
    {
       if (viewIsModified)
       {
@@ -548,23 +594,23 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
          color: buttonColor,
          backgroundColor: buttonBackground,
       }
-   }
+   };
 
    /*******************************************************************************
     **
     *******************************************************************************/
    function isSaveButtonDisabled(): boolean
    {
-      if(isSubmitting)
+      if (isSubmitting)
       {
          return (true);
       }
 
-      const haveInputText = (savedViewNameInputValue != null && savedViewNameInputValue.trim() != "")
+      const haveInputText = (savedViewNameInputValue != null && savedViewNameInputValue.trim() != "");
 
-      if(isSaveFilterAs || isRenameFilter || currentSavedView == null)
+      if (isSaveFilterAs || isRenameFilter || currentSavedView == null)
       {
-         if(!haveInputText)
+         if (!haveInputText)
          {
             return (true);
          }
@@ -593,7 +639,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                      fontWeight: 500,
                      fontSize: "0.875rem",
                      p: "0.5rem",
-                     ... buttonStyles
+                     ...buttonStyles
                   }}
                >
                   <Icon sx={{mr: "0.5rem"}}>save</Icon>
@@ -624,7 +670,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                            </>
                         }
 
-                        <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset All Changes</Button>
+                        <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset All Changes</Button>
                      </>
                   }
                   {
@@ -635,16 +681,20 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                               {
                                  viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
                               }
-                           </ul></>}>
+                           </ul>
+                           {
+                              notOwnerTooltipText && <i>{notOwnerTooltipText}</i>
+                           }
+                        </>}>
                            <Box display="inline" sx={{...linkButtonStyle, p: 0, cursor: "default", position: "relative", top: "-1px"}}>{viewDiffs.length} Unsaved Change{viewDiffs.length == 1 ? "" : "s"}</Box>
                         </Tooltip>
 
-                        <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save&hellip;</Button>
+                        {disabledBecauseNotOwner ? <>&nbsp;&nbsp;</> : <Button disableRipple={true} sx={linkButtonStyle} onClick={() => handleDropdownOptionClick(SAVE_OPTION)}>Save&hellip;</Button>}
 
                         {/* vertical rule */}
                         <Box display="inline-block" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
 
-                        <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset All Changes</Button>
+                        <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset All Changes</Button>
                      </>
                   }
                   {
@@ -663,16 +713,17 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                                     {
                                        viewDiffs.map((s: string, i: number) => <li key={i}>{s}</li>)
                                     }
-                                 </ul></>}>
+                                 </ul>
+                              </>}>
                                  <Box display="inline" ml="0.25rem" mr="0.25rem" sx={{...linkButtonStyle, p: 0, cursor: "default", position: "relative", top: "-1px"}}>with {viewDiffs.length} Change{viewDiffs.length == 1 ? "" : "s"}</Box>
                               </Tooltip>
-                              <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset Changes</Button>
+                              <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleSavedViewRecordOnClick(currentSavedView)}>Reset Changes</Button>
                            </>
                         }
 
                         {/* vertical rule */}
                         <Box display="inline-block" ml="0.25rem" borderLeft={`1px solid ${colors.grayLines.main}`} height="1rem" width="1px" position="relative" />
-                        <Button disableRipple={true} sx={{color: colors.gray.main, ... linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset to New View</Button>
+                        <Button disableRipple={true} sx={{color: colors.gray.main, ...linkButtonStyle}} onClick={() => handleDropdownOptionClick(CLEAR_OPTION)}>Reset to New View</Button>
                      </Box>
                   }
                </Box>
@@ -702,15 +753,15 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                         ) : (
                            isSaveFilterAs ? (
                               <DialogTitle id="alert-dialog-title">Save View As</DialogTitle>
-                           ):(
+                           ) : (
                               isRenameFilter ? (
                                  <DialogTitle id="alert-dialog-title">Rename View</DialogTitle>
-                              ):(
+                              ) : (
                                  <DialogTitle id="alert-dialog-title">Update Existing View</DialogTitle>
                               )
                            )
                         )
-                     ):(
+                     ) : (
                         <DialogTitle id="alert-dialog-title">Save New View</DialogTitle>
                      )
                   }
@@ -721,12 +772,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                         </Box>
                      ) : ("")}
                      {
-                        (! currentSavedView || isSaveFilterAs || isRenameFilter) && ! isDeleteFilter ? (
+                        (!currentSavedView || isSaveFilterAs || isRenameFilter) && !isDeleteFilter ? (
                            <Box>
                               {
                                  isSaveFilterAs ? (
                                     <Box mb={3}>Enter a name for this new saved view.</Box>
-                                 ):(
+                                 ) : (
                                     <Box mb={3}>Enter a new name for this saved view.</Box>
                                  )
                               }
@@ -744,10 +795,10 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                                  }}
                               />
                            </Box>
-                        ):(
+                        ) : (
                            isDeleteFilter ? (
                               <Box>Are you sure you want to delete the view {`'${currentSavedView?.values.get("label")}'`}?</Box>
-                           ):(
+                           ) : (
                               <Box>Are you sure you want to update the view {`'${currentSavedView?.values.get("label")}'`}?</Box>
                            )
                         )
@@ -759,7 +810,7 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
                         isDeleteFilter ?
                            <QDeleteButton onClickHandler={handleFilterDialogButtonOnClick} disabled={isSubmitting} />
                            :
-                           <QSaveButton label="Save" onClickHandler={handleFilterDialogButtonOnClick} disabled={isSaveButtonDisabled()}/>
+                           <QSaveButton label="Save" onClickHandler={handleFilterDialogButtonOnClick} disabled={isSaveButtonDisabled()} />
                      }
                   </DialogActions>
                </Dialog>

src/qqq/components/query/AssignFilterVariable.tsx

@@ -0,0 +1,66 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2023.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {FilterVariableExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/FilterVariableExpression";
+import Box from "@mui/material/Box";
+import Icon from "@mui/material/Icon";
+import Tooltip from "@mui/material/Tooltip";
+import CriteriaDateField from "qqq/components/query/CriteriaDateField";
+import React, {SyntheticEvent, useState} from "react";
+
+
+export type Expression = FilterVariableExpression;
+
+
+interface AssignFilterButtonProps
+{
+   valueIndex: number;
+   field: QFieldMetaData;
+   valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
+}
+
+CriteriaDateField.defaultProps = {
+   valueIndex: 0,
+   label: "Value",
+   idPrefix: "value-"
+};
+
+export default function AssignFilterVariable({valueIndex, field, valueChangeHandler}: AssignFilterButtonProps): JSX.Element
+{
+   const [isValueAVariable, setIsValueAVariable] = useState(false);
+
+   const handleVariableButtonOnClick = () =>
+   {
+      setIsValueAVariable(!isValueAVariable);
+      const expression = new FilterVariableExpression({fieldName: field.name, valueIndex: valueIndex});
+      valueChangeHandler(null, valueIndex, expression);
+   };
+
+   return <Box display="flex" alignItems="flex-end">
+      <Box>
+         <Tooltip title={`Use a variable as the value for the ${field.label} field`} placement="bottom">
+            <Icon fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer", position: "relative", top: "2px"}} onClick={handleVariableButtonOnClick}>functions</Icon>
+         </Tooltip>
+      </Box>
+   </Box>;
+}
+

src/qqq/components/query/BasicAndAdvancedQueryControls.tsx

@@ -114,7 +114,7 @@ export function getCurrentSortIndicator(queryFilter: QQueryFilter, tableMetaData
  *******************************************************************************/
 const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryControlsProps, ref) =>
 {
-   const {metaData, tableMetaData, savedViewsComponent, columnMenuComponent, quickFilterFieldNames, setQuickFilterFieldNames, setQueryFilter, queryFilter, gridApiRef, queryFilterJSON, mode, setMode} = props;
+   const {metaData, tableMetaData, savedViewsComponent, columnMenuComponent, quickFilterFieldNames, setQuickFilterFieldNames, setQueryFilter, queryFilter, gridApiRef, queryFilterJSON, mode, setMode, queryScreenUsage} = props;
 
    /////////////////////
    // state variables //
@@ -682,6 +682,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                                  criteriaParam={getQuickCriteriaParam(fieldName)}
                                  fieldMetaData={field}
                                  defaultOperator={defaultOperator}
+                                 queryScreenUsage={queryScreenUsage}
                                  handleRemoveQuickFilterField={null} />);
                            })
                         }
@@ -701,6 +702,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                                  criteriaParam={getQuickCriteriaParam(fieldName)}
                                  fieldMetaData={field}
                                  defaultOperator={defaultOperator}
+                                 queryScreenUsage={queryScreenUsage}
                                  handleRemoveQuickFilterField={handleRemoveQuickFilterField} />);
                            })
                         }

src/qqq/components/query/CriteriaDateField.tsx

@@ -21,6 +21,7 @@
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
+import {FilterVariableExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/FilterVariableExpression";
 import {NowExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/NowExpression";
 import {NowWithOffsetExpression, NowWithOffsetOperator, NowWithOffsetUnit} from "@kingsrook/qqq-frontend-core/lib/model/query/NowWithOffsetExpression";
 import {ThisOrLastPeriodExpression, ThisOrLastPeriodOperator, ThisOrLastPeriodUnit} from "@kingsrook/qqq-frontend-core/lib/model/query/ThisOrLastPeriodExpression";
@@ -34,14 +35,14 @@ import MenuItem from "@mui/material/MenuItem";
 import {styled} from "@mui/material/styles";
 import TextField from "@mui/material/TextField";
 import Tooltip, {tooltipClasses, TooltipProps} from "@mui/material/Tooltip";
-import React, {SyntheticEvent, useEffect, useReducer, useState} from "react";
 import AdvancedDateTimeFilterValues from "qqq/components/query/AdvancedDateTimeFilterValues";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
 import {EvaluatedExpression} from "qqq/components/query/EvaluatedExpression";
 import {makeTextField} from "qqq/components/query/FilterCriteriaRowValues";
+import React, {SyntheticEvent, useReducer, useState} from "react";
 
 
-export type Expression = NowWithOffsetExpression | ThisOrLastPeriodExpression | NowExpression;
+export type Expression = NowWithOffsetExpression | ThisOrLastPeriodExpression | NowExpression | FilterVariableExpression;
 
 
 interface CriteriaDateFieldProps
@@ -52,6 +53,7 @@ interface CriteriaDateFieldProps
    field: QFieldMetaData;
    criteria: QFilterCriteriaWithId;
    valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
+   allowVariables?: boolean;
 }
 
 CriteriaDateField.defaultProps = {
@@ -60,19 +62,30 @@ CriteriaDateField.defaultProps = {
    idPrefix: "value-"
 };
 
-export default function CriteriaDateField({valueIndex, label, idPrefix, field, criteria, valueChangeHandler}: CriteriaDateFieldProps): JSX.Element
+export const NoWrapTooltip = styled(({className, children, ...props}: TooltipProps) => (
+   <Tooltip {...props} classes={{popper: className}}>{children}</Tooltip>
+))({
+   [`& .${tooltipClasses.tooltip}`]: {
+      whiteSpace: "nowrap"
+   },
+});
+
+export default function CriteriaDateField({valueIndex, label, idPrefix, field, criteria, valueChangeHandler, allowVariables}: CriteriaDateFieldProps): JSX.Element
 {
+   const [relativeDateTimeOpen, setRelativeDateTimeOpen] = useState(false);
    const [relativeDateTimeMenuAnchorElement, setRelativeDateTimeMenuAnchorElement] = useState(null);
-   const [forceAdvancedDateTimeDialogOpen, setForceAdvancedDateTimeDialogOpen] = useState(false)
+   const [forceAdvancedDateTimeDialogOpen, setForceAdvancedDateTimeDialogOpen] = useState(false);
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const openRelativeDateTimeMenu = (event: React.MouseEvent<HTMLElement>) =>
    {
+      setRelativeDateTimeOpen(true);
       setRelativeDateTimeMenuAnchorElement(event.currentTarget);
    };
 
    const closeRelativeDateTimeMenu = () =>
    {
+      setRelativeDateTimeOpen(false);
       setRelativeDateTimeMenuAnchorElement(null);
    };
 
@@ -137,20 +150,12 @@ export default function CriteriaDateField({valueIndex, label, idPrefix, field, c
    const isExpression = criteria.values && criteria.values[valueIndex] && criteria.values[valueIndex].type;
    const currentExpression = isExpression ? criteria.values[valueIndex] : null;
 
-   const NoWrapTooltip = styled(({className, children, ...props}: TooltipProps) => (
-      <Tooltip {...props} classes={{popper: className}}>{children}</Tooltip>
-   ))({
-      [`& .${tooltipClasses.tooltip}`]: {
-         whiteSpace: "nowrap"
-      },
-   });
-
    const tooltipMenuItemFromExpression = (valueIndex: number, tooltipPlacement: "left" | "right", expression: Expression) =>
    {
       let startOfPrefix = "";
-      if(expression.type == "ThisOrLastPeriod")
+      if (expression.type == "ThisOrLastPeriod")
       {
-         if(field.type == QFieldType.DATE_TIME || expression.timeUnit != "DAYS")
+         if (field.type == QFieldType.DATE_TIME || expression.timeUnit != "DAYS")
          {
             startOfPrefix = "start of ";
          }
@@ -191,84 +196,120 @@ export default function CriteriaDateField({valueIndex, label, idPrefix, field, c
       setTimeout(() => setForceAdvancedDateTimeDialogOpen(false), 100);
    }
 
+   const makeFilterVariableTextField = (expression: FilterVariableExpression, valueIndex: number = 0, label = "Value", idPrefix = "value-") =>
+   {
+      const clearValue = (event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>, index: number) =>
+      {
+         valueChangeHandler(event, index, "");
+         document.getElementById(`${idPrefix}${criteria.id}`).focus();
+      };
+
+      const inputProps2: any = {};
+      inputProps2.endAdornment = (
+         <InputAdornment position="end">
+            <IconButton sx={{visibility: expression ? "visible" : "hidden"}} onClick={(event) => clearValue(event, valueIndex)}>
+               <Icon>closer</Icon>
+            </IconButton>
+         </InputAdornment>
+      );
+
+      return <NoWrapTooltip title={<EvaluatedExpression field={field} expression={expression} />} placement="bottom" enterDelay={1000} sx={{marginLeft: "-75px !important", marginTop: "-8px !important"}}><TextField
+         id={`${idPrefix}${criteria.id}`}
+         label={label}
+         variant="standard"
+         autoComplete="off"
+         InputProps={{disabled: true, readOnly: true, unselectable: "off", ...inputProps2}}
+         InputLabelProps={{shrink: true}}
+         value="${VARIABLE}"
+         fullWidth
+      /></NoWrapTooltip>;
+   };
+
+
    return <Box display="flex" alignItems="flex-end">
       {
-         isExpression ? makeDateTimeExpressionTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
+         isExpression ?
-            : makeTextField(field, criteria, valueChangeHandler, valueIndex, label, idPrefix)
+            currentExpression?.type == "FilterVariableExpression" ? (
+               makeFilterVariableTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
+            ) : (
+               makeDateTimeExpressionTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
+            )
+            : makeTextField(field, criteria, valueChangeHandler, valueIndex, label, idPrefix, allowVariables)
       }
-      <Box>
+      {
-         <Tooltip title={`Choose a common relative ${field.type == QFieldType.DATE ? "date" : "date-time"} expression`} placement="bottom">
+         (!isExpression || currentExpression?.type != "FilterVariableExpression") && (
-            <Icon fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer", position: "relative", top: "2px"}} onClick={openRelativeDateTimeMenu}>date_range</Icon>
+            <><Box>
-         </Tooltip>
+               <Tooltip title={`Choose a common relative ${field.type == QFieldType.DATE ? "date" : "date-time"} expression`} placement="bottom">
-         <Menu
+                  <Icon fontSize="small" color="info" sx={{mx: 0.25, cursor: "pointer", position: "relative", top: "2px"}} onClick={openRelativeDateTimeMenu}>date_range</Icon>
-            open={relativeDateTimeMenuAnchorElement}
+               </Tooltip>
-            anchorEl={relativeDateTimeMenuAnchorElement}
+               <Menu
-            transformOrigin={{horizontal: "left", vertical: "top"}}
+                  open={relativeDateTimeOpen}
-            onClose={closeRelativeDateTimeMenu}
+                  anchorEl={relativeDateTimeMenuAnchorElement}
-         >
+                  transformOrigin={{horizontal: "left", vertical: "top"}}
-            {
+                  onClose={closeRelativeDateTimeMenu}
-               field.type == QFieldType.DATE ?
+               >
-                  <Box display="flex">
+                  {field.type == QFieldType.DATE ?
-                     <Box>
+                     <Box display="flex">
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
+                        <Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
-                        <Divider />
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
-                        <Tooltip title="Define a custom expression" placement="left">
+                           <Divider />
-                           <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
+                           <Tooltip title="Define a custom expression" placement="left">
-                        </Tooltip>
+                              <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
+                           </Tooltip>
+                        </Box>
+                        <Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
+                        </Box>
                      </Box>
-                     <Box>
+                     :
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
+                     <Box display="flex">
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
+                        <Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 12, "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 24, "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
-                     </Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
-                  </Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
-                  :
+                           {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
-                  <Box display="flex">
+                           <Divider />
-                     <Box>
+                           <Tooltip title="Define a custom expression" placement="left">
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "HOURS"))}
+                              <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 12, "HOURS"))}
+                           </Tooltip>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 24, "HOURS"))}
+                        </Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 7, "DAYS"))}
+                        <Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 14, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newNowExpression())}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 30, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 90, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "HOURS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 180, "DAYS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "left", newNowWithOffsetExpression("MINUS", 1, "YEARS"))}
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
-                        <Divider />
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
-                        <Tooltip title="Define a custom expression" placement="left">
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
-                           <MenuItem onClick={doForceAdvancedDateTimeDialogOpen}>Custom</MenuItem>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
-                        </Tooltip>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
-                     </Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
-                     <Box>
+                           {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newNowExpression())}
+                        </Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "HOURS"))}
+                     </Box>}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "HOURS"))}
+               </Menu>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "DAYS"))}
+            </Box><Box>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "DAYS"))}
+               <AdvancedDateTimeFilterValues type={field.type} expression={currentExpression} onSave={(expression: any) => saveNewDateTimeExpression(valueIndex, expression)} forcedOpen={forceAdvancedDateTimeDialogOpen} />
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "WEEKS"))}
+            </Box></>
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "WEEKS"))}
+         )
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "MONTHS"))}
+      }
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "MONTHS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("THIS", "YEARS"))}
-                        {tooltipMenuItemFromExpression(valueIndex, "right", newThisOrLastPeriodExpression("LAST", "YEARS"))}
-                     </Box>
-                  </Box>
-            }
-         </Menu>
-      </Box>
-      <Box>
-         <AdvancedDateTimeFilterValues type={field.type} expression={currentExpression} onSave={(expression: any) => saveNewDateTimeExpression(valueIndex, expression)} forcedOpen={forceAdvancedDateTimeDialogOpen} />
-      </Box>
    </Box>;
 }
 

src/qqq/components/query/CustomColumnsPanel.tsx

@@ -21,7 +21,9 @@
 
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
-import {Box, FormControlLabel, FormGroup} from "@mui/material";
+
+import {FormControlLabel, FormGroup} from "@mui/material";
+import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Icon from "@mui/material/Icon";
 import IconButton from "@mui/material/IconButton";
@@ -56,7 +58,7 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
       const someRef = createRef();
 
       const textRef = useRef(null);
-      const [didInitialFocus, setDidInitialFocus] = useState(false)
+      const [didInitialFocus, setDidInitialFocus] = useState(false);
 
       const [openGroups, setOpenGroups] = useState(props.initialOpenedGroups || {});
       const openGroupsBecauseOfFilter = {} as { [name: string]: boolean };
@@ -71,9 +73,9 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
 
       console.log(`Open groups: ${JSON.stringify(openGroups)}`);
 
-      if(!didInitialFocus)
+      if (!didInitialFocus)
       {
-         if(textRef.current)
+         if (textRef.current)
          {
             textRef.current.select();
             setDidInitialFocus(true);
@@ -189,11 +191,11 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
       ///////////////////////////////////////////////////////////////////////////////////////////////////////
       // always sort columns by label.  note, in future may offer different sorts - here's where to do it. //
       ///////////////////////////////////////////////////////////////////////////////////////////////////////
-      const sortedColumns = [... columns];
+      const sortedColumns = [...columns];
       sortedColumns.sort((a, b): number =>
       {
          return a.headerName.localeCompare(b.headerName);
-      })
+      });
 
       for (let i = 0; i < sortedColumns.length; i++)
       {
@@ -361,7 +363,7 @@ export const CustomColumnsPanel = forwardRef<any, GridColumnsPanelProps>(
       const changeFilterText = (newValue: string) =>
       {
          setFilterText(newValue);
-         props.filterTextChanger(newValue)
+         props.filterTextChanger(newValue);
       };
 
       const filterTextChanged = (event: React.ChangeEvent<HTMLTextAreaElement | HTMLInputElement>) =>

src/qqq/components/query/CustomFilterPanel.tsx

@@ -28,8 +28,8 @@ import Box from "@mui/material/Box";
 import Button from "@mui/material/Button/Button";
 import Icon from "@mui/material/Icon/Icon";
 import {GridFilterPanelProps, GridSlotsComponentsProps} from "@mui/x-data-grid-pro";
-import React, {forwardRef, useReducer} from "react";
 import {FilterCriteriaRow, getDefaultCriteriaValue} from "qqq/components/query/FilterCriteriaRow";
+import React, {forwardRef, useReducer} from "react";
 
 
 declare module "@mui/x-data-grid"
@@ -49,7 +49,7 @@ declare module "@mui/x-data-grid"
 
 export class QFilterCriteriaWithId extends QFilterCriteria
 {
-   id: number
+   id: number;
 }
 
 
@@ -62,6 +62,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
       const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
       const queryFilter = props.queryFilter;
+
       // console.log(`CustomFilterPanel: filter: ${JSON.stringify(queryFilter)}`);
 
       function focusLastField()
@@ -124,7 +125,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
          }
       }
 
-      if(queryFilter.criteria.length == 1 && !queryFilter.criteria[0].fieldName)
+      if (queryFilter.criteria.length == 1 && !queryFilter.criteria[0].fieldName)
       {
          focusLastField();
       }
@@ -142,7 +143,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
       {
          queryFilter.criteria[index] = newCriteria;
 
-         clearTimeout(debounceTimeout)
+         clearTimeout(debounceTimeout);
          debounceTimeout = setTimeout(() => props.updateFilter(queryFilter), needDebounce ? 500 : 1);
 
          forceUpdate();
@@ -178,6 +179,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
                            updateCriteria={(newCriteria, needDebounce) => updateCriteria(newCriteria, index, needDebounce)}
                            removeCriteria={() => removeCriteria(index)}
                            updateBooleanOperator={(newValue) => updateBooleanOperator(newValue)}
+                           queryScreenUsage={props.queryScreenUsage}
                         />
                         {/*JSON.stringify(criteria)*/}
                      </Box>

src/qqq/components/query/EvaluatedExpression.tsx

@@ -21,9 +21,9 @@
 
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
-import React, {useEffect, useState} from "react";
 import {Expression} from "qqq/components/query/CriteriaDateField";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useEffect, useState} from "react";
 
 /*******************************************************************************
  ** Helper component to show value inside tooltips that ticks up every second.
@@ -57,6 +57,11 @@ const HOUR_MS = 60 * 60 * 1000;
 const DAY_MS = 24 * 60 * 60 * 1000;
 const evaluateExpression = (time: Date, field: QFieldMetaData, expression: Expression): string =>
 {
+   if (expression.type == "FilterVariableExpression")
+   {
+      return (expression.toString());
+   }
+
    let rs: Date = null;
    if (expression.type == "NowWithOffset")
    {

src/qqq/components/query/FilterCriteriaRow.tsx

@@ -35,6 +35,7 @@ import TextField from "@mui/material/TextField";
 import Tooltip from "@mui/material/Tooltip";
 import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
 import FilterCriteriaRowValues from "qqq/components/query/FilterCriteriaRowValues";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import React, {ReactNode, SyntheticEvent, useState} from "react";
 
@@ -72,7 +73,7 @@ export const getValueModeRequiredCount = (valueMode: ValueMode): number =>
       case ValueMode.PVS_MULTI:
          return (null);
    }
-}
+};
 
 export interface OperatorOption
 {
@@ -183,7 +184,7 @@ export const getOperatorOptions = (tableMetaData: QTableMetaData, fieldName: str
    }
 
    return (operatorOptions);
-}
+};
 
 
 interface FilterCriteriaRowProps
@@ -197,13 +198,13 @@ interface FilterCriteriaRowProps
    updateCriteria: (newCriteria: QFilterCriteria, needDebounce: boolean) => void;
    removeCriteria: () => void;
    updateBooleanOperator: (newValue: string) => void;
+   queryScreenUsage?: QueryScreenUsage;
 }
 
 FilterCriteriaRow.defaultProps =
-   {
+   {};
-   };
 
-export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValue?: OperatorOption): {criteriaIsValid: boolean, criteriaStatusTooltip: string}
+export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValue?: OperatorOption): { criteriaIsValid: boolean, criteriaStatusTooltip: string }
 {
    let criteriaIsValid = true;
    let criteriaStatusTooltip = "This condition is fully defined and is part of your filter.";
@@ -213,7 +214,7 @@ export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValu
       return (value === null || value == undefined || String(value).trim() === "");
    }
 
-   if(!criteria)
+   if (!criteria)
    {
       criteriaIsValid = false;
       criteriaStatusTooltip = "This condition is not defined.";
@@ -266,7 +267,7 @@ export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValu
    return {criteriaIsValid, criteriaStatusTooltip};
 }
 
-export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria, booleanOperator, updateCriteria, removeCriteria, updateBooleanOperator}: FilterCriteriaRowProps): JSX.Element
+export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria, booleanOperator, updateCriteria, removeCriteria, updateBooleanOperator, queryScreenUsage}: FilterCriteriaRowProps): JSX.Element
 {
    // console.log(`FilterCriteriaRow: criteria: ${JSON.stringify(criteria)}`);
    const [operatorSelectedValue, setOperatorSelectedValue] = useState(null as OperatorOption);
@@ -284,7 +285,7 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
    let defaultFieldValue;
    let field = null;
    let fieldTable = null;
-   if(criteria && criteria.fieldName)
+   if (criteria && criteria.fieldName)
    {
       [field, fieldTable] = FilterUtils.getField(tableMetaData, criteria.fieldName);
       if (field && fieldTable)
@@ -303,9 +304,9 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
 
          let newOperatorSelectedValue = operatorOptions.filter(option =>
          {
-            if(option.value == criteria.operator)
+            if (option.value == criteria.operator)
             {
-               if(option.implicitValues)
+               if (option.implicitValues)
                {
                   return (JSON.stringify(option.implicitValues) == JSON.stringify(criteria.values));
                }
@@ -316,7 +317,7 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
             }
             return (false);
          })[0];
-         if(newOperatorSelectedValue?.label !== operatorSelectedValue?.label)
+         if (newOperatorSelectedValue?.label !== operatorSelectedValue?.label)
          {
             setOperatorSelectedValue(newOperatorSelectedValue);
             setOperatorInputValue(newOperatorSelectedValue?.label);
@@ -379,12 +380,12 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
    {
       criteria.operator = newValue ? newValue.value : null;
 
-      if(newValue)
+      if (newValue)
       {
          setOperatorSelectedValue(newValue);
          setOperatorInputValue(newValue.label);
 
-         if(newValue.implicitValues)
+         if (newValue.implicitValues)
          {
             criteria.values = newValue.implicitValues;
          }
@@ -393,15 +394,15 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
          // we've seen cases where switching operators can sometimes put a null in as the first value... //
          // that just causes a bad time (e.g., null pointers in Autocomplete), so, get rid of that.      //
          //////////////////////////////////////////////////////////////////////////////////////////////////
-         if(criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
+         if (criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
          {
             criteria.values = [];
          }
 
-         if(newValue.valueMode && !newValue.implicitValues)
+         if (newValue.valueMode && !newValue.implicitValues)
          {
             const requiredValueCount = getValueModeRequiredCount(newValue.valueMode);
-            if(requiredValueCount != null && criteria.values.length > requiredValueCount)
+            if (requiredValueCount != null && criteria.values.length > requiredValueCount)
             {
                criteria.values.splice(requiredValueCount);
             }
@@ -424,12 +425,12 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
       // @ts-ignore
       const value = newValue !== undefined ? newValue : event ? event.target.value : null;
 
-      if(!criteria.values)
+      if (!criteria.values)
       {
          criteria.values = [];
       }
 
-      if(valueIndex == "all")
+      if (valueIndex == "all")
       {
          criteria.values = value;
       }
@@ -514,6 +515,7 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
                field={field}
                table={fieldTable}
                valueChangeHandler={(event, valueIndex, newValue) => handleValueChange(event, valueIndex, newValue)}
+               queryScreenUsage={queryScreenUsage}
             />
          </Box>
          <Box display="inline-block">

src/qqq/components/query/FilterCriteriaRowValues.tsx

@@ -23,19 +23,23 @@
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {FilterVariableExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/FilterVariableExpression";
 import Autocomplete from "@mui/material/Autocomplete";
 import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import IconButton from "@mui/material/IconButton";
 import InputAdornment from "@mui/material/InputAdornment/InputAdornment";
 import TextField from "@mui/material/TextField";
-import React, {SyntheticEvent, useReducer} from "react";
 import DynamicSelect from "qqq/components/forms/DynamicSelect";
-import CriteriaDateField from "qqq/components/query/CriteriaDateField";
+import AssignFilterVariable from "qqq/components/query/AssignFilterVariable";
+import CriteriaDateField, {NoWrapTooltip} from "qqq/components/query/CriteriaDateField";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
+import {EvaluatedExpression} from "qqq/components/query/EvaluatedExpression";
 import FilterCriteriaPaster from "qqq/components/query/FilterCriteriaPaster";
 import {OperatorOption, ValueMode} from "qqq/components/query/FilterCriteriaRow";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {SyntheticEvent, useReducer, useState} from "react";
 
 interface Props
 {
@@ -44,7 +48,8 @@ interface Props
    field: QFieldMetaData;
    table: QTableMetaData;
    valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
-   initiallyOpenMultiValuePvs?: boolean
+   initiallyOpenMultiValuePvs?: boolean;
+   queryScreenUsage?: QueryScreenUsage;
 }
 
 FilterCriteriaRowValues.defaultProps =
@@ -72,8 +77,10 @@ export const getTypeForTextField = (field: QFieldMetaData): string =>
    return (type);
 };
 
-export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWithId, valueChangeHandler?: (event: (React.ChangeEvent | React.SyntheticEvent), valueIndex?: (number | "all"), newValue?: any) => void, valueIndex: number = 0, label = "Value", idPrefix = "value-") =>
+export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWithId, valueChangeHandler?: (event: (React.ChangeEvent | React.SyntheticEvent), valueIndex?: (number | "all"), newValue?: any) => void, valueIndex: number = 0, label = "Value", idPrefix = "value-", allowVariables = false) =>
 {
+   const isExpression = criteria.values && criteria.values[valueIndex] && criteria.values[valueIndex].type;
+
    let type = getTypeForTextField(field);
    const inputLabelProps: any = {};
 
@@ -95,7 +102,6 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
    };
 
 
-
    /*******************************************************************************
     ** Event handler for key-down events - specifically added here, to stop pressing
     ** 'tab' in a date or date-time from closing the quick-filter...
@@ -104,7 +110,7 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
    {
       if (field.type == QFieldType.DATE || field.type == QFieldType.DATE_TIME)
       {
-         if(e.code == "Tab")
+         if (e.code == "Tab")
          {
             console.log("Tab on date or date-time - don't close me, just move to the next sub-field!...");
             e.stopPropagation();
@@ -112,6 +118,36 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       }
    };
 
+
+   const makeFilterVariableTextField = (expression: FilterVariableExpression, valueIndex: number = 0, label = "Value", idPrefix = "value-") =>
+   {
+      const clearValue = (event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>, index: number) =>
+      {
+         valueChangeHandler(event, index, "");
+         document.getElementById(`${idPrefix}${criteria.id}`).focus();
+      };
+
+      const inputProps2: any = {};
+      inputProps2.endAdornment = (
+         <InputAdornment position="end">
+            <IconButton sx={{visibility: expression ? "visible" : "hidden"}} onClick={(event) => clearValue(event, valueIndex)}>
+               <Icon>closer</Icon>
+            </IconButton>
+         </InputAdornment>
+      );
+
+      return <NoWrapTooltip title={<EvaluatedExpression field={field} expression={expression} />} placement="bottom" enterDelay={1000} sx={{marginLeft: "-75px !important", marginTop: "-8px !important"}}><TextField
+         id={`${idPrefix}${criteria.id}`}
+         label={label}
+         variant="standard"
+         autoComplete="off"
+         InputProps={{disabled: true, readOnly: true, unselectable: "off", ...inputProps2}}
+         InputLabelProps={{shrink: true}}
+         value="${VARIABLE}"
+         fullWidth
+      /></NoWrapTooltip>;
+   };
+
    const inputProps: any = {};
    inputProps.endAdornment = (
       <InputAdornment position="end">
@@ -121,25 +157,40 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       </InputAdornment>
    );
 
-   return <TextField
+   return <Box sx={{margin: 0, padding: 0, display: "flex"}}>
-      id={`${idPrefix}${criteria.id}`}
+      {
-      label={label}
+         isExpression ? (
-      variant="standard"
+            makeFilterVariableTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
-      autoComplete="off"
+         ) : (
-      type={type}
+            <TextField
-      onChange={(event) => valueChangeHandler(event, valueIndex)}
+               id={`${idPrefix}${criteria.id}`}
-      onKeyDown={handleKeyDown}
+               label={label}
-      value={value}
+               variant="standard"
-      InputLabelProps={inputLabelProps}
+               autoComplete="off"
-      InputProps={inputProps}
+               type={type}
-      fullWidth
+               onChange={(event) => valueChangeHandler(event, valueIndex)}
-      autoFocus={true}
+               onKeyDown={handleKeyDown}
-   />;
+               value={value}
+               InputLabelProps={inputLabelProps}
+               InputProps={inputProps}
+               fullWidth
+               autoFocus={true}
+            />
+         )
+      }
+      {
+         allowVariables && (
+            <AssignFilterVariable field={field} valueChangeHandler={valueChangeHandler} valueIndex={valueIndex} />
+         )
+      }
+   </Box>;
 };
 
-function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueChangeHandler, initiallyOpenMultiValuePvs}: Props): JSX.Element
+
+function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueChangeHandler, initiallyOpenMultiValuePvs, queryScreenUsage}: Props): JSX.Element
 {
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
+   const [allowVariables, setAllowVariables] = useState(queryScreenUsage == "reportSetup");
 
    if (!operatorOption)
    {
@@ -169,33 +220,35 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
       forceUpdate();
    }
 
+   const isExpression = criteria.values && criteria.values[0] && criteria.values[0].type;
+
    switch (operatorOption.valueMode)
    {
       case ValueMode.NONE:
          return null;
       case ValueMode.SINGLE:
-         return makeTextField(field, criteria, valueChangeHandler);
+         return makeTextField(field, criteria, valueChangeHandler, 0, undefined, undefined, allowVariables);
       case ValueMode.SINGLE_DATE:
-         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} />;
+         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} allowVariables={allowVariables} />;
       case ValueMode.DOUBLE_DATE:
          return <Box>
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" allowVariables={allowVariables} />
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" allowVariables={allowVariables} />
          </Box>;
       case ValueMode.SINGLE_DATE_TIME:
-         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} />;
+         return <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} allowVariables={allowVariables} />;
       case ValueMode.DOUBLE_DATE_TIME:
          return <Box>
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={0} label="From" idPrefix="from-" allowVariables={allowVariables} />
-            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" />
+            <CriteriaDateField field={field} valueChangeHandler={valueChangeHandler} criteria={criteria} valueIndex={1} label="To" idPrefix="to-" allowVariables={allowVariables} />
          </Box>;
       case ValueMode.DOUBLE:
          return <Box>
             <Box width="50%" display="inline-block">
-               {makeTextField(field, criteria, valueChangeHandler, 0, "From", "from-")}
+               {makeTextField(field, criteria, valueChangeHandler, 0, "From", "from-", allowVariables)}
             </Box>
             <Box width="50%" display="inline-block">
-               {makeTextField(field, criteria, valueChangeHandler, 1, "To", "to-")}
+               {makeTextField(field, criteria, valueChangeHandler, 1, "To", "to-", allowVariables)}
             </Box>
          </Box>;
       case ValueMode.MULTI:
@@ -228,19 +281,30 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
          {
             selectedPossibleValue = criteria.values[0];
          }
-         return <Box mb={-1.5}>
+         return <Box display="flex">
-            <DynamicSelect
+            {
-               tableName={table.name}
+               isExpression ? (
-               fieldName={field.name}
+                  makeTextField(field, criteria, valueChangeHandler, 0, undefined, undefined, allowVariables)
-               overrideId={field.name + "-single-" + criteria.id}
+               ) : (
-               key={field.name + "-single-" + criteria.id}
+                  <Box width={"100%"}>
-               fieldLabel="Value"
+                     <DynamicSelect
-               initialValue={selectedPossibleValue?.id}
+                        tableName={table.name}
-               initialDisplayValue={selectedPossibleValue?.label}
+                        fieldName={field.name}
-               inForm={false}
+                        overrideId={field.name + "-single-" + criteria.id}
-               onChange={(value: any) => valueChangeHandler(null, 0, value)}
+                        key={field.name + "-single-" + criteria.id}
-               variant="standard"
+                        fieldLabel="Value"
-            />
+                        initialValue={selectedPossibleValue?.id}
+                        initialDisplayValue={selectedPossibleValue?.label}
+                        inForm={false}
+                        onChange={(value: any) => valueChangeHandler(null, 0, value)}
+                        variant="standard"
+                     />
+                  </Box>
+               )
+            }
+            {
+               allowVariables && !isExpression && <Box mt={2.0}><AssignFilterVariable field={field} valueChangeHandler={valueChangeHandler} valueIndex={0} /></Box>
+            }
          </Box>;
       case ValueMode.PVS_MULTI:
          console.log("Doing pvs multi: " + criteria.values);
@@ -276,4 +340,4 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
    return (<br />);
 }
 
-export default FilterCriteriaRowValues;
+export default FilterCriteriaRowValues;

src/qqq/components/query/QuickFilter.tsx

@@ -30,14 +30,15 @@ import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Menu from "@mui/material/Menu";
 import TextField from "@mui/material/TextField";
-import React, {SyntheticEvent, useContext, useReducer, useState} from "react";
 import QContext from "QContext";
 import {QFilterCriteriaWithId} from "qqq/components/query/CustomFilterPanel";
 import {getDefaultCriteriaValue, getOperatorOptions, getValueModeRequiredCount, OperatorOption, validateCriteria} from "qqq/components/query/FilterCriteriaRow";
 import FilterCriteriaRowValues from "qqq/components/query/FilterCriteriaRowValues";
 import XIcon from "qqq/components/query/XIcon";
+import {QueryScreenUsage} from "qqq/pages/records/query/RecordQuery";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import TableUtils from "qqq/utils/qqq/TableUtils";
+import React, {SyntheticEvent, useContext, useReducer, useState} from "react";
 
 export type CriteriaParamType = QFilterCriteriaWithId | null | "tooComplex";
 
@@ -50,6 +51,7 @@ interface QuickFilterProps
    updateCriteria: (newCriteria: QFilterCriteria, needDebounce: boolean, doRemoveCriteria: boolean) => void;
    defaultOperator?: QCriteriaOperator;
    handleRemoveQuickFilterField?: (fieldName: string) => void;
+   queryScreenUsage?: QueryScreenUsage;
 }
 
 QuickFilter.defaultProps =
@@ -71,7 +73,7 @@ export const quickFilterButtonStyles = {
    minHeight: "auto",
    padding: "0.375rem 0.625rem", whiteSpace: "nowrap",
    marginBottom: "0.5rem"
-}
+};
 
 /*******************************************************************************
  ** Test if a CriteriaParamType represents an actual query criteria - or, if it's
@@ -89,11 +91,11 @@ const criteriaParamIsCriteria = (param: CriteriaParamType): boolean =>
  *******************************************************************************/
 const doesOperatorOptionEqualCriteria = (operatorOption: OperatorOption, criteria: QFilterCriteriaWithId): boolean =>
 {
-   if(operatorOption.value == criteria.operator)
+   if (operatorOption.value == criteria.operator)
    {
-      if(operatorOption.implicitValues)
+      if (operatorOption.implicitValues)
       {
-         if(JSON.stringify(operatorOption.implicitValues) == JSON.stringify(criteria.values))
+         if (JSON.stringify(operatorOption.implicitValues) == JSON.stringify(criteria.values))
          {
             return (true);
          }
@@ -107,7 +109,7 @@ const doesOperatorOptionEqualCriteria = (operatorOption: OperatorOption, criteri
    }
 
    return (false);
-}
+};
 
 
 /*******************************************************************************
@@ -117,29 +119,29 @@ const doesOperatorOptionEqualCriteria = (operatorOption: OperatorOption, criteri
  *******************************************************************************/
 const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: QFilterCriteriaWithId, defaultOperator: QCriteriaOperator): OperatorOption =>
 {
-   if(criteria)
+   if (criteria)
    {
       const filteredOptions = operatorOptions.filter(o => doesOperatorOptionEqualCriteria(o, criteria));
-      if(filteredOptions.length > 0)
+      if (filteredOptions.length > 0)
       {
          return (filteredOptions[0]);
       }
    }
 
    const filteredOptions = operatorOptions.filter(o => o.value == defaultOperator);
-   if(filteredOptions.length > 0)
+   if (filteredOptions.length > 0)
    {
       return (filteredOptions[0]);
    }
 
    return (null);
-}
+};
 
 /*******************************************************************************
  ** Component to render a QuickFilter - that is - a button, with a Menu under it,
  ** with Operator and Value controls.
  *******************************************************************************/
-export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData, criteriaParam, updateCriteria, defaultOperator, handleRemoveQuickFilterField}: QuickFilterProps): JSX.Element
+export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData, criteriaParam, updateCriteria, defaultOperator, handleRemoveQuickFilterField, queryScreenUsage}: QuickFilterProps): JSX.Element
 {
    const operatorOptions = fieldMetaData ? getOperatorOptions(tableMetaData, fullFieldName) : [];
    const [_, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fullFieldName);
@@ -190,7 +192,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    //////////////////////////////////////////////////////////////////////////////////////////////////////////////
    if (criteriaParamIsCriteria(criteriaParam) && JSON.stringify(criteriaParam) !== JSON.stringify(criteria))
    {
-      if(isOpen)
+      if (isOpen)
       {
          ////////////////////////////////////////////////////////////////////////////////
          // this was firing too-often for case where:  there was a criteria originally //
@@ -217,12 +219,12 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
     *******************************************************************************/
    const criteriaNeedsReset = (): boolean =>
    {
-      if(criteria != null && criteriaParam == null)
+      if (criteria != null && criteriaParam == null)
       {
          const defaultOperatorOption = operatorOptions.filter(o => o.value == defaultOperator)[0];
-         if(criteria.operator !== defaultOperatorOption?.value || JSON.stringify(criteria.values) !== JSON.stringify(getDefaultCriteriaValue()))
+         if (criteria.operator !== defaultOperatorOption?.value || JSON.stringify(criteria.values) !== JSON.stringify(getDefaultCriteriaValue()))
          {
-            if(isOpen)
+            if (isOpen)
             {
                //////////////////////////////////////////////////////////////////////////////////
                // this was firing too-often for case where:  there was no criteria originally, //
@@ -237,7 +239,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       }
 
       return (false);
-   }
+   };
 
    /*******************************************************************************
     ** Construct a new criteria object - resetting the values tied to the operator
@@ -251,8 +253,8 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       setOperatorSelectedValue(operatorOption);
       setOperatorInputValue(operatorOption?.label);
       setCriteria(criteria);
-      return(criteria);
+      return (criteria);
-   }
+   };
 
    /*******************************************************************************
     ** event handler to open the menu in response to the button being clicked.
@@ -266,7 +268,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       {
          const element = document.getElementById("value-" + criteria.id);
          element?.focus();
-      })
+      });
    };
 
    /*******************************************************************************
@@ -304,15 +306,15 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
          // we've seen cases where switching operators can sometimes put a null in as the first value... //
          // that just causes a bad time (e.g., null pointers in Autocomplete), so, get rid of that.      //
          //////////////////////////////////////////////////////////////////////////////////////////////////
-         if(criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
+         if (criteria.values && criteria.values.length == 1 && criteria.values[0] == null)
          {
             criteria.values = [];
          }
 
-         if(newValue.valueMode && !newValue.implicitValues)
+         if (newValue.valueMode && !newValue.implicitValues)
          {
             const requiredValueCount = getValueModeRequiredCount(newValue.valueMode);
-            if(requiredValueCount != null && criteria.values.length > requiredValueCount)
+            if (requiredValueCount != null && criteria.values.length > requiredValueCount)
             {
                criteria.values.splice(requiredValueCount);
             }
@@ -345,6 +347,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       // @ts-ignore
       const value = newValue !== undefined ? newValue : event ? event.target.value : null;
 
+      console.log("IN HERE");
       if (!criteria.values)
       {
          criteria.values = [];
@@ -376,13 +379,13 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
     *******************************************************************************/
    const resetCriteria = (e: React.MouseEvent<HTMLSpanElement>) =>
    {
-      if(criteriaIsValid)
+      if (criteriaIsValid)
       {
          e.stopPropagation();
          const newCriteria = makeNewCriteria();
          updateCriteria(newCriteria, false, true);
       }
-   }
+   };
 
    /*******************************************************************************
     ** event handler for clicking the (x) icon that turns off this quick filter field.
@@ -390,17 +393,17 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
     *******************************************************************************/
    const handleTurningOffQuickFilterField = () =>
    {
-      closeMenu()
+      closeMenu();
-      if(handleRemoveQuickFilterField)
+      if (handleRemoveQuickFilterField)
       {
          handleRemoveQuickFilterField(criteria?.fieldName);
       }
-   }
+   };
 
    ////////////////////////////////////////////////////////////////////////////////////
    // if no field was input (e.g., record-query is still loading), return null early //
    ////////////////////////////////////////////////////////////////////////////////////
-   if(!fieldMetaData)
+   if (!fieldMetaData)
    {
       return (null);
    }
@@ -410,10 +413,10 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    // from the last selected one, then set the state vars that control that autocomplete   //
    //////////////////////////////////////////////////////////////////////////////////////////
    const maybeNewOperatorSelectedValue = getOperatorSelectedValue(operatorOptions, criteria, defaultOperator);
-   if(JSON.stringify(maybeNewOperatorSelectedValue) !== JSON.stringify(operatorSelectedValue))
+   if (JSON.stringify(maybeNewOperatorSelectedValue) !== JSON.stringify(operatorSelectedValue))
    {
-      setOperatorSelectedValue(maybeNewOperatorSelectedValue)
+      setOperatorSelectedValue(maybeNewOperatorSelectedValue);
-      setOperatorInputValue(maybeNewOperatorSelectedValue?.label)
+      setOperatorInputValue(maybeNewOperatorSelectedValue?.label);
    }
 
    /////////////////////////////////////////////////////////////////////////////////////
@@ -431,7 +434,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    const tooltipEnterDelay = 500;
 
    let buttonAdditionalStyles: any = {};
-   let buttonContent = <span>{tableForField?.name != tableMetaData.name ? `${tableForField.label}: ` : ""}{fieldMetaData.label}</span>
+   let buttonContent = <span>{tableForField?.name != tableMetaData.name ? `${tableForField.label}: ` : ""}{fieldMetaData.label}</span>;
    let buttonClassName = "filterNotActive";
    if (criteriaIsValid)
    {
@@ -446,9 +449,9 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       // don't show the Equals or In operators //
       ///////////////////////////////////////////
       let operatorString = (<>{operatorSelectedValue.label}&nbsp;</>);
-      if(operatorSelectedValue.value == QCriteriaOperator.EQUALS || operatorSelectedValue.value == QCriteriaOperator.IN)
+      if (operatorSelectedValue.value == QCriteriaOperator.EQUALS || operatorSelectedValue.value == QCriteriaOperator.IN)
       {
-         operatorString = (<></>)
+         operatorString = (<></>);
       }
 
       buttonContent = (<><span style={{fontWeight: 700}}>{buttonContent}:</span>&nbsp;<span style={{fontWeight: 400}}>{operatorString}{valuesString}</span></>);
@@ -491,7 +494,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
    const xClicked = (e: React.MouseEvent<HTMLSpanElement>) =>
    {
       e.stopPropagation();
-      if(criteriaIsValid)
+      if (criteriaIsValid)
       {
          resetCriteria(e);
       }
@@ -499,12 +502,12 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
       {
          handleTurningOffQuickFilterField();
       }
-   }
+   };
 
    //////////////////////////////
    // return the button & menu //
    //////////////////////////////
-   const widthAndMaxWidth = fieldMetaData?.type == QFieldType.DATE_TIME ? 275 : 250
+   const widthAndMaxWidth = (fieldMetaData?.type == QFieldType.DATE_TIME) ? 315 : 250;
    return (
       <>
          {button}
@@ -541,6 +544,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
                </Box>
                <Box width={widthAndMaxWidth} maxWidth={widthAndMaxWidth} className="quickFilter filterValuesColumn">
                   <FilterCriteriaRowValues
+                     queryScreenUsage={queryScreenUsage}
                      operatorOption={operatorSelectedValue}
                      criteria={criteria}
                      field={fieldMetaData}

src/qqq/components/sharing/ShareModal.tsx

@@ -24,9 +24,8 @@ import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QT
 import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobComplete";
 import {QJobError} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobError";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
-import {Alert} from "@mui/material";
+import {Alert, Box} from "@mui/material";
 import Autocomplete from "@mui/material/Autocomplete";
-import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Card from "@mui/material/Card";
 import Icon from "@mui/material/Icon";
@@ -37,6 +36,7 @@ import Typography from "@mui/material/Typography";
 import FormData from "form-data";
 import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton} from "qqq/components/buttons/DefaultButtons";
+import DynamicSelect, {getAutocompleteOutlinedStyle} from "qqq/components/forms/DynamicSelect";
 import Client from "qqq/utils/qqq/Client";
 import React, {useEffect, useReducer, useState} from "react";
 
@@ -75,6 +75,17 @@ const defaultScope = scopeOptions[0];
 
 const qController = Client.getInstance();
 
+interface ShareableTableMetaData
+{
+   sharedRecordTableName: string;
+   assetIdFieldName: string;
+   scopeFieldName: string;
+   audienceTypesPossibleValueSourceName: string;
+   audiencePossibleValueSourceName: string;
+   thisTableOwnerIdFieldName: string;
+   audienceTypes: {[name: string]: any}; // values here are: ShareableAudienceType
+}
+
 /*******************************************************************************
  ** component containing a Modal dialog for sharing records
  *******************************************************************************/
@@ -83,6 +94,7 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
    const [statusString, setStatusString] = useState("Loading...");
    const [alert, setAlert] = useState(null as string);
 
+   const [selectedAudienceOption, setSelectedAudienceOption] = useState(null as {id: string, label: string});
    const [selectedAudienceType, setSelectedAudienceType] = useState(null);
    const [selectedAudienceId, setSelectedAudienceId] = useState(null);
    const [selectedScopeId, setSelectedScopeId] = useState(defaultScope.id);
@@ -92,8 +104,14 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
    const [needToLoadCurrentShares, setNeedToLoadCurrentShares] = useState(true);
    const [everLoadedCurrentShares, setEverLoadedCurrentShares] = useState(false);
 
+   const shareableTableMetaData = tableMetaData.shareableTableMetaData as ShareableTableMetaData;
+
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
+   if(!shareableTableMetaData)
+   {
+      console.error(`Did not find a shareableTableMetaData on table ${tableMetaData.name}`);
+   }
 
    /////////////////////////////////////////////////////////
    // trigger initial load, and post any changes, re-load //
@@ -124,7 +142,7 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
    /*******************************************************************************
     **
     *******************************************************************************/
-   function handleAudienceChange(event: React.SyntheticEvent, value: any | any[], reason: string)
+   function handleAudienceChange(value: any | any[], reason: string)
    {
       if(value)
       {
@@ -260,6 +278,7 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
          const result = processResult as QJobComplete;
          setStatusString(null);
          setAlert(null);
+         setSelectedAudienceOption(null);
          setNeedToLoadCurrentShares(true);
          setSubmitting(false)
       }
@@ -297,16 +316,6 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
    }
 
 
-   // todo - need this to be real
-   const audienceOptions = [
-      {id: "user:1", label: "Darin Kelkhoff"},
-      {id: "user:2", label: "Tom Chutterloin"},
-      {id: "user:3", label: "Tylers Ample"},
-      {id: "user:4", label: "Mames Mames"},
-      {id: "group:2", label: "Cold Track Engineering"}
-   ];
-
-
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -329,10 +338,11 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
     *******************************************************************************/
    function renderScopeDropdown(id: string, defaultValue: Scope, onChange: (event: React.SyntheticEvent, value: any | any[], reason: string) => void)
    {
+      const isDisabled = (id == "new-share-scope" && submitting);
       return (
          <Autocomplete
             id={id}
-            disabled={id == "new-share-scope" && submitting}
+            disabled={isDisabled}
             renderInput={(params) => (<TextField {...params} label="Scope" variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
             options={scopeOptions}
             // @ts-ignore
@@ -345,7 +355,7 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
             autoHighlight={true}
             disableClearable
             fullWidth
-            sx={autocompleteSX}
+            sx={getAutocompleteOutlinedStyle(isDisabled)}
          />
       );
    }
@@ -359,17 +369,18 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
             <Card sx={{my: 5, mx: "auto", p: 3}}>
 
                {/* header */}
-               <Box display="flex" flexDirection="row" justifyContent="space-between" alignItems="flex-start">
+               <Box display="flex" flexDirection="row" justifyContent="space-between" alignItems="flex-start" maxWidth="590px">
                   <Typography variant="h4" pb={1} fontWeight="600">
                      Share {tableMetaData.label}: {record?.recordLabel ?? record?.values?.get(tableMetaData.primaryKeyField) ?? "Unknown"}
-                     <Box color={colors.gray.main} pb={"0.5rem"} fontSize={"0.875rem"} fontWeight="400" maxWidth="590px">
+                     <Box color={colors.gray.main} pb={"0.5rem"} fontSize={"0.875rem"} fontWeight="400">
                         {/* todo move to helpContent (what do we attach the meta-data too??) */}
                         Select a user or a group to share this record with.
-                        You can choose if they should only be able to Read the record, or also make Edits to it.
+                        {/*You can choose if they should only be able to Read the record, or also make Edits to it.*/}
                      </Box>
-                     <Box fontSize={14} maxWidth="590px" pb={1} fontWeight="300">
+                     <Box fontSize={14} pb={1} fontWeight="300">
                         {alert && <Alert color="error" onClose={() => setAlert(null)}>{alert}</Alert>}
-                        {statusString}&nbsp;
+                        {statusString}
+                        {!alert && !statusString && (<>&nbsp;</>)}
                      </Box>
                   </Typography>
                </Box>
@@ -378,26 +389,22 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
                <Box pb={3} display="flex" flexDirection="column">
                   {/* row for adding a new share */}
                   <Box display="flex" flexDirection="row" alignItems="center">
-                     <Box width="350px" pr={2}>
+                     <Box width="550px" pr={2} mb={-1.5}>
-                        <Autocomplete
+                        <DynamicSelect
-                           id="new-share-audience"
+                           possibleValueSourceName={shareableTableMetaData.audiencePossibleValueSourceName}
-                           disabled={submitting}
+                           fieldLabel="User or Group" // todo should come from shareableTableMetaData
-                           renderInput={(params) => (<TextField {...params} label="User or Group" variant="outlined" autoComplete="off" type="search" InputProps={{...params.InputProps}} />)}
+                           initialValue={selectedAudienceOption?.id}
-                           options={audienceOptions}
+                           initialDisplayValue={selectedAudienceOption?.label}
+                           inForm={false}
                            onChange={handleAudienceChange}
-                           isOptionEqualToValue={(option, value) => option.id === value.id}
-                           // @ts-ignore Property label does not exist on string | {thing with label}
-                           getOptionLabel={(option) => option.label}
-                           autoSelect={true}
-                           autoHighlight={true}
-                           disableClearable
-                           fullWidth
-                           sx={autocompleteSX}
                         />
                      </Box>
-                     <Box width="180px" pr={2}>
+                     {/*
-                        {renderScopeDropdown("new-share-scope", defaultScope, handleScopeChange)}
+                        when turning scope back on, change width of audience box to 350px
-                     </Box>
+                        <Box width="180px" pr={2}>
+                           {renderScopeDropdown("new-share-scope", defaultScope, handleScopeChange)}
+                        </Box>
+                     */}
                      <Box>
                         <Tooltip title={selectedAudienceId == null ? "Select a user or group to share with." : null}>
                            <span>
@@ -418,20 +425,25 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
                            }
                         </h5>
                      </Box>
-                     <Box sx={{border: `1px solid ${colors.grayLines.main}`, borderRadius: "1rem", overflow: "auto"}} height="180px" pt="0.5rem">
+                     <Box sx={{border: `1px solid ${colors.grayLines.main}`, borderRadius: "1rem", overflow: "hidden"}}>
-                        {
+                        <Box sx={{overflow: "auto"}} height="210px" pt="0.75rem">
-                           currentShares.map((share) => (
+                           {
-                              <Box key={share.shareId} display="flex" justifyContent="space-between" alignItems="center" p="0.25rem" fontSize="1rem">
+                              currentShares.map((share) => (
-                                 <Box display="flex" alignItems="center">
+                                 <Box key={share.shareId} display="flex" justifyContent="space-between" alignItems="center" p="0.25rem" pb="0.75rem" fontSize="1rem">
-                                    <Box width="310px" pl="1rem">{share.audienceLabel}</Box>
+                                    <Box display="flex" alignItems="center">
-                                    <Box width="160px">{renderScopeDropdown(`scope-${share.shareId}`, getScopeOption(share.scopeId), (event: React.SyntheticEvent, value: any | any[], reason: string) => editingExistingShareScope(share.shareId, value))}</Box>
+                                       <Box width="490px" pl="1rem">{share.audienceLabel}</Box>
+                                       {/*
+                                          when turning scope back on, change width of audience box to 310px
+                                          <Box width="160px">{renderScopeDropdown(`scope-${share.shareId}`, getScopeOption(share.scopeId), (event: React.SyntheticEvent, value: any | any[], reason: string) => editingExistingShareScope(share.shareId, value))}</Box>
+                                       */}
+                                    </Box>
+                                    <Box pr="1rem">
+                                       <Button sx={{...iconButtonSX, ...redIconButton}} onClick={() => removeShare(share.shareId)}><Icon>clear</Icon></Button>
+                                    </Box>
                                  </Box>
-                                 <Box pr="1rem">
+                              ))
-                                    <Button sx={{...iconButtonSX, ...redIconButton}} onClick={() => removeShare(share.shareId)}><Icon>clear</Icon></Button>
+                           }
-                                 </Box>
+                        </Box>
-                              </Box>
-                           ))
-                        }
                      </Box>
                   </Box>
 
@@ -448,12 +460,6 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
 
 }
 
-const autocompleteSX =
-   {
-      "& .MuiAutocomplete-input": {padding: "0.125rem 0.5rem !important"},
-      "& .MuiOutlinedInput-root": {borderRadius: "0.75rem !important"}
-   };
-
 const iconButtonSX =
    {
       border: `1px solid ${colors.grayLines.main} !important`,

src/qqq/components/widgets/DashboardWidgets.tsx

@@ -38,6 +38,7 @@ import StackedBarChart from "qqq/components/widgets/charts/StackedBarChart";
 import CompositeWidget from "qqq/components/widgets/CompositeWidget";
 import DataBagViewer from "qqq/components/widgets/misc/DataBagViewer";
 import DividerWidget from "qqq/components/widgets/misc/Divider";
+import DynamicFormWidget from "qqq/components/widgets/misc/DynamicFormWidget";
 import FieldValueListWidget from "qqq/components/widgets/misc/FieldValueListWidget";
 import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import QuickSightChart from "qqq/components/widgets/misc/QuickSightChart";
@@ -261,7 +262,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
    {
       const rs: {[name: string]: any} = {};
 
-      if(record.values)
+      if(record && record.values)
       {
          record.values.forEach((value, key) => rs[key] = value);
       }
@@ -596,6 +597,12 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                   {}} />
                )
             }
+            {
+               widgetMetaData.type === "dynamicForm" && (
+                  widgetData && widgetData[i] &&
+                  <DynamicFormWidget isEditable={false} widgetMetaData={widgetMetaData} widgetData={widgetData[i]} record={record} recordValues={convertQRecordValuesFromMapToObject(record)} />
+               )
+            }
          </Box>
       );
    };

src/qqq/components/widgets/Widget.tsx

@@ -21,8 +21,7 @@
 
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import {InputLabel} from "@mui/material";
+import {Box, InputLabel} from "@mui/material";
-import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Card from "@mui/material/Card";
 import Icon from "@mui/material/Icon";
@@ -196,8 +195,6 @@ export function HeaderLinkButtonComponent({label, onClickCallback, disabled, dis
 }
 
 
-
-
 /*******************************************************************************
  **
  *******************************************************************************/
@@ -220,7 +217,7 @@ export function HeaderToggleComponent({label, getValue, onClickCallback, disable
    const onClick = () =>
    {
       onClickCallback();
-   }
+   };
 
    return (
       <Box alignItems="baseline" mr="-0.75rem">
@@ -236,7 +233,6 @@ export function HeaderToggleComponent({label, getValue, onClickCallback, disable
 }
 
 
-
 /*******************************************************************************
  **
  *******************************************************************************/
@@ -698,7 +694,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
    );
 
    let sublabelElement = (
-      <Box height="20px">
+      <Box key="sublabel" height="20px">
          <Typography sx={{position: "relative", top: "-18px"}} variant="caption">
             {props.widgetData?.sublabel}
          </Typography>
@@ -785,7 +781,7 @@ function Widget(props: React.PropsWithChildren<Props>): JSX.Element
                      }
                      {localLabelAdditionalElementsLeft}
                   </Box>
-                  <Box display="flex">
+                  <Box key="sublabelContainer" display="flex">
                      {
                         hasPermission && props.widgetData?.sublabel && (sublabelElement)
                      }

src/qqq/components/widgets/misc/DynamicFormWidget.tsx

@@ -0,0 +1,265 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
+import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import Box from "@mui/material/Box";
+import {FormikContextType, useFormikContext} from "formik";
+import QDynamicForm from "qqq/components/forms/DynamicForm";
+import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
+import Widget from "qqq/components/widgets/Widget";
+import {renderSectionOfFields} from "qqq/pages/records/view/RecordView";
+import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useState} from "react";
+
+
+/*******************************************************************************
+ ** component props
+ *******************************************************************************/
+interface DynamicFormWidgetProps
+{
+   isEditable: boolean;
+   widgetMetaData: QWidgetMetaData;
+   widgetData: any;
+   record: QRecord;
+   recordValues: { [name: string]: any };
+   onSaveCallback?: (values: { [name: string]: any }) => void;
+}
+
+
+/*******************************************************************************
+ ** default values for props
+ *******************************************************************************/
+DynamicFormWidget.defaultProps = {
+   onSaveCallback: null
+};
+
+
+/*******************************************************************************
+ ** Component to display a dynamic form - e.g., on a record edit or view screen,
+ ** or even within a process.
+ *******************************************************************************/
+export default function DynamicFormWidget({isEditable, widgetMetaData, widgetData, record, recordValues, onSaveCallback}: DynamicFormWidgetProps): JSX.Element
+{
+   const [fields, setFields] = useState([] as QFieldMetaData[]);
+
+   const [effectiveIsEditable, setEffectiveIsEditable] = useState(isEditable);
+   if(widgetMetaData.defaultValues.has("isEditable"))
+   {
+      const defaultIsEditableValue = widgetMetaData.defaultValues.get("isEditable")
+      if(defaultIsEditableValue != effectiveIsEditable)
+      {
+         setEffectiveIsEditable(defaultIsEditableValue);
+      }
+   }
+
+   const [dynamicFormFields, setDynamicFormFields] = useState(null as any);
+   const [formValidations, setFormValidations] = useState(null as any);
+
+   const [lastKnowFormValues, setLastKnowFormValues] = useState({} as {[name: string]: any});
+
+
+   //////////////////////////////////////////////////////////////////////////////////////////
+   // on initial load, and any time widgetData changes (e.g., if widget gets re-rendered), //
+   // figure out what our form fields are                                                  //
+   //////////////////////////////////////////////////////////////////////////////////////////
+   useEffect(() =>
+   {
+      setDynamicFormFields({})
+      setFormValidations({})
+
+      if(widgetData && widgetData.fieldList)
+      {
+         const newFields: QFieldMetaData[] = [];
+         for (let i = 0; i < widgetData.fieldList.length; i++)
+         {
+            newFields.push(new QFieldMetaData(widgetData.fieldList[i]));
+         }
+         setFields(newFields);
+
+         if(newFields.length > 0)
+         {
+            const recordOfFieldValues = widgetData.recordOfFieldValues ? new QRecord(widgetData.recordOfFieldValues) : null;
+            const {dynamicFormFields: newDynamicFormFields, formValidations: newFormValidations} = DynamicFormUtils.getFormData(newFields);
+            const defaultDisplayValues = new Map<string,string>(); // todo - seems not right?
+            DynamicFormUtils.addPossibleValueProps(newDynamicFormFields, newFields, recordValues.tableName, null, recordOfFieldValues ? recordOfFieldValues.displayValues : defaultDisplayValues);
+            setDynamicFormFields(newDynamicFormFields)
+            setFormValidations(newFormValidations)
+         }
+
+         setLastKnowFormValues({});
+      }
+      else
+      {
+         setFields([])
+      }
+   }, [widgetData]);
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function checkForFormValueChanges(formikProps: FormikContextType<any>)
+   {
+      if(!fields || !fields.length)
+      {
+         return;
+      }
+
+      let anyChanged = false;
+      for (let i = 0; i < fields.length; i++)
+      {
+         const name = fields[i].name;
+         if(formikProps.values[name] != lastKnowFormValues[name])
+         {
+            anyChanged = true;
+            lastKnowFormValues[name] = formikProps.values[name];
+         }
+      }
+
+      if(anyChanged)
+      {
+         const mergedDynamicFormValuesIntoFieldName = widgetData.mergedDynamicFormValuesIntoFieldName;
+         if(mergedDynamicFormValuesIntoFieldName && onSaveCallback)
+         {
+            const onSaveCallbackParam: {[name: string]: any} = {};
+            onSaveCallbackParam[mergedDynamicFormValuesIntoFieldName] = JSON.stringify(lastKnowFormValues);
+            onSaveCallback(onSaveCallbackParam);
+         }
+      }
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getInitialValue(fieldName: string)
+   {
+      for (let i = 0; i < fields?.length; i++)
+      {
+         if(fields[i].name == fieldName && fields[i].defaultValue)
+         {
+            return (fields[i].defaultValue)
+         }
+      }
+
+      return (null);
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderEditForm()
+   {
+      const formikProps = useFormikContext();
+      if(!fields || !fields.length)
+      {
+         return (
+            <Box>
+               <Box fontSize="1rem">{widgetData && widgetData.noFieldsMessage}</Box>
+            </Box>
+         );
+      }
+
+      const formData: any = {};
+      formData.values = formikProps.values;
+      formData.touched = formikProps.touched;
+      formData.errors = formikProps.errors;
+      formData.formFields = {};
+
+      // todo - merge the formValidations object with formik's - maybe in the useEffect where we build it
+      // setValidations(Yup.object().shape(formValidations));
+      // formikProps.validationSchema.
+
+      for (let key of Object.keys(dynamicFormFields))
+      {
+         const dynamicFormField = dynamicFormFields[key];
+         formData.formFields[dynamicFormField.name] = dynamicFormField;
+
+         const initialValue = getInitialValue(dynamicFormField.name);
+         if(initialValue != null)
+         {
+            console.log(`@dk trying to set an initial value [${dynamicFormField.name}] to [${initialValue}]`);
+            // @ts-ignore some any
+            formikProps.initialValues[dynamicFormField.name] = initialValue;
+         }
+      }
+
+      if(formData.values)
+      {
+         checkForFormValueChanges(formikProps);
+      }
+
+      return (
+         <Box>
+            <QDynamicForm formData={formData} record={record} />
+         </Box>
+      );
+   }
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderViewForm()
+   {
+      const fieldNames: string[] = [];
+      const fieldMap: {[name: string]: QFieldMetaData} = {};
+      const fakeRecord = new QRecord(widgetData.recordOfFieldValues ?? {});
+
+      const mergedDynamicFormValuesIntoFieldName = widgetData.mergedDynamicFormValuesIntoFieldName;
+
+      for (let i = 0; i < fields?.length; i++)
+      {
+         const fieldName = fields[i].name;
+         fieldNames.push(fieldName);
+         fieldMap[fieldName] = fields[i];
+
+         if(mergedDynamicFormValuesIntoFieldName && recordValues[mergedDynamicFormValuesIntoFieldName])
+         {
+            fakeRecord.values.set(fieldName, recordValues[mergedDynamicFormValuesIntoFieldName][fieldName]);
+         }
+      }
+
+      const section = renderSectionOfFields(`dynamicFormWidget:${widgetMetaData.name}`, fieldNames, null, false, fakeRecord, fieldMap);
+
+      return (<Box>
+         {section}
+      </Box>);
+   }
+
+
+   ////////////
+   // render //
+   ////////////
+   return (<Widget widgetMetaData={widgetMetaData}>
+      {
+         <React.Fragment>
+            {effectiveIsEditable ? renderEditForm() : renderViewForm()}
+         </React.Fragment>
+      }
+   </Widget>);
+}
+

src/qqq/components/widgets/misc/PivotTableSetupWidget.tsx

@@ -280,7 +280,7 @@ export default function PivotTableSetupWidget({isEditable, widgetMetaData, recor
       }
 
       modalPivotTableDefinition[rowsOrColumns].push(new PivotTableGroupBy());
-      validateForm()
+      validateForm();
       forceUpdate();
    }
 
@@ -292,7 +292,7 @@ export default function PivotTableSetupWidget({isEditable, widgetMetaData, recor
    {
       updateUsedGroupByFieldNames(modalPivotTableDefinition);
       updateUsedValueFieldNames(modalPivotTableDefinition);
-      validateForm()
+      validateForm();
       forceUpdate();
    }
 
@@ -308,7 +308,7 @@ export default function PivotTableSetupWidget({isEditable, widgetMetaData, recor
       }
 
       modalPivotTableDefinition.values.push(new PivotTableValue());
-      validateForm()
+      validateForm();
       forceUpdate();
    }
 
@@ -319,7 +319,7 @@ export default function PivotTableSetupWidget({isEditable, widgetMetaData, recor
    function removeValue(index: number)
    {
       modalPivotTableDefinition.values.splice(index, 1);
-      validateForm()
+      validateForm();
       forceUpdate();
    }
 
@@ -503,7 +503,7 @@ export default function PivotTableSetupWidget({isEditable, widgetMetaData, recor
    const labelAdditionalElementsRight: JSX.Element[] = [];
    if (isEditable)
    {
-      labelAdditionalElementsRight.push(<HeaderToggleComponent disabled={editPopupDisabled} disabledTooltip={selectTableFirstTooltipTitle ?? selectColumnsFirstTooltipTitle} label="Use Pivot Table?" getValue={() => enabled} onClickCallback={toggleEnabled} />);
+      labelAdditionalElementsRight.push(<HeaderToggleComponent key="pivotTableHeader" disabled={editPopupDisabled} disabledTooltip={selectTableFirstTooltipTitle ?? selectColumnsFirstTooltipTitle} label="Use Pivot Table?" getValue={() => enabled} onClickCallback={toggleEnabled} />);
    }
 
 
@@ -659,7 +659,7 @@ export default function PivotTableSetupWidget({isEditable, widgetMetaData, recor
       // if this isn't a call from the on-submit handler, and we haven't previously attempted a submit, then return w/o setting any alerts //
       // this is like a version of considering "touched"...                                                                                //
       ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-      if(!submitting && !attemptedSubmit)
+      if (!submitting && !attemptedSubmit)
       {
          return;
       }
@@ -703,7 +703,7 @@ export default function PivotTableSetupWidget({isEditable, widgetMetaData, recor
          // now they've fixed 'em - so go back to a 'clean' state - so if they add more    //
          // boxes, they won't immediately show errors, until a re-submit                   //
          ////////////////////////////////////////////////////////////////////////////////////
-         if(attemptedSubmit)
+         if (attemptedSubmit)
          {
             setAttemptedSubmit(false);
          }

src/qqq/components/widgets/misc/RecordGridWidget.tsx

@@ -185,7 +185,7 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
    if(data && data.viewAllLink)
    {
       labelAdditionalElementsLeft.push(
-         <Typography variant="body2" p={2} display="inline" fontSize=".875rem" pt="0" position="relative">
+         <Typography key={"viewAllLink"} variant="body2" p={2} display="inline" fontSize=".875rem" pt="0" position="relative">
             <Link to={data.viewAllLink}>View All</Link>
          </Typography>
       )
@@ -225,8 +225,8 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
    if(widgetMetaData?.showExportButton)
    {
       labelAdditionalElementsLeft.push(
-         <Typography key={1} variant="body2" px={0} display="inline" position="relative">
+         <Typography key={"exportButton"} variant="body2" px={0} display="inline" position="relative">
-            <Tooltip title={tooltipTitle}><Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={onExportClick} disabled={isExportDisabled}><Icon sx={{color: "#757575", fontSize: 1.25}}>save_alt</Icon></Button></Tooltip>
+            <Tooltip title={tooltipTitle}><span><Button sx={{px: 1, py: 0, minWidth: "initial"}} onClick={onExportClick} disabled={isExportDisabled}><Icon sx={{color: "#757575", fontSize: 1.25}}>save_alt</Icon></Button></span></Tooltip>
          </Typography>
       );
    }
@@ -305,48 +305,50 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
          labelBoxAdditionalSx={{position: "relative", top: "-0.375rem"}}
       >
          <Box mx={-2} mb={-3}>
-            <DataGridPro
+            <Box className="recordGridWidget">
-               autoHeight
+               <DataGridPro
-               sx={{
+                  autoHeight
-                  borderBottom: "none",
+                  sx={{
-                  borderLeft: "none",
+                     borderBottom: "none",
-                  borderRight: "none"
+                     borderLeft: "none",
-               }}
+                     borderRight: "none"
-               rows={rows}
+                  }}
-               disableSelectionOnClick
+                  rows={rows}
-               columns={columns}
+                  disableSelectionOnClick
-               rowBuffer={10}
+                  columns={columns}
-               getRowClassName={(params) => (params.indexRelativeToCurrentPage % 2 === 0 ? "even" : "odd")}
+                  rowBuffer={10}
-               onRowClick={handleRowClick}
+                  getRowClassName={(params) => (params.indexRelativeToCurrentPage % 2 === 0 ? "even" : "odd")}
-               getRowId={(row) => row.__rowIndex}
+                  onRowClick={handleRowClick}
-               // getRowHeight={() => "auto"} // maybe nice?  wraps values in cells...
+                  getRowId={(row) => row.__rowIndex}
-               components={{
+                  // getRowHeight={() => "auto"} // maybe nice?  wraps values in cells...
-                  Toolbar: CustomToolbar
+                  components={{
-               }}
+                     Toolbar: CustomToolbar
-               // pinnedColumns={pinnedColumns}
+                  }}
-               // onPinnedColumnsChange={handlePinnedColumnsChange}
+                  // pinnedColumns={pinnedColumns}
-               // pagination
+                  // onPinnedColumnsChange={handlePinnedColumnsChange}
-               // paginationMode="server"
+                  // pagination
-               // rowsPerPageOptions={[20]}
+                  // paginationMode="server"
-               // sortingMode="server"
+                  // rowsPerPageOptions={[20]}
-               // filterMode="server"
+                  // sortingMode="server"
-               // page={pageNumber}
+                  // filterMode="server"
-               // checkboxSelection
+                  // page={pageNumber}
-               rowCount={data && data.totalRows}
+                  // checkboxSelection
-               // onPageSizeChange={handleRowsPerPageChange}
+                  rowCount={data && data.totalRows}
-               // onStateChange={handleStateChange}
+                  // onPageSizeChange={handleRowsPerPageChange}
-               // density={density}
+                  // onStateChange={handleStateChange}
-               // loading={loading}
+                  // density={density}
-               // filterModel={filterModel}
+                  // loading={loading}
-               // onFilterModelChange={handleFilterChange}
+                  // filterModel={filterModel}
-               // columnVisibilityModel={columnVisibilityModel}
+                  // onFilterModelChange={handleFilterChange}
-               // onColumnVisibilityModelChange={handleColumnVisibilityChange}
+                  // columnVisibilityModel={columnVisibilityModel}
-               // onColumnOrderChange={handleColumnOrderChange}
+                  // onColumnVisibilityModelChange={handleColumnVisibilityChange}
-               // onSelectionModelChange={selectionChanged}
+                  // onColumnOrderChange={handleColumnOrderChange}
-               // onSortModelChange={handleSortChange}
+                  // onSelectionModelChange={selectionChanged}
-               // sortingOrder={[ "asc", "desc" ]}
+                  // onSortModelChange={handleSortChange}
-               // sortModel={columnSortModel}
+                  // sortingOrder={[ "asc", "desc" ]}
-            />
+                  // sortModel={columnSortModel}
+               />
+            </Box>
          </Box>
       </Widget>
    );

src/qqq/components/widgets/misc/ReportSetupWidget.tsx

@@ -46,8 +46,8 @@ interface ReportSetupWidgetProps
 {
    isEditable: boolean;
    widgetMetaData: QWidgetMetaData;
-   recordValues: {[name: string]: any};
+   recordValues: { [name: string]: any };
-   onSaveCallback?: (values: {[name: string]: any}) => void;
+   onSaveCallback?: (values: { [name: string]: any }) => void;
 }
 
 ReportSetupWidget.defaultProps = {
@@ -103,14 +103,14 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    /////////////////////////////
    let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
    let usingDefaultEmptyFilter = false;
-   if(!queryFilter)
+   if (!queryFilter)
    {
       queryFilter = new QQueryFilter();
       usingDefaultEmptyFilter = true;
    }
 
    let columns: QQueryColumns = null;
-   if(recordValues["columnsJson"])
+   if (recordValues["columnsJson"])
    {
       columns = QQueryColumns.buildFromJSON(recordValues["columnsJson"]);
    }
@@ -124,12 +124,12 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
       {
          (async () =>
          {
-            const tableMetaData = await qController.loadTableMetaData(recordValues["tableName"])
+            const tableMetaData = await qController.loadTableMetaData(recordValues["tableName"]);
             setTableMetaData(tableMetaData);
 
             const queryFilterForFrontend = Object.assign({}, queryFilter);
-            await FilterUtils.cleanupValuesInFilerFromQueryString(qController, tableMetaData, queryFilterForFrontend)
+            await FilterUtils.cleanupValuesInFilerFromQueryString(qController, tableMetaData, queryFilterForFrontend);
-            setFrontendQueryFilter(queryFilterForFrontend)
+            setFrontendQueryFilter(queryFilterForFrontend);
          })();
       }
    }, [recordValues]);
@@ -140,7 +140,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function openEditor()
    {
-      if(recordValues["tableName"])
+      if (recordValues["tableName"])
       {
          setModalOpen(true);
       }
@@ -152,7 +152,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function saveClicked()
    {
-      if(!onSaveCallback)
+      if (!onSaveCallback)
       {
          console.log("onSaveCallback was not defined");
          return;
@@ -181,7 +181,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function closeEditor(event?: {}, reason?: "backdropClick" | "escapeKeyDown")
    {
-      if(reason == "backdropClick" || reason == "escapeKeyDown")
+      if (reason == "backdropClick" || reason == "escapeKeyDown")
       {
          return;
       }
@@ -195,9 +195,9 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function renderColumn(column: Column): JSX.Element
    {
-      const [field, table] = FilterUtils.getField(tableMetaData, column.name)
+      const [field, table] = FilterUtils.getField(tableMetaData, column.name);
 
-      if(!column || !column.isVisible || column.name == "__check__" || !field)
+      if (!column || !column.isVisible || column.name == "__check__" || !field)
       {
          return (<React.Fragment />);
       }
@@ -215,9 +215,9 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function mayShowQueryPreview(): boolean
    {
-      if(tableMetaData)
+      if (tableMetaData)
       {
-         if(frontendQueryFilter?.criteria?.length > 0 || frontendQueryFilter?.subFilters?.length > 0)
+         if (frontendQueryFilter?.criteria?.length > 0 || frontendQueryFilter?.subFilters?.length > 0)
          {
             return (true);
          }
@@ -231,11 +231,11 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function mayShowColumnsPreview(): boolean
    {
-      if(tableMetaData)
+      if (tableMetaData)
       {
-         for(let i = 0; i<columns?.columns?.length; i++)
+         for (let i = 0; i < columns?.columns?.length; i++)
          {
-            if(columns.columns[i].isVisible && columns.columns[i].name != "__check__")
+            if (columns.columns[i].isVisible && columns.columns[i].name != "__check__")
             {
                return (true);
             }
@@ -269,10 +269,10 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    // add link to widget header for opening modal //
    /////////////////////////////////////////////////
    const selectTableFirstTooltipTitle = tableMetaData ? null : "You must select a table before you can set up your report filters and columns";
-   const labelAdditionalElementsRight: JSX.Element[] = []
+   const labelAdditionalElementsRight: JSX.Element[] = [];
-   if(isEditable)
+   if (isEditable)
    {
-      labelAdditionalElementsRight.push(<HeaderLinkButtonComponent label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />)
+      labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
    }
 
 
@@ -316,7 +316,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
             <Box display="flex" flexWrap="wrap" fontSize="1rem">
                {
                   mayShowColumnsPreview() &&
-                  columns.columns.map((column, i) => <React.Fragment key={i}>{renderColumn(column)}</React.Fragment>)
+                  columns.columns.map((column, i) => <React.Fragment key={`column-${i}`}>{renderColumn(column)}</React.Fragment>)
                }
                {
                   !mayShowColumnsPreview() &&

src/qqq/models/fields/FieldRules.ts

@@ -29,6 +29,7 @@ export interface FieldRule
    sourceField: string;
    action: FieldRuleAction;
    targetField: string;
+   targetWidget: string;
 }
 
 
@@ -46,5 +47,6 @@ export enum FieldRuleTrigger
  *******************************************************************************/
 export enum FieldRuleAction
 {
-   CLEAR_TARGET_FIELD = "CLEAR_TARGET_FIELD"
+   CLEAR_TARGET_FIELD = "CLEAR_TARGET_FIELD",
+   RELOAD_WIDGET = "RELOAD_WIDGET"
 }

src/qqq/pages/processes/ProcessRun.tsx

@@ -35,8 +35,7 @@ import {QJobRunning} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJob
 import {QJobStarted} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobStarted";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
-import {Alert, Button, CircularProgress, Icon, TablePagination} from "@mui/material";
+import {Alert, Box, Button, CircularProgress, Icon, TablePagination} from "@mui/material";
-import Box from "@mui/material/Box";
 import Card from "@mui/material/Card";
 import Grid from "@mui/material/Grid";
 import Step from "@mui/material/Step";
@@ -48,16 +47,19 @@ import FormData from "form-data";
 import {Form, Formik} from "formik";
 import parse from "html-react-parser";
 import QContext from "QContext";
+import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QSubmitButton} from "qqq/components/buttons/DefaultButtons";
 import QDynamicForm from "qqq/components/forms/DynamicForm";
 import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 import MDButton from "qqq/components/legacy/MDButton";
 import MDProgress from "qqq/components/legacy/MDProgress";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import HelpContent from "qqq/components/misc/HelpContent";
 import QRecordSidebar from "qqq/components/misc/RecordSidebar";
 import {GoogleDriveFolderPickerWrapper} from "qqq/components/processes/GoogleDriveFolderPickerWrapper";
 import ProcessSummaryResults from "qqq/components/processes/ProcessSummaryResults";
 import ValidationReview from "qqq/components/processes/ValidationReview";
+import DashboardWidgets from "qqq/components/widgets/DashboardWidgets";
 import BaseLayout from "qqq/layouts/BaseLayout";
 import {TABLE_VARIANT_LOCAL_STORAGE_KEY_ROOT} from "qqq/pages/records/query/RecordQuery";
 import Client from "qqq/utils/qqq/Client";
@@ -86,6 +88,14 @@ const INITIAL_RETRY_MILLIS = 1_500;
 const RETRY_MAX_MILLIS = 12_000;
 const BACKOFF_AMOUNT = 1.5;
 
+////////////////////////////////////////////////////////////////////////////
+// define a function that we can make referenes to, which we'll overwrite //
+// with formik's setFieldValue function, once we're inside formik.        //
+////////////////////////////////////////////////////////////////////////////
+let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
+{
+}
+
 function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, isReport, recordIds, closeModalHandler, forceReInit, overrideLabel}: Props): JSX.Element
 {
    const processNameParam = useParams().processName;
@@ -124,6 +134,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
    const [showErrorDetail, setShowErrorDetail] = useState(false);
    const [showFullHelpText, setShowFullHelpText] = useState(false);
 
+   const [renderedWidgets, setRenderedWidgets] = useState({} as {[step: string]: {[widgetName: string]: any}});
+
    const {pageHeader, recordAnalytics, setPageHeader} = useContext(QContext);
 
    //////////////////////////////////////////////////////////////////////////////////////////////////////////////
@@ -273,6 +285,42 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       };
    };
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function renderWidget(widgetName: string)
+   {
+      if(!renderedWidgets[activeStep.name])
+      {
+         renderedWidgets[activeStep.name] = {};
+         setRenderedWidgets(renderedWidgets);
+      }
+
+      if(renderedWidgets[activeStep.name][widgetName])
+      {
+         return renderedWidgets[activeStep.name][widgetName];
+      }
+
+      const widgetMetaData = qInstance.widgets.get(widgetName);
+      if(!widgetMetaData)
+      {
+         return (<Alert color="error">Unrecognized widget name: {widgetName}</Alert>);
+      }
+
+      const queryStringParts: string[] = [];
+      for (let name in processValues)
+      {
+         queryStringParts.push(`${name}=${encodeURIComponent(processValues[name])}`)
+      }
+
+      const renderedWidget = (<Box m={-2}>
+         <DashboardWidgets widgetMetaDataList={[widgetMetaData]} omitWrappingGridContainer={true} childUrlParams={queryStringParts.join("&")} />
+      </Box>)
+      renderedWidgets[activeStep.name][widgetName] = renderedWidget;
+      return renderedWidget;
+   }
+
    ////////////////////////////////////////////////////
    // generate the main form body content for a step //
    ////////////////////////////////////////////////////
@@ -407,6 +455,15 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
          });
       }
 
+      // todo not commit - not ready - need process (or screen) meta-data to have helpContents...
+      /*
+      ///////////////////////////////
+      // screen-level help content //
+      ///////////////////////////////
+      let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
+      const formattedHelpContent = <HelpContent helpContents={process.helpContents} roles={helpRoles} helpContentKey={`table:${tableName};section:${section.name}`} />;
+       */
+
       return (
          <>
             {
@@ -421,6 +478,16 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                </MDTypography>
             }
 
+            {
+               /*
+               // todo not commit - not ready - need process (or screen) meta-data to have helpContents...
+               formattedHelpContent &&
+               <Box px={"1.5rem"} fontSize={"0.875rem"} color={colors.blueGray.main}>
+                  {formattedHelpContent}
+               </Box>
+               */
+            }
+
             {
                //////////////////////////////////////////////////
                // render all of the components for this screen //
@@ -433,6 +500,23 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                      helpRoles = ["EDIT_SCREEN", "WRITE_SCREENS", "ALL_SCREENS"];
                   }
 
+                  //////////////////////////////////////////////////////////////////////////
+                  // if the component specifies a sub-set of field names to include, then //
+                  // edit the formData object to just include those.                      //
+                  //////////////////////////////////////////////////////////////////////////
+                  let formDataToUse = formData;
+                  if(component.values && component.values.includeFieldNames)
+                  {
+                     formDataToUse = Object.assign({}, formData);
+
+                     formDataToUse.formFields = {};
+                     for (let i = 0; i < component.values.includeFieldNames.length; i++)
+                     {
+                        const fieldName = component.values.includeFieldNames[i];
+                        formDataToUse.formFields[fieldName] = formData.formFields[fieldName];
+                     }
+                  }
+
                   return (
                      <div key={index}>
                         {
@@ -528,9 +612,22 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                            )
                         }
                         {
-                           component.type === QComponentType.EDIT_FORM && (
+                           component.type === QComponentType.EDIT_FORM &&
-                              <QDynamicForm formData={formData} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
+                              <>
-                           )
+                                 {
+                                    component.values?.sectionLabel ?
+                                       <Box py={1.5}>
+                                          <Card sx={{scrollMarginTop: "20px"}}>
+                                             <MDTypography variant="h5" p={3} pl={2} pb={1}>
+                                                {component.values?.sectionLabel}
+                                             </MDTypography>
+                                             <Box pt={0} p={2}>
+                                                <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
+                                             </Box>
+                                          </Card>
+                                       </Box> : <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
+                                 }
+                              </>
                         }
                         {
                            component.type === QComponentType.VIEW_FORM && step.viewFields && (
@@ -653,6 +750,12 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                               </Box>
                            )
                         }
+                        {
+                           component.type === QComponentType.WIDGET && (
+                              component.values?.widgetName &&
+                              renderWidget(component.values?.widgetName)
+                           )
+                        }
                      </div>
                   );
                }))
@@ -981,6 +1084,26 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             setProcessValues(qJobComplete.values);
             setQJobRunning(null);
 
+            if(formikSetFieldValueFunction)
+            {
+               //////////////////////////////////
+               // reset field values in formik //
+               //////////////////////////////////
+               for (let key in qJobComplete.values)
+               {
+                  formikSetFieldValueFunction(key, qJobComplete.values[key]);
+               }
+            }
+
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            // if the process step sent a new frontend-step-list, then refresh what we have in state (constructing new full model objects) //
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            const updatedFrontendStepList = qJobComplete.updatedFrontendStepList;
+            if(updatedFrontendStepList)
+            {
+               setSteps(updatedFrontendStepList);
+            }
+
             if (activeStep && activeStep.recordListFields)
             {
                setNeedRecords(true);
@@ -1340,89 +1463,98 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       >
          {({
             values, errors, touched, isSubmitting, setFieldValue,
-         }) => (
+         }) =>
-            <Form style={formStyles} id={formId} autoComplete="off">
+         {
-               <Card sx={mainCardStyles}>
+            ///////////////////////////////////////////////////////////////////
-                  {
+            // once we're in the formik form, use its setFieldValue function //
-                     !isWidget && (
+            // over top of the default one we created globally               //
-                        <Box mx={2} mt={-3}>
+            ///////////////////////////////////////////////////////////////////
-                           <Stepper activeStep={activeStepIndex} alternativeLabel>
+            formikSetFieldValueFunction = setFieldValue;
-                              {steps.map((step) => (
-                                 <Step key={step.name}>
-                                    <StepLabel>{step.label}</StepLabel>
-                                 </Step>
-                              ))}
-                           </Stepper>
-                        </Box>
-                     )
-                  }
 
-                  <Box p={3}>
+            return (
-                     <Box pb={isWidget ? 6 : "initial"}>
+               <Form style={formStyles} id={formId} autoComplete="off">
-                        {/***************************************************************************
+                  <Card sx={mainCardStyles}>
+                     {
+                        !isWidget && (
+                           <Box mx={2} mt={-3} sx={{"& .MuiStepper-horizontal": {minHeight: "5rem"}}}>
+                              <Stepper activeStep={activeStepIndex} alternativeLabel>
+                                 {steps.map((step) => (
+                                    <Step key={step.name}>
+                                       <StepLabel>{step.label}</StepLabel>
+                                    </Step>
+                                 ))}
+                              </Stepper>
+                           </Box>
+                        )
+                     }
+
+                     <Box p={3}>
+                        <Box pb={isWidget ? 6 : "initial"}>
+                           {/***************************************************************************
                          ** step content - e.g., the appropriate form or other screen for the step **
                          ***************************************************************************/}
-                        {getDynamicStepContent(
+                           {getDynamicStepContent(
-                           activeStepIndex,
+                              activeStepIndex,
-                           activeStep,
+                              activeStep,
-                           {
+                              {
-                              values,
+                                 values,
-                              touched,
+                                 touched,
-                              formFields,
+                                 formFields,
-                              errors,
+                                 errors,
-                           },
+                              },
-                           processError,
+                              processError,
-                           processValues,
+                              processValues,
-                           recordConfig,
+                              recordConfig,
-                           setFieldValue,
+                              setFieldValue,
-                        )}
+                           )}
-                        {/********************************
+                           {/********************************
                          ** back &| next/submit buttons **
                          ********************************/}
-                        <Box mt={6} width="100%" display="flex" justifyContent="space-between" position={isWidget ? "absolute" : "initial"} bottom={isWidget ? "3rem" : "initial"} right={isWidget ? "1.5rem" : "initial"}>
+                           <Box mt={6} width="100%" display="flex" justifyContent="space-between" position={isWidget ? "absolute" : "initial"} bottom={isWidget ? "3rem" : "initial"} right={isWidget ? "1.5rem" : "initial"}>
-                           {true || activeStepIndex === 0 ? (
+                              {true || activeStepIndex === 0 ? (
-                              <Box />
+                                 <Box />
-                           ) : (
+                              ) : (
-                              <MDButton variant="gradient" color="light" onClick={handleBack}>back</MDButton>
+                                 <MDButton variant="gradient" color="light" onClick={handleBack}>back</MDButton>
-                           )}
+                              )}
-                           {processError || qJobRunning || !activeStep ? (
+                              {processError || qJobRunning || !activeStep ? (
-                              <Box />
+                                 <Box />
-                           ) : (
+                              ) : (
-                              <>
+                                 <>
-                                 {formError && (
+                                    {formError && (
-                                    <MDTypography component="div" variant="caption" color="error" fontWeight="regular" align="right" fullWidth>
+                                       <MDTypography component="div" variant="caption" color="error" fontWeight="regular" align="right" fullWidth>
-                                       {formError}
+                                          {formError}
-                                    </MDTypography>
+                                       </MDTypography>
-                                 )}
+                                    )}
-                                 {
+                                    {
-                                    noMoreSteps && <QCancelButton
+                                       noMoreSteps && <QCancelButton
-                                       onClickHandler={handleCancelClicked}
+                                          onClickHandler={handleCancelClicked}
-                                       label={isModal ? "Close" : "Return"}
+                                          label={isModal ? "Close" : "Return"}
-                                       iconName={isModal ? "cancel" : "arrow_back"}
+                                          iconName={isModal ? "cancel" : "arrow_back"}
-                                       disabled={isSubmitting} />
+                                          disabled={isSubmitting} />
-                                 }
+                                    }
-                                 {
+                                    {
-                                    !noMoreSteps && (
+                                       !noMoreSteps && (
-                                       <Box component="div" py={3}>
+                                          <Box component="div" py={3}>
-                                          <Grid container justifyContent="flex-end" spacing={3}>
+                                             <Grid container justifyContent="flex-end" spacing={3}>
-                                             {
+                                                {
-                                                !isWidget && (
+                                                   !isWidget && (
-                                                   <QCancelButton onClickHandler={handleCancelClicked} disabled={isSubmitting} />
+                                                      <QCancelButton onClickHandler={handleCancelClicked} disabled={isSubmitting} />
-                                                )
+                                                   )
-                                             }
+                                                }
-                                             <QSubmitButton label={nextButtonLabel} iconName={nextButtonIcon} disabled={isSubmitting} />
+                                                <QSubmitButton label={nextButtonLabel} iconName={nextButtonIcon} disabled={isSubmitting} />
-                                          </Grid>
+                                             </Grid>
-                                       </Box>
+                                          </Box>
-                                    )
+                                       )
-                                 }
+                                    }
-                              </>
+                                 </>
-                           )}
+                              )}
+                           </Box>
                         </Box>
                      </Box>
-                  </Box>
+                  </Card>
-               </Card>
+               </Form>
-            </Form>
+            )
-         )}
+         }}
       </Formik>
    );
 

src/qqq/pages/records/query/RecordQuery.tsx

@@ -109,7 +109,7 @@ const qController = Client.getInstance();
  *******************************************************************************/
 const getLoadingScreen = (isModal: boolean) =>
 {
-   if(isModal)
+   if (isModal)
    {
       return (<Box>&nbsp;</Box>);
    }
@@ -151,7 +151,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
     *******************************************************************************/
    function localStorageSet(key: string, value: string)
    {
-      if(mayWriteLocalStorage)
+      if (mayWriteLocalStorage)
       {
          localStorage.setItem(key, value);
       }
@@ -163,7 +163,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
     *******************************************************************************/
    function localStorageRemove(key: string)
    {
-      if(mayWriteLocalStorage)
+      if (mayWriteLocalStorage)
       {
          localStorage.removeItem(key);
       }
@@ -176,7 +176,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
          {
             return view;
          }
-      }
+      };
    });
 
    ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
@@ -256,7 +256,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       defaultView.mode = defaultMode;
    }
 
-   if(firstRender)
+   if (firstRender)
    {
       /////////////////////////////////////////////////////////////////////////
       // allow a caller to send in an initial filter & set of columns.       //
@@ -408,7 +408,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
    //////////////////////////////////////////////////////////////////
    // we use our own header - so clear out the context page header //
    //////////////////////////////////////////////////////////////////
-   if(!isModal)
+   if (!isModal)
    {
       setPageHeader(null);
    }
@@ -486,7 +486,6 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
    };
 
 
-
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -711,7 +710,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
          {
             if (localStorage.getItem(currentSavedViewLocalStorageKey))
             {
-               if(usage == "queryScreen")
+               if (usage == "queryScreen")
                {
                   currentSavedViewId = Number.parseInt(localStorage.getItem(currentSavedViewLocalStorageKey));
                   navigate(`${metaData.getTablePathByName(tableName)}/savedView/${currentSavedViewId}`);
@@ -750,13 +749,13 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
          const viewForLocalStorage: RecordQueryView = JSON.parse(viewAsJSON);
          if (viewForLocalStorage?.queryFilter?.criteria?.length > 0)
          {
-            FilterUtils.stripAwayIncompleteCriteria(viewForLocalStorage.queryFilter)
+            FilterUtils.stripAwayIncompleteCriteria(viewForLocalStorage.queryFilter);
          }
          localStorageSet(viewLocalStorageKey, JSON.stringify(viewForLocalStorage));
       }
-      catch(e)
+      catch (e)
       {
-         console.log("Error storing view in local storage: " + e)
+         console.log("Error storing view in local storage: " + e);
       }
    };
 
@@ -868,7 +867,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       for (let i = 0; i < queryFilter?.orderBys?.length; i++)
       {
          const fieldName = queryFilter.orderBys[i].fieldName;
-         if (fieldName.indexOf(".") > -1)
+         if (fieldName != null && fieldName.indexOf(".") > -1)
          {
             const joinTableName = fieldName.replaceAll(/\..*/g, "");
             if (!vjtToUse.has(joinTableName))
@@ -901,6 +900,26 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
          return;
       }
 
+      /////////////////////////////////////////////////////////////////////////////////////////////////
+      // if any values in the query are of type "FilterVariableExpression", display an error showing //
+      // that a backend query cannot be made because of missing values for that expression           //
+      /////////////////////////////////////////////////////////////////////////////////////////////////
+      setWarningAlert(null);
+      for (var i = 0; i < queryFilter?.criteria?.length; i++)
+      {
+         for (var j = 0; j < queryFilter?.criteria[i]?.values?.length; j++)
+         {
+            const value = queryFilter.criteria[i].values[j];
+            if (value?.type == "FilterVariableExpression")
+            {
+               setWarningAlert("Cannot perform query because of a missing value for a variable.");
+               setLoading(false);
+               setRows([]);
+               return;
+            }
+         }
+      }
+
       recordAnalytics({category: "tableEvents", action: "query", label: tableMetaData.label});
 
       console.log(`In updateTable for ${reason} ${JSON.stringify(queryFilter)}`);
@@ -939,7 +958,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
          console.log(`Issuing query: ${thisQueryId}`);
          if (tableMetaData.capabilities.has(Capability.TABLE_COUNT))
          {
-            if(clearOutCount)
+            if (clearOutCount)
             {
                setTotalRecords(null);
                setDistinctRecords(null);
@@ -1437,7 +1456,6 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       return (selectedIds.length);
    };
 
-
    /*******************************************************************************
     ** get a query-string to put on the url to indicate what records are going into
     ** a process.
@@ -2527,7 +2545,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
             {
                const currentSavedViewId = Number.parseInt(localStorage.getItem(currentSavedViewLocalStorageKey));
                console.log(`returning to previously active saved view ${currentSavedViewId}`);
-               if(usage == "queryScreen")
+               if (usage == "queryScreen")
                {
                   navigate(`${metaData.getTablePathByName(tableName)}/savedView/${currentSavedViewId}`);
                }
@@ -2770,7 +2788,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       spaceAboveGrid += 60;
    }
 
-   if(isModal)
+   if (isModal)
    {
       spaceAboveGrid += 130;
    }
@@ -2890,6 +2908,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
                            filterPanel:
                               {
                                  tableMetaData: tableMetaData,
+                                 queryScreenUsage: usage,
                                  metaData: metaData,
                                  queryFilter: queryFilter,
                                  updateFilter: doSetQueryFilter,
@@ -2976,15 +2995,15 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       </React.Fragment>
    );
 
-   if(isModal)
+   if (isModal)
    {
       return body;
    }
 
    return (
       <BaseLayout>{body}</BaseLayout>
-   )
+   );
-})
+});
 
 
 RecordQuery.defaultProps = {

src/qqq/pages/records/view/RecordView.tsx

@@ -21,6 +21,7 @@
 
 import {QException} from "@kingsrook/qqq-frontend-core/lib/exceptions/QException";
 import {Capability} from "@kingsrook/qqq-frontend-core/lib/model/metaData/Capability";
+import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QInstance} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QInstance";
 import {QProcessMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QProcessMetaData";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
@@ -73,22 +74,94 @@ const qController = Client.getInstance();
 interface Props
 {
    table?: QTableMetaData;
+   record?: QRecord;
    launchProcess?: QProcessMetaData;
 }
 
 RecordView.defaultProps =
    {
       table: null,
+      record: null,
       launchProcess: null,
    };
 
 const TABLE_VARIANT_LOCAL_STORAGE_KEY_ROOT = "qqq.tableVariant";
 
 
+/*******************************************************************************
+ **
+ *******************************************************************************/
+export function renderSectionOfFields(key: string, fieldNames: string[], tableMetaData: QTableMetaData, helpHelpActive: boolean, record: QRecord, fieldMap?: {[name: string]: QFieldMetaData} )
+{
+   return <Box key={key} display="flex" flexDirection="column" py={1} pr={2}>
+      {
+         fieldNames.map((fieldName: string) =>
+         {
+            let [field, tableForField] = tableMetaData ? TableUtils.getFieldAndTable(tableMetaData, fieldName) : fieldMap ? [fieldMap[fieldName], null] : [null, null];
+
+            if (field != null)
+            {
+               let label = field.label;
+
+               const helpRoles = ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
+               const showHelp = helpHelpActive || hasHelpContent(field.helpContents, helpRoles);
+               const formattedHelpContent = <HelpContent helpContents={field.helpContents} roles={helpRoles} heading={label} helpContentKey={`table:${tableMetaData?.name};field:${fieldName}`} />;
+
+               const labelElement = <Typography variant="button" textTransform="none" fontWeight="bold" pr={1} color="rgb(52, 71, 103)" sx={{cursor: "default"}}>{label}:</Typography>;
+
+               return (
+                  <Box key={fieldName} flexDirection="row" pr={2}>
+                     <>
+                        {
+                           showHelp && formattedHelpContent ? <Tooltip title={formattedHelpContent}>{labelElement}</Tooltip> : labelElement
+                        }
+                        <div style={{display: "inline-block", width: 0}}>&nbsp;</div>
+                        <Typography variant="button" textTransform="none" fontWeight="regular" color="rgb(123, 128, 154)">
+                           {ValueUtils.getDisplayValue(field, record, "view", fieldName)}
+                        </Typography>
+                     </>
+                  </Box>
+               );
+            }
+         })
+      }
+   </Box>;
+}
+
+
+/***************************************************************************
+**
+***************************************************************************/
+export function getVisibleJoinTables(tableMetaData: QTableMetaData): Set<string>
+{
+   const visibleJoinTables = new Set<string>();
+
+   for (let i = 0; i < tableMetaData?.sections.length; i++)
+   {
+      const section = tableMetaData?.sections[i];
+      if (section.isHidden || !section.fieldNames || !section.fieldNames.length)
+      {
+         continue;
+      }
+
+      section.fieldNames.forEach((fieldName) =>
+      {
+         const [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fieldName);
+         if (tableForField && tableForField.name != tableMetaData.name)
+         {
+            visibleJoinTables.add(tableForField.name);
+         }
+      });
+   }
+
+   return (visibleJoinTables);
+}
+
+
 /*******************************************************************************
  ** Record View Screen component.
  *******************************************************************************/
-function RecordView({table, launchProcess}: Props): JSX.Element
+function RecordView({table, record: overrideRecord, launchProcess}: Props): JSX.Element
 {
    const {id} = useParams();
 
@@ -105,7 +178,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
    const [adornmentFieldsMap, setAdornmentFieldsMap] = useState(new Map<string, boolean>);
    const [deleteConfirmationOpen, setDeleteConfirmationOpen] = useState(false);
    const [metaData, setMetaData] = useState(null as QInstance);
-   const [record, setRecord] = useState(null as QRecord);
+   const [record, setRecord] = useState(overrideRecord ?? null as QRecord);
    const [tableSections, setTableSections] = useState([] as QTableSection[]);
    const [t1Section, setT1Section] = useState(null as QTableSection);
    const [t1SectionName, setT1SectionName] = useState(null as string);
@@ -130,7 +203,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
    const openActionsMenu = (event: any) => setActionsMenu(event.currentTarget);
    const closeActionsMenu = () => setActionsMenu(null);
 
-   const {accentColor, setPageHeader, tableMetaData, setTableMetaData, tableProcesses, setTableProcesses, dotMenuOpen, keyboardHelpOpen, helpHelpActive, recordAnalytics} = useContext(QContext);
+   const {accentColor, setPageHeader, tableMetaData, setTableMetaData, tableProcesses, setTableProcesses, dotMenuOpen, keyboardHelpOpen, helpHelpActive, recordAnalytics, userId: currentUserId} = useContext(QContext);
 
    if (localStorage.getItem(tableVariantLocalStorageKey))
    {
@@ -339,31 +412,6 @@ function RecordView({table, launchProcess}: Props): JSX.Element
       reload();
    }, [location.pathname, location.hash]);
 
-   const getVisibleJoinTables = (tableMetaData: QTableMetaData): Set<string> =>
-   {
-      const visibleJoinTables = new Set<string>();
-
-      for (let i = 0; i < tableMetaData?.sections.length; i++)
-      {
-         const section = tableMetaData?.sections[i];
-         if (section.isHidden || !section.fieldNames || !section.fieldNames.length)
-         {
-            continue;
-         }
-
-         section.fieldNames.forEach((fieldName) =>
-         {
-            const [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fieldName);
-            if (tableForField && tableForField.name != tableMetaData.name)
-            {
-               visibleJoinTables.add(tableForField.name);
-            }
-         });
-      }
-
-      return (visibleJoinTables);
-   };
-
 
    /*******************************************************************************
     ** get an element (or empty) to use as help content for a section
@@ -439,7 +487,18 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          let record: QRecord;
          try
          {
-            record = await qController.get(tableName, id, tableVariant, null, queryJoins);
+            ////////////////////////////////////////////////////////////////////////////
+            // if the component took in a record object, then we don't need to GET it //
+            ////////////////////////////////////////////////////////////////////////////
+            if(overrideRecord)
+            {
+               record = overrideRecord;
+            }
+            else
+            {
+               record = await qController.get(tableName, id, tableVariant, null, queryJoins);
+            }
+
             setRecord(record);
             recordAnalytics({category: "tableEvents", action: "view", label: tableMetaData?.label + " / " + record?.recordLabel});
          }
@@ -528,40 +587,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
                // for a section with field names, render the field values.                                               //
                // for the T1 section, the "wrapper" will come out below - but for other sections, produce a wrapper too. //
                ////////////////////////////////////////////////////////////////////////////////////////////////////////////
-               const fields = (
+               const fields = renderSectionOfFields(section.name, section.fieldNames, tableMetaData, helpHelpActive, record);
-                  <Box key={section.name} display="flex" flexDirection="column" py={1} pr={2}>
-                     {
-                        section.fieldNames.map((fieldName: string) =>
-                        {
-                           let [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fieldName);
-                           if (field != null)
-                           {
-                              let label = field.label;
-
-                              const helpRoles = ["VIEW_SCREEN", "READ_SCREENS", "ALL_SCREENS"];
-                              const showHelp = helpHelpActive || hasHelpContent(field.helpContents, helpRoles);
-                              const formattedHelpContent = <HelpContent helpContents={field.helpContents} roles={helpRoles} heading={label} helpContentKey={`table:${tableName};field:${fieldName}`} />;
-
-                              const labelElement = <Typography variant="button" textTransform="none" fontWeight="bold" pr={1} color="rgb(52, 71, 103)" sx={{cursor: "default"}}>{label}:</Typography>;
-
-                              return (
-                                 <Box key={fieldName} flexDirection="row" pr={2}>
-                                    <>
-                                       {
-                                          showHelp && formattedHelpContent ? <Tooltip title={formattedHelpContent}>{labelElement}</Tooltip> : labelElement
-                                       }
-                                       <div style={{display: "inline-block", width: 0}}>&nbsp;</div>
-                                       <Typography variant="button" textTransform="none" fontWeight="regular" color="rgb(123, 128, 154)">
-                                          {ValueUtils.getDisplayValue(field, record, "view", fieldName)}
-                                       </Typography>
-                                    </>
-                                 </Box>
-                              );
-                           }
-                        })
-                     }
-                  </Box>
-               );
 
                if (section.tier === "T1")
                {
@@ -796,13 +822,37 @@ function RecordView({table, launchProcess}: Props): JSX.Element
     *******************************************************************************/
    const renderShareButton = () =>
    {
-      if (tableMetaData && (tableMetaData.name == "savedReport" || tableMetaData.name == "savedView")) // todo - not just based on name
+      if (tableMetaData && tableMetaData.shareableTableMetaData)
       {
-         const shareDisabled = false; // todo - only share if you're the owner?  or do that in the modal?
+         let shareDisabled = true;
-         return (<Box width={standardWidth} mr={3}>
+         let disabledTooltipText = "";
-            <MDButton id="shareButton" type="button" color="info" size="small" onClick={() => openShareModal()} fullWidth startIcon={<Icon>share</Icon>} disabled={shareDisabled}>
+         if(tableMetaData.shareableTableMetaData.thisTableOwnerIdFieldName && record)
-               Share
+         {
-            </MDButton>
+            const ownerId = record.values.get(tableMetaData.shareableTableMetaData.thisTableOwnerIdFieldName);
+            if(ownerId != currentUserId)
+            {
+               disabledTooltipText = `Only the owner of a ${tableMetaData.label} may share it.`
+               shareDisabled = true;
+            }
+            else
+            {
+               disabledTooltipText = "";
+               shareDisabled = false;
+            }
+         }
+         else
+         {
+            shareDisabled = false;
+         }
+
+         return (<Box width={standardWidth} mr={2}>
+            <Tooltip title={disabledTooltipText}>
+               <span>
+                  <MDButton id="shareButton" type="button" color="info" size="small" onClick={() => openShareModal()} fullWidth startIcon={<Icon>group_add</Icon>} disabled={shareDisabled}>
+                     Share
+                  </MDButton>
+               </span>
+            </Tooltip>
          </Box>);
       }
 
@@ -1031,7 +1081,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
 
                               {
                                  showEditChildForm &&
-                                 <Modal open={showEditChildForm as boolean} onClose={(event, reason) => closeEditChildForm(event, reason)}>
+                                 <Modal open={showEditChildForm !== null} onClose={(event, reason) => closeEditChildForm(event, reason)}>
                                     <div className="modalEditForm">
                                        <EntityForm
                                           isModal={true}

src/qqq/pages/records/view/RecordViewByUniqueKey.tsx

@@ -0,0 +1,163 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+
+import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
+import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QCriteriaOperator";
+import {QFilterCriteria} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterCriteria";
+import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
+import {QueryJoin} from "@kingsrook/qqq-frontend-core/lib/model/query/QueryJoin";
+import {Alert, Box} from "@mui/material";
+import Grid from "@mui/material/Grid";
+import BaseLayout from "qqq/layouts/BaseLayout";
+import RecordView, {getVisibleJoinTables} from "qqq/pages/records/view/RecordView";
+import Client from "qqq/utils/qqq/Client";
+import TableUtils from "qqq/utils/qqq/TableUtils";
+import React, {useEffect, useState} from "react";
+import {useSearchParams} from "react-router-dom";
+
+interface RecordViewByUniqueKeyProps
+{
+   table: QTableMetaData;
+}
+
+RecordViewByUniqueKey.defaultProps = {};
+
+const qController = Client.getInstance();
+
+/***************************************************************************
+ ** Wrapper around RecordView, that reads a unique key from the query string,
+ ** looks for a record matching that key, and shows that record.
+ ***************************************************************************/
+export default function RecordViewByUniqueKey({table}: RecordViewByUniqueKeyProps): JSX.Element
+{
+   const tableName = table.name;
+
+   const [asyncLoadInited, setAsyncLoadInited] = useState(false);
+   const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
+   const [doneLoading, setDoneLoading] = useState(false);
+   const [record, setRecord] = useState(null as QRecord);
+   const [errorMessage, setErrorMessage] = useState(null as string);
+
+   const [queryParams] = useSearchParams();
+
+   if (!asyncLoadInited)
+   {
+      setAsyncLoadInited(true);
+
+      (async () =>
+      {
+         const tableMetaData = await qController.loadTableMetaData(tableName);
+         setTableMetaData(tableMetaData);
+
+         const criteria: QFilterCriteria[] = [];
+         for (let [name, value] of queryParams.entries())
+         {
+            criteria.push(new QFilterCriteria(name, QCriteriaOperator.EQUALS, [value]));
+            if(!tableMetaData.fields.has(name))
+            {
+               setErrorMessage(`Query-string parameter [${name}] is not a defined field on the ${tableMetaData.label} table.`);
+               setDoneLoading(true);
+               return;
+            }
+         }
+
+         let queryJoins: QueryJoin[] = null;
+         const visibleJoinTables = getVisibleJoinTables(tableMetaData);
+         if (visibleJoinTables.size > 0)
+         {
+            queryJoins = TableUtils.getQueryJoins(tableMetaData, visibleJoinTables);
+         }
+
+         const filter = new QQueryFilter(criteria, null, null, "AND", 0, 2);
+         qController.query(tableName, filter, queryJoins)
+            .then((queryResult) =>
+            {
+               setDoneLoading(true);
+               if (queryResult.length == 1)
+               {
+                  setRecord(queryResult[0]);
+               }
+               else if (queryResult.length == 0)
+               {
+                  setErrorMessage(`No ${tableMetaData.label} record was found matching the given values.`);
+               }
+               else if (queryResult.length > 1)
+               {
+                  setErrorMessage(`More than one ${tableMetaData.label} record was found matching the given values.`);
+               }
+            })
+            .catch((error) =>
+            {
+               setDoneLoading(true);
+               console.log(error);
+               if (error && error.message)
+               {
+                  setErrorMessage(error.message);
+               }
+               else if (error && error.response && error.response.data && error.response.data.error)
+               {
+                  setErrorMessage(error.response.data.error);
+               }
+               else
+               {
+                  setErrorMessage("Unexpected error running query");
+               }
+            });
+      })();
+   }
+
+   useEffect(() =>
+   {
+      if (asyncLoadInited)
+      {
+         setAsyncLoadInited(false);
+         setDoneLoading(false);
+         setRecord(null);
+      }
+   }, [queryParams]);
+
+   if (!doneLoading)
+   {
+      return (<div>Loading...</div>);
+   }
+   else if (record)
+   {
+      return (<RecordView table={table} record={record} />);
+   }
+   else if (errorMessage)
+   {
+      return (<BaseLayout>
+         <Box className="recordView">
+            <Grid container>
+               <Grid item xs={12}>
+                  <Box mb={3}>
+                     {
+                        <Alert color="error" sx={{mb: 3}}>{errorMessage}</Alert>
+                     }
+                  </Box>
+               </Grid>
+            </Grid>
+         </Box>
+      </BaseLayout>);
+   }
+}

src/qqq/styles/qqq-override-styles.css

@@ -688,6 +688,21 @@ input[type="search"]::-webkit-search-results-decoration
    font-weight: 500;
 }
 
+.recordView .widget
+{
+   padding: 24px;
+}
+
+.entityForm .widget
+{
+   padding: 24px;
+}
+
+.recordView .widget .recordGridWidget
+{
+   margin: -8px;
+}
+
 .MuiPickersDay-root.Mui-selected, .MuiPickersDay-root.MuiPickersDay-dayWithMargin:hover
 {
    color: white;

src/qqq/utils/qqq/FilterUtils.tsx

@@ -23,6 +23,7 @@ import {QController} from "@kingsrook/qqq-frontend-core/lib/controllers/QControl
 import {QFieldMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldMetaData";
 import {QFieldType} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QFieldType";
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
+import {FilterVariableExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/FilterVariableExpression";
 import {NowExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/NowExpression";
 import {NowWithOffsetExpression} from "@kingsrook/qqq-frontend-core/lib/model/query/NowWithOffsetExpression";
 import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QCriteriaOperator";
@@ -108,6 +109,8 @@ class FilterUtils
          let [field, fieldTable] = TableUtils.getFieldAndTable(tableMetaData, criteria.fieldName);
 
          let values = criteria.values;
+         let hasFilterVariable = false;
+
          if (field.possibleValueSourceName)
          {
             //////////////////////////////////////////////////////////////////////////////////
@@ -121,7 +124,17 @@ class FilterUtils
             //////////////////////////////////////////////////////////////////////////////////
             if (values && values.length > 0 && values[0] !== null && values[0] !== undefined && values[0] !== "")
             {
-               values = await qController.possibleValues(fieldTable.name, null, field.name, "", values);
+               ////////////////////////////////////////////////////////////////////////
+               // do not do this lookup if the field is a filter variable expression //
+               ////////////////////////////////////////////////////////////////////////
+               if (values[0].type && values[0].type == "FilterVariableExpression")
+               {
+                  hasFilterVariable = true;
+               }
+               else
+               {
+                  values = await qController.possibleValues(fieldTable.name, null, field.name, "", values);
+               }
             }
 
             ////////////////////////////////////////////
@@ -232,6 +245,10 @@ class FilterUtils
          {
             return (new ThisOrLastPeriodExpression(value));
          }
+         else if (value.type == "FilterVariableExpression")
+         {
+            return (new FilterVariableExpression(value));
+         }
       }
 
       return (null);
@@ -365,7 +382,12 @@ class FilterUtils
          for (let i = 0; i < maxLoops; i++)
          {
             const value = criteria.values[i];
-            if (value.type == "NowWithOffset")
+            if (value.type == "FilterVariableExpression")
+            {
+               const expression = new FilterVariableExpression(value);
+               labels.push(expression.toString());
+            }
+            else if (value.type == "NowWithOffset")
             {
                const expression = new NowWithOffsetExpression(value);
                labels.push(expression.toString());
@@ -657,7 +679,7 @@ class FilterUtils
 
       filterForBackend.subFilters = subFilters;
 
-      if(pageNumber !== undefined && rowsPerPage !== undefined)
+      if (pageNumber !== undefined && rowsPerPage !== undefined)
       {
          filterForBackend.skip = pageNumber * rowsPerPage;
          filterForBackend.limit = rowsPerPage;

src/qqq/utils/qqq/TableUtils.ts

@@ -133,6 +133,11 @@ class TableUtils
     *******************************************************************************/
    public static getFieldAndTable(tableMetaData: QTableMetaData, fieldName: string): [QFieldMetaData, QTableMetaData]
    {
+      if(!fieldName)
+      {
+         return [null, null];
+      }
+
       if (fieldName.indexOf(".") > -1)
       {
          const nameParts = fieldName.split(".", 2);

src/setupProxy.js

@@ -47,6 +47,8 @@ module.exports = function (app)
    app.use("/download/*", getRequestHandler());
    app.use("/metaData/*", getRequestHandler());
    app.use("/data/*", getRequestHandler());
+   app.use("/possibleValues/*", getRequestHandler());
+   app.use("/possibleValues", getRequestHandler());
    app.use("/widget/*", getRequestHandler());
    app.use("/serverInfo", getRequestHandler());
    app.use("/manageSession", getRequestHandler());

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/model/metadata/MaterialDashboardTableMetaDataTest.java

@@ -29,6 +29,9 @@ import com.kingsrook.qqq.backend.core.instances.QInstanceValidator;
 import com.kingsrook.qqq.backend.core.model.metadata.QInstance;
 import com.kingsrook.qqq.frontend.materialdashboard.junit.BaseTest;
 import com.kingsrook.qqq.frontend.materialdashboard.junit.TestUtils;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRule;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRuleAction;
+import com.kingsrook.qqq.frontend.materialdashboard.model.metadata.fieldrules.FieldRuleTrigger;
 import org.junit.jupiter.api.Test;
 import static org.assertj.core.api.Assertions.assertThat;
 import static org.junit.jupiter.api.Assertions.assertEquals;
@@ -76,6 +79,37 @@ class MaterialDashboardTableMetaDataTest extends BaseTest
 
       assertValidationFailureReasons(qInstance -> qInstance.getTable(TestUtils.TABLE_NAME_PERSON).withSupplementalMetaData(new MaterialDashboardTableMetaData().withDefaultQuickFilterFieldNames(List.of("firstName", "lastName", "firstName"))),
          "duplicated field name: firstName");
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testValidateFieldRules()
+   {
+      assertValidationFailureReasons(qInstance -> qInstance.getTable(TestUtils.TABLE_NAME_PERSON).withSupplementalMetaData(new MaterialDashboardTableMetaData().withFieldRule(new FieldRule())),
+         "without an action",
+         "without a trigger",
+         "without a sourceField");
+
+      assertValidationFailureReasons(qInstance -> qInstance.getTable(TestUtils.TABLE_NAME_PERSON).withSupplementalMetaData(new MaterialDashboardTableMetaData().withFieldRule(new FieldRule()
+            .withTrigger(FieldRuleTrigger.ON_CHANGE)
+            .withAction(FieldRuleAction.CLEAR_TARGET_FIELD)
+            .withSourceField("notAField")
+            .withTargetField("alsoNotAField")
+         )),
+         "unrecognized sourceField: notAField",
+         "unrecognized targetField: alsoNotAField");
+
+      assertValidationFailureReasons(qInstance -> qInstance.getTable(TestUtils.TABLE_NAME_PERSON).withSupplementalMetaData(new MaterialDashboardTableMetaData().withFieldRule(new FieldRule()
+            .withTrigger(FieldRuleTrigger.ON_CHANGE)
+            .withAction(FieldRuleAction.RELOAD_WIDGET)
+            .withSourceField("id")
+            .withTargetWidget("notAWidget")
+         )),
+         "unrecognized targetWidget: notAWidget");
 
    }
 

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/lib/QBaseSeleniumTest.java

@@ -33,6 +33,7 @@ import org.junit.jupiter.api.AfterEach;
 import org.junit.jupiter.api.BeforeAll;
 import org.junit.jupiter.api.BeforeEach;
 import org.junit.jupiter.api.TestInfo;
+import org.junit.jupiter.api.extension.ExtendWith;
 import org.openqa.selenium.Dimension;
 import org.openqa.selenium.WebDriver;
 import org.openqa.selenium.chrome.ChromeDriver;
@@ -43,6 +44,7 @@ import static org.junit.jupiter.api.Assertions.fail;
 /*******************************************************************************
  ** Base class for Selenium tests
  *******************************************************************************/
+@ExtendWith(SeleniumTestWatcher.class)
 public class QBaseSeleniumTest
 {
    protected static ChromeOptions chromeOptions;
@@ -93,6 +95,8 @@ public class QBaseSeleniumTest
       driver.manage().window().setSize(new Dimension(1700, 1300));
       qSeleniumLib = new QSeleniumLib(driver);
 
+      SeleniumTestWatcher.setCurrentSeleniumLib(qSeleniumLib);
+
       if(useInternalJavalin())
       {
          qSeleniumJavalin = new QSeleniumJavalin();
@@ -197,10 +201,10 @@ public class QBaseSeleniumTest
          qSeleniumLib.takeScreenshotToFile(getClass().getSimpleName() + "/" + testInfo.getDisplayName());
       }
 
-      if(driver != null)
+      ////////////////////////////////////////////////////////////////////////////////////////
-      {
+      // note - at one time we did a driver.quit here - but we're moving that into          //
-         driver.quit();
+      // SeleniumTestWatcher, so it can dump logs if it wants to (it runs after the @After) //
-      }
+      ////////////////////////////////////////////////////////////////////////////////////////
 
       if(qSeleniumJavalin != null)
       {

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/lib/QSeleniumLib.java

@@ -42,6 +42,8 @@ import org.openqa.selenium.StaleElementReferenceException;
 import org.openqa.selenium.WebDriver;
 import org.openqa.selenium.WebElement;
 import org.openqa.selenium.interactions.Actions;
+import org.openqa.selenium.logging.LogEntries;
+import org.openqa.selenium.logging.LogEntry;
 import org.openqa.selenium.support.ui.ExpectedConditions;
 import org.openqa.selenium.support.ui.WebDriverWait;
 import static org.assertj.core.api.Assertions.assertThat;
@@ -333,7 +335,7 @@ public class QSeleniumLib
             return;
          }
 
-         if(elements.stream().noneMatch(e -> e.getText().toLowerCase().contains(textContains)))
+         if(elements.stream().noneMatch(e -> e.getText().toLowerCase().contains(textContains.toLowerCase())))
          {
             LOG.debug("Found non-existence of element(s) matching selector [" + cssSelector + "] containing text [" + textContains + "]");
             return;
@@ -343,7 +345,7 @@ public class QSeleniumLib
       }
       while(start + (1000 * WAIT_SECONDS) > System.currentTimeMillis());
 
-      fail("Failed for non-existence of element matching selector [" + cssSelector + "] after [" + WAIT_SECONDS + "] seconds.");
+      fail("Failed for non-existence of element matching selector [" + cssSelector + "] containing text [" + textContains + "] after [" + WAIT_SECONDS + "] seconds.");
    }
 
 
@@ -735,4 +737,22 @@ public class QSeleniumLib
       return (this);
    }
 
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void dumpConsole()
+   {
+      Set<String> availableLogTypes = driver.manage().logs().getAvailableLogTypes();
+      for(String logType : availableLogTypes)
+      {
+         LogEntries logEntries = driver.manage().logs().get(logType);
+         for(LogEntry logEntry : logEntries)
+         {
+            System.out.println(logEntry.toJson());
+         }
+      }
+   }
+
 }

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/lib/QueryScreenLib.java

@@ -261,9 +261,7 @@ public class QueryScreenLib
       if(StringUtils.hasContent(value))
       {
          qSeleniumLib.waitForSelector(".filterValuesColumn INPUT").click();
-         // todo - no, not in a listbox/LI here...
+         qSeleniumLib.waitForSelector(".filterValuesColumn INPUT").sendKeys(value);
-         qSeleniumLib.waitForSelectorContaining(".MuiAutocomplete-listbox LI", value).click();
-         System.out.println(value);
       }
 
       qSeleniumLib.clickBackdrop();
@@ -271,6 +269,21 @@ public class QueryScreenLib
 
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public void setBasicBooleanFilter(String fieldLabel, String operatorLabel)
+   {
+      qSeleniumLib.waitForSelectorContaining("BUTTON", fieldLabel).click();
+      qSeleniumLib.waitForMillis(250);
+      qSeleniumLib.waitForSelector("#criteriaOperator").click();
+      qSeleniumLib.waitForSelectorContaining("LI", operatorLabel).click();
+
+      qSeleniumLib.clickBackdrop();
+   }
+
+
+
    /*******************************************************************************
     **
     *******************************************************************************/

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/lib/SeleniumTestWatcher.java

@@ -0,0 +1,126 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.selenium.lib;
+
+
+import java.util.Optional;
+import org.junit.jupiter.api.extension.ExtensionContext;
+import org.junit.jupiter.api.extension.TestWatcher;
+
+
+/*******************************************************************************
+ **
+ *******************************************************************************/
+public class SeleniumTestWatcher implements TestWatcher
+{
+   private static QSeleniumLib qSeleniumLib;
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static void setCurrentSeleniumLib(QSeleniumLib qSeleniumLib)
+   {
+      SeleniumTestWatcher.qSeleniumLib = qSeleniumLib;
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Override
+   public void testFailed(ExtensionContext context, Throwable cause)
+   {
+      if(qSeleniumLib != null)
+      {
+         System.out.println("Dumping browser console after failed test: " + context.getDisplayName());
+         System.out.println("----------------------------------------------------------------------------");
+         try
+         {
+            qSeleniumLib.dumpConsole();
+         }
+         catch(Exception e)
+         {
+            System.out.println("Error dumping console:");
+            e.printStackTrace();
+         }
+         System.out.println("----------------------------------------------------------------------------");
+      }
+
+      tryToQuitSelenium();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   private void tryToQuitSelenium()
+   {
+      if(qSeleniumLib != null)
+      {
+         try
+         {
+            qSeleniumLib.driver.quit();
+         }
+         catch(Exception e)
+         {
+            System.err.println("Error quiting selenium driver: " + e.getMessage());
+         }
+      }
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Override
+   public void testSuccessful(ExtensionContext context)
+   {
+      tryToQuitSelenium();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Override
+   public void testAborted(ExtensionContext context, Throwable cause)
+   {
+      tryToQuitSelenium();
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Override
+   public void testDisabled(ExtensionContext context, Optional<String> reason)
+   {
+      tryToQuitSelenium();
+   }
+}

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/tests/SavedReportTest.java

@@ -0,0 +1,172 @@
+/*
+ * QQQ - Low-code Application Framework for Engineers.
+ * Copyright (C) 2021-2024.  Kingsrook, LLC
+ * 651 N Broad St Ste 205 # 6917 | Middletown DE 19709 | United States
+ * contact@kingsrook.com
+ * https://github.com/Kingsrook/
+ *
+ * This program is free software: you can redistribute it and/or modify
+ * it under the terms of the GNU Affero General Public License as
+ * published by the Free Software Foundation, either version 3 of the
+ * License, or (at your option) any later version.
+ *
+ * This program is distributed in the hope that it will be useful,
+ * but WITHOUT ANY WARRANTY; without even the implied warranty of
+ * MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
+ * GNU Affero General Public License for more details.
+ *
+ * You should have received a copy of the GNU Affero General Public License
+ * along with this program.  If not, see <https://www.gnu.org/licenses/>.
+ */
+
+package com.kingsrook.qqq.frontend.materialdashboard.selenium.tests;
+
+
+import java.util.List;
+import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QBaseSeleniumTest;
+import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QSeleniumLib;
+import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.QueryScreenLib;
+import com.kingsrook.qqq.frontend.materialdashboard.selenium.lib.javalin.QSeleniumJavalin;
+import org.junit.jupiter.api.Test;
+import org.openqa.selenium.By;
+import org.openqa.selenium.Keys;
+import org.openqa.selenium.WebElement;
+import static org.assertj.core.api.Assertions.assertThat;
+import static org.junit.jupiter.api.Assertions.assertEquals;
+import static org.junit.jupiter.api.Assertions.assertNull;
+
+
+/*******************************************************************************
+ ** Test for Saved Report screen (table has some special behaviors)
+ *******************************************************************************/
+public class SavedReportTest extends QBaseSeleniumTest
+{
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Override
+   protected void addJavalinRoutes(QSeleniumJavalin qSeleniumJavalin)
+   {
+      super.addJavalinRoutes(qSeleniumJavalin);
+      qSeleniumJavalin
+         .withRouteToFile("/metaData/table/savedReport", "metaData/table/savedReport.json")
+         .withRouteToFile("/widget/reportSetupWidget", "widget/reportSetupWidget.json")
+         .withRouteToFile("/widget/pivotTableSetupWidget", "widget/pivotTableSetupWidget.json")
+         .withRouteToFile("/data/savedReport/possibleValues/tableName", "data/savedReport/possibleValues/tableName.json")
+
+         .withRouteToFile("/data/person/count", "data/person/count.json")
+         .withRouteToFile("/data/person/query", "data/person/index.json")
+      ;
+   }
+
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   @Test
+   void testCreate()
+   {
+      qSeleniumLib.gotoAndWaitForBreadcrumbHeaderToContain("/userCustomizations/savedReport/create", "Creating New Saved Report");
+
+      //////////////////////////////////////////////////////////////
+      // make sure things are disabled before a table is selected //
+      //////////////////////////////////////////////////////////////
+      WebElement webElement = qSeleniumLib.waitForSelectorContaining("button", "Edit Filters and Columns");
+      assertEquals("true", webElement.getAttribute("disabled"));
+
+      qSeleniumLib.waitForSelector("#label").click();
+      qSeleniumLib.waitForSelector("#label").sendKeys("My Report");
+
+      qSeleniumLib.waitForSelector("#tableName").click();
+      qSeleniumLib.waitForSelector("#tableName").sendKeys("Person" + Keys.DOWN + Keys.ENTER);
+
+      //////////////////////////////////
+      // make sure things enabled now //
+      //////////////////////////////////
+      webElement = qSeleniumLib.waitForSelectorContaining("button", "Edit Filters and Columns");
+      assertNull(webElement.getAttribute("disabled"));
+
+      ////////////////////////////////////////////////////
+      // open query-screen popup, wait for query to run //
+      ////////////////////////////////////////////////////
+      qSeleniumJavalin.beginCapture();
+      qSeleniumLib.waitForSelectorContaining("button", "Edit Filters and Columns").click();
+      qSeleniumJavalin.waitForCapturedPath("/data/person/count");
+      qSeleniumJavalin.waitForCapturedPath("/data/person/query");
+      qSeleniumJavalin.endCapture();
+
+      QueryScreenLib queryScreenLib = new QueryScreenLib(qSeleniumLib);
+      queryScreenLib.setBasicFilter("First Name", "contains", "Darin");
+
+      ////////////////////////
+      // close query screen //
+      ////////////////////////
+      qSeleniumLib.waitForSelectorContaining("button", "OK").click();
+
+      //////////////////////////////////////////////////////
+      // make sure query things appear on edit screen now //
+      //////////////////////////////////////////////////////
+      qSeleniumLib.waitForSelectorContaining(".advancedQueryString", "First Name");
+      qSeleniumLib.waitForSelectorContaining(".advancedQueryString", "contains");
+      qSeleniumLib.waitForSelectorContaining(".advancedQueryString", "Darin");
+      List<WebElement> columns = qSeleniumLib.waitForSelectorContaining("h5", "Columns")
+         .findElement(QSeleniumLib.PARENT)
+         .findElements(By.cssSelector("DIV"));
+
+      assertThat(columns)
+         .hasSizeGreaterThanOrEqualTo(5) // at least this many
+         .anyMatch(we -> we.getText().equals("Home City")); // a few fields are found
+
+      ///////////////////
+      // turn on pivot //
+      ///////////////////
+      qSeleniumLib.waitForSelectorContaining("label", "Use Pivot Table").click();
+      qSeleniumLib.waitForSelectorContaining("button", "Edit Pivot Table").click();
+      qSeleniumLib.waitForSelectorContaining("h3", "Edit Pivot Table");
+
+      ///////////////
+      // add a row //
+      ///////////////
+      qSeleniumLib.waitForSelectorContaining(".MuiModal-root button", "Add new row").click();
+      WebElement row0Input = qSeleniumLib.waitForSelector("#rows-0");
+      row0Input.click();
+      row0Input.sendKeys("Last Name" + Keys.ENTER);
+
+      //////////////////
+      // add a column //
+      //////////////////
+      qSeleniumLib.waitForSelectorContaining(".MuiModal-root button", "Add new column").click();
+      WebElement column0Input = qSeleniumLib.waitForSelector("#columns-0");
+      column0Input.click();
+      column0Input.sendKeys("Home City" + Keys.ENTER);
+
+      /////////////////
+      // add a value //
+      /////////////////
+      qSeleniumLib.waitForSelectorContaining(".MuiModal-root button", "Add new value").click();
+      WebElement value0Input = qSeleniumLib.waitForSelector("#values-field-0");
+      value0Input.click();
+      value0Input.sendKeys("Id" + Keys.ENTER);
+
+      /////////////////////////////////////////
+      // try to submit - but expect an error //
+      /////////////////////////////////////////
+      qSeleniumLib.waitForSelectorContaining("button", "OK").click();
+      qSeleniumLib.waitForSelectorContaining(".MuiAlert-standard", "Missing value in 1 field.").click();
+
+      ///////////////////////////
+      // now select a function //
+      ///////////////////////////
+      WebElement function0Input = qSeleniumLib.waitForSelector("#values-function-0");
+      function0Input.click();
+      function0Input.sendKeys("Count" + Keys.ENTER);
+
+      qSeleniumLib.waitForSelectorContaining("button", "OK").click();
+      qSeleniumLib.waitForSelectorContainingToNotExist("h3", "Edit Pivot Table");
+
+      // qSeleniumLib.waitForever();
+   }
+
+}

src/test/java/com/kingsrook/qqq/frontend/materialdashboard/selenium/tests/query/QueryScreenTest.java

@@ -153,16 +153,16 @@ public class QueryScreenTest extends QBaseSeleniumTest
 
       queryScreenLib.addBasicFilter("Is Employed");
 
-      testBasicCriteria(queryScreenLib, "Is Employed", "equals yes", null, "(?s).*Is Employed:.*yes.*", """
+      testBasicBooleanCriteria(queryScreenLib, "Is Employed", "equals yes", "(?s).*Is Employed:.*yes.*", """
          {"fieldName":"isEmployed","operator":"EQUALS","values":[true]}""");
 
-      testBasicCriteria(queryScreenLib, "Is Employed", "equals no", null, "(?s).*Is Employed:.*no.*", """
+      testBasicBooleanCriteria(queryScreenLib, "Is Employed", "equals no", "(?s).*Is Employed:.*no.*", """
          {"fieldName":"isEmployed","operator":"EQUALS","values":[false]}""");
 
-      testBasicCriteria(queryScreenLib, "Is Employed", "is empty", null, "(?s).*Is Employed:.*is empty.*", """
+      testBasicBooleanCriteria(queryScreenLib, "Is Employed", "is empty", "(?s).*Is Employed:.*is empty.*", """
          {"fieldName":"isEmployed","operator":"IS_BLANK","values":[]}""");
 
-      testBasicCriteria(queryScreenLib, "Is Employed", "is not empty", null, "(?s).*Is Employed:.*is not empty.*", """
+      testBasicBooleanCriteria(queryScreenLib, "Is Employed", "is not empty", "(?s).*Is Employed:.*is not empty.*", """
          {"fieldName":"isEmployed","operator":"IS_NOT_BLANK","values":[]}""");
    }
 
@@ -203,10 +203,10 @@ public class QueryScreenTest extends QBaseSeleniumTest
    /*******************************************************************************
     **
     *******************************************************************************/
-   private void testBasicCriteria(QueryScreenLib queryScreenLib, String fieldLabel, String operatorLabel, String value, String expectButtonStringRegex, String expectFilterJsonContains)
+   private void testBasicBooleanCriteria(QueryScreenLib queryScreenLib, String fieldLabel, String operatorLabel, String expectButtonStringRegex, String expectFilterJsonContains)
    {
       qSeleniumJavalin.beginCapture();
-      queryScreenLib.setBasicFilter(fieldLabel, operatorLabel, value);
+      queryScreenLib.setBasicBooleanFilter(fieldLabel, operatorLabel);
       queryScreenLib.waitForBasicFilterButtonMatchingRegex(expectButtonStringRegex);
       qSeleniumJavalin.waitForCapturedPathWithBodyContaining("/data/person/query", expectFilterJsonContains);
       qSeleniumJavalin.endCapture();

src/test/resources/fixtures/data/savedReport/possibleValues/tableName.json

@@ -0,0 +1,16 @@
+{
+   "options": [
+      {
+         "id": "person",
+         "label": "Person"
+      },
+      {
+         "id": "city",
+         "label": "City"
+      },
+      {
+         "id": "savedReport",
+         "label": "Saved Report"
+      }
+   ]
+}

src/test/resources/fixtures/metaData/index.json

@@ -189,6 +189,26 @@
          "insertPermission": true,
          "editPermission": true,
          "deletePermission": true
+      },
+      "savedReport": {
+         "name": "savedReport",
+         "label": "Saved Report",
+         "isHidden": false,
+         "iconName": "article",
+         "capabilities": [
+            "TABLE_COUNT",
+            "TABLE_GET",
+            "TABLE_QUERY",
+            "QUERY_STATS",
+            "TABLE_UPDATE",
+            "TABLE_INSERT",
+            "TABLE_DELETE"
+         ],
+         "readPermission": true,
+         "insertPermission": true,
+         "editPermission": true,
+         "deletePermission": true,
+         "usesVariants": false
       }
    },
    "processes": {
@@ -420,6 +440,40 @@
             }
          ]
       },
+      "userCustomizations": {
+         "name": "userCustomizations",
+         "label": "User Customizations",
+         "iconName": "article",
+         "widgets": [],
+         "children": [
+            {
+               "type": "TABLE",
+               "name": "savedReport",
+               "label": "Saved Report",
+               "iconName": "article"
+            }
+         ],
+         "childMap": {
+            "savedReport": {
+               "type": "TABLE",
+               "name": "savedReport",
+               "label": "Saved Report",
+               "iconName": "article"
+            }
+         },
+         "sections": [
+            {
+               "name": "userCustomizations",
+               "label": "User Customizations",
+               "icon": {
+                  "name": "badge"
+               },
+               "tables": [
+                  "savedReport"
+               ]
+            }
+         ]
+      },
       "miscellaneous": {
          "name": "miscellaneous",
          "label": "Miscellaneous",
@@ -730,6 +784,20 @@
             }
          ],
          "iconName": "data_object"
+      },
+      {
+         "type": "APP",
+         "name": "userCustomizations",
+         "label": "User Customizations",
+         "children": [
+            {
+               "type": "TABLE",
+               "name": "savedReport",
+               "label": "Saved Report",
+               "iconName": "article"
+            }
+         ],
+         "iconName": "data_object"
       }
    ],
    "branding": {
@@ -750,6 +818,28 @@
          "isCard": true,
          "storeDropdownSelections": false,
          "hasPermission": true
+      },
+      "reportSetupWidget": {
+         "name": "reportSetupWidget",
+         "label": "Filters and Columns",
+         "type": "reportSetup",
+         "isCard": true,
+         "storeDropdownSelections": false,
+         "showReloadButton": true,
+         "showExportButton": false,
+         "defaultValues": {},
+         "hasPermission": true
+      },
+      "pivotTableSetupWidget": {
+         "name": "pivotTableSetupWidget",
+         "label": "Pivot Table",
+         "type": "pivotTableSetup",
+         "isCard": true,
+         "storeDropdownSelections": false,
+         "showReloadButton": true,
+         "showExportButton": false,
+         "defaultValues": {},
+         "hasPermission": true
       }
    },
    "environmentValues": {

src/test/resources/fixtures/metaData/table/savedReport.json

@@ -0,0 +1,218 @@
+{
+   "table": {
+      "name": "savedReport",
+      "label": "Saved Report",
+      "isHidden": false,
+      "primaryKeyField": "id",
+      "iconName": "article",
+      "fields": {
+         "queryFilterJson": {
+            "name": "queryFilterJson",
+            "label": "Query Filter",
+            "type": "STRING",
+            "isRequired": false,
+            "isEditable": true,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "columnsJson": {
+            "name": "columnsJson",
+            "label": "Columns",
+            "type": "STRING",
+            "isRequired": false,
+            "isEditable": true,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "inputFieldsJson": {
+            "name": "inputFieldsJson",
+            "label": "Input Fields",
+            "type": "STRING",
+            "isRequired": false,
+            "isEditable": true,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "pivotTableJson": {
+            "name": "pivotTableJson",
+            "label": "Pivot Table",
+            "type": "STRING",
+            "isRequired": false,
+            "isEditable": true,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "modifyDate": {
+            "name": "modifyDate",
+            "label": "Modify Date",
+            "type": "DATE_TIME",
+            "isRequired": false,
+            "isEditable": false,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "label": {
+            "name": "label",
+            "label": "Report Name",
+            "type": "STRING",
+            "isRequired": true,
+            "isEditable": true,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "id": {
+            "name": "id",
+            "label": "Id",
+            "type": "INTEGER",
+            "isRequired": false,
+            "isEditable": false,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "userId": {
+            "name": "userId",
+            "label": "User Id",
+            "type": "STRING",
+            "isRequired": false,
+            "isEditable": true,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         },
+         "tableName": {
+            "name": "tableName",
+            "label": "Table",
+            "type": "STRING",
+            "isRequired": true,
+            "isEditable": true,
+            "isHeavy": false,
+            "possibleValueSourceName": "tables",
+            "displayFormat": "%s"
+         },
+         "createDate": {
+            "name": "createDate",
+            "label": "Create Date",
+            "type": "DATE_TIME",
+            "isRequired": false,
+            "isEditable": false,
+            "isHeavy": false,
+            "displayFormat": "%s"
+         }
+      },
+      "sections": [
+         {
+            "name": "identity",
+            "label": "Identity",
+            "tier": "T1",
+            "fieldNames": [
+               "id",
+               "label",
+               "tableName"
+            ],
+            "icon": {
+               "name": "badge"
+            },
+            "isHidden": false
+         },
+         {
+            "name": "filtersAndColumns",
+            "label": "Filters and Columns",
+            "tier": "T2",
+            "widgetName": "reportSetupWidget",
+            "icon": {
+               "name": "table_chart"
+            },
+            "isHidden": false
+         },
+         {
+            "name": "pivotTable",
+            "label": "Pivot Table",
+            "tier": "T2",
+            "widgetName": "pivotTableSetupWidget",
+            "icon": {
+               "name": "pivot_table_chart"
+            },
+            "isHidden": false
+         },
+         {
+            "name": "data",
+            "label": "Data",
+            "tier": "T2",
+            "fieldNames": [
+               "queryFilterJson",
+               "columnsJson",
+               "pivotTableJson"
+            ],
+            "icon": {
+               "name": "text_snippet"
+            },
+            "isHidden": true
+         },
+         {
+            "name": "hidden",
+            "label": "Hidden",
+            "tier": "T2",
+            "fieldNames": [
+               "inputFieldsJson",
+               "userId"
+            ],
+            "icon": {
+               "name": "text_snippet"
+            },
+            "isHidden": true
+         },
+         {
+            "name": "dates",
+            "label": "Dates",
+            "tier": "T3",
+            "fieldNames": [
+               "createDate",
+               "modifyDate"
+            ],
+            "icon": {
+               "name": "calendar_month"
+            },
+            "isHidden": false
+         }
+      ],
+      "exposedJoins": [],
+      "supplementalTableMetaData": {
+         "materialDashboard": {
+            "fieldRules": [
+               {
+                  "trigger": "ON_CHANGE",
+                  "sourceField": "tableName",
+                  "action": "CLEAR_TARGET_FIELD",
+                  "targetField": "queryFilterJson"
+               },
+               {
+                  "trigger": "ON_CHANGE",
+                  "sourceField": "tableName",
+                  "action": "CLEAR_TARGET_FIELD",
+                  "targetField": "columnsJson"
+               },
+               {
+                  "trigger": "ON_CHANGE",
+                  "sourceField": "tableName",
+                  "action": "CLEAR_TARGET_FIELD",
+                  "targetField": "pivotTableJson"
+               }
+            ],
+            "type": "materialDashboard"
+         }
+      },
+      "capabilities": [
+         "TABLE_COUNT",
+         "TABLE_GET",
+         "TABLE_QUERY",
+         "QUERY_STATS",
+         "TABLE_UPDATE",
+         "TABLE_INSERT",
+         "TABLE_DELETE"
+      ],
+      "readPermission": true,
+      "insertPermission": true,
+      "editPermission": true,
+      "deletePermission": true,
+      "usesVariants": false
+   }
+}

src/test/resources/fixtures/widget/pivotTableSetupWidget.json

@@ -0,0 +1 @@
+{"type":"pivotTableSetup"}

src/test/resources/fixtures/widget/reportSetupWidget.json

@@ -0,0 +1 @@
+{"type":"reportSetup"}