Merge branch 'release/0.22.0'

CE-1647: added preview to query filter widget

.circleci/config.yml

@@ -115,7 +115,7 @@ workflows:
           context: [ qqq-maven-registry-credentials, kingsrook-slack, build-qqq-sample-app ]
           filters:
             branches:
-              ignore: /(main|integration.*)/
+              ignore: /(main|dev|integration.*)/
             tags:
               ignore: /(version|snapshot)-.*/
   deploy:
@@ -124,7 +124,7 @@ workflows:
           context: [ qqq-maven-registry-credentials, kingsrook-slack, build-qqq-sample-app ]
           filters:
             branches:
-              only: /(main|integration.*)/
+              only: /(main|dev|integration.*)/
             tags:
               only: /(version|snapshot)-.*/
 

cypress.config.ts

@@ -1,12 +0,0 @@
-import {defineConfig} from "cypress";
-
-export default defineConfig({
-   e2e: {
-      viewportHeight: 1000,
-      viewportWidth: 1200,
-      setupNodeEvents(on, config)
-      {
-      // implement node event listeners here
-      },
-   },
-});

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": "1.0.100",
+      "@kingsrook/qqq-frontend-core": "1.0.105",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",
@@ -59,7 +59,7 @@
       "build": "react-scripts build",
       "clean": "rm -rf node_modules package-lock.json lib",
       "eject": "react-scripts eject",
-      "clean-and-install": "rm -rf node_modules/ && rm -rf package-lock.json && rm -rf lib/ && npm install --legacy-peer-deps",
+      "clean-and-install": "rm -rf node_modules/ && rm -rf package-lock.json && rm -rf lib/ && npm install --legacy-peer-deps && npm dedupe --force",
       "npm-install": "npm install --legacy-peer-deps",
       "prepublishOnly": "tsc -p ./ --outDir lib/",
       "start": "BROWSER=none react-scripts --max-http-header-size=65535 start",

pom.xml

@@ -29,7 +29,7 @@
    <packaging>jar</packaging>
 
    <properties>
-      <revision>0.20.0-SNAPSHOT</revision>
+      <revision>0.22.0</revision>
 
       <project.build.sourceEncoding>UTF-8</project.build.sourceEncoding>
       <project.reporting.outputEncoding>UTF-8</project.reporting.outputEncoding>
@@ -66,7 +66,7 @@
       <dependency>
          <groupId>com.kingsrook.qqq</groupId>
          <artifactId>qqq-backend-core</artifactId>
-         <version>0.20.0-20240308.165846-65</version>
+         <version>0.21.0</version>
       </dependency>
       <dependency>
          <groupId>org.slf4j</groupId>
@@ -154,11 +154,11 @@
                   <versionTagPrefix>version-</versionTagPrefix>
                </gitFlowConfig>
                <skipFeatureVersion>true</skipFeatureVersion> <!-- Keep feature names out of versions -->
-               <postReleaseGoals>install</postReleaseGoals>  <!-- Let CI run deploys -->
                <commitDevelopmentVersionAtStart>true</commitDevelopmentVersionAtStart>
                <versionDigitToIncrement>1</versionDigitToIncrement> <!-- In general, we update the minor -->
                <versionProperty>revision</versionProperty>
                <skipUpdateVersion>true</skipUpdateVersion>
+               <skipTestProject>true</skipTestProject> <!-- we allow CI to do the tests -->
             </configuration>
          </plugin>
 

src/CommandMenu.tsx

@@ -36,7 +36,7 @@ import Icon from "@mui/material/Icon";
 import Typography from "@mui/material/Typography";
 import {makeStyles} from "@mui/styles";
 import {Command} from "cmdk";
-import React, {useContext, useEffect, useRef} from "react";
+import React, {useContext, useEffect, useRef, useState} from "react";
 import {useNavigate} from "react-router-dom";
 import QContext from "QContext";
 import HistoryUtils, {QHistoryEntry} from "qqq/utils/HistoryUtils";
@@ -62,16 +62,21 @@ const useStyles = makeStyles((theme: any) => ({
    }
 }));
 
+const A_FIRST = -1;
+const B_FIRST = 1;
+
 const CommandMenu = ({metaData}: Props) =>
 {
+   const [searchString, setSearchString] = useState("");
+
    const navigate = useNavigate();
    const pathParts = location.pathname.replace(/\/+$/, "").split("/");
 
-   const {accentColor, tableMetaData, dotMenuOpen, setDotMenuOpen, keyboardHelpOpen, setKeyboardHelpOpen, setTableMetaData, tableProcesses} = useContext(QContext);
+   const {accentColor, tableMetaData, dotMenuOpen, setDotMenuOpen, keyboardHelpOpen, setKeyboardHelpOpen, setTableMetaData, tableProcesses, recordAnalytics} = useContext(QContext);
 
    const classes = useStyles();
 
-   function evalueKeyPress(e: KeyboardEvent)
+   function evaluateKeyPress(e: KeyboardEvent)
    {
       ///////////////////////////////////////////////////////////////////////////
       // if a dot pressed, not from a "text" element, then toggle command menu //
@@ -82,6 +87,7 @@ const CommandMenu = ({metaData}: Props) =>
          if (e.key === "." && !keyboardHelpOpen)
          {
             e.preventDefault();
+            recordAnalytics({category: "globalEvents", action: "dotMenuKeyboardShortcut"});
             setDotMenuOpen(true);
          }
          else if (e.key === "?" && !dotMenuOpen)
@@ -107,20 +113,20 @@ const CommandMenu = ({metaData}: Props) =>
 
       const down = (e: KeyboardEvent) =>
       {
-         evalueKeyPress(e);
-      }
+         evaluateKeyPress(e);
+      };
 
-      document.addEventListener("keydown", down)
+      document.addEventListener("keydown", down);
       return () =>
       {
-         document.removeEventListener("keydown", down)
-      }
-   }, [tableMetaData, dotMenuOpen, keyboardHelpOpen])
+         document.removeEventListener("keydown", down);
+      };
+   }, [tableMetaData, dotMenuOpen, keyboardHelpOpen]);
 
    useEffect(() =>
    {
       setDotMenuOpen(false);
-   }, [location.pathname])
+   }, [location.pathname]);
 
    function goToItem(path: string)
    {
@@ -162,73 +168,117 @@ const CommandMenu = ({metaData}: Props) =>
       return (null);
    }
 
+
+   /*******************************************************************************
+    ** sort a section (e.g, tables, apps).
+    **
+    ** put labels that start-with the search word first.
+    *******************************************************************************/
+   function comparator(labelA: string, labelB: string)
+   {
+      if (searchString != "")
+      {
+         let aStartsWith = labelA.toLowerCase().startsWith(searchString.toLowerCase());
+         let bStartsWith = labelB.toLowerCase().startsWith(searchString.toLowerCase());
+
+         if (aStartsWith && !bStartsWith)
+         {
+            return A_FIRST;
+         }
+         else if (bStartsWith && !aStartsWith)
+         {
+            return B_FIRST;
+         }
+
+         const indexOfSpace = searchString.indexOf(" ");
+         if (indexOfSpace > 0)
+         {
+            aStartsWith = labelA.toLowerCase().startsWith(searchString.substring(0, indexOfSpace).toLowerCase());
+            bStartsWith = labelB.toLowerCase().startsWith(searchString.substring(0, indexOfSpace).toLowerCase());
+
+            if (aStartsWith && !bStartsWith)
+            {
+               return A_FIRST;
+            }
+            else if (bStartsWith && !aStartsWith)
+            {
+               return B_FIRST;
+            }
+         }
+      }
+
+      return (labelA.localeCompare(labelB));
+   }
+
+
    /*******************************************************************************
     **
     *******************************************************************************/
    function ActionsSection()
    {
-      let tableNames : string[]= [];
+      let tableNames: string[] = [];
       metaData.tables.forEach((value: QTableMetaData, key: string) =>
       {
          tableNames.push(value.name);
-      })
-      tableNames = tableNames.sort((a: string, b:string) =>
+      });
+      tableNames = tableNames.sort((a: string, b: string) =>
       {
          const labelA = metaData.tables.get(a).label ?? "";
          const labelB = metaData.tables.get(b).label ?? "";
-         return (labelA.localeCompare(labelB));
-      })
+         return comparator(labelA, labelB);
+      });
 
       const path = location.pathname;
-      return tableMetaData && !path.endsWith("/edit") && !path.endsWith("/create") && !path.endsWith("#audit") && ! path.endsWith("copy") &&
+      return tableMetaData && !path.endsWith("/edit") && !path.endsWith("/create") && !path.endsWith("#audit") && !path.endsWith("copy") &&
          (
             <Command.Group heading={`${tableMetaData.label} Actions`}>
                {
                   tableMetaData.capabilities.has(Capability.TABLE_INSERT) && tableMetaData.insertPermission &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.slice(0, -1).join("/")}/create`)} key={`${tableMetaData.label}-new`} value="New"><Icon sx={{color: accentColor}}>add</Icon>New</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.slice(0, -1).join("/")}/create`)} key={`${tableMetaData.label}-new`} value="New"><Icon sx={{color: accentColor}}>add</Icon>New</Command.Item>
                }
                {
                   tableMetaData.capabilities.has(Capability.TABLE_INSERT) && tableMetaData.insertPermission &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/copy`)} key={`${tableMetaData.label}-copy`} value="Copy"><Icon sx={{color: accentColor}}>copy</Icon>Copy</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/copy`)} key={`${tableMetaData.label}-copy`} value="Copy"><Icon sx={{color: accentColor}}>copy</Icon>Copy</Command.Item>
                }
                {
                   tableMetaData.capabilities.has(Capability.TABLE_UPDATE) && tableMetaData.editPermission &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/edit`)} key={`${tableMetaData.label}-edit`} value="Edit"><Icon sx={{color: accentColor}}>edit</Icon>Edit</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/edit`)} key={`${tableMetaData.label}-edit`} value="Edit"><Icon sx={{color: accentColor}}>edit</Icon>Edit</Command.Item>
                }
                {
                   metaData && metaData.tables.has("audit") &&
-               <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}#audit`)} key={`${tableMetaData.label}-audit`} value="Audit"><Icon sx={{color: accentColor}}>checklist</Icon>Audit</Command.Item>
+                  <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}#audit`)} key={`${tableMetaData.label}-audit`} value="Audit"><Icon sx={{color: accentColor}}>checklist</Icon>Audit</Command.Item>
                }
                {
                   tableProcesses && tableProcesses.length > 0 &&
-               (
-                  tableProcesses.map((process) => (
-                     <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/${process.name}`)} key={`${process.name}`} value={`${process.label}`}><Icon sx={{color: accentColor}}>{getIconName(process.iconName, "play_arrow")}</Icon>{process.label}</Command.Item>
-                  ))
-               )
+                  (
+                     tableProcesses.map((process) => (
+                        <Command.Item onSelect={() => goToItem(`${pathParts.join("/")}/${process.name}`)} key={`${process.name}`} value={`${process.label}`}><Icon sx={{color: accentColor}}>{getIconName(process.iconName, "play_arrow")}</Icon>{process.label}</Command.Item>
+                     ))
+                  )
                }
                <Command.Separator />
             </Command.Group>
          );
    }
 
+
    /*******************************************************************************
     **
     *******************************************************************************/
    function TablesSection()
    {
-      let tableNames : string[]= [];
+      let tableNames: string[] = [];
       metaData.tables.forEach((value: QTableMetaData, key: string) =>
       {
          tableNames.push(value.name);
-      })
-      tableNames = tableNames.sort((a: string, b:string) =>
+      });
+      tableNames = tableNames.sort((a: string, b: string) =>
       {
          const labelA = metaData.tables.get(a).label ?? "";
          const labelB = metaData.tables.get(b).label ?? "";
-         return (labelA.localeCompare(labelB));
-      })
-      return(
+         return comparator(labelA, labelB);
+      });
+      return (
          <Command.Group heading="Tables">
             {
                tableNames.map((tableName: string, index: number) =>
@@ -243,6 +293,7 @@ const CommandMenu = ({metaData}: Props) =>
       );
    }
 
+
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -252,16 +303,16 @@ const CommandMenu = ({metaData}: Props) =>
       metaData.apps.forEach((value: QAppMetaData, key: string) =>
       {
          appNames.push(value.name);
-      })
+      });
 
-      appNames = appNames.sort((a: string, b:string) =>
+      appNames = appNames.sort((a: string, b: string) =>
       {
          const labelA = getFullAppLabel(metaData.appTree, a, 1, "") ?? "";
          const labelB = getFullAppLabel(metaData.appTree, b, 1, "") ?? "";
-         return (labelA.localeCompare(labelB));
-      })
+         return comparator(labelA, labelB);
+      });
 
-      return(
+      return (
          <Command.Group heading="Apps">
             {
                appNames.map((appName: string, index: number) =>
@@ -276,33 +327,37 @@ const CommandMenu = ({metaData}: Props) =>
       );
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    function RecentlyViewedSection()
    {
       const history = HistoryUtils.get();
       const options = [] as any;
       history.entries.reverse().forEach((entry, index) =>
          options.push({label: `${entry.label} index`, id: index, key: index, path: entry.path, iconName: entry.iconName})
-      )
+      );
 
       let appNames: string[] = [];
       metaData.apps.forEach((value: QAppMetaData, key: string) =>
       {
          appNames.push(value.name);
-      })
+      });
 
-      appNames = appNames.sort((a: string, b:string) =>
+      appNames = appNames.sort((a: string, b: string) =>
       {
          const labelA = metaData.apps.get(a).label ?? "";
          const labelB = metaData.apps.get(b).label ?? "";
-         return (labelA.localeCompare(labelB));
-      })
+         return comparator(labelA, labelB);
+      });
 
       const entryMap = new Map<string, boolean>();
-      return(
+      return (
          <Command.Group heading="Recently Viewed Records">
             {
                history.entries.reverse().map((entry: QHistoryEntry, index: number) =>
-                  ! entryMap.has(entry.label) && entryMap.set(entry.label, true) && (
+                  !entryMap.has(entry.label) && entryMap.set(entry.label, true) && (
                      <Command.Item onSelect={() => goToItem(`${entry.path}`)} key={`${entry.label}-${index}`} value={entry.label}><Icon sx={{color: accentColor}}>{entry.iconName}</Icon>{entry.label}</Command.Item>
                   )
                )
@@ -311,29 +366,101 @@ const CommandMenu = ({metaData}: Props) =>
       );
    }
 
-   const containerElement = useRef(null)
+   const containerElement = useRef(null);
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    function closeKeyboardHelp()
    {
       setKeyboardHelpOpen(false);
    }
 
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
    function closeDotMenu()
    {
       setDotMenuOpen(false);
    }
 
+
+   /*******************************************************************************
+    ** filter function for cmd-k library
+    **
+    *******************************************************************************/
+   function doFilter(value: string, search: string)
+   {
+      setSearchString(search);
+
+      /////////////////////
+      // split on spaces //
+      /////////////////////
+      const searchParts = search.toLowerCase().split(" ");
+      if (searchParts.length == 1)
+      {
+         //////////////////////////////////////////////
+         // if only 1 word, just do an includes test //
+         //////////////////////////////////////////////
+         return (value.toLowerCase().includes(search.toLowerCase()) ? 1 : 0);
+      }
+      else
+      {
+         ////////////////////////////////////////
+         // else split the value on spaces too //
+         ////////////////////////////////////////
+         const valueParts = value.toLowerCase().split(" ");
+         if (searchParts.length > valueParts.length)
+         {
+            //////////////////////////////////////////////////////////////////////////////////
+            // if there are more words in the search than in the value, then it can't match //
+            // e.g. "order c" can't ever match, say "order"                                 //
+            //////////////////////////////////////////////////////////////////////////////////
+            return (0);
+         }
+
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // iterate over the search parts - if any don't match the corresponding value parts, then it's a non-match //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         let valueIndex = 0;
+         for (let i = 0; i < searchParts.length; i++)
+         {
+            let foundMatch = false;
+            for (; valueIndex < valueParts.length; valueIndex++)
+            {
+               if (valueParts[valueIndex].includes(searchParts[i]))
+               {
+                  foundMatch = true;
+                  break;
+               }
+            }
+
+            if (!foundMatch)
+            {
+               return (0);
+            }
+         }
+
+         /////////////////////////////////
+         // if no failure, return a hit //
+         /////////////////////////////////
+         return (1);
+      }
+   }
+
    return (
       <React.Fragment>
          <Box ref={containerElement} className="raycast" sx={{position: "relative", zIndex: 10_000}}>
             {
                <Dialog open={dotMenuOpen} onClose={closeDotMenu}>
-                  <Command.Dialog open={dotMenuOpen} onOpenChange={setDotMenuOpen} container={containerElement.current} label="Test Global Command Menu">
+                  <Command.Dialog open={dotMenuOpen} onOpenChange={setDotMenuOpen} container={containerElement.current} filter={(value, search) => doFilter(value, search)}>
                      <Box sx={{display: "flex"}}>
-                        <Command.Input placeholder="Search for Tables, Actions, or Recently Viewed Items..."/>
+                        <Command.Input placeholder="Search for Tables, Actions, or Recently Viewed Items..." />
                         <Button onClick={closeDotMenu}><Icon>close</Icon></Button>
                      </Box>
-                     <Command.Loading  />
+                     <Command.Loading />
                      <Command.Separator />
                      <Command.List>
                         <Command.Empty>No results found.</Command.Empty>
@@ -381,6 +508,6 @@ const CommandMenu = ({metaData}: Props) =>
             </Dialog>
          }
       </React.Fragment>
-   )
-}
+   );
+};
 export default CommandMenu;

src/qqq/components/forms/DynamicForm.tsx

@@ -183,6 +183,7 @@ function QDynamicForm({formData, formLabel, bulkEditMode, bulkEditSwitchChangeHa
                                  bulkEditMode={bulkEditMode}
                                  bulkEditSwitchChangeHandler={bulkEditSwitchChanged}
                                  otherValues={otherValuesMap}
+                                 useCase="form"
                               />
                               {formattedHelpContent}
                            </Grid>

src/qqq/components/forms/DynamicFormField.tsx

@@ -19,16 +19,17 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {InputAdornment, InputLabel} from "@mui/material";
-import Box from "@mui/material/Box";
+import {Box, InputAdornment, InputLabel} from "@mui/material";
 import Switch from "@mui/material/Switch";
 import {ErrorMessage, Field, useFormikContext} from "formik";
-import React, {useState} from "react";
+import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
+import React, {useMemo, useState} from "react";
 import AceEditor from "react-ace";
 import colors from "qqq/assets/theme/base/colors";
 import BooleanFieldSwitch from "qqq/components/forms/BooleanFieldSwitch";
 import MDInput from "qqq/components/legacy/MDInput";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import {flushSync} from "react-dom";
 
 // Declaring props types for FormField
 interface Props
@@ -85,6 +86,51 @@ function QDynamicFormField({
       }
    };
 
+   ///////////////////////////////////////////////////////////////////////////////////////
+   // check the field meta data for behavior that says to do toUpperCase or toLowerCase //
+   ///////////////////////////////////////////////////////////////////////////////////////
+   let isToUpperCase = useMemo(() => DynamicFormUtils.isToUpperCase(formFieldObject?.fieldMetaData), [formFieldObject]);
+   let isToLowerCase = useMemo(() => DynamicFormUtils.isToLowerCase(formFieldObject?.fieldMetaData), [formFieldObject]);
+
+   ////////////////////////////////////////////////////////////////////////
+   // if the field has a toUpperCase or toLowerCase behavior on it, then //
+   // apply that rule.  But also, to avoid the cursor always jumping to  //
+   // the end of the input, do some manipulation of the selection.       //
+   // See: https://giacomocerquone.com/blog/keep-input-cursor-still      //
+   // Note, we only want an onChange handle if we're doing one of these  //
+   // behaviors, (because teh flushSync is potentially slow).  hence, we //
+   // put the onChange in an object and assign it with a spread          //
+   ////////////////////////////////////////////////////////////////////////
+   let onChange: any = {};
+   if (isToUpperCase || isToLowerCase)
+   {
+      onChange.onChange = (e: any) =>
+      {
+         const beforeStart = e.target.selectionStart;
+         const beforeEnd = e.target.selectionEnd;
+
+         flushSync(() =>
+         {
+            let newValue = e.currentTarget.value;
+            if (isToUpperCase)
+            {
+               newValue = newValue.toUpperCase();
+            }
+            if (isToLowerCase)
+            {
+               newValue = newValue.toLowerCase();
+            }
+            setFieldValue(name, newValue);
+         });
+
+         const input = document.getElementById(name) as HTMLInputElement;
+         if (input)
+         {
+            input.setSelectionRange(beforeStart, beforeEnd);
+         }
+      };
+   }
+
    let field;
    let getsBulkEditHtmlLabel = true;
    if (type === "checkbox")
@@ -102,7 +148,7 @@ function QDynamicFormField({
    else if (type === "ace")
    {
       let mode = "text";
-      if(formFieldObject && formFieldObject.languageMode)
+      if (formFieldObject && formFieldObject.languageMode)
       {
          mode = formFieldObject.languageMode;
       }
@@ -133,7 +179,7 @@ function QDynamicFormField({
    {
       field = (
          <>
-            <Field {...rest} onWheel={handleOnWheel} name={name} type={type} as={MDInput} variant="outlined" label={label} InputLabelProps={inputLabelProps} InputProps={inputProps} fullWidth disabled={isDisabled}
+            <Field {...rest} {...onChange} onWheel={handleOnWheel} name={name} type={type} as={MDInput} variant="outlined" label={label} InputLabelProps={inputLabelProps} InputProps={inputProps} fullWidth disabled={isDisabled}
                onKeyPress={(e: any) =>
                {
                   if (e.key === "Enter")
@@ -173,7 +219,8 @@ function QDynamicFormField({
                   id={`bulkEditSwitch-${name}`}
                   checked={switchChecked}
                   onClick={bulkEditSwitchChanged}
-                  sx={{top: "-4px",
+                  sx={{
+                     top: "-4px",
                      "& .MuiSwitch-track": {
                         height: 20,
                         borderRadius: 10,

src/qqq/components/forms/DynamicFormUtils.ts

@@ -176,7 +176,7 @@ class DynamicFormUtils
                      initialDisplayValue: initialDisplayValue,
                   };
             }
-            else if(processName)
+            else if (processName)
             {
                dynamicFormFields[field.name].possibleValueProps =
                   {
@@ -214,7 +214,7 @@ class DynamicFormUtils
 
       if (Array.isArray(disabledFields))
       {
-         return (disabledFields.indexOf(fieldName) > -1)
+         return (disabledFields.indexOf(fieldName) > -1);
       }
       else
       {
@@ -222,6 +222,44 @@ class DynamicFormUtils
       }
    }
 
+
+   /***************************************************************************
+    * check if a field has the TO_UPPER_CASE behavior on it.
+    ***************************************************************************/
+   public static isToUpperCase(fieldMetaData: QFieldMetaData): boolean
+   {
+      return this.hasBehavior(fieldMetaData, "TO_UPPER_CASE");
+   }
+
+
+   /***************************************************************************
+    * check if a field has the TO_LOWER_CASE behavior on it.
+    ***************************************************************************/
+   public static isToLowerCase(fieldMetaData: QFieldMetaData): boolean
+   {
+      return this.hasBehavior(fieldMetaData, "TO_LOWER_CASE");
+   }
+
+
+   /***************************************************************************
+    * check if a field has a specific behavior name on it.
+    ***************************************************************************/
+   private static hasBehavior(fieldMetaData: QFieldMetaData, behaviorName: string): boolean
+   {
+      if (fieldMetaData && fieldMetaData.behaviors)
+      {
+         for (let i = 0; i < fieldMetaData.behaviors.length; i++)
+         {
+            if (fieldMetaData.behaviors[i] == behaviorName)
+            {
+               return (true);
+            }
+         }
+      }
+
+      return (false);
+   }
+
 }
 
 export default DynamicFormUtils;

src/qqq/components/forms/DynamicSelect.tsx

@@ -53,6 +53,7 @@ interface Props
    otherValues?: Map<string, any>;
    variant: "standard" | "outlined";
    initiallyOpen: boolean;
+   useCase: "form" | "filter";
 }
 
 DynamicSelect.defaultProps = {
@@ -97,47 +98,47 @@ export const getAutocompleteOutlinedStyle = (isDisabled: boolean) =>
          borderColor: inputBorderColor
       }
    });
-}
+};
 
 
 const qController = Client.getInstance();
 
-function DynamicSelect({tableName, processName, fieldName, possibleValueSourceName, overrideId, fieldLabel, inForm, initialValue, initialDisplayValue, initialValues, onChange, isEditable, isMultiple, bulkEditMode, bulkEditSwitchChangeHandler, otherValues, variant, initiallyOpen}: Props)
+function DynamicSelect({tableName, processName, fieldName, possibleValueSourceName, overrideId, fieldLabel, inForm, initialValue, initialDisplayValue, initialValues, onChange, isEditable, isMultiple, bulkEditMode, bulkEditSwitchChangeHandler, otherValues, variant, initiallyOpen, useCase}: Props)
 {
    const [open, setOpen] = useState(initiallyOpen);
    const [options, setOptions] = useState<readonly QPossibleValue[]>([]);
    const [searchTerm, setSearchTerm] = useState(null);
    const [firstRender, setFirstRender] = useState(true);
-   const [otherValuesWhenResultsWereLoaded, setOtherValuesWhenResultsWereLoaded] = useState(JSON.stringify(Object.fromEntries((otherValues))))
+   const [otherValuesWhenResultsWereLoaded, setOtherValuesWhenResultsWereLoaded] = useState(JSON.stringify(Object.fromEntries((otherValues))));
 
    useEffect(() =>
    {
-      if(tableName && processName)
+      if (tableName && processName)
       {
-         console.log("DynamicSelect - you may not provide both a tableName and a processName")
+         console.log("DynamicSelect - you may not provide both a tableName and a processName");
       }
-      if(tableName && !fieldName)
+      if (tableName && !fieldName)
       {
          console.log("DynamicSelect - if you provide a tableName, you must also provide a fieldName");
       }
-      if(processName && !fieldName)
+      if (processName && !fieldName)
       {
          console.log("DynamicSelect - if you provide a processName, you must also provide a fieldName");
       }
-      if(!fieldName && !possibleValueSourceName)
+      if (!fieldName && !possibleValueSourceName)
       {
          console.log("DynamicSelect - you must provide either a fieldName (and a tableName or processName) or a possibleValueSourceName");
       }
-      if(fieldName && !possibleValueSourceName)
+      if (fieldName && !possibleValueSourceName)
       {
-         if(!tableName || !processName)
+         if (!tableName || !processName)
          {
             console.log("DynamicSelect - if you provide a fieldName and not a possibleValueSourceName, then you must also provide a tableName or processName");
          }
       }
-      if(possibleValueSourceName)
+      if (possibleValueSourceName)
       {
-         if(tableName || processName)
+         if (tableName || processName)
          {
             console.log("DynamicSelect - if you provide a possibleValueSourceName, you should not also provide a tableName or processName");
          }
@@ -173,7 +174,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
 
    useEffect(() =>
    {
-      if(firstRender)
+      if (firstRender)
       {
          // console.log("First render, so not searching...");
          setFirstRender(false);
@@ -194,9 +195,9 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
       (async () =>
       {
          // console.log(`doing a search with ${searchTerm}`);
-         const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues);
+         const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues, useCase);
 
-         if(tableMetaData == null && tableName)
+         if (tableMetaData == null && tableName)
          {
             let tableMetaData: QTableMetaData = await qController.loadTableMetaData(tableName);
             setTableMetaData(tableMetaData);
@@ -207,7 +208,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
          // console.log(`${results}`);
          if (active)
          {
-            setOptions([ ...results ]);
+            setOptions([...results]);
          }
       })();
 
@@ -215,30 +216,30 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
       {
          active = false;
       };
-   }, [ searchTerm ]);
+   }, [searchTerm]);
 
    // todo - finish... call it in onOpen?
    const reloadIfOtherValuesAreChanged = () =>
    {
-      if(JSON.stringify(Object.fromEntries(otherValues)) != otherValuesWhenResultsWereLoaded)
+      if (JSON.stringify(Object.fromEntries(otherValues)) != otherValuesWhenResultsWereLoaded)
       {
          (async () =>
          {
             setLoading(true);
             setOptions([]);
             console.log("Refreshing possible values...");
-            const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues);
+            const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues, useCase);
             setLoading(false);
-            setOptions([ ...results ]);
+            setOptions([...results]);
             setOtherValuesWhenResultsWereLoaded(JSON.stringify(Object.fromEntries(otherValues)));
          })();
       }
-   }
+   };
 
    const inputChanged = (event: React.SyntheticEvent, value: string, reason: string) =>
    {
       // console.log(`input changed.  Reason: ${reason}, setting search term to ${value}`);
-      if(reason !== "reset")
+      if (reason !== "reset")
       {
          // console.log(` -> setting search term to ${value}`);
          setSearchTerm(value);
@@ -248,7 +249,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
    const handleBlur = (x: any) =>
    {
       setSearchTerm(null);
-   }
+   };
 
    const handleChanged = (event: React.SyntheticEvent, value: any | any[], reason: string, details?: string) =>
    {
@@ -256,9 +257,9 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
       // console.log(value);
       setSearchTerm(null);
 
-      if(onChange)
+      if (onChange)
       {
-         if(isMultiple)
+         if (isMultiple)
          {
             onChange(value);
          }
@@ -267,7 +268,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
             onChange(value ? new QPossibleValue(value) : null);
          }
       }
-      else if(setFieldValueRef && fieldName)
+      else if (setFieldValueRef && fieldName)
       {
          setFieldValueRef(fieldName, value ? value.id : null);
       }
@@ -280,7 +281,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
       // get options whose text/label matches the input (e.g., not ids that match)   //
       /////////////////////////////////////////////////////////////////////////////////
       return (options);
-   }
+   };
 
    // @ts-ignore
    const renderOption = (props: Object, option: any, {selected}) =>
@@ -289,23 +290,24 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
 
       try
       {
-         const field = tableMetaData?.fields.get(fieldName)
-         if(field)
+         const field = tableMetaData?.fields.get(fieldName);
+         if (field)
          {
             const adornment = field.getAdornment(AdornmentType.CHIP);
-            if(adornment)
+            if (adornment)
             {
-               const color = adornment.getValue("color." + option.id) ?? "default"
+               const color = adornment.getValue("color." + option.id) ?? "default";
                const iconName = adornment.getValue("icon." + option.id) ?? null;
                const iconElement = iconName ? <Icon>{iconName}</Icon> : null;
                content = (<Chip label={option.label} color={color} icon={iconElement} size="small" variant="outlined" sx={{fontWeight: 500}} />);
             }
          }
       }
-      catch(e)
-      { }
+      catch (e)
+      {
+      }
 
-      if(isMultiple)
+      if (isMultiple)
       {
          content = (
             <>
@@ -327,7 +329,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
             {content}
          </li>
       );
-   }
+   };
 
    const bulkEditSwitchChanged = () =>
    {
@@ -357,7 +359,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
             {
                setOpen(true);
                // console.log("setting open...");
-               if(options.length == 0)
+               if (options.length == 0)
                {
                   // console.log("no options yet, so setting search term to ''...");
                   setSearchTerm("");
@@ -370,19 +372,19 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
             isOptionEqualToValue={(option, value) => value !== null && value !== undefined && option.id === value.id}
             getOptionLabel={(option) =>
             {
-               if(option === null || option === undefined)
+               if (option === null || option === undefined)
                {
                   return ("");
                }
 
                // @ts-ignore
-               if(option && option.length)
+               if (option && option.length)
                {
                   // @ts-ignore
                   option = option[0];
                }
                // @ts-ignore
-               return option.label
+               return option.label;
             }}
             options={options}
             loading={loading}
@@ -446,7 +448,8 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
                   id={`bulkEditSwitch-${fieldName}`}
                   checked={switchChecked}
                   onClick={bulkEditSwitchChanged}
-                  sx={{top: "-4px",
+                  sx={{
+                     top: "-4px",
                      "& .MuiSwitch-track": {
                         height: 20,
                         borderRadius: 10,
@@ -465,7 +468,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
    else
    {
       return (
-         <Box mb={1.5}>
+         <Box>
             {autocomplete}
          </Box>
       );

src/qqq/components/forms/EntityForm.tsx

@@ -44,9 +44,9 @@ 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 FilterAndColumnsSetupWidget from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 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";
 import {FieldRule, FieldRuleAction, FieldRuleTrigger} from "qqq/models/fields/FieldRules";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import Client from "qqq/utils/qqq/Client";
@@ -88,7 +88,7 @@ EntityForm.defaultProps = {
 ////////////////////////////////////////////////////////////////////////////
 let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
 {
-}
+};
 
 function EntityForm(props: Props): JSX.Element
 {
@@ -119,11 +119,12 @@ function EntityForm(props: Props): JSX.Element
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
 
    const [showEditChildForm, setShowEditChildForm] = useState(null as any);
+   const [modalDataChangedCounter, setModalDataChangedCount] = useState(0);
 
    const [notAllowedError, setNotAllowedError] = useState(null as string);
 
    const [formValuesJSON, setFormValuesJSON] = useState("");
-   const [formValues, setFormValues] = useState({} as {[name: string]: any});
+   const [formValues, setFormValues] = useState({} as { [name: string]: any });
 
    const {pageHeader, setPageHeader} = useContext(QContext);
 
@@ -204,7 +205,7 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     **
     *******************************************************************************/
-   const deleteChildRecord = (name: string, widgetData: any, rowIndex: number) =>
+   function deleteChildRecord(name: string, widgetData: any, rowIndex: number)
    {
       updateChildRecordList(name, "delete", rowIndex);
    };
@@ -282,6 +283,8 @@ function EntityForm(props: Props): JSX.Element
       setRenderedWidgetSections(newRenderedWidgetSections);
       forceUpdate();
 
+      setModalDataChangedCount(modalDataChangedCounter + 1);
+
       setShowEditChildForm(null);
    }
 
@@ -291,7 +294,7 @@ function EntityForm(props: Props): JSX.Element
     *******************************************************************************/
    useEffect(() =>
    {
-      const newRenderedWidgetSections: {[name: string]: JSX.Element} = {};
+      const newRenderedWidgetSections: { [name: string]: JSX.Element } = {};
       for (let widgetName in renderedWidgetSections)
       {
          const widgetMetaData = metaData.widgets.get(widgetName);
@@ -351,12 +354,11 @@ function EntityForm(props: Props): JSX.Element
    }
 
 
-
    /*******************************************************************************
     ** if we have a widget that wants to set form-field values, they can take this
     ** function in as a callback, and then call it with their values.
     *******************************************************************************/
-   function setFormFieldValuesFromWidget(values: {[name: string]: any})
+   function setFormFieldValuesFromWidget(values: { [name: string]: any })
    {
       for (let key in values)
       {
@@ -370,13 +372,13 @@ function EntityForm(props: Props): JSX.Element
     *******************************************************************************/
    function getWidgetSection(widgetMetaData: QWidgetMetaData, widgetData: any): JSX.Element
    {
-      if(widgetMetaData.type == "childRecordList")
+      if (widgetMetaData.type == "childRecordList")
       {
          widgetData.viewAllLink = null;
          widgetMetaData.showExportButton = false;
 
-         return <RecordGridWidget
-            key={new Date().getTime()} // added so that editing values actually re-renders...
+         return Object.keys(childListWidgetData).length > 0 && (<RecordGridWidget
+            key={`${formValues["tableName"]}-${modalDataChangedCounter}`}
             widgetMetaData={widgetMetaData}
             data={widgetData}
             disableRowClick
@@ -385,21 +387,31 @@ function EntityForm(props: Props): JSX.Element
             addNewRecordCallback={() => openAddChildRecord(widgetMetaData.name, widgetData)}
             editRecordCallback={(rowIndex) => openEditChildRecord(widgetMetaData.name, widgetData, rowIndex)}
             deleteRecordCallback={(rowIndex) => deleteChildRecord(widgetMetaData.name, widgetData, rowIndex)}
-         />;
+         />);
       }
 
-      if(widgetMetaData.type == "reportSetup")
+      if (widgetMetaData.type == "filterAndColumnsSetup")
       {
-         return <ReportSetupWidget
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////
+         // if the widget metadata specifies a table name, set form values to that so widget knows which to use //
+         // (for the case when it is not being specified by a separate field in the record)                     //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////
+         if (widgetData?.tableName)
+         {
+            formValues["tableName"] = widgetData?.tableName;
+         }
+
+         return <FilterAndColumnsSetupWidget
             key={formValues["tableName"]} // todo, is this good?  it was added so that editing values actually re-renders...
             isEditable={true}
             widgetMetaData={widgetMetaData}
+            widgetData={widgetData}
             recordValues={formValues}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
-      if(widgetMetaData.type == "pivotTableSetup")
+      if (widgetMetaData.type == "pivotTableSetup")
       {
          return <PivotTableSetupWidget
             key={formValues["tableName"]} // todo, is this good?  it was added so that editing values actually re-renders...
@@ -407,10 +419,10 @@ function EntityForm(props: Props): JSX.Element
             widgetMetaData={widgetMetaData}
             recordValues={formValues}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
-      if(widgetMetaData.type == "dynamicForm")
+      if (widgetMetaData.type == "dynamicForm")
       {
          return <DynamicFormWidget
             key={formValues["savedReportId"]} // todo - pull this from the metaData (could do so above too...)
@@ -420,10 +432,10 @@ function EntityForm(props: Props): JSX.Element
             recordValues={formValues}
             record={record}
             onSaveCallback={setFormFieldValuesFromWidget}
-         />
+         />;
       }
 
-      return (<Box>Unsupported widget type: {widgetMetaData.type}</Box>)
+      return (<Box>Unsupported widget type: {widgetMetaData.type}</Box>);
    }
 
 
@@ -449,12 +461,12 @@ function EntityForm(props: Props): JSX.Element
    function setupFieldRules(tableMetaData: QTableMetaData)
    {
       const mdbMetaData = tableMetaData?.supplementalTableMetaData?.get("materialDashboard");
-      if(!mdbMetaData)
+      if (!mdbMetaData)
       {
          return;
       }
 
-      if(mdbMetaData.fieldRules)
+      if (mdbMetaData.fieldRules)
       {
          const newFieldRules: FieldRule[] = [];
          for (let i = 0; i < mdbMetaData.fieldRules.length; i++)
@@ -469,83 +481,164 @@ function EntityForm(props: Props): JSX.Element
    //////////////////
    // initial load //
    //////////////////
-   if (!asyncLoadInited)
+   useEffect(() =>
    {
-      setAsyncLoadInited(true);
-      (async () =>
+      if (!asyncLoadInited)
       {
-         const tableMetaData = await qController.loadTableMetaData(tableName);
-         setTableMetaData(tableMetaData);
-         recordAnalytics({location: window.location, title: (props.isCopy ? "Copy" : props.id ? "Edit" : "New") + ": " + tableMetaData.label});
-
-         setupFieldRules(tableMetaData);
-
-         const metaData = await qController.loadMetaData();
-         setMetaData(metaData);
-
-         /////////////////////////////////////////////////
-         // define the sections, e.g., for the left-bar //
-         /////////////////////////////////////////////////
-         const tableSections = TableUtils.getSectionsForRecordSidebar(tableMetaData, [...tableMetaData.fields.keys()], (section: QTableSection) =>
+         setAsyncLoadInited(true);
+         (async () =>
          {
-            const widget = metaData.widgets.get(section.widgetName);
-            if(widget)
+            const tableMetaData = await qController.loadTableMetaData(tableName);
+            setTableMetaData(tableMetaData);
+            recordAnalytics({location: window.location, title: (props.isCopy ? "Copy" : props.id ? "Edit" : "New") + ": " + tableMetaData.label});
+
+            setupFieldRules(tableMetaData);
+
+            const metaData = await qController.loadMetaData();
+            setMetaData(metaData);
+
+            /////////////////////////////////////////////////
+            // define the sections, e.g., for the left-bar //
+            /////////////////////////////////////////////////
+            const tableSections = TableUtils.getSectionsForRecordSidebar(tableMetaData, [...tableMetaData.fields.keys()], (section: QTableSection) =>
             {
-               if(widget.type == "childRecordList" && widget.defaultValues?.has("manageAssociationName"))
+               const widget = metaData?.widgets.get(section.widgetName);
+               if (widget)
                {
-                  return (true);
+                  if (widget.type == "childRecordList" && widget.defaultValues?.has("manageAssociationName"))
+                  {
+                     return (true);
+                  }
+
+                  if (widget.type == "filterAndColumnsSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
+                  {
+                     return (true);
+                  }
                }
 
-               if(widget.type == "reportSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
-               {
-                  return (true);
-               }
-            }
+               return (false);
+            });
+            setTableSections(tableSections);
 
-            return (false);
-         });
-         setTableSections(tableSections);
-
-         const fieldArray = [] as QFieldMetaData[];
-         const sortedKeys = [...tableMetaData.fields.keys()].sort();
-         sortedKeys.forEach((key) =>
-         {
-            const fieldMetaData = tableMetaData.fields.get(key);
-            fieldArray.push(fieldMetaData);
-         });
-
-         /////////////////////////////////////////////////////////////////////////////////////////
-         // if doing an edit or copy, fetch the record and pre-populate the form values from it //
-         /////////////////////////////////////////////////////////////////////////////////////////
-         let record: QRecord = null;
-         let defaultDisplayValues = new Map<string, string>();
-         if (props.id !== null)
-         {
-            record = await qController.get(tableName, props.id);
-            setRecord(record);
-            recordAnalytics({category: "tableEvents", action: props.isCopy ? "copy" : "edit", label: tableMetaData?.label + " / " + record?.recordLabel});
-
-            const titleVerb = props.isCopy ? "Copy" : "Edit";
-            setFormTitle(`${titleVerb} ${tableMetaData?.label}: ${record?.recordLabel}`);
-
-            if (!props.isModal)
+            const fieldArray = [] as QFieldMetaData[];
+            const sortedKeys = [...tableMetaData.fields.keys()].sort();
+            sortedKeys.forEach((key) =>
             {
-               setPageHeader(`${titleVerb} ${tableMetaData?.label}: ${record?.recordLabel}`);
-            }
-
-            tableMetaData.fields.forEach((fieldMetaData, key) =>
-            {
-               if (props.isCopy && fieldMetaData.name == tableMetaData.primaryKeyField)
-               {
-                  return;
-               }
-               initialValues[key] = record.values.get(key);
+               const fieldMetaData = tableMetaData.fields.get(key);
+               fieldArray.push(fieldMetaData);
             });
 
-            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-            // these checks are only for updating records, if copying, it is actually an insert, which is checked after this block //
-            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-            if (!props.isCopy)
+            /////////////////////////////////////////////////////////////////////////////////////////
+            // if doing an edit or copy, fetch the record and pre-populate the form values from it //
+            /////////////////////////////////////////////////////////////////////////////////////////
+            let record: QRecord = null;
+            let defaultDisplayValues = new Map<string, string>();
+            if (props.id !== null)
+            {
+               record = await qController.get(tableName, props.id);
+               setRecord(record);
+               recordAnalytics({category: "tableEvents", action: props.isCopy ? "copy" : "edit", label: tableMetaData?.label + " / " + record?.recordLabel});
+
+               const titleVerb = props.isCopy ? "Copy" : "Edit";
+               setFormTitle(`${titleVerb} ${tableMetaData?.label}: ${record?.recordLabel}`);
+
+               if (!props.isModal)
+               {
+                  setPageHeader(`${titleVerb} ${tableMetaData?.label}: ${record?.recordLabel}`);
+               }
+
+               tableMetaData.fields.forEach((fieldMetaData, key) =>
+               {
+                  if (props.isCopy && fieldMetaData.name == tableMetaData.primaryKeyField)
+                  {
+                     return;
+                  }
+                  initialValues[key] = record.values.get(key);
+               });
+
+               /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               // these checks are only for updating records, if copying, it is actually an insert, which is checked after this block //
+               /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               if (!props.isCopy)
+               {
+                  if (!tableMetaData.capabilities.has(Capability.TABLE_UPDATE))
+                  {
+                     setNotAllowedError("Records may not be edited in this table");
+                  }
+                  else if (!tableMetaData.editPermission)
+                  {
+                     setNotAllowedError(`You do not have permission to edit ${tableMetaData.label} records`);
+                  }
+               }
+            }
+            else
+            {
+               ///////////////////////////////////////////
+               // else handle preparing to do an insert //
+               ///////////////////////////////////////////
+               setFormTitle(`Creating New ${tableMetaData?.label}`);
+               recordAnalytics({category: "tableEvents", action: "new", label: tableMetaData?.label});
+
+               if (!props.isModal)
+               {
+                  setPageHeader(`Creating New ${tableMetaData?.label}`);
+               }
+
+               ////////////////////////////////////////////////////////////////////////////////////////////////
+               // if default values were supplied for a new record, then populate initialValues, for formik. //
+               ////////////////////////////////////////////////////////////////////////////////////////////////
+               for (let i = 0; i < fieldArray.length; i++)
+               {
+                  const fieldMetaData = fieldArray[i];
+                  const fieldName = fieldMetaData.name;
+                  const defaultValue = (defaultValues && defaultValues[fieldName]) ? defaultValues[fieldName] : fieldMetaData.defaultValue;
+                  if (defaultValue)
+                  {
+                     initialValues[fieldName] = defaultValue;
+
+                     ///////////////////////////////////////////////////////////////////////////////////////////
+                     // we need to set the initialDisplayValue for possible value fields with a default value //
+                     // so, look them up here now if needed                                                   //
+                     ///////////////////////////////////////////////////////////////////////////////////////////
+                     if (fieldMetaData.possibleValueSourceName)
+                     {
+                        const results: QPossibleValue[] = await qController.possibleValues(tableName, null, fieldName, null, [initialValues[fieldName]]);
+                        if (results && results.length > 0)
+                        {
+                           defaultDisplayValues.set(fieldName, results[0].label);
+                        }
+                     }
+                  }
+               }
+            }
+
+            ///////////////////////////////////////////////////
+            // if an override heading was passed in, use it. //
+            ///////////////////////////////////////////////////
+            if (props.overrideHeading)
+            {
+               setFormTitle(props.overrideHeading);
+               if (!props.isModal)
+               {
+                  setPageHeader(props.overrideHeading);
+               }
+            }
+
+            //////////////////////////////////////
+            // check capabilities & permissions //
+            //////////////////////////////////////
+            if (props.isCopy || !props.id)
+            {
+               if (!tableMetaData.capabilities.has(Capability.TABLE_INSERT))
+               {
+                  setNotAllowedError("Records may not be created in this table");
+               }
+               else if (!tableMetaData.insertPermission)
+               {
+                  setNotAllowedError(`You do not have permission to create ${tableMetaData.label} records`);
+               }
+            }
+            else
             {
                if (!tableMetaData.capabilities.has(Capability.TABLE_UPDATE))
                {
@@ -556,201 +649,123 @@ function EntityForm(props: Props): JSX.Element
                   setNotAllowedError(`You do not have permission to edit ${tableMetaData.label} records`);
                }
             }
-         }
-         else
-         {
-            ///////////////////////////////////////////
-            // else handle preparing to do an insert //
-            ///////////////////////////////////////////
-            setFormTitle(`Creating New ${tableMetaData?.label}`);
-            recordAnalytics({category: "tableEvents", action: "new", label: tableMetaData?.label});
 
-            if (!props.isModal)
-            {
-               setPageHeader(`Creating New ${tableMetaData?.label}`);
-            }
-
-            ////////////////////////////////////////////////////////////////////////////////////////////////
-            // if default values were supplied for a new record, then populate initialValues, for formik. //
-            ////////////////////////////////////////////////////////////////////////////////////////////////
+            /////////////////////////////////////////////////////////////////////
+            // make sure all initialValues are properly formatted for the form //
+            /////////////////////////////////////////////////////////////////////
             for (let i = 0; i < fieldArray.length; i++)
             {
                const fieldMetaData = fieldArray[i];
-               const fieldName = fieldMetaData.name;
-               const defaultValue = (defaultValues && defaultValues[fieldName]) ? defaultValues[fieldName] : fieldMetaData.defaultValue;
-               if (defaultValue)
+               if (fieldMetaData.type == QFieldType.DATE_TIME && initialValues[fieldMetaData.name])
                {
-                  initialValues[fieldName] = defaultValue;
+                  initialValues[fieldMetaData.name] = ValueUtils.formatDateTimeValueForForm(initialValues[fieldMetaData.name]);
+               }
+            }
 
-                  ///////////////////////////////////////////////////////////////////////////////////////////
-                  // we need to set the initialDisplayValue for possible value fields with a default value //
-                  // so, look them up here now if needed                                                   //
-                  ///////////////////////////////////////////////////////////////////////////////////////////
-                  if (fieldMetaData.possibleValueSourceName)
+            setInitialValues(initialValues);
+
+            /////////////////////////////////////////////////////////
+            // get formField and formValidation objects for Formik //
+            /////////////////////////////////////////////////////////
+            const {
+               dynamicFormFields,
+               formValidations,
+            } = DynamicFormUtils.getFormData(fieldArray, disabledFields);
+            DynamicFormUtils.addPossibleValueProps(dynamicFormFields, fieldArray, tableName, null, record ? record.displayValues : defaultDisplayValues);
+
+            /////////////////////////////////////
+            // group the formFields by section //
+            /////////////////////////////////////
+            const dynamicFormFieldsBySection = new Map<string, any>();
+            let t1sectionName;
+            let t1section;
+            const nonT1Sections: QTableSection[] = [];
+            const newRenderedWidgetSections: { [name: string]: JSX.Element } = {};
+            const newChildListWidgetData: { [name: string]: ChildRecordListData } = {};
+
+            for (let i = 0; i < tableSections.length; i++)
+            {
+               const section = tableSections[i];
+               const sectionDynamicFormFields: any[] = [];
+
+               if (section.isHidden)
+               {
+                  continue;
+               }
+
+               const hasFields = section.fieldNames && section.fieldNames.length > 0;
+               if (hasFields)
+               {
+                  for (let j = 0; j < section.fieldNames.length; j++)
                   {
-                     const results: QPossibleValue[] = await qController.possibleValues(tableName, null, fieldName, null, [initialValues[fieldName]]);
-                     if (results && results.length > 0)
+                     const fieldName = section.fieldNames[j];
+                     const field = tableMetaData.fields.get(fieldName);
+
+                     if (!field)
                      {
-                        defaultDisplayValues.set(fieldName, results[0].label);
+                        console.log(`Omitting un-found field ${fieldName} from form`);
+                        continue;
+                     }
+
+                     ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                     // if id !== null (and we're not copying) - means we're on the edit screen -- show all fields on the edit screen. //
+                     // || (or) we're on the insert screen in which case, only show editable fields.                                   //
+                     ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                     if ((props.id !== null && !props.isCopy) || field.isEditable)
+                     {
+                        sectionDynamicFormFields.push(dynamicFormFields[fieldName]);
                      }
                   }
-               }
-            }
-         }
 
-         ///////////////////////////////////////////////////
-         // if an override heading was passed in, use it. //
-         ///////////////////////////////////////////////////
-         if (props.overrideHeading)
-         {
-            setFormTitle(props.overrideHeading);
-            if (!props.isModal)
-            {
-               setPageHeader(props.overrideHeading);
-            }
-         }
-
-         //////////////////////////////////////
-         // check capabilities & permissions //
-         //////////////////////////////////////
-         if (props.isCopy || !props.id)
-         {
-            if (!tableMetaData.capabilities.has(Capability.TABLE_INSERT))
-            {
-               setNotAllowedError("Records may not be created in this table");
-            }
-            else if (!tableMetaData.insertPermission)
-            {
-               setNotAllowedError(`You do not have permission to create ${tableMetaData.label} records`);
-            }
-         }
-         else
-         {
-            if (!tableMetaData.capabilities.has(Capability.TABLE_UPDATE))
-            {
-               setNotAllowedError("Records may not be edited in this table");
-            }
-            else if (!tableMetaData.editPermission)
-            {
-               setNotAllowedError(`You do not have permission to edit ${tableMetaData.label} records`);
-            }
-         }
-
-         /////////////////////////////////////////////////////////////////////
-         // make sure all initialValues are properly formatted for the form //
-         /////////////////////////////////////////////////////////////////////
-         for (let i = 0; i < fieldArray.length; i++)
-         {
-            const fieldMetaData = fieldArray[i];
-            if (fieldMetaData.type == QFieldType.DATE_TIME && initialValues[fieldMetaData.name])
-            {
-               initialValues[fieldMetaData.name] = ValueUtils.formatDateTimeValueForForm(initialValues[fieldMetaData.name]);
-            }
-         }
-
-         setInitialValues(initialValues);
-
-         /////////////////////////////////////////////////////////
-         // get formField and formValidation objects for Formik //
-         /////////////////////////////////////////////////////////
-         const {
-            dynamicFormFields,
-            formValidations,
-         } = DynamicFormUtils.getFormData(fieldArray, disabledFields);
-         DynamicFormUtils.addPossibleValueProps(dynamicFormFields, fieldArray, tableName, null, record ? record.displayValues : defaultDisplayValues);
-
-         /////////////////////////////////////
-         // group the formFields by section //
-         /////////////////////////////////////
-         const dynamicFormFieldsBySection = new Map<string, any>();
-         let t1sectionName;
-         let t1section;
-         const nonT1Sections: QTableSection[] = [];
-         const newRenderedWidgetSections: { [name: string]: JSX.Element } = {};
-         const newChildListWidgetData: { [name: string]: ChildRecordListData } = {};
-
-         for (let i = 0; i < tableSections.length; i++)
-         {
-            const section = tableSections[i];
-            const sectionDynamicFormFields: any[] = [];
-
-            if (section.isHidden)
-            {
-               continue;
-            }
-
-            const hasFields = section.fieldNames && section.fieldNames.length > 0;
-            if(hasFields)
-            {
-               for (let j = 0; j < section.fieldNames.length; j++)
-               {
-                  const fieldName = section.fieldNames[j];
-                  const field = tableMetaData.fields.get(fieldName);
-
-                  if (!field)
+                  if (sectionDynamicFormFields.length === 0)
                   {
-                     console.log(`Omitting un-found field ${fieldName} from form`);
+                     ////////////////////////////////////////////////////////////////////////////////////////////////
+                     // in case there are no active fields in this section, remove it from the tableSections array //
+                     ////////////////////////////////////////////////////////////////////////////////////////////////
+                     tableSections.splice(i, 1);
+                     i--;
                      continue;
                   }
-
-                  ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-                  // if id !== null (and we're not copying) - means we're on the edit screen -- show all fields on the edit screen. //
-                  // || (or) we're on the insert screen in which case, only show editable fields.                                   //
-                  ////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-                  if ((props.id !== null && !props.isCopy) || field.isEditable)
+                  else
                   {
-                     sectionDynamicFormFields.push(dynamicFormFields[fieldName]);
+                     dynamicFormFieldsBySection.set(section.name, sectionDynamicFormFields);
                   }
                }
-
-               if (sectionDynamicFormFields.length === 0)
-               {
-                  ////////////////////////////////////////////////////////////////////////////////////////////////
-                  // in case there are no active fields in this section, remove it from the tableSections array //
-                  ////////////////////////////////////////////////////////////////////////////////////////////////
-                  tableSections.splice(i, 1);
-                  i--;
-                  continue;
-               }
                else
                {
-                  dynamicFormFieldsBySection.set(section.name, sectionDynamicFormFields);
+                  const widgetMetaData = metaData?.widgets.get(section.widgetName);
+                  const widgetData = await qController.widget(widgetMetaData.name, makeQueryStringWithIdAndObject(tableMetaData, defaultValues));
+
+                  newRenderedWidgetSections[section.widgetName] = getWidgetSection(widgetMetaData, widgetData);
+                  newChildListWidgetData[section.widgetName] = widgetData;
+               }
+
+               //////////////////////////////////////
+               // capture the tier1 section's name //
+               //////////////////////////////////////
+               if (section.tier === "T1")
+               {
+                  t1sectionName = section.name;
+                  t1section = section;
+               }
+               else
+               {
+                  nonT1Sections.push(section);
                }
             }
-            else
-            {
-               const widgetMetaData = metaData.widgets.get(section.widgetName);
-               const widgetData = await qController.widget(widgetMetaData.name, makeQueryStringWithIdAndObject(tableMetaData, defaultValues));
 
-               newRenderedWidgetSections[section.widgetName] = getWidgetSection(widgetMetaData, widgetData);
-               newChildListWidgetData[section.widgetName] = widgetData;
-            }
+            setT1SectionName(t1sectionName);
+            setT1Section(t1section);
+            setNonT1Sections(nonT1Sections);
+            setFormFields(dynamicFormFieldsBySection);
+            setValidations(Yup.object().shape(formValidations));
+            setRenderedWidgetSections(newRenderedWidgetSections);
+            setChildListWidgetData(newChildListWidgetData);
 
-            //////////////////////////////////////
-            // capture the tier1 section's name //
-            //////////////////////////////////////
-            if (section.tier === "T1")
-            {
-               t1sectionName = section.name;
-               t1section = section;
-            }
-            else
-            {
-               nonT1Sections.push(section);
-            }
-         }
-
-         setT1SectionName(t1sectionName);
-         setT1Section(t1section);
-         setNonT1Sections(nonT1Sections);
-         setFormFields(dynamicFormFieldsBySection);
-         setValidations(Yup.object().shape(formValidations));
-         setRenderedWidgetSections(newRenderedWidgetSections);
-         setChildListWidgetData(newChildListWidgetData);
-
-         forceUpdate();
-      })();
-   }
+            forceUpdate();
+         })();
+      }
+   }, []);
 
 
    //////////////////////////////////////////////////////////////////
@@ -870,16 +885,28 @@ function EntityForm(props: Props): JSX.Element
          let haveAssociationsToPost = false;
          for (let name of Object.keys(childListWidgetData))
          {
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            // if cannot find association name, continue loop, since cannot tell backend which association this is for //
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////
             const manageAssociationName = metaData.widgets.get(name)?.defaultValues?.get("manageAssociationName");
             if (!manageAssociationName)
             {
                console.log(`Cannot send association data to backend - missing a manageAssociationName defaultValue in widget meta data for widget name ${name}`);
+               continue;
             }
-            associationsToPost[manageAssociationName] = [];
-            haveAssociationsToPost = true;
-            for (let i = 0; i < childListWidgetData[name].queryOutput?.records?.length; i++)
+
+            ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            // if the records array exists, add to associations to post - note: even if empty list, the backend will expect this //
+            // association name to be present if it is to act on it (for the case when all associations have been deleted)       //
+            ///////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            if (childListWidgetData[name].queryOutput.records)
             {
-               associationsToPost[manageAssociationName].push(childListWidgetData[name].queryOutput.records[i].values);
+               associationsToPost[manageAssociationName] = [];
+               haveAssociationsToPost = true;
+               for (let i = 0; i < childListWidgetData[name].queryOutput?.records?.length; i++)
+               {
+                  associationsToPost[manageAssociationName].push(childListWidgetData[name].queryOutput.records[i].values);
+               }
             }
          }
          if (haveAssociationsToPost)
@@ -1000,19 +1027,19 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     **
     *******************************************************************************/
-   function makeQueryStringWithIdAndObject(tableMetaData: QTableMetaData, object: {[key: string]: any})
+   function makeQueryStringWithIdAndObject(tableMetaData: QTableMetaData, object: { [key: string]: any })
    {
       const queryParamsArray: string[] = [];
-      if(props.id)
+      if (props.id)
       {
-         queryParamsArray.push(`${tableMetaData.primaryKeyField}=${encodeURIComponent(props.id)}`)
+         queryParamsArray.push(`${tableMetaData.primaryKeyField}=${encodeURIComponent(props.id)}`);
       }
 
-      if(object)
+      if (object)
       {
          for (let key in object)
          {
-            queryParamsArray.push(`${key}=${encodeURIComponent(object[key])}`)
+            queryParamsArray.push(`${key}=${encodeURIComponent(object[key])}`);
          }
       }
 
@@ -1023,7 +1050,7 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     **
     *******************************************************************************/
-   async function reloadWidget(widgetName: string, additionalQueryParamsForWidget: {[key: string]: any })
+   async function reloadWidget(widgetName: string, additionalQueryParamsForWidget: { [key: string]: any })
    {
       const widgetData = await qController.widget(widgetName, makeQueryStringWithIdAndObject(tableMetaData, additionalQueryParamsForWidget));
       const widgetMetaData = metaData.widgets.get(widgetName);
@@ -1045,11 +1072,11 @@ function EntityForm(props: Props): JSX.Element
    /*******************************************************************************
     ** process a form-field having a changed value (e.g., apply field rules).
     *******************************************************************************/
-   function handleChangedFieldValue(fieldName: string, oldValue: any, newValue: any, valueChangesToMake: {[fieldName: string]: any})
+   function handleChangedFieldValue(fieldName: string, oldValue: any, newValue: any, valueChangesToMake: { [fieldName: string]: any })
    {
       for (let fieldRule of fieldRules)
       {
-         if(fieldRule.trigger == FieldRuleTrigger.ON_CHANGE && fieldRule.sourceField == fieldName)
+         if (fieldRule.trigger == FieldRuleTrigger.ON_CHANGE && fieldRule.sourceField == fieldName)
          {
             switch (fieldRule.action)
             {
@@ -1058,7 +1085,7 @@ function EntityForm(props: Props): JSX.Element
                   valueChangesToMake[fieldRule.targetField] = null;
                   break;
                case FieldRuleAction.RELOAD_WIDGET:
-                  const additionalQueryParamsForWidget: {[key: string]: any} = {};
+                  const additionalQueryParamsForWidget: { [key: string]: any } = {};
                   additionalQueryParamsForWidget[fieldRule.sourceField] = newValue;
                   reloadWidget(fieldRule.targetWidget, additionalQueryParamsForWidget);
             }
@@ -1148,21 +1175,21 @@ function EntityForm(props: Props): JSX.Element
                         /////////////////////////////////////////////////
                         // if we have values from formik, look at them //
                         /////////////////////////////////////////////////
-                        if(values)
+                        if (values)
                         {
                            ////////////////////////////////////////////////////////////////////////
                            // use stringified values as cheap/easy way to see if any are changed //
                            ////////////////////////////////////////////////////////////////////////
                            const newFormValuesJSON = JSON.stringify(values);
-                           if(formValuesJSON != newFormValuesJSON)
+                           if (formValuesJSON != newFormValuesJSON)
                            {
-                              const valueChangesToMake: {[fieldName: string]: any} = {};
+                              const valueChangesToMake: { [fieldName: string]: any } = {};
 
                               ////////////////////////////////////////////////////////////////////
                               // if the form is dirty (e.g., we're not doing the initial load), //
                               // then process rules for any changed fields                      //
                               ////////////////////////////////////////////////////////////////////
-                              if(dirty)
+                              if (dirty)
                               {
                                  for (let fieldName in values)
                                  {
@@ -1194,7 +1221,7 @@ function EntityForm(props: Props): JSX.Element
                                  setFieldValue(fieldName, valueChangesToMake[fieldName], false);
                               }
 
-                              setFormValues(formValues)
+                              setFormValues(formValues);
                               setFormValuesJSON(JSON.stringify(values));
                            }
                         }

src/qqq/components/horseshoe/Breadcrumbs.tsx

@@ -63,7 +63,7 @@ function QBreadcrumbs({icon, title, route, light}: Props): JSX.Element
    ///////////////////////////////////////////////////////////////////////
    // strip away empty elements of the route (e.g., trailing slash(es)) //
    ///////////////////////////////////////////////////////////////////////
-   if(route.length)
+   if (route.length)
    {
       // @ts-ignore
       route = route.filter(r => r != "");
@@ -74,18 +74,18 @@ function QBreadcrumbs({icon, title, route, light}: Props): JSX.Element
 
    const fullPathToLabel = (fullPath: string, route: string): string =>
    {
-      if(fullPath.endsWith("/"))
+      if (fullPath.endsWith("/"))
       {
          fullPath = fullPath.replace(/\/+$/, "");
       }
 
-      if(pathToLabelMap && pathToLabelMap[fullPath])
+      if (pathToLabelMap && pathToLabelMap[fullPath])
       {
          return pathToLabelMap[fullPath];
       }
 
       return (routeToLabel(route));
-   }
+   };
 
    let pageTitle = branding?.appName ?? "";
    const fullRoutes: string[] = [];
@@ -94,9 +94,9 @@ 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) //
+      // e.g., if at /app/table/savedView/1                 //
       ////////////////////////////////////////////////////////
-      if(routes[i] === "savedView" && i == 2)
+      if (routes[i] === "savedView" && i == routes.length - 1)
       {
          continue;
       }
@@ -106,12 +106,12 @@ function QBreadcrumbs({icon, title, route, light}: Props): JSX.Element
       // 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" && i == 1)
+      if (i < routes.length - 1 && routes[i + 1] == "savedView" && i == 1)
       {
          continue;
       }
 
-      if(routes[i] === "")
+      if (routes[i] === "")
       {
          continue;
       }

src/qqq/components/horseshoe/NavBar.tsx

@@ -19,16 +19,16 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import {Popper, InputAdornment} from "@mui/material";
+import {Popper, InputAdornment, Box} from "@mui/material";
 import AppBar from "@mui/material/AppBar";
 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 ListItemIcon from "@mui/material/ListItemIcon";
+import {Theme} from "@mui/material/styles";
 import TextField from "@mui/material/TextField";
 import Toolbar from "@mui/material/Toolbar";
-import React, {useContext, useEffect, useState} from "react";
+import React, {useContext, useEffect, useRef, useState} from "react";
 import {useLocation, useNavigate} from "react-router-dom";
 import QContext from "QContext";
 import QBreadcrumbs, {routeToLabel} from "qqq/components/horseshoe/Breadcrumbs";
@@ -45,7 +45,8 @@ interface Props
    isMini?: boolean;
 }
 
-interface HistoryEntry {
+interface HistoryEntry
+{
    id: number;
    path: string;
    label: string;
@@ -64,7 +65,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
    const route = useLocation().pathname.split("/").slice(1);
    const navigate = useNavigate();
 
-   const {pageHeader} = useContext(QContext);
+   const {pageHeader, setDotMenuOpen} = useContext(QContext);
 
    useEffect(() =>
    {
@@ -99,7 +100,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
       const options = [] as any;
       history.entries.reverse().forEach((entry, index) =>
          options.push({label: `${entry.label} index`, id: index, key: index, path: entry.path, iconName: entry.iconName})
-      )
+      );
       setHistory(options);
 
       // Remove event listener on cleanup
@@ -111,7 +112,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
    const goToHistory = (path: string) =>
    {
       navigate(path);
-   }
+   };
 
    function buildHistoryEntries()
    {
@@ -119,7 +120,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
       const options = [] as any;
       history.entries.reverse().forEach((entry, index) =>
          options.push({label: entry.label, id: index, key: index, path: entry.path, iconName: entry.iconName})
-      )
+      );
       setHistory(options);
    }
 
@@ -133,12 +134,12 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
 
    const handleAutocompleteOnChange = (event: any, value: any, reason: any, details: any) =>
    {
-      if(value)
+      if (value)
       {
          goToHistory(value.path);
       }
       setAutocompleteValue(null);
-   }
+   };
 
    const CustomPopper = function (props: any)
    {
@@ -146,8 +147,8 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
          {...props}
          style={{whiteSpace: "nowrap", width: "auto"}}
          placement="bottom-end"
-      />)
-   }
+      />);
+   };
 
    const renderHistory = () =>
    {
@@ -166,7 +167,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
             PopperComponent={CustomPopper}
             isOptionEqualToValue={(option, value) => option.id === value.id}
             sx={recentlyViewedMenu}
-            renderInput={(params) => <TextField {...params}  label="Recently Viewed Records" InputProps={{
+            renderInput={(params) => <TextField {...params} label="Recently Viewed Records" InputProps={{
                ...params.InputProps,
                endAdornment: (
                   <InputAdornment position="end">
@@ -184,7 +185,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
             )}
          />
       );
-   }
+   };
 
    // Styles for the navbar icons
    const iconsStyle = ({
@@ -210,21 +211,34 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
    const {pathToLabelMap} = useContext(QContext);
    const fullPathToLabel = (fullPath: string, route: string): string =>
    {
-      if(fullPath.endsWith("/"))
+      if (fullPath.endsWith("/"))
       {
          fullPath = fullPath.replace(/\/+$/, "");
       }
 
-      if(pathToLabelMap && pathToLabelMap[fullPath])
+      if (pathToLabelMap && pathToLabelMap[fullPath])
       {
          return pathToLabelMap[fullPath];
       }
 
       return (routeToLabel(route));
-   }
+   };
 
    const breadcrumbTitle = fullPathToLabel(fullPath, route[route.length - 1]);
 
+   ///////////////////////////////////////////////////////////////////////////////////////////////
+   // set the right-half of the navbar up so that below the 'md' breakpoint, it just disappears //
+   ///////////////////////////////////////////////////////////////////////////////////////////////
+   const navbarRowRight = (theme: Theme, {isMini}: any) =>
+   {
+      return {
+         [theme.breakpoints.down("md")]: {
+            display: "none",
+         },
+         ...navbarRow(theme, isMini)
+      }
+   };
+
    return (
       <AppBar
          position={absolute ? "absolute" : navbarType}
@@ -241,10 +255,15 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
                <QBreadcrumbs icon="home" title={breadcrumbTitle} route={route} light={light} />
             </Box>
             {isMini ? null : (
-               <Box sx={(theme) => navbarRow(theme, {isMini})}>
-                  <Box pr={0} mr={-2}>
+               <Box sx={(theme) => navbarRowRight(theme, {isMini})}>
+                  <Box mt={"-0.25rem"} pb={"0.75rem"} pr={2} mr={-2} sx={{"& *": {cursor: "pointer !important"}}}>
                      {renderHistory()}
                   </Box>
+                  <Box mt={"-1rem"}>
+                     <IconButton size="small" disableRipple color="inherit" onClick={() => setDotMenuOpen(true)}>
+                        <Icon sx={iconsStyle} fontSize="small">search</Icon>
+                     </IconButton>
+                  </Box>
                </Box>
             )}
          </Toolbar>

src/qqq/components/misc/ErrorBoundary.tsx

@@ -0,0 +1,74 @@
+/*
+ * 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 React, {Component, ErrorInfo} from "react";
+
+interface Props
+{
+   errorElement?: React.ReactNode;
+   children: React.ReactNode;
+}
+
+interface State
+{
+   hasError: boolean;
+}
+
+/*******************************************************************************
+ ** Component that you can wrap around other components that might throw an error,
+ ** to give some isolation, rather than breaking a whole page.
+ ** Credit: https://medium.com/@bobjunior542/how-to-use-error-boundaries-in-react-js-with-typescript-ee90ec814bf1
+ *******************************************************************************/
+class ErrorBoundary extends Component<Props, State>
+{
+   /***************************************************************************
+    *
+    ***************************************************************************/
+   constructor(props: Props)
+   {
+      super(props);
+      this.state = {hasError: false};
+   }
+
+   /***************************************************************************
+    *
+    ***************************************************************************/
+   componentDidCatch(error: Error, errorInfo: ErrorInfo)
+   {
+      console.error("ErrorBoundary caught an error: ", error, errorInfo);
+      this.setState({hasError: true});
+   }
+
+   /***************************************************************************
+    *
+    ***************************************************************************/
+   render()
+   {
+      if (this.state.hasError)
+      {
+         return this.props.errorElement ?? <span>(Error)</span>;
+      }
+
+      return this.props.children;
+   }
+}
+
+export default ErrorBoundary;

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -358,7 +358,7 @@ export function GotoRecordButton(props: GotoRecordButtonProps): JSX.Element
    return (
       <React.Fragment>
          {
-            props.buttonVisible && hasGotoFieldNames(props.tableMetaData) && <Button onClick={openGoto}>Go To...</Button>
+            props.buttonVisible && hasGotoFieldNames(props.tableMetaData) && <Button onClick={openGoto} sx={{whiteSpace: "nowrap"}}>Go To...</Button>
          }
          <GotoRecordDialog metaData={props.metaData} tableMetaData={props.tableMetaData} tableVariant={props.tableVariant} isOpen={gotoIsOpen} closeHandler={closeGoto} mayClose={props.mayClose} subHeader={props.subHeader} />
       </React.Fragment>

src/qqq/components/misc/HelpContent.tsx

@@ -22,6 +22,7 @@
 import {QHelpContent} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QHelpContent";
 import Box from "@mui/material/Box";
 import parse from "html-react-parser";
+import ErrorBoundary from "qqq/components/misc/ErrorBoundary";
 import React, {useContext} from "react";
 import Markdown from "react-markdown";
 import QContext from "QContext";
@@ -128,6 +129,7 @@ function HelpContent({helpContents, roles, heading, helpContentKey}: Props): JSX
    let selectedHelpContent = getMatchingHelpContent(helpContentsArray, roles);
 
    let content = null;
+   let errorContent = "Error rendering help content.";
    if (helpHelpActive)
    {
       if (!selectedHelpContent)
@@ -135,6 +137,7 @@ function HelpContent({helpContents, roles, heading, helpContentKey}: Props): JSX
          selectedHelpContent = new QHelpContent({content: ""});
       }
       content = selectedHelpContent.content + ` [${helpContentKey ?? "?"}]`;
+      errorContent += ` [${helpContentKey ?? "?"}]`;
    }
    else if(selectedHelpContent)
    {
@@ -148,7 +151,9 @@ function HelpContent({helpContents, roles, heading, helpContentKey}: Props): JSX
    {
       return <Box display="inline" className="helpContent">
          {heading && <span className="header">{heading}</span>}
-         {formatHelpContent(content, selectedHelpContent.format)}
+         <ErrorBoundary errorElement={<i>{errorContent}</i>}>
+            {formatHelpContent(content, selectedHelpContent.format)}
+         </ErrorBoundary>
       </Box>;
    }
 

src/qqq/components/misc/RecordSidebar.tsx

@@ -22,7 +22,7 @@
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QTableSection} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableSection";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import Box from "@mui/material/Box";
+import {Box} from "@mui/material";
 import Card from "@mui/material/Card";
 import Icon from "@mui/material/Icon";
 import {Theme} from "@mui/material/styles";
@@ -76,12 +76,12 @@ function QRecordSidebar({tableSections, widgetMetaDataList, light, stickyTop}: P
 
 
    return (
-      <Card sx={{borderRadius: "0.75rem", position: "sticky", top: stickyTop, overflow: "auto", maxHeight: "calc(100vh - 2rem)"}}>
-         <Box component="ul" display="flex" flexDirection="column" p={2} m={0} sx={{listStyle: "none"}}>
+      <Card sx={{borderRadius: "0.75rem", position: "sticky", top: stickyTop, overflow: "hidden", maxHeight: "calc(100vh - 2rem)"}}>
+         <Box component="ul" display="flex" flexDirection="column" p={2} m={0} sx={{listStyle: "none", overflow: "auto", height: "100%"}}>
             {
                sidebarEntries ? sidebarEntries.map((entry: SidebarEntry, key: number) => (
 
-                  <HashLink key={`section-link-${entry.name}`} to={`#${entry.name}`}>
+                  <Box key={`section-link-${entry.name}`} onClick={() => document.getElementById(entry.name).scrollIntoView()} sx={{cursor: "pointer"}}>
                      <Box key={`section-${entry.name}`} component="li" pt={key === 0 ? 0 : 1}>
                         <MDTypography
                            variant="button"
@@ -112,7 +112,7 @@ function QRecordSidebar({tableSections, widgetMetaDataList, light, stickyTop}: P
 
                         </MDTypography>
                      </Box>
-                  </HashLink>
+                  </Box>
                )) : null
             }
          </Box>

src/qqq/components/misc/SavedViews.tsx

@@ -25,7 +25,8 @@ 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, Box, Button} from "@mui/material";
+import {Alert, 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";
@@ -94,12 +95,12 @@ function SavedViews({qController, metaData, tableMetaData, currentSavedView, tab
 
    const {accentColor, accentColorLight, userId: currentUserId} = useContext(QContext);
 
-   /////////////////////////////////////////////////////////////////////////////////////////
-   // this component is used by <RecordQuery> - but that component has different usages - //
-   // e.g., the full-fledged query screen, but also, within other screens (e.g., a modal  //
-   // under the ReportSetupWidget).  So, there are some behaviors we only want when we're //
-   // on the full-fledged query screen, such as changing the URL with saved view ids.     //
-   /////////////////////////////////////////////////////////////////////////////////////////
+   /////////////////////////////////////////////////////////////////////////////////////////////
+   // this component is used by <RecordQuery> - but that component has different usages -     //
+   // e.g., the full-fledged query screen, but also, within other screens (e.g., a modal      //
+   // under the FilterAndColumnsSetupWidget).  So, there are some behaviors we only want when //
+   // we're on the full-fledged query screen, such as changing the URL with saved view ids.   //
+   /////////////////////////////////////////////////////////////////////////////////////////////
    const isQueryScreen = queryScreenUsage == "queryScreen";
 
    const openSavedViewsMenu = (event: any) => setSavedViewsMenu(event.currentTarget);

src/qqq/components/query/BasicAndAdvancedQueryControls.tsx

@@ -79,6 +79,8 @@ interface BasicAndAdvancedQueryControlsProps
 
    queryScreenUsage: QueryScreenUsage;
 
+   allowVariables?: boolean;
+
    mode: string;
    setMode: (mode: string) => void;
 }
@@ -181,7 +183,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
    {
       // todo - sometimes i want contains instead of equals on strings (client.name, for example...)
       let defaultOperator = field?.possibleValueSourceName ? QCriteriaOperator.IN : QCriteriaOperator.EQUALS;
-      if (field?.type == QFieldType.DATE_TIME || field?.type == QFieldType.DATE)
+      if (field?.type == QFieldType.DATE_TIME)
       {
          defaultOperator = QCriteriaOperator.GREATER_THAN;
       }
@@ -676,6 +678,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
 
                               return (<QuickFilter
                                  key={fieldName}
+                                 allowVariables={props.allowVariables}
                                  fullFieldName={fieldName}
                                  tableMetaData={tableMetaData}
                                  updateCriteria={updateQuickCriteria}
@@ -701,6 +704,7 @@ const BasicAndAdvancedQueryControls = forwardRef((props: BasicAndAdvancedQueryCo
                                  updateCriteria={updateQuickCriteria}
                                  criteriaParam={getQuickCriteriaParam(fieldName)}
                                  fieldMetaData={field}
+                                 allowVariables={props.allowVariables}
                                  defaultOperator={defaultOperator}
                                  queryScreenUsage={queryScreenUsage}
                                  handleRemoveQuickFilterField={handleRemoveQuickFilterField} />);

src/qqq/components/query/CustomFilterPanel.tsx

@@ -179,6 +179,7 @@ export const CustomFilterPanel = forwardRef<any, GridFilterPanelProps>(
                            updateCriteria={(newCriteria, needDebounce) => updateCriteria(newCriteria, index, needDebounce)}
                            removeCriteria={() => removeCriteria(index)}
                            updateBooleanOperator={(newValue) => updateBooleanOperator(newValue)}
+                           allowVariables={props.allowVariables}
                            queryScreenUsage={props.queryScreenUsage}
                         />
                         {/*JSON.stringify(criteria)*/}

src/qqq/components/query/EvaluatedExpression.tsx

@@ -50,7 +50,7 @@ export function EvaluatedExpression({field, expression}: EvaluatedExpressionProp
       return () => clearInterval(interval);
    }, []);
 
-   return <>{`${evaluateExpression(timeForEvaluations, field, expression)}`}</>;
+   return <span style={{fontVariantNumeric: "tabular-nums"}}>{`${evaluateExpression(timeForEvaluations, field, expression)}`}</span>;
 }
 
 const HOUR_MS = 60 * 60 * 1000;

src/qqq/components/query/FilterCriteriaRow.tsx

@@ -199,6 +199,7 @@ interface FilterCriteriaRowProps
    removeCriteria: () => void;
    updateBooleanOperator: (newValue: string) => void;
    queryScreenUsage?: QueryScreenUsage;
+   allowVariables?: boolean;
 }
 
 FilterCriteriaRow.defaultProps =
@@ -267,7 +268,7 @@ export function validateCriteria(criteria: QFilterCriteria, operatorSelectedValu
    return {criteriaIsValid, criteriaStatusTooltip};
 }
 
-export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria, booleanOperator, updateCriteria, removeCriteria, updateBooleanOperator, queryScreenUsage}: FilterCriteriaRowProps): JSX.Element
+export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria, booleanOperator, updateCriteria, removeCriteria, updateBooleanOperator, queryScreenUsage, allowVariables}: FilterCriteriaRowProps): JSX.Element
 {
    // console.log(`FilterCriteriaRow: criteria: ${JSON.stringify(criteria)}`);
    const [operatorSelectedValue, setOperatorSelectedValue] = useState(null as OperatorOption);
@@ -516,6 +517,7 @@ export function FilterCriteriaRow({id, index, tableMetaData, metaData, criteria,
                table={fieldTable}
                valueChangeHandler={(event, valueIndex, newValue) => handleValueChange(event, valueIndex, newValue)}
                queryScreenUsage={queryScreenUsage}
+               allowVariables={allowVariables}
             />
          </Box>
          <Box display="inline-block">

src/qqq/components/query/FilterCriteriaRowValues.tsx

@@ -30,6 +30,7 @@ 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 DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 import DynamicSelect from "qqq/components/forms/DynamicSelect";
 import AssignFilterVariable from "qqq/components/query/AssignFilterVariable";
 import CriteriaDateField, {NoWrapTooltip} from "qqq/components/query/CriteriaDateField";
@@ -39,7 +40,8 @@ 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";
+import React, {SyntheticEvent, useReducer} from "react";
+import {flushSync} from "react-dom";
 
 interface Props
 {
@@ -50,6 +52,7 @@ interface Props
    valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
    initiallyOpenMultiValuePvs?: boolean;
    queryScreenUsage?: QueryScreenUsage;
+   allowVariables?: boolean;
 }
 
 FilterCriteriaRowValues.defaultProps =
@@ -57,6 +60,10 @@ FilterCriteriaRowValues.defaultProps =
       initiallyOpenMultiValuePvs: false
    };
 
+
+/***************************************************************************
+ * get the type to use for an <input> from a QFieldMetaData
+ ***************************************************************************/
 export const getTypeForTextField = (field: QFieldMetaData): string =>
 {
    let type = "search";
@@ -77,10 +84,15 @@ export const getTypeForTextField = (field: QFieldMetaData): string =>
    return (type);
 };
 
+
+/***************************************************************************
+ * Make an <input type=text> (actually, might be a different type, but that's
+ * the gist of it), for a field.
+ ***************************************************************************/
 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;
-
+   const inputId = `${idPrefix}${criteria.id}`;
    let type = getTypeForTextField(field);
    const inputLabelProps: any = {};
 
@@ -95,10 +107,13 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       value = ValueUtils.formatDateTimeValueForForm(value);
    }
 
+   /***************************************************************************
+    * Event handler for the clear 'x'.
+    ***************************************************************************/
    const clearValue = (event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>, index: number) =>
    {
       valueChangeHandler(event, index, "");
-      document.getElementById(`${idPrefix}${criteria.id}`).focus();
+      document.getElementById(inputId).focus();
    };
 
 
@@ -119,6 +134,10 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
    };
 
 
+   /***************************************************************************
+    * make a version of the text field for when the criteria's value is set to
+    * be a "variable"
+    ***************************************************************************/
    const makeFilterVariableTextField = (expression: FilterVariableExpression, valueIndex: number = 0, label = "Value", idPrefix = "value-") =>
    {
       const clearValue = (event: React.MouseEvent<HTMLAnchorElement> | React.MouseEvent<HTMLButtonElement>, index: number) =>
@@ -148,6 +167,10 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       /></NoWrapTooltip>;
    };
 
+
+   ///////////////////////////////////////////////////////////////////////////
+   // set up an 'x' icon as an end-adornment, to clear value from the field //
+   ///////////////////////////////////////////////////////////////////////////
    const inputProps: any = {};
    inputProps.endAdornment = (
       <InputAdornment position="end">
@@ -157,18 +180,64 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
       </InputAdornment>
    );
 
+
+   /***************************************************************************
+    * onChange event handler.  deals with, if the field has a to upper/lower
+    * case rule on it, to apply that transform, and adjust the cursor.
+    * See:  https://giacomocerquone.com/blog/keep-input-cursor-still
+    ***************************************************************************/
+   function onChange(event: any)
+   {
+      const beforeStart = event.target.selectionStart;
+      const beforeEnd = event.target.selectionEnd;
+
+      let isToUpperCase = DynamicFormUtils.isToUpperCase(field);
+      let isToLowerCase = DynamicFormUtils.isToLowerCase(field);
+
+      if (isToUpperCase || isToLowerCase)
+      {
+         flushSync(() =>
+         {
+            let newValue = event.currentTarget.value;
+
+            if (isToUpperCase)
+            {
+               newValue = newValue.toUpperCase();
+            }
+            if (isToLowerCase)
+            {
+               newValue = newValue.toLowerCase();
+            }
+
+            event.currentTarget.value = newValue;
+         });
+
+         const input = document.getElementById(inputId);
+         if (input)
+         {
+            // @ts-ignore
+            input.setSelectionRange(beforeStart, beforeEnd);
+         }
+      }
+
+      valueChangeHandler(event, valueIndex);
+   }
+
+   ////////////////////////
+   // return the element //
+   ////////////////////////
    return <Box sx={{margin: 0, padding: 0, display: "flex"}}>
       {
          isExpression ? (
             makeFilterVariableTextField(criteria.values[valueIndex], valueIndex, label, idPrefix)
          ) : (
             <TextField
-               id={`${idPrefix}${criteria.id}`}
+               id={inputId}
                label={label}
                variant="standard"
                autoComplete="off"
                type={type}
-               onChange={(event) => valueChangeHandler(event, valueIndex)}
+               onChange={onChange}
                onKeyDown={handleKeyDown}
                value={value}
                InputLabelProps={inputLabelProps}
@@ -187,16 +256,23 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
 };
 
 
-function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueChangeHandler, initiallyOpenMultiValuePvs, queryScreenUsage}: Props): JSX.Element
+/***************************************************************************
+ * Component that is the "values" portion of a FilterCriteria Row in the
+ * advanced query filter editor.
+ ***************************************************************************/
+function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueChangeHandler, initiallyOpenMultiValuePvs, queryScreenUsage, allowVariables}: Props): JSX.Element
 {
    const [, forceUpdate] = useReducer((x) => x + 1, 0);
-   const [allowVariables, setAllowVariables] = useState(queryScreenUsage == "reportSetup");
 
    if (!operatorOption)
    {
       return null;
    }
 
+
+   /***************************************************************************
+    * Callback for the Save button from the paste-values modal
+    ***************************************************************************/
    function saveNewPasterValues(newValues: any[])
    {
       if (criteria.values)
@@ -222,6 +298,9 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
 
    const isExpression = criteria.values && criteria.values[0] && criteria.values[0].type;
 
+   //////////////////////////////////////////////////////////////////////////////
+   // render different form element9s) based on operator option's "value mode" //
+   //////////////////////////////////////////////////////////////////////////////
    switch (operatorOption.valueMode)
    {
       case ValueMode.NONE:
@@ -298,6 +377,7 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                         inForm={false}
                         onChange={(value: any) => valueChangeHandler(null, 0, value)}
                         variant="standard"
+                        useCase="filter"
                      />
                   </Box>
                )
@@ -320,7 +400,7 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                initialValues = criteria.values;
             }
          }
-         return <Box mb={-1.5}>
+         return <Box>
             <DynamicSelect
                tableName={table.name}
                fieldName={field.name}
@@ -333,6 +413,7 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                inForm={false}
                onChange={(value: any) => valueChangeHandler(null, "all", value)}
                variant="standard"
+               useCase="filter"
             />
          </Box>;
    }

src/qqq/components/query/QuickFilter.tsx

@@ -52,6 +52,7 @@ interface QuickFilterProps
    defaultOperator?: QCriteriaOperator;
    handleRemoveQuickFilterField?: (fieldName: string) => void;
    queryScreenUsage?: QueryScreenUsage;
+   allowVariables?: boolean;
 }
 
 QuickFilter.defaultProps =
@@ -141,7 +142,7 @@ const getOperatorSelectedValue = (operatorOptions: OperatorOption[], criteria: Q
  ** 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, queryScreenUsage}: QuickFilterProps): JSX.Element
+export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData, criteriaParam, updateCriteria, defaultOperator, handleRemoveQuickFilterField, queryScreenUsage, allowVariables}: QuickFilterProps): JSX.Element
 {
    const operatorOptions = fieldMetaData ? getOperatorOptions(tableMetaData, fullFieldName) : [];
    const [_, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fullFieldName);
@@ -549,6 +550,7 @@ export default function QuickFilter({tableMetaData, fullFieldName, fieldMetaData
                      criteria={criteria}
                      field={fieldMetaData}
                      table={tableForField}
+                     allowVariables={allowVariables}
                      valueChangeHandler={(event, valueIndex, newValue) => handleValueChange(event, valueIndex, newValue)}
                      initiallyOpenMultiValuePvs={true} // todo - maybe not?
                   />

src/qqq/components/scripts/ScriptEditor.tsx

@@ -440,10 +440,10 @@ function ScriptEditor({title, scriptId, scriptRevisionRecord, closeCallback, tab
             <Box sx={{height: openTool ? "45%" : "100%"}}>
                <Grid container alignItems="flex-end">
                   <Box maxWidth={"50%"} minWidth={300}>
-                     <DynamicSelect fieldName={"apiName"} initialValue={apiName} initialDisplayValue={apiNameLabel} fieldLabel={"API Name *"} tableName={"scriptRevision"} inForm={false} onChange={changeApiName} />
+                     <DynamicSelect fieldName={"apiName"} initialValue={apiName} initialDisplayValue={apiNameLabel} fieldLabel={"API Name *"} tableName={"scriptRevision"} inForm={false} onChange={changeApiName} useCase="form" />
                   </Box>
                   <Box maxWidth={"50%"} minWidth={300} pl={2}>
-                     <DynamicSelect fieldName={"apiVersion"} initialValue={apiVersion} initialDisplayValue={apiVersionLabel} fieldLabel={"API Version *"} tableName={"scriptRevision"} inForm={false} onChange={changeApiVersion} />
+                     <DynamicSelect fieldName={"apiVersion"} initialValue={apiVersion} initialDisplayValue={apiVersionLabel} fieldLabel={"API Version *"} tableName={"scriptRevision"} inForm={false} onChange={changeApiVersion} useCase="form" />
                   </Box>
                </Grid>
                <Box display="flex" sx={{height: "100%"}}>

src/qqq/components/sharing/ShareModal.tsx

@@ -397,6 +397,7 @@ export default function ShareModal({open, onClose, tableMetaData, record}: Share
                            initialDisplayValue={selectedAudienceOption?.label}
                            inForm={false}
                            onChange={handleAudienceChange}
+                           useCase="form"
                         />
                      </Box>
                      {/*

src/qqq/components/widgets/CompositeWidget.tsx

@@ -22,16 +22,19 @@
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 import {Box, Skeleton} from "@mui/material";
-import React from "react";
+import parse from "html-react-parser";
 import {BlockData} from "qqq/components/widgets/blocks/BlockModels";
 import WidgetBlock from "qqq/components/widgets/WidgetBlock";
+import React from "react";
 
 
-interface CompositeData
+export interface CompositeData
 {
    blocks: BlockData[];
    styleOverrides?: any;
-   layout?: string
+   layout?: string;
+   overlayHtml?: string;
+   overlayStyleOverrides?: any;
 }
 
 
@@ -57,7 +60,14 @@ export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetP
    ////////////////////////////////////////////////////////////////////////////////////
    let layout = data?.layout;
    let boxStyle: any = {};
-   if (layout == "FLEX_ROW_WRAPPED")
+   if (layout == "FLEX_COLUMN")
+   {
+      boxStyle.display = "flex";
+      boxStyle.flexDirection = "column";
+      boxStyle.flexWrap = "wrap";
+      boxStyle.gap = "0.5rem";
+   }
+   else if (layout == "FLEX_ROW_WRAPPED")
    {
       boxStyle.display = "flex";
       boxStyle.flexDirection = "row";
@@ -68,7 +78,7 @@ export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetP
    {
       boxStyle.display = "flex";
       boxStyle.flexDirection = "row";
-      boxStyle.justifyContent = "space-between"
+      boxStyle.justifyContent = "space-between";
       boxStyle.gap = "0.25rem";
    }
    else if (layout == "TABLE_SUB_ROW_DETAILS")
@@ -90,20 +100,34 @@ export default function CompositeWidget({widgetMetaData, data}: CompositeWidgetP
       boxStyle.borderRadius = "0.5rem";
       boxStyle.background = "#FFFFFF";
    }
-
    if (data?.styleOverrides)
    {
       boxStyle = {...boxStyle, ...data.styleOverrides};
    }
 
-   return (<Box sx={boxStyle} className="compositeWidget">
-      {
-         data.blocks.map((block: BlockData, index) => (
-            <React.Fragment key={index}>
-               <WidgetBlock widgetMetaData={widgetMetaData} block={block} />
-            </React.Fragment>
-         ))
-      }
-   </Box>);
+   let overlayStyle: any = {};
+
+   if (data?.overlayStyleOverrides)
+   {
+      overlayStyle = {...overlayStyle, ...data.overlayStyleOverrides};
+   }
+
+   return (
+      <>
+         {
+            data?.overlayHtml &&
+            <Box sx={overlayStyle} className="blockWidgetOverlay">{parse(data.overlayHtml)}</Box>
+         }
+         <Box sx={boxStyle} className="compositeWidget">
+            {
+               data.blocks.map((block: BlockData, index) => (
+                  <React.Fragment key={index}>
+                     <WidgetBlock widgetMetaData={widgetMetaData} block={block} />
+                  </React.Fragment>
+               ))
+            }
+         </Box>
+      </>
+   );
 
 }

src/qqq/components/widgets/DashboardWidgets.tsx

@@ -40,17 +40,17 @@ 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 FilterAndColumnsSetupWidget from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import PivotTableSetupWidget from "qqq/components/widgets/misc/PivotTableSetupWidget";
 import QuickSightChart from "qqq/components/widgets/misc/QuickSightChart";
 import RecordGridWidget from "qqq/components/widgets/misc/RecordGridWidget";
-import ReportSetupWidget from "qqq/components/widgets/misc/ReportSetupWidget";
 import ScriptViewer from "qqq/components/widgets/misc/ScriptViewer";
 import StepperCard from "qqq/components/widgets/misc/StepperCard";
 import USMapWidget from "qqq/components/widgets/misc/USMapWidget";
 import ParentWidget from "qqq/components/widgets/ParentWidget";
 import MultiStatisticsCard from "qqq/components/widgets/statistics/MultiStatisticsCard";
 import StatisticsCard from "qqq/components/widgets/statistics/StatisticsCard";
-import Widget, {HeaderIcon, LabelComponent, WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT} from "qqq/components/widgets/Widget";
+import Widget, {HeaderIcon, LabelComponent, WIDGET_DROPDOWN_SELECTION_LOCAL_STORAGE_KEY_ROOT, WidgetData} from "qqq/components/widgets/Widget";
 import WidgetBlock from "qqq/components/widgets/WidgetBlock";
 import ProcessRun from "qqq/pages/processes/ProcessRun";
 import Client from "qqq/utils/qqq/Client";
@@ -258,11 +258,11 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
     ** helper function, to convert values from a QRecord values map to a regular old
     ** js object
     *******************************************************************************/
-   function convertQRecordValuesFromMapToObject(record: QRecord): {[name: string]: any}
+   function convertQRecordValuesFromMapToObject(record: QRecord): { [name: string]: any }
    {
-      const rs: {[name: string]: any} = {};
+      const rs: { [name: string]: any } = {};
 
-      if(record && record.values)
+      if (record && record.values)
       {
          record.values.forEach((value, key) => rs[key] = value);
       }
@@ -293,7 +293,7 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
       }
 
       return (
-         <Box key={`${widgetMetaData.name}-${i}`} sx={{alignItems: "stretch", flexGrow: 1, display: "flex", marginTop: "0px", paddingTop: "0px", width: "100%", height: "100%"}}>
+         <Box key={`${widgetMetaData.name}-${i}`} sx={{alignItems: "stretch", flexGrow: 1, display: "flex", marginTop: "0px", paddingTop: "0px", width: "100%", height: "100%", flexDirection: widgetMetaData.type == "multiTable" ? "column" : "row"}}>
             {
                haveLoadedParams && widgetMetaData.type === "parentWidget" && (
                   <ParentWidget
@@ -343,6 +343,20 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                   />
                )
             }
+            {
+               widgetMetaData.type === "multiTable" && (
+                  widgetData[i]?.tableDataList?.map((tableData: WidgetData, index: number) =>
+                     <Box pb={3} key={`${widgetMetaData.type}-${index}`}>
+                        <TableWidget
+                           widgetMetaData={widgetMetaData}
+                           widgetData={tableData}
+                           reloadWidgetCallback={(data) => reloadWidget(i, data)}
+                           isChild={areChildren}
+                        />
+                     </Box>
+                  )
+               )
+            }
             {
                widgetMetaData.type === "stackedBarChart" && (
                   <Widget
@@ -584,17 +598,19 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                )
             }
             {
-               widgetMetaData.type === "reportSetup" && (
-                  widgetData && widgetData[i] && widgetData[i].queryParams &&
-                  <ReportSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
-                  {}} />
+               widgetMetaData.type === "filterAndColumnsSetup" && (
+                  widgetData && widgetData[i] &&
+                  <FilterAndColumnsSetupWidget isEditable={false} widgetMetaData={widgetMetaData} widgetData={widgetData[i]} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  {
+                  }} />
                )
             }
             {
                widgetMetaData.type === "pivotTableSetup" && (
                   widgetData && widgetData[i] && widgetData[i].queryParams &&
                   <PivotTableSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
-                  {}} />
+                  {
+                  }} />
                )
             }
             {
@@ -622,8 +638,28 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
 
                   if (!omitWrappingGridContainer)
                   {
-                     // @ts-ignore
-                     renderedWidget = (<Grid id={widgetMetaData.name} item xxl={widgetMetaData.gridColumns ? widgetMetaData.gridColumns : 12} xs={12} sx={{display: "flex", alignItems: "stretch", scrollMarginTop: "100px"}}>
+                     const gridProps: {[key: string]: any} = {};
+
+                     for(let size of ["xs", "sm", "md", "lg", "xl", "xxl"])
+                     {
+                        const key = `gridCols:sizeClass:${size}`
+                        if(widgetMetaData?.defaultValues?.has(key))
+                        {
+                           gridProps[size] = widgetMetaData?.defaultValues.get(key);
+                        }
+                     }
+
+                     if(!gridProps["xxl"])
+                     {
+                        gridProps["xxl"] = widgetMetaData.gridColumns ? widgetMetaData.gridColumns : 12;
+                     }
+
+                     if(!gridProps["xs"])
+                     {
+                        gridProps["xs"] = 12;
+                     }
+
+                     renderedWidget = (<Grid id={widgetMetaData.name} item {...gridProps} sx={{display: "flex", alignItems: "stretch", scrollMarginTop: "100px"}}>
                         {renderedWidget}
                      </Grid>);
                   }

src/qqq/components/widgets/WidgetUtils.tsx

@@ -21,14 +21,16 @@
 
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import Box from "@mui/material/Box";
 import Button from "@mui/material/Button";
 import Icon from "@mui/material/Icon";
 import Tooltip from "@mui/material/Tooltip/Tooltip";
 import Typography from "@mui/material/Typography";
-import React from "react";
 import colors from "qqq/assets/theme/base/colors";
 import {WidgetData} from "qqq/components/widgets/Widget";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React from "react";
+import {Link} from "react-router-dom";
 
 /*******************************************************************************
  ** Utility class used by Widgets
@@ -51,6 +53,17 @@ export class WidgetUtils
    };
 
 
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   public static generateLabelLink = (linkText: string, linkURL: string): JSX.Element =>
+   {
+      return (<Box key={1} fontSize="1rem" pl={1} display="inline" position="relative">
+         (<Link to={linkURL}>{linkText}</Link>)
+      </Box>);
+   };
+
+
    /*******************************************************************************
     **
     *******************************************************************************/

src/qqq/components/widgets/blocks/BlockElementWrapper.tsx

@@ -21,18 +21,19 @@
 
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import {Tooltip} from "@mui/material";
-import React, {ReactElement, useContext} from "react";
-import {Link} from "react-router-dom";
+import {Box, Tooltip} from "@mui/material";
 import QContext from "QContext";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import {BlockData, BlockLink, BlockTooltip} from "qqq/components/widgets/blocks/BlockModels";
+import CompositeWidget from "qqq/components/widgets/CompositeWidget";
+import React, {ReactElement, useContext} from "react";
+import {Link} from "react-router-dom";
 
 interface BlockElementWrapperProps
 {
    data: BlockData;
    metaData: QWidgetMetaData;
-   slot: string
+   slot: string;
    linkProps?: any;
    children: ReactElement;
 }
@@ -47,16 +48,16 @@ export default function BlockElementWrapper({data, metaData, slot, linkProps, ch
    let link: BlockLink;
    let tooltip: BlockTooltip;
 
-   if(slot)
+   if (slot)
    {
       link = data.linkMap && data.linkMap[slot.toUpperCase()];
-      if(!link)
+      if (!link)
       {
          link = data.link;
       }
 
       tooltip = data.tooltipMap && data.tooltipMap[slot.toUpperCase()];
-      if(!tooltip)
+      if (!tooltip)
       {
          tooltip = data.tooltip;
       }
@@ -67,9 +68,9 @@ export default function BlockElementWrapper({data, metaData, slot, linkProps, ch
       tooltip = data.tooltip;
    }
 
-   if(!tooltip)
+   if (!tooltip)
    {
-      const helpRoles = ["ALL_SCREENS"]
+      const helpRoles = ["ALL_SCREENS"];
 
       ///////////////////////////////////////////////////////////////////////////////////////////////
       // the full keys in the helpContent table will look like:                                    //
@@ -80,26 +81,39 @@ export default function BlockElementWrapper({data, metaData, slot, linkProps, ch
       const key = data.blockId ? `${data.blockId},${slot}` : slot;
       const showHelp = helpHelpActive || hasHelpContent(metaData?.helpContent?.get(key), helpRoles);
 
-      if(showHelp)
+      if (showHelp)
       {
          const formattedHelpContent = <HelpContent helpContents={metaData?.helpContent?.get(key)} roles={helpRoles} helpContentKey={`widget:${metaData?.name};slot:${key}`} />;
-         tooltip = {title: formattedHelpContent, placement: "bottom"}
+         tooltip = {title: formattedHelpContent, placement: "bottom"};
       }
    }
 
    let rs = children;
 
-   if(link)
+   if (link && link.href)
    {
-      rs = <Link to={link.href} target={link.target} style={{color: "#546E7A"}} {...linkProps}>{rs}</Link>
+      rs = <Link to={link.href} target={link.target} style={{color: "#546E7A"}} {...linkProps}>{rs}</Link>;
    }
 
-   if(tooltip)
+   if (tooltip)
    {
-      let placement = tooltip.placement ? tooltip.placement.toLowerCase() : "bottom"
+      let placement = tooltip.placement ? tooltip.placement.toLowerCase() : "bottom";
 
       // @ts-ignore - placement possible values
-      rs = <Tooltip title={tooltip.title} placement={placement}>{rs}</Tooltip>
+      if (tooltip.blockData)
+      {
+         // @ts-ignore - special case for composite type block...
+         rs = <Tooltip title={
+            <Box sx={{width: "200px"}}>
+               <CompositeWidget widgetMetaData={metaData} data={tooltip?.blockData} />
+            </Box>
+         }>{rs}</Tooltip>;
+      }
+      else
+      {
+         // @ts-ignore - placement possible values
+         rs = <Tooltip title={tooltip.title} placement={placement}>{rs}</Tooltip>;
+      }
    }
 
    return (rs);

src/qqq/components/widgets/blocks/BlockModels.ts

@@ -20,6 +20,7 @@
  */
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+import {CompositeData} from "qqq/components/widgets/CompositeWidget";
 
 
 export interface BlockData
@@ -29,8 +30,8 @@ export interface BlockData
 
    tooltip?: BlockTooltip;
    link?: BlockLink;
-   tooltipMap?: {[slot: string]: BlockTooltip};
-   linkMap?: {[slot: string]: BlockLink};
+   tooltipMap?: { [slot: string]: BlockTooltip };
+   linkMap?: { [slot: string]: BlockLink };
 
    values: any;
    styles?: any;
@@ -39,6 +40,7 @@ export interface BlockData
 
 export interface BlockTooltip
 {
+   blockData?: CompositeData;
    title: string | JSX.Element;
    placement: string;
 }

src/qqq/components/widgets/blocks/NumberIconBadgeBlock.tsx

@@ -41,7 +41,7 @@ export default function NumberIconBadgeBlock({widgetMetaData, data}: StandardBlo
          {
             data.values.iconName &&
             <BlockElementWrapper metaData={widgetMetaData} data={data} slot="icon">
-               <Icon style={{color: data.styles.color, fontSize: "1rem", position: "relative", top: "3px"}}>{data.values.iconName}</Icon>
+               <Icon style={{color: data.styles.color, fontSize: "1rem", marginLeft: "2px", position: "relative", top: "4px"}}>{data.values.iconName}</Icon>
             </BlockElementWrapper>
          }
       </div>);

src/qqq/components/widgets/blocks/UpOrDownNumberBlock.tsx

@@ -58,7 +58,7 @@ export default function UpOrDownNumberBlock({widgetMetaData, data}: StandardBloc
 
    return (
       <>
-         <div style={{display: "flex", flexDirection: data.styles.isStacked ? "column" : "row", alignItems: data.styles.isStacked ? "flex-end" : "baseline"}}>
+         <div style={{display: "flex", flexDirection: data.styles.isStacked ? "column" : "row", alignItems: data.styles.isStacked ? "flex-end" : "baseline", marginLeft: "auto"}}>
 
             <div style={{display: "flex", alignItems: "baseline", fontWeight: 700, fontSize: ".875rem"}}>
                <BlockElementWrapper metaData={widgetMetaData} data={data} slot="number">

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

@@ -22,6 +22,8 @@
 
 import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QTableMetaData";
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
+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 {Alert, Collapse} from "@mui/material";
 import Box from "@mui/material/Box";
@@ -42,15 +44,16 @@ import Client from "qqq/utils/qqq/Client";
 import FilterUtils from "qqq/utils/qqq/FilterUtils";
 import React, {useContext, useEffect, useRef, useState} from "react";
 
-interface ReportSetupWidgetProps
+interface FilterAndColumnsSetupWidgetProps
 {
    isEditable: boolean;
    widgetMetaData: QWidgetMetaData;
+   widgetData: any;
    recordValues: { [name: string]: any };
    onSaveCallback?: (values: { [name: string]: any }) => void;
 }
 
-ReportSetupWidget.defaultProps = {
+FilterAndColumnsSetupWidget.defaultProps = {
    onSaveCallback: null
 };
 
@@ -80,9 +83,11 @@ const qController = Client.getInstance();
 /*******************************************************************************
  ** Component for editing the main setup of a report - that is: filter & columns
  *******************************************************************************/
-export default function ReportSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: ReportSetupWidgetProps): JSX.Element
+export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, widgetData, recordValues, onSaveCallback}: FilterAndColumnsSetupWidgetProps): JSX.Element
 {
    const [modalOpen, setModalOpen] = useState(false);
+   const [hideColumns, setHideColumns] = useState(widgetData?.hideColumns);
+   const [hidePreview, setHidePreview] = useState(widgetData?.hidePreview);
    const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
 
    const [alertContent, setAlertContent] = useState(null as string);
@@ -101,15 +106,42 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    /////////////////////////////
    // load values from record //
    /////////////////////////////
-   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
+   let columns: QQueryColumns = null;
    let usingDefaultEmptyFilter = false;
+   let queryFilter = recordValues["queryFilterJson"] && JSON.parse(recordValues["queryFilterJson"]) as QQueryFilter;
+   const defaultFilterFields = widgetData?.filterDefaultFieldNames;
    if (!queryFilter)
    {
       queryFilter = new QQueryFilter();
-      usingDefaultEmptyFilter = true;
+      if (defaultFilterFields?.length == 0)
+      {
+         usingDefaultEmptyFilter = true;
+      }
+   }
+   else
+   {
+      queryFilter = Object.assign(new QQueryFilter(), queryFilter);
+   }
+
+   //////////////////////////////////////////////////////////////////////////////////////////////////////
+   // if there are default fields from which a query should be seeded, add/update the filter with them //
+   //////////////////////////////////////////////////////////////////////////////////////////////////////
+   if (defaultFilterFields?.length > 0)
+   {
+      defaultFilterFields.forEach((fieldName: string) =>
+      {
+         ////////////////////////////////////////////////////////////////////////////////////////////
+         // if a value for the default field exists, remove the criteria for it in our query first //
+         ////////////////////////////////////////////////////////////////////////////////////////////
+         queryFilter.criteria = queryFilter.criteria?.filter(c => c.fieldName != fieldName);
+
+         if (recordValues[fieldName])
+         {
+            queryFilter.addCriteria(new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [recordValues[fieldName]]));
+         }
+      });
    }
 
-   let columns: QQueryColumns = null;
    if (recordValues["columnsJson"])
    {
       columns = QQueryColumns.buildFromJSON(recordValues["columnsJson"]);
@@ -120,11 +152,20 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    //////////////////////////////////////////////////////////////////////
    useEffect(() =>
    {
-      if (recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      ////////////////////////////////////////////////////////////////////////////////////////
+      // if a default table name specified, use it, otherwise use it from the record values //
+      ////////////////////////////////////////////////////////////////////////////////////////
+      let tableName = widgetData?.tableName;
+      if (!tableName && recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
+      {
+         tableName = recordValues["tableName"];
+      }
+
+      if (tableName)
       {
          (async () =>
          {
-            const tableMetaData = await qController.loadTableMetaData(recordValues["tableName"]);
+            const tableMetaData = await qController.loadTableMetaData(tableName);
             setTableMetaData(tableMetaData);
 
             const queryFilterForFrontend = Object.assign({}, queryFilter);
@@ -132,7 +173,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
             setFrontendQueryFilter(queryFilterForFrontend);
          })();
       }
-   }, [recordValues]);
+   }, [JSON.stringify(recordValues)]);
 
 
    /*******************************************************************************
@@ -140,8 +181,27 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function openEditor()
    {
+      let missingRequiredFields = [] as string[];
+      widgetData?.filterDefaultFieldNames?.forEach((fieldName: string) =>
+      {
+         if (!recordValues[fieldName])
+         {
+            missingRequiredFields.push(tableMetaData.fields.get(fieldName).label);
+         }
+      });
+
+      ////////////////////////////////////////////////////////////////////
+      // display an alert and return if any required fields are missing //
+      ////////////////////////////////////////////////////////////////////
+      if (missingRequiredFields.length > 0)
+      {
+         setAlertContent("The following fields must first be selected to edit the filter: '" + missingRequiredFields.join(", ") + "'");
+         return;
+      }
+
       if (recordValues["tableName"])
       {
+         setAlertContent(null);
          setModalOpen(true);
       }
    }
@@ -213,7 +273,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    /*******************************************************************************
     **
     *******************************************************************************/
-   function mayShowQueryPreview(): boolean
+   function mayShowQuery(): boolean
    {
       if (tableMetaData)
       {
@@ -229,7 +289,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    /*******************************************************************************
     **
     *******************************************************************************/
-   function mayShowColumnsPreview(): boolean
+   function mayShowColumns(): boolean
    {
       if (tableMetaData)
       {
@@ -272,7 +332,14 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
    const labelAdditionalElementsRight: JSX.Element[] = [];
    if (isEditable)
    {
-      labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
+      if (!hideColumns)
+      {
+         labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters and Columns" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
+      }
+      else
+      {
+         labelAdditionalElementsRight.push(<HeaderLinkButtonComponent key="filterAndColumnsHeader" label="Edit Filters" onClickCallback={openEditor} disabled={tableMetaData == null} disabledTooltip={selectTableFirstTooltipTitle} />);
+      }
    }
 
 
@@ -290,14 +357,14 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
          <Box pt="0.5rem">
             <Box display="flex" justifyContent="space-between" alignItems="center">
                <h5>Query Filter</h5>
-               <Box fontSize="0.75rem" fontWeight="700">{mayShowQueryPreview() && getCurrentSortIndicator(frontendQueryFilter, tableMetaData, null)}</Box>
+               <Box fontSize="0.75rem" fontWeight="700">{mayShowQuery() && getCurrentSortIndicator(frontendQueryFilter, tableMetaData, null)}</Box>
             </Box>
             {
-               mayShowQueryPreview() &&
+               mayShowQuery() &&
                <AdvancedQueryPreview tableMetaData={tableMetaData} queryFilter={frontendQueryFilter} isEditable={false} isQueryTooComplex={frontendQueryFilter.subFilters?.length > 0} removeCriteriaByIndexCallback={null} />
             }
             {
-               !mayShowQueryPreview() &&
+               !mayShowQuery() &&
                <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.5rem"} p={"0.5rem"} pb={"0.125rem"} borderRadius="0.75rem" border={`1px solid ${colors.grayLines.main}`}>
                   {
                      isEditable &&
@@ -306,34 +373,51 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
                      </Tooltip>
                   }
                   {
-                     !isEditable && <Box color={colors.gray.main}>Your report has no filters.</Box>
+                     !isEditable && <Box color={colors.gray.main}>No filters are configured.</Box>
                   }
                </Box>
             }
          </Box>
-         <Box pt="1rem">
-            <h5>Columns</h5>
-            <Box display="flex" flexWrap="wrap" fontSize="1rem">
-               {
-                  mayShowColumnsPreview() &&
-                  columns.columns.map((column, i) => <React.Fragment key={`column-${i}`}>{renderColumn(column)}</React.Fragment>)
-               }
-               {
-                  !mayShowColumnsPreview() &&
-                  <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.375rem"} p={"0.5rem"} pb={"0.125rem"}>
-                     {
-                        isEditable &&
-                        <Tooltip title={selectTableFirstTooltipTitle}>
-                           <span><Button disabled={!recordValues["tableName"]} sx={unborderedButtonSX} onClick={openEditor}>+ Add Columns</Button></span>
-                        </Tooltip>
-                     }
-                     {
-                        !isEditable && <Box color={colors.gray.main}>Your report has no columns.</Box>
-                     }
-                  </Box>
-               }
+         {!hideColumns && (
+            <Box pt="1rem">
+               <h5>Columns</h5>
+               <Box display="flex" flexWrap="wrap" fontSize="1rem">
+                  {
+                     mayShowColumns() && columns &&
+                     columns.columns.map((column, i) => <React.Fragment key={`column-${i}`}>{renderColumn(column)}</React.Fragment>)
+                  }
+                  {
+                     !mayShowColumns() &&
+                     <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.375rem"} p={"0.5rem"} pb={"0.125rem"}>
+                        {
+                           isEditable &&
+                           <Tooltip title={selectTableFirstTooltipTitle}>
+                              <span><Button disabled={!recordValues["tableName"]} sx={unborderedButtonSX} onClick={openEditor}>+ Add Columns</Button></span>
+                           </Tooltip>
+                        }
+                        {
+                           !isEditable && <Box color={colors.gray.main}>No columns are selected.</Box>
+                        }
+                     </Box>
+                  }
+               </Box>
             </Box>
-         </Box>
+         )}
+         {!hidePreview && !isEditable && frontendQueryFilter && tableMetaData && (
+            <Box pt="1rem">
+               <h5>Preview</h5>
+               <RecordQuery
+                  allowVariables={widgetData?.allowVariables}
+                  ref={recordQueryRef}
+                  table={tableMetaData}
+                  isPreview={true}
+                  usage="reportSetup"
+                  isModal={true}
+                  initialQueryFilter={frontendQueryFilter}
+                  initialColumns={columns}
+               />
+            </Box>
+         )}
          {
             modalOpen &&
             <Modal open={modalOpen} onClose={(event, reason) => closeEditor(event, reason)}>
@@ -349,6 +433,7 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
                         }
                         {
                            tableMetaData && <RecordQuery
+                              allowVariables={widgetData?.allowVariables}
                               ref={recordQueryRef}
                               table={tableMetaData}
                               usage="reportSetup"

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

@@ -39,9 +39,9 @@ import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QSaveButton} from "qqq/components/buttons/DefaultButtons";
 import FieldAutoComplete from "qqq/components/misc/FieldAutoComplete";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
+import {buttonSX, unborderedButtonSX} from "qqq/components/widgets/misc/FilterAndColumnsSetupWidget";
 import {PivotTableGroupByElement} from "qqq/components/widgets/misc/PivotTableGroupByElement";
 import {PivotTableValueElement} from "qqq/components/widgets/misc/PivotTableValueElement";
-import {buttonSX, unborderedButtonSX} from "qqq/components/widgets/misc/ReportSetupWidget";
 import Widget, {HeaderToggleComponent} from "qqq/components/widgets/Widget";
 import {PivotObjectKey, PivotTableDefinition, PivotTableFunction, pivotTableFunctionLabels, PivotTableGroupBy, PivotTableValue} from "qqq/models/misc/PivotTableDefinitionModels";
 import QQueryColumns from "qqq/models/query/QQueryColumns";

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

@@ -40,14 +40,14 @@ import {Link, useNavigate} from "react-router-dom";
 export interface ChildRecordListData extends WidgetData
 {
    title: string;
-   queryOutput: {records: {values: any}[]}
+   queryOutput: { records: { values: any }[] };
    childTableMetaData: QTableMetaData;
    tablePath: string;
    viewAllLink: string;
    totalRows: number;
    canAddChildRecord: boolean;
-   defaultValuesForNewChildRecords: {[fieldName: string]: any};
-   disabledFieldsForNewChildRecords: {[fieldName: string]: any};
+   defaultValuesForNewChildRecords: { [fieldName: string]: any };
+   disabledFieldsForNewChildRecords: { [fieldName: string]: any };
 }
 
 interface Props
@@ -75,9 +75,9 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
 {
    const instance = useRef({timer: null});
    const [rows, setRows] = useState([]);
-   const [records, setRecords] = useState([] as QRecord[])
+   const [records, setRecords] = useState([] as QRecord[]);
    const [columns, setColumns] = useState([]);
-   const [allColumns, setAllColumns] = useState([])
+   const [allColumns, setAllColumns] = useState([]);
    const [csv, setCsv] = useState(null as string);
    const [fileName, setFileName] = useState(null as string);
    const [gridMouseDownX, setGridMouseDownX] = useState(0);
@@ -110,20 +110,20 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
          /////////////////////////////////////////////////////////////////////////////////////////////////////////////
          // capture all-columns to use for the export (before we might splice some away from the on-screen display) //
          /////////////////////////////////////////////////////////////////////////////////////////////////////////////
-         const allColumns = [... columns];
+         const allColumns = [...columns];
          setAllColumns(JSON.parse(JSON.stringify(columns)));
 
          ////////////////////////////////////////////////////////////////
          // do not not show the foreign-key column of the parent table //
          ////////////////////////////////////////////////////////////////
-         if(data.defaultValuesForNewChildRecords)
+         if (data.defaultValuesForNewChildRecords)
          {
             for (let i = 0; i < columns.length; i++)
             {
-               if(data.defaultValuesForNewChildRecords[columns[i].field])
+               if (data.defaultValuesForNewChildRecords[columns[i].field])
                {
                   columns.splice(i, 1);
-                  i--
+                  i--;
                }
             }
          }
@@ -131,7 +131,7 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
          ////////////////////////////////////
          // add actions cell, if available //
          ////////////////////////////////////
-         if(allowRecordEdit || allowRecordDelete)
+         if (allowRecordEdit || allowRecordDelete)
          {
             columns.unshift({
                field: "_actions",
@@ -145,19 +145,19 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
                   return <Box>
                      {allowRecordEdit && <IconButton onClick={() => editRecordCallback(params.row.__rowIndex)}><Icon>edit</Icon></IconButton>}
                      {allowRecordDelete && <IconButton onClick={() => deleteRecordCallback(params.row.__rowIndex)}><Icon>delete</Icon></IconButton>}
-                  </Box>
+                  </Box>;
                })
-            })
+            });
          }
 
          setRows(rows);
-         setRecords(records)
+         setRecords(records);
          setColumns(columns);
 
          let csv = "";
          for (let i = 0; i < allColumns.length; i++)
          {
-            csv += `${i > 0 ? "," : ""}"${ValueUtils.cleanForCsv(allColumns[i].headerName)}"`
+            csv += `${i > 0 ? "," : ""}"${ValueUtils.cleanForCsv(allColumns[i].headerName)}"`;
          }
          csv += "\n";
 
@@ -165,8 +165,8 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
          {
             for (let j = 0; j < allColumns.length; j++)
             {
-               const value = records[i].displayValues.get(allColumns[j].field) ?? records[i].values.get(allColumns[j].field)
-               csv += `${j > 0 ? "," : ""}"${ValueUtils.cleanForCsv(value)}"`
+               const value = records[i].displayValues.get(allColumns[j].field) ?? records[i].values.get(allColumns[j].field);
+               csv += `${j > 0 ? "," : ""}"${ValueUtils.cleanForCsv(value)}"`;
             }
             csv += "\n";
          }
@@ -182,13 +182,13 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
    // view all link //
    ///////////////////
    const labelAdditionalElementsLeft: JSX.Element[] = [];
-   if(data && data.viewAllLink)
+   if (data && data.viewAllLink)
    {
       labelAdditionalElementsLeft.push(
          <Typography key={"viewAllLink"} variant="body2" p={2} display="inline" fontSize=".875rem" pt="0" position="relative">
             <Link to={data.viewAllLink}>View All</Link>
          </Typography>
-      )
+      );
    }
 
    ///////////////////
@@ -200,10 +200,10 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
    {
       isExportDisabled = false;
 
-      if(data.totalRows && data.queryOutput.records.length < data.totalRows)
+      if (data.totalRows && data.queryOutput.records.length < data.totalRows)
       {
-         tooltipTitle = "Export these " + data.queryOutput.records.length + " records."
-         if(data.viewAllLink)
+         tooltipTitle = "Export these " + data.queryOutput.records.length + " records.";
+         if (data.viewAllLink)
          {
             tooltipTitle += "\nClick View All to export all records.";
          }
@@ -212,17 +212,17 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
 
    const onExportClick = () =>
    {
-      if(csv)
+      if (csv)
       {
          HtmlUtils.download(fileName, csv);
       }
       else
       {
-         alert("There is no data available to export.")
+         alert("There is no data available to export.");
       }
-   }
+   };
 
-   if(widgetMetaData?.showExportButton)
+   if (widgetMetaData?.showExportButton)
    {
       labelAdditionalElementsLeft.push(
          <Typography key={"exportButton"} variant="body2" px={0} display="inline" position="relative">
@@ -234,15 +234,15 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
    ////////////////////
    // add new button //
    ////////////////////
-   const labelAdditionalComponentsRight: LabelComponent[] = []
-   if(data && data.canAddChildRecord)
+   const labelAdditionalComponentsRight: LabelComponent[] = [];
+   if (data && data.canAddChildRecord)
    {
       let disabledFields = data.disabledFieldsForNewChildRecords;
-      if(!disabledFields)
+      if (!disabledFields)
       {
          disabledFields = data.defaultValuesForNewChildRecords;
       }
-      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, data.defaultValuesForNewChildRecords, "Add new", disabledFields, addNewRecordCallback))
+      labelAdditionalComponentsRight.push(new AddNewRecordButton(data.childTableMetaData, data.defaultValuesForNewChildRecords, "Add new", disabledFields, addNewRecordCallback));
    }
 
 
@@ -251,16 +251,16 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
    /////////////////////////////////////////////////////////////////
    const handleRowClick = (params: GridRowParams, event: MuiEvent<React.MouseEvent>, details: GridCallbackDetails) =>
    {
-      if(disableRowClick)
+      if (disableRowClick)
       {
          return;
       }
 
       (async () =>
       {
-         const qInstance = await qController.loadMetaData()
-         let tablePath = qInstance.getTablePathByName(data.childTableMetaData.name)
-         if(tablePath)
+         const qInstance = await qController.loadMetaData();
+         let tablePath = qInstance.getTablePathByName(data.childTableMetaData.name);
+         if (tablePath)
          {
             tablePath = `${tablePath}/${params.row[data.childTableMetaData.primaryKeyField]}`;
             DataGridUtils.handleRowClick(tablePath, event, gridMouseDownX, gridMouseDownY, navigate, instance);
@@ -276,7 +276,7 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
     *******************************************************************************/
    function CustomToolbar()
    {
-      const handleMouseDown: GridEventListener<"cellMouseDown"> = ( params, event, details ) =>
+      const handleMouseDown: GridEventListener<"cellMouseDown"> = (params, event, details) =>
       {
          setGridMouseDownX(event.clientX);
          setGridMouseDownY(event.clientY);
@@ -304,8 +304,8 @@ function RecordGridWidget({widgetMetaData, data, addNewRecordCallback, disableRo
          labelAdditionalComponentsRight={labelAdditionalComponentsRight}
          labelBoxAdditionalSx={{position: "relative", top: "-0.375rem"}}
       >
-         <Box mx={-2} mb={-3}>
-            <Box className="recordGridWidget">
+         <Box mx={-3} mb={-3}>
+            <Box>
                <DataGridPro
                   autoHeight
                   sx={{

src/qqq/components/widgets/tables/DataTable.tsx

@@ -19,19 +19,14 @@
  */
 
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
-import {tooltipClasses, TooltipProps} from "@mui/material";
+import {Box, tooltipClasses, TooltipProps} from "@mui/material";
 import Autocomplete from "@mui/material/Autocomplete";
-import Box from "@mui/material/Box";
 import Icon from "@mui/material/Icon";
 import {styled} from "@mui/material/styles";
 import Table from "@mui/material/Table";
-import TableBody from "@mui/material/TableBody";
 import TableContainer from "@mui/material/TableContainer";
-import TableRow from "@mui/material/TableRow";
 import Tooltip from "@mui/material/Tooltip";
 import parse from "html-react-parser";
-import React, {useEffect, useMemo, useState} from "react";
-import {useAsyncDebounce, useExpanded, useGlobalFilter, usePagination, useSortBy, useTable} from "react-table";
 import colors from "qqq/assets/theme/base/colors";
 import MDInput from "qqq/components/legacy/MDInput";
 import MDPagination from "qqq/components/legacy/MDPagination";
@@ -43,6 +38,8 @@ import DefaultCell from "qqq/components/widgets/tables/cells/DefaultCell";
 import ImageCell from "qqq/components/widgets/tables/cells/ImageCell";
 import {TableDataInput} from "qqq/components/widgets/tables/TableCard";
 import WidgetBlock from "qqq/components/widgets/WidgetBlock";
+import React, {useEffect, useMemo, useState} from "react";
+import {useAsyncDebounce, useExpanded, useGlobalFilter, usePagination, useSortBy, useTable} from "react-table";
 
 interface Props
 {
@@ -106,17 +103,17 @@ function DataTable({
    entries = entriesPerPageOptions ? entriesPerPageOptions : ["10", "25", "50", "100"];
 
    let widths = [];
-   for(let i = 0; i<table.columns.length; i++)
+   for (let i = 0; i < table.columns.length; i++)
    {
       const column = table.columns[i];
-      if(column.type !== "hidden")
+      if (column.type !== "hidden")
       {
          widths.push(table.columns[i].width ?? "1fr");
       }
    }
 
    let showExpandColumn = false;
-   if(table.rows)
+   if (table.rows)
    {
       for (let i = 0; i < table.rows.length; i++)
       {
@@ -129,7 +126,7 @@ function DataTable({
    }
 
    const columnsToMemo = [...table.columns];
-   if(showExpandColumn)
+   if (showExpandColumn)
    {
       widths.push("60px");
       columnsToMemo.push(
@@ -166,18 +163,18 @@ function DataTable({
                      })}
                   >
                      {/* float this icon to keep it "out of the flow" - in other words, to keep it from making the row taller than it otherwise would be... */}
-                     <Icon fontSize="medium" sx={{float: "left"}}>{row.isExpanded ? "expand_less" : "chevron_right"}</Icon>
+                     <Icon fontSize="medium" sx={{float: "left"}}>{row.isExpanded ? "expand_less" : "chevron_left"}</Icon>
                   </span>
                ) : null,
          },
       );
    }
 
-   if(table.columnHeaderTooltips)
+   if (table.columnHeaderTooltips)
    {
       for (let column of columnsToMemo)
       {
-         if(table.columnHeaderTooltips[column.accessor])
+         if (table.columnHeaderTooltips[column.accessor])
          {
             column.tooltip = table.columnHeaderTooltips[column.accessor];
          }
@@ -297,7 +294,7 @@ function DataTable({
    }
 
    let visibleFooterRows = 1;
-   if(expanded && expanded[`${table.rows.length-1}`])
+   if (expanded && expanded[`${table.rows.length - 1}`])
    {
       //////////////////////////////////////////////////
       // todo - should count how many are expanded... //
@@ -308,156 +305,152 @@ function DataTable({
    function getTable(includeHead: boolean, rows: any, isFooter: boolean)
    {
       let boxStyle = {};
-      if(fixedStickyLastRow)
+      if (fixedStickyLastRow)
       {
          boxStyle = isFooter
             ? {borderTop: `0.0625rem solid ${colors.grayLines.main};`, backgroundColor: "#EEEEEE"}
-            : {flexGrow: 1, overflowY: "scroll", scrollbarGutter: "stable", marginBottom: "-1px"};
+            : {height: fixedHeight ? `${fixedHeight}px` : "auto", flexGrow: 1, overflowY: "scroll", scrollbarGutter: "stable", marginBottom: "-1px"};
       }
 
       let innerBoxStyle = {};
-      if(fixedStickyLastRow && isFooter)
+      if (fixedStickyLastRow && isFooter)
       {
          innerBoxStyle = {overflowY: "auto", scrollbarGutter: "stable"};
       }
 
+      ///////////////////////////////////////////////////////////////////////////////////
+      // note - at one point, we had the table's sx including: whiteSpace: "nowrap"... //
+      ///////////////////////////////////////////////////////////////////////////////////
       return <Box sx={boxStyle}><Box sx={innerBoxStyle}>
-         <Table {...getTableProps()}>
+         <Table {...getTableProps()} component="div" sx={{display: "grid", gridTemplateRows: "auto", gridTemplateColumns: gridTemplateColumns}}>
             {
                includeHead && (
-                  <Box component="thead" sx={{position: "sticky", top: 0, background: "white", zIndex: 10}}>
-                     {headerGroups.map((headerGroup: any, i: number) => (
-                        <TableRow key={i} {...headerGroup.getHeaderGroupProps()} sx={{display: "grid", gridTemplateColumns: gridTemplateColumns}}>
-                           {headerGroup.headers.map((column: any) => (
-                              column.type !== "hidden" && (
-                                 <DataTableHeadCell
-                                    key={i++}
-                                    {...column.getHeaderProps(isSorted && column.getSortByToggleProps())}
-                                    align={column.align ? column.align : "left"}
-                                    sorted={setSortedValue(column)}
-                                    tooltip={column.tooltip}
-                                 >
-                                    {column.render("header")}
-                                 </DataTableHeadCell>
-                              )
-                           ))}
-                        </TableRow>
-                     ))}
-                  </Box>
+                  headerGroups.map((headerGroup: any, i: number) => (
+                     headerGroup.headers.map((column: any) => (
+                        column.type !== "hidden" && (
+                           <DataTableHeadCell
+                              sx={{position: "sticky", top: 0, background: "white", zIndex: 10, alignItems: "flex-end"}}
+                              key={i++}
+                              {...column.getHeaderProps(isSorted && column.getSortByToggleProps())}
+                              align={column.align ? column.align : "left"}
+                              sorted={setSortedValue(column)}
+                              tooltip={column.tooltip}
+                           >
+                              {column.render("header")}
+                           </DataTableHeadCell>
+                        )
+                     ))
+                  ))
                )
             }
-            <TableBody {...getTableBodyProps()}>
-               {rows.map((row: any, key: any) =>
+            {rows.map((row: any, key: any) =>
+            {
+               prepareRow(row);
+
+               let overrideNoEndBorder = false;
+
+               //////////////////////////////////////////////////////////////////////////////////
+               // don't do an end-border on nested rows - unless they're the last one in a set //
+               //////////////////////////////////////////////////////////////////////////////////
+               if (row.depth > 0)
                {
-                  prepareRow(row);
-
-                  let overrideNoEndBorder = false;
-
-                  //////////////////////////////////////////////////////////////////////////////////
-                  // don't do an end-border on nested rows - unless they're the last one in a set //
-                  //////////////////////////////////////////////////////////////////////////////////
-                  if(row.depth > 0)
+                  overrideNoEndBorder = true;
+                  if (key + 1 < rows.length && rows[key + 1].depth == 0)
                   {
-                     overrideNoEndBorder = true;
-                     if(key + 1 < rows.length && rows[key + 1].depth == 0)
-                     {
-                        overrideNoEndBorder = false;
-                     }
+                     overrideNoEndBorder = false;
                   }
+               }
 
-                  ///////////////////////////////////////
-                  // don't do end-border on the footer //
-                  ///////////////////////////////////////
-                  if(isFooter)
-                  {
-                     overrideNoEndBorder = true;
-                  }
+               ///////////////////////////////////////
+               // don't do end-border on the footer //
+               ///////////////////////////////////////
+               if (isFooter)
+               {
+                  overrideNoEndBorder = true;
+               }
 
-                  let background = "initial";
-                  if(isFooter)
-                  {
-                     background = "#EEEEEE";
-                  }
-                  else if(row.depth > 0 || row.isExpanded)
-                  {
-                     background = "#FAFAFA";
-                  }
+               let background = "initial";
+               if (isFooter)
+               {
+                  background = "#EEEEEE";
+               }
+               else if (row.depth > 0 || row.isExpanded)
+               {
+                  background = "#FAFAFA";
+               }
 
-                  return (
-                     <TableRow sx={{verticalAlign: "top", display: "grid", gridTemplateColumns: gridTemplateColumns, background: background}} key={key} {...row.getRowProps()}>
-                        {row.cells.map((cell: any) => (
-                           cell.column.type !== "hidden" && (
-                              <DataTableBodyCell
-                                 key={key}
-                                 noBorder={noEndBorder || overrideNoEndBorder || row.isExpanded}
-                                 depth={row.depth}
-                                 align={cell.column.align ? cell.column.align : "left"}
-                                 {...cell.getCellProps()}
-                              >
-                                 {
-                                    cell.column.type === "default" && (
-                                       cell.value && "number" === typeof cell.value ? (
-                                          <DefaultCell isFooter={isFooter}>{cell.value.toLocaleString()}</DefaultCell>
-                                       ) : (<DefaultCell isFooter={isFooter}>{cell.render("Cell")}</DefaultCell>)
-                                    )
-                                 }
-                                 {
-                                    cell.column.type === "htmlAndTooltip" && (
-                                       <DefaultCell isFooter={isFooter}>
-                                          <NoMaxWidthTooltip title={parse(row.values["tooltip"])}>
-                                             <Box>
-                                                {parse(cell.value)}
-                                             </Box>
-                                          </NoMaxWidthTooltip>
-                                       </DefaultCell>
-                                    )
-                                 }
-                                 {
-                                    cell.column.type === "html" && (
-                                       <DefaultCell isFooter={isFooter}>{parse(cell.value ?? "")}</DefaultCell>
-                                    )
-                                 }
-                                 {
-                                    cell.column.type === "composite" && (
-                                       <DefaultCell isFooter={isFooter}>
-                                          <CompositeWidget widgetMetaData={widgetMetaData} data={cell.value} />
-                                       </DefaultCell>
-                                    )
-                                 }
-                                 {
-                                    cell.column.type === "block" && (
-                                       <DefaultCell isFooter={isFooter}>
-                                          <WidgetBlock widgetMetaData={widgetMetaData} block={cell.value} />
-                                       </DefaultCell>
-                                    )
-                                 }
-                                 {
-                                    cell.column.type === "image" && row.values["imageTotal"] && (
-                                       <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} total={row.values["imageTotal"].toLocaleString()} totalType={row.values["imageTotalType"]} />
-                                    )
-                                 }
-                                 {
-                                    cell.column.type === "image" && !row.values["imageTotal"] && (
-                                       <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} />
-                                    )
-                                 }
-                                 {
-                                    (cell.column.id === "__expander") && cell.render("cell")
-                                 }
-                              </DataTableBodyCell>
-                           )
-                        ))}
-                     </TableRow>
-                  );
-               })}
-
-            </TableBody>
+               return (
+                  row.cells.map((cell: any) => (
+                     cell.column.type !== "hidden" && (
+                        <DataTableBodyCell
+                           key={key}
+                           sx={{verticalAlign: "top", background: background}}
+                           noBorder={noEndBorder || overrideNoEndBorder || row.isExpanded}
+                           depth={row.depth}
+                           align={cell.column.align ? cell.column.align : "left"}
+                           {...cell.getCellProps()}
+                        >
+                           {
+                              cell.column.type === "default" && (
+                                 cell.value && "number" === typeof cell.value ? (
+                                    <DefaultCell isFooter={isFooter}>{cell.value.toLocaleString()}</DefaultCell>
+                                 ) : (<DefaultCell isFooter={isFooter}>{cell.render("Cell")}</DefaultCell>)
+                              )
+                           }
+                           {
+                              cell.column.type === "htmlAndTooltip" && (
+                                 <DefaultCell isFooter={isFooter}>
+                                    <NoMaxWidthTooltip title={parse(row.values["tooltip"])}>
+                                       <Box>
+                                          {parse(cell.value)}
+                                       </Box>
+                                    </NoMaxWidthTooltip>
+                                 </DefaultCell>
+                              )
+                           }
+                           {
+                              cell.column.type === "html" && (
+                                 <DefaultCell isFooter={isFooter}>{parse(cell.value ?? "")}</DefaultCell>
+                              )
+                           }
+                           {
+                              cell.column.type === "composite" && (
+                                 <DefaultCell isFooter={isFooter}>
+                                    <CompositeWidget widgetMetaData={widgetMetaData} data={cell.value} />
+                                 </DefaultCell>
+                              )
+                           }
+                           {
+                              cell.column.type === "block" && (
+                                 <DefaultCell isFooter={isFooter}>
+                                    <WidgetBlock widgetMetaData={widgetMetaData} block={cell.value} />
+                                 </DefaultCell>
+                              )
+                           }
+                           {
+                              cell.column.type === "image" && row.values["imageTotal"] && (
+                                 <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} total={row.values["imageTotal"].toLocaleString()} totalType={row.values["imageTotalType"]} />
+                              )
+                           }
+                           {
+                              cell.column.type === "image" && !row.values["imageTotal"] && (
+                                 <ImageCell imageUrl={row.values["imageUrl"]} label={row.values["imageLabel"]} />
+                              )
+                           }
+                           {
+                              (cell.column.id === "__expander") && cell.render("cell")
+                           }
+                        </DataTableBodyCell>
+                     )
+                  ))
+               );
+            })}
          </Table>
-      </Box></Box>
+      </Box></Box>;
    }
 
    return (
-      <TableContainer sx={{boxShadow: "none", height: fixedHeight ? `${fixedHeight}px` : "auto"}}>
+      <TableContainer sx={{boxShadow: "none", height: (fixedHeight && !fixedStickyLastRow) ? `${fixedHeight}px` : "auto"}}>
          {entriesPerPage && ((hidePaginationDropdown !== undefined && !hidePaginationDropdown) || canSearch) ? (
             <Box display="flex" justifyContent="space-between" alignItems="center" p={3}>
                {entriesPerPage && (hidePaginationDropdown === undefined || !hidePaginationDropdown) && (

src/qqq/components/widgets/tables/TableCard.tsx

@@ -28,13 +28,13 @@ import TableBody from "@mui/material/TableBody";
 import TableContainer from "@mui/material/TableContainer";
 import TableRow from "@mui/material/TableRow";
 import parse from "html-react-parser";
-import React, {useEffect, useState} from "react";
 import MDTypography from "qqq/components/legacy/MDTypography";
 import DataTableBodyCell from "qqq/components/widgets/tables/cells/DataTableBodyCell";
 import DataTableHeadCell from "qqq/components/widgets/tables/cells/DataTableHeadCell";
 import DefaultCell from "qqq/components/widgets/tables/cells/DefaultCell";
 import DataTable from "qqq/components/widgets/tables/DataTable";
 import Client from "qqq/utils/qqq/Client";
+import React, {useEffect, useState} from "react";
 
 
 //////////////////////////////////////
@@ -43,7 +43,7 @@ import Client from "qqq/utils/qqq/Client";
 export interface TableDataInput
 {
    columns: { [key: string]: any }[];
-   columnHeaderTooltips?: { [columnName: string]: string | JSX.Element }
+   columnHeaderTooltips?: { [columnName: string]: string | JSX.Element };
    rows: { [key: string]: any }[];
 }
 
@@ -63,6 +63,7 @@ interface Props
 }
 
 const qController = Client.getInstance();
+
 function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown, fixedStickyLastRow, fixedHeight, widgetMetaData}: Props): JSX.Element
 {
    const [qInstance, setQInstance] = useState(null as QInstance);
@@ -92,41 +93,25 @@ function TableCard({noRowsFoundHTML, data, rowsPerPage, hidePaginationDropdown,
                />
                : noRowsFoundHTML ?
                   <Box p={3} pt={0} pb={3} sx={{textAlign: "center"}}>
-                     <MDTypography
-                        variant="subtitle2"
-                        color="secondary"
-                        fontWeight="regular"
-                     >
-                        {
-                           noRowsFoundHTML ? (
-                              parse(noRowsFoundHTML)
-                           ) : "No rows found"
-                        }
+                     <MDTypography variant="subtitle2" color="secondary" fontWeight="regular">
+                        {noRowsFoundHTML ? (parse(noRowsFoundHTML)) : "No rows found"}
                      </MDTypography>
                   </Box>
                   :
                   <TableContainer sx={{boxShadow: "none"}}>
-                     <Table>
-                        <Box component="thead">
-                           <TableRow key="header">
-                              {Array(8).fill(0).map((_, i) =>
-                                 <DataTableHeadCell key={`head-${i}`} sorted={false} width="auto" align="center">
-                                    <Skeleton width="100%" />
-                                 </DataTableHeadCell>
-                              )}
-                           </TableRow>
-                        </Box>
-                        <TableBody>
-                           {Array(5).fill(0).map((_, i) =>
-                              <TableRow sx={{verticalAlign: "top"}} key={`row-${i}`}>
-                                 {Array(8).fill(0).map((_, j) =>
-                                    <DataTableBodyCell key={`cell-${i}-${j}`} align="center">
-                                       <DefaultCell isFooter={false}><Skeleton /></DefaultCell>
-                                    </DataTableBodyCell>
-                                 )}
-                              </TableRow>
-                           )}
-                        </TableBody>
+                     <Table component="div" sx={{display: "grid", gridTemplateRows: "auto", gridTemplateColumns: "1fr 1fr 1fr 1fr 1fr 1fr 1fr 1fr"}}>
+                        {Array(8).fill(0).map((_, i) =>
+                           <DataTableHeadCell key={`head-${i}`} sorted={false} width="auto" align="center">
+                              <Skeleton width="100%" />
+                           </DataTableHeadCell>
+                        )}
+                        {Array(5).fill(0).map((_, i) =>
+                           Array(8).fill(0).map((_, j) =>
+                              <DataTableBodyCell key={`cell-${i}-${j}`} align="center">
+                                 <DefaultCell isFooter={false}><Skeleton /></DefaultCell>
+                              </DataTableBodyCell>
+                           )
+                        )}
                      </Table>
                   </TableContainer>
          }

src/qqq/components/widgets/tables/TableWidget.tsx

@@ -23,7 +23,6 @@
 import {QWidgetMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QWidgetMetaData";
 // @ts-ignore
 import {htmlToText} from "html-to-text";
-import React, {useContext, useEffect, useState} from "react";
 import QContext from "QContext";
 import HelpContent, {hasHelpContent} from "qqq/components/misc/HelpContent";
 import TableCard from "qqq/components/widgets/tables/TableCard";
@@ -31,6 +30,7 @@ import Widget, {WidgetData} from "qqq/components/widgets/Widget";
 import {WidgetUtils} from "qqq/components/widgets/WidgetUtils";
 import HtmlUtils from "qqq/utils/HtmlUtils";
 import ValueUtils from "qqq/utils/qqq/ValueUtils";
+import React, {useContext, useEffect, useState} from "react";
 
 interface Props
 {
@@ -40,8 +40,7 @@ interface Props
    isChild?: boolean;
 }
 
-TableWidget.defaultProps = {
-};
+TableWidget.defaultProps = {};
 
 function TableWidget(props: Props): JSX.Element
 {
@@ -86,7 +85,7 @@ function TableWidget(props: Props): JSX.Element
 
                const cell = rows[i][columns[j].accessor];
                let text = cell;
-               if(columns[j].type != "default")
+               if (columns[j].type != "default")
                {
                   text = htmlToText(cell,
                      {
@@ -105,7 +104,7 @@ function TableWidget(props: Props): JSX.Element
          setCsv(csv);
 
          const fileName = WidgetUtils.makeExportFileName(props.widgetData, props.widgetMetaData);
-         setFileName(fileName)
+         setFileName(fileName);
 
          console.log(`useEffect, setting fileName ${fileName}`);
       }
@@ -114,24 +113,28 @@ function TableWidget(props: Props): JSX.Element
 
    const onExportClick = () =>
    {
-      if(props.widgetData?.csvData)
+      if (props.widgetData?.csvData)
       {
          const csv = WidgetUtils.widgetCsvDataToString(props.widgetData);
          const fileName = WidgetUtils.makeExportFileName(props.widgetData, props.widgetMetaData);
          HtmlUtils.download(fileName, csv);
       }
-      else if(csv)
+      else if (csv)
       {
          HtmlUtils.download(fileName, csv);
       }
       else
       {
-         alert("There is no data available to export.")
+         alert("There is no data available to export.");
       }
-   }
+   };
 
    const labelAdditionalElementsLeft: JSX.Element[] = [];
-   if(props.widgetMetaData?.showExportButton)
+   if (props.widgetData?.linkText && props.widgetData?.linkURL)
+   {
+      labelAdditionalElementsLeft.push(WidgetUtils.generateLabelLink(props.widgetData?.linkText, props.widgetData?.linkURL));
+   }
+   if (props.widgetMetaData?.showExportButton)
    {
       labelAdditionalElementsLeft.push(WidgetUtils.generateExportButton(onExportClick));
    }
@@ -139,14 +142,14 @@ function TableWidget(props: Props): JSX.Element
    //////////////////////////////////////////////////////
    // look for column-header tooltips from helpContent //
    //////////////////////////////////////////////////////
-   const columnHeaderTooltips: {[columnName: string]: JSX.Element} = {}
+   const columnHeaderTooltips: { [columnName: string]: JSX.Element } = {};
    for (let column of props.widgetData?.columns ?? [])
    {
-      const helpRoles = ["ALL_SCREENS"]
+      const helpRoles = ["ALL_SCREENS"];
       const slotName = `columnHeader=${column.accessor}`;
       const showHelp = helpHelpActive || hasHelpContent(props.widgetMetaData?.helpContent?.get(slotName), helpRoles);
 
-      if(showHelp)
+      if (showHelp)
       {
          const formattedHelpContent = <HelpContent helpContents={props.widgetMetaData?.helpContent?.get(slotName)} roles={helpRoles} helpContentKey={`widget:${props.widgetMetaData?.name};slot:${slotName}`} />;
          columnHeaderTooltips[column.accessor] = formattedHelpContent;

src/qqq/components/widgets/tables/cells/DataTableBodyCell.tsx

@@ -19,7 +19,7 @@
  * along with this program.  If not, see <https://www.gnu.org/licenses/>.
  */
 
-import Box from "@mui/material/Box";
+import {Box} from "@mui/material";
 import {Theme} from "@mui/material/styles";
 import colors from "qqq/assets/theme/base/colors";
 import {ReactNode} from "react";
@@ -30,13 +30,14 @@ interface Props
    children: ReactNode;
    noBorder?: boolean;
    align?: "left" | "right" | "center";
+   sx?: any;
 }
 
-function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
+function DataTableBodyCell({noBorder, align, sx, children}: Props): JSX.Element
 {
    return (
       <Box
-         component="td"
+         component="div"
          textAlign={align}
          py={1.5}
          px={1.5}
@@ -54,7 +55,7 @@ function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
             },
             "&:last-child": {
                paddingRight: "1rem"
-            }
+            }, ...sx
          })}
       >
          <Box
@@ -72,6 +73,7 @@ function DataTableBodyCell({noBorder, align, children}: Props): JSX.Element
 DataTableBodyCell.defaultProps = {
    noBorder: false,
    align: "left",
+   sx: {}
 };
 
 export default DataTableBodyCell;

src/qqq/components/widgets/tables/cells/DataTableHeadCell.tsx

@@ -44,18 +44,14 @@ function DataTableHeadCell({width, children, sorted, align, tooltip, ...rest}: P
 
    return (
       <Box
-         component="th"
+         component="div"
          width={width}
          py={1.5}
          px={1.5}
          sx={({palette: {light}, borders: {borderWidth}}: Theme) => ({
             borderBottom: `${borderWidth[1]} solid ${colors.grayLines.main}`,
-            "&:nth-of-type(1)": {
-               paddingLeft: "1rem"
-            },
-            "&:last-child": {
-               paddingRight: "1rem"
-            },
+            position: "sticky", top: 0, background: "white",
+            zIndex: 1 // so if body rows scroll behind it, they don't show through
          })}
       >
          <Box

src/qqq/pages/processes/ProcessRun.tsx

@@ -33,6 +33,7 @@ import {QJobComplete} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJo
 import {QJobError} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobError";
 import {QJobRunning} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobRunning";
 import {QJobStarted} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobStarted";
+import {QPossibleValue} from "@kingsrook/qqq-frontend-core/lib/model/QPossibleValue";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
 import {Alert, Box, Button, CircularProgress, Icon, TablePagination} from "@mui/material";
@@ -54,7 +55,7 @@ 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 HelpContent, {hasHelpContent} 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";
@@ -94,7 +95,9 @@ const BACKOFF_AMOUNT = 1.5;
 ////////////////////////////////////////////////////////////////////////////
 let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
 {
-}
+};
+
+const cachedPossibleValueLabels: { [fieldName: string]: { [id: string | number]: string } } = {};
 
 function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, isReport, recordIds, closeModalHandler, forceReInit, overrideLabel}: Props): JSX.Element
 {
@@ -134,9 +137,9 @@ 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 [renderedWidgets, setRenderedWidgets] = useState({} as { [step: string]: { [widgetName: string]: any } });
 
-   const {pageHeader, recordAnalytics, setPageHeader} = useContext(QContext);
+   const {pageHeader, recordAnalytics, setPageHeader, helpHelpActive} = useContext(QContext);
 
    //////////////////////////////////////////////////////////////////////////////////////////////////////////////
    // for setting the processError state - call this function, which will also set the isUserFacingError state //
@@ -238,15 +241,15 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       setShowFullHelpText(!showFullHelpText);
    };
 
-   const download = (processValues: {[key: string]: string}) =>
+   const download = (processValues: { [key: string]: string }) =>
    {
       let url;
       let fileName = processValues.downloadFileName;
-      if(processValues.serverFilePath)
+      if (processValues.serverFilePath)
       {
          url = `/download/${encodeURIComponent(processValues.downloadFileName)}?filePath=${encodeURIComponent(processValues.serverFilePath)}`;
       }
-      else if(processValues.storageTableName && processValues.storageReference)
+      else if (processValues.storageTableName && processValues.storageReference)
       {
          url = `/download/${encodeURIComponent(processValues.downloadFileName)}?storageTableName=${encodeURIComponent(processValues.storageTableName)}&storageReference=${encodeURIComponent(processValues.storageReference)}`;
       }
@@ -291,19 +294,19 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
     *******************************************************************************/
    function renderWidget(widgetName: string)
    {
-      if(!renderedWidgets[activeStep.name])
+      if (!renderedWidgets[activeStep.name])
       {
          renderedWidgets[activeStep.name] = {};
          setRenderedWidgets(renderedWidgets);
       }
 
-      if(renderedWidgets[activeStep.name][widgetName])
+      if (renderedWidgets[activeStep.name][widgetName])
       {
          return renderedWidgets[activeStep.name][widgetName];
       }
 
       const widgetMetaData = qInstance.widgets.get(widgetName);
-      if(!widgetMetaData)
+      if (!widgetMetaData)
       {
          return (<Alert color="error">Unrecognized widget name: {widgetName}</Alert>);
       }
@@ -311,12 +314,12 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       const queryStringParts: string[] = [];
       for (let name in processValues)
       {
-         queryStringParts.push(`${name}=${encodeURIComponent(processValues[name])}`)
+         queryStringParts.push(`${name}=${encodeURIComponent(processValues[name])}`);
       }
 
       const renderedWidget = (<Box m={-2}>
          <DashboardWidgets widgetMetaDataList={[widgetMetaData]} omitWrappingGridContainer={true} childUrlParams={queryStringParts.join("&")} />
-      </Box>)
+      </Box>);
       renderedWidgets[activeStep.name][widgetName] = renderedWidget;
       return renderedWidget;
    }
@@ -367,8 +370,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                </MDTypography>
                <Box component="div" py={3}>
                   <Grid container justifyContent="flex-end" spacing={3}>
-                     {isModal ? <QCancelButton onClickHandler={handleCancelClicked} disabled={false} label="Close" />
-                        : !isWidget && <QCancelButton onClickHandler={handleCancelClicked} disabled={false} />
+                     {isModal ? <QCancelButton onClickHandler={() => handleCancelClicked(true)} disabled={false} label="Close" />
+                        : !isWidget && <QCancelButton onClickHandler={() => handleCancelClicked(true)} disabled={false} />
                      }
                   </Grid>
                </Box>
@@ -443,7 +446,20 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             {
                if (processValues[key])
                {
-                  formFields[key].possibleValueProps.initialDisplayValue = processValues[key];
+                  /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  // if we have a cached possible-value label for this field name (key), then set it as the PV's initialDisplayValue //
+                  /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+                  if (cachedPossibleValueLabels[key] && cachedPossibleValueLabels[key][processValues[key]])
+                  {
+                     formFields[key].possibleValueProps.initialDisplayValue = cachedPossibleValueLabels[key][processValues[key]];
+                  }
+                  else
+                  {
+                     ////////////////////////////////////////////////////////////////////////////
+                     // else (and i don't think this should happen?) at least set something... //
+                     ////////////////////////////////////////////////////////////////////////////
+                     formFields[key].possibleValueProps.initialDisplayValue = processValues[key];
+                  }
                }
 
                formFields[key].possibleValueProps.otherValues = formFields[key].possibleValueProps.otherValues ?? new Map<string, any>();
@@ -455,14 +471,12 @@ 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 //
-      ///////////////////////////////
+      /////////////////////////////////////
+      // screen(step)-level help content //
+      /////////////////////////////////////
       let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
-      const formattedHelpContent = <HelpContent helpContents={process.helpContents} roles={helpRoles} helpContentKey={`table:${tableName};section:${section.name}`} />;
-       */
+      const showHelp = helpHelpActive || hasHelpContent(step.helpContents, helpRoles);
+      const formattedHelpContent = <HelpContent helpContents={step.helpContents} roles={helpRoles} helpContentKey={`process:${processName};step:${step?.name}`} />;
 
       return (
          <>
@@ -479,13 +493,10 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             }
 
             {
-               /*
-               // 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}>
+               showHelp &&
+               <Box fontSize={"0.875rem"} color={colors.blueGray.main} pb={2}>
                   {formattedHelpContent}
                </Box>
-               */
             }
 
             {
@@ -505,7 +516,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                   // edit the formData object to just include those.                      //
                   //////////////////////////////////////////////////////////////////////////
                   let formDataToUse = formData;
-                  if(component.values && component.values.includeFieldNames)
+                  if (component.values && component.values.includeFieldNames)
                   {
                      formDataToUse = Object.assign({}, formData);
 
@@ -613,21 +624,21 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                         }
                         {
                            component.type === QComponentType.EDIT_FORM &&
-                              <>
-                                 {
-                                    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.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 && (
@@ -870,6 +881,12 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
          {
             dynamicFormFields[fieldName] = dynamicFormValue;
             initialValues[fieldName] = initialValue;
+
+            if (formikSetFieldValueFunction)
+            {
+               formikSetFieldValueFunction(fieldName, initialValue);
+            }
+
             formValidations[fieldName] = validation;
          };
 
@@ -919,6 +936,11 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             fullFieldList.forEach((field) =>
             {
                initialValues[field.name] = processValues[field.name];
+
+               if (formikSetFieldValueFunction)
+               {
+                  formikSetFieldValueFunction(field.name, processValues[field.name]);
+               }
             });
 
             ////////////////////////////////////////////////////////////////////////////////////
@@ -1018,7 +1040,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             }
          });
 
-         DynamicFormUtils.addPossibleValueProps(newDynamicFormFields, fullFieldList, tableMetaData.name, null, null);
+         DynamicFormUtils.addPossibleValueProps(newDynamicFormFields, fullFieldList, tableMetaData?.name, null, null);
 
          setFormFields(newDynamicFormFields);
          setValidationScheme(Yup.object().shape(newFormValidations));
@@ -1078,36 +1100,88 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
 
          if (lastProcessResponse instanceof QJobComplete)
          {
-            const qJobComplete = lastProcessResponse as QJobComplete;
-            setJobUUID(null);
-            setNewStep(qJobComplete.nextStep);
-            setProcessValues(qJobComplete.values);
-            setQJobRunning(null);
-
-            if(formikSetFieldValueFunction)
+            ///////////////////////////////////////////////////////////////////////////////////////////////
+            // run an async function here, in case we need to await looking up any possible-value labels //
+            ///////////////////////////////////////////////////////////////////////////////////////////////
+            (async () =>
             {
-               //////////////////////////////////
-               // reset field values in formik //
-               //////////////////////////////////
-               for (let key in qJobComplete.values)
+               const qJobComplete = lastProcessResponse as QJobComplete;
+               const newValues = qJobComplete.values;
+
+               /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               // if the process step sent a new frontend-step-list, then refresh what we have in state (constructing new full model objects) //
+               /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+               let frontendSteps = steps;
+               const updatedFrontendStepList = qJobComplete.updatedFrontendStepList;
+               if (updatedFrontendStepList)
                {
-                  formikSetFieldValueFunction(key, qJobComplete.values[key]);
+                  setSteps(updatedFrontendStepList);
+                  frontendSteps = updatedFrontendStepList;
                }
-            }
 
-            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-            // 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 the next screen has any PVS fields - look up their labels (display values) //
+               ///////////////////////////////////////////////////////////////////////////////////
+               const nextStepName = qJobComplete.nextStep;
+               let nextStep: QFrontendStepMetaData | null = null;
+               if (frontendSteps && nextStepName)
+               {
+                  for (let i = 0; i < frontendSteps.length; i++)
+                  {
+                     if (frontendSteps[i].name === nextStepName)
+                     {
+                        nextStep = frontendSteps[i];
+                        break;
+                     }
+                  }
 
-            if (activeStep && activeStep.recordListFields)
-            {
-               setNeedRecords(true);
-            }
+                  if (nextStep && nextStep.formFields)
+                  {
+                     for (let i = 0; i < nextStep.formFields.length; i++)
+                     {
+                        const field = nextStep.formFields[i];
+                        const fieldName = field.name;
+                        if (field.possibleValueSourceName && newValues && newValues[fieldName])
+                        {
+                           const results: QPossibleValue[] = await Client.getInstance().possibleValues(null, processName, fieldName, null, [newValues[fieldName]]);
+                           if (results && results.length > 0)
+                           {
+                              if (!cachedPossibleValueLabels[fieldName])
+                              {
+                                 cachedPossibleValueLabels[fieldName] = {};
+                              }
+                              cachedPossibleValueLabels[fieldName][newValues[fieldName]] = results[0].label;
+                           }
+                        }
+                     }
+                  }
+               }
+
+               setJobUUID(null);
+               setNewStep(nextStepName);
+               setProcessValues(newValues);
+               setQJobRunning(null);
+
+               if (formikSetFieldValueFunction)
+               {
+                  //////////////////////////////////
+                  // reset field values in formik //
+                  //////////////////////////////////
+                  for (let key in qJobComplete.values)
+                  {
+                     if (Object.hasOwn(formFields, key))
+                     {
+                        console.log(`(re)setting form field [${key}] to [${qJobComplete.values[key]}]`);
+                        formikSetFieldValueFunction(key, qJobComplete.values[key]);
+                     }
+                  }
+               }
+
+               if (activeStep && activeStep.recordListFields)
+               {
+                  setNeedRecords(true);
+               }
+            })();
          }
          else if (lastProcessResponse instanceof QJobStarted)
          {
@@ -1349,7 +1423,10 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       const formData = new FormData();
       Object.keys(values).forEach((key) =>
       {
-         formData.append(key, values[key]);
+         if (values[key] !== undefined)
+         {
+            formData.append(key, values[key]);
+         }
       });
 
       if (tableVariantLocalStorageKey && localStorage.getItem(tableVariantLocalStorageKey))
@@ -1402,8 +1479,20 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       });
    };
 
-   const handleCancelClicked = () =>
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   const handleCancelClicked = (isClose: boolean) =>
    {
+      //////////////////////////////////////////////////////////////////
+      // unless this is a 'close', then tell backend we're cancelling //
+      //////////////////////////////////////////////////////////////////
+      if (!isClose)
+      {
+         Client.getInstance().processCancel(processName, processUUID);
+      }
+
       if (isModal && closeModalHandler)
       {
          closeModalHandler(null, "cancelClicked");
@@ -1416,6 +1505,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       navigate(path, {replace: true});
    };
 
+
    const mainCardStyles: any = {};
    const formStyles: any = {};
    mainCardStyles.minHeight = `calc(100vh - ${isModal ? 150 : 400}px)`;
@@ -1491,8 +1581,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                      <Box p={3}>
                         <Box pb={isWidget ? 6 : "initial"}>
                            {/***************************************************************************
-                         ** step content - e.g., the appropriate form or other screen for the step **
-                         ***************************************************************************/}
+                            ** step content - e.g., the appropriate form or other screen for the step **
+                            ***************************************************************************/}
                            {getDynamicStepContent(
                               activeStepIndex,
                               activeStep,
@@ -1508,8 +1598,8 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                               setFieldValue,
                            )}
                            {/********************************
-                         ** back &| next/submit buttons **
-                         ********************************/}
+                            ** 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"}>
                               {true || activeStepIndex === 0 ? (
                                  <Box />
@@ -1527,7 +1617,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                                     )}
                                     {
                                        noMoreSteps && <QCancelButton
-                                          onClickHandler={handleCancelClicked}
+                                          onClickHandler={() => handleCancelClicked(true)}
                                           label={isModal ? "Close" : "Return"}
                                           iconName={isModal ? "cancel" : "arrow_back"}
                                           disabled={isSubmitting} />
@@ -1538,7 +1628,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                                              <Grid container justifyContent="flex-end" spacing={3}>
                                                 {
                                                    !isWidget && (
-                                                      <QCancelButton onClickHandler={handleCancelClicked} disabled={isSubmitting} />
+                                                      <QCancelButton onClickHandler={() => handleCancelClicked(false)} disabled={isSubmitting} />
                                                    )
                                                 }
                                                 <QSubmitButton label={nextButtonLabel} iconName={nextButtonIcon} disabled={isSubmitting} />
@@ -1553,13 +1643,13 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                      </Box>
                   </Card>
                </Form>
-            )
+            );
          }}
       </Formik>
    );
 
    const body = (
-      <Box py={3} mb={20}>
+      <Box py={3} mb={20} className="processRun">
          <Grid container justifyContent="center" alignItems="center" sx={{height: "100%", mt: 8}}>
             <Grid item xs={12} lg={10} xl={8}>
                {form}

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

@@ -121,7 +121,7 @@ function ColumnStats({tableMetaData, fieldMetaData, fieldTableName, filter}: Pro
             }
 
             const valueCounts = [] as QRecord[];
-            for(let i = 0; i < result.values.valueCounts.length; i++)
+            for(let i = 0; i < result.values.valueCounts?.length; i++)
             {
                let valueRecord = new QRecord(result.values.valueCounts[i]);
 

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

@@ -786,6 +786,7 @@ function InputPossibleValueSourceSingle(tableName: string, field: QFieldMetaData
             initialDisplayValue={selectedPossibleValue?.label}
             inForm={false}
             onChange={handleChange}
+            useCase="filter"
             // InputProps={applying ? {endAdornment: <Icon>sync</Icon>} : {}}
          />
       </Box>
@@ -854,6 +855,7 @@ function InputPossibleValueSourceMultiple(tableName: string, field: QFieldMetaDa
             initialValues={selectedPossibleValues}
             inForm={false}
             onChange={handleChange}
+            useCase="filter"
          />
       </Box>
    );

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

@@ -33,8 +33,7 @@ import {QCriteriaOperator} from "@kingsrook/qqq-frontend-core/lib/model/query/QC
 import {QFilterCriteria} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterCriteria";
 import {QFilterOrderBy} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterOrderBy";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
-import {Alert, Collapse, Menu, Typography} from "@mui/material";
-import Box from "@mui/material/Box";
+import {Alert, Box, Collapse, Menu, Typography} from "@mui/material";
 import Button from "@mui/material/Button";
 import Card from "@mui/material/Card";
 import Divider from "@mui/material/Divider";
@@ -92,8 +91,10 @@ interface Props
    launchProcess?: QProcessMetaData;
    usage?: QueryScreenUsage;
    isModal?: boolean;
+   isPreview?: boolean;
    initialQueryFilter?: QQueryFilter;
    initialColumns?: QQueryColumns;
+   allowVariables?: boolean;
 }
 
 ///////////////////////////////////////////////////////
@@ -125,7 +126,7 @@ const getLoadingScreen = (isModal: boolean) =>
  **
  ** Yuge component.  The best.  Lots of very smart people are saying so.
  *******************************************************************************/
-const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, initialColumns}: Props, ref) =>
+const RecordQuery = forwardRef(({table, usage, isModal, isPreview, allowVariables, initialQueryFilter, initialColumns}: Props, ref) =>
 {
    const tableName = table.name;
    const [searchParams] = useSearchParams();
@@ -630,7 +631,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
          const type = (e.target as any).type;
          const validType = (type !== "text" && type !== "textarea" && type !== "input" && type !== "search");
 
-         if (validType && !dotMenuOpen && !keyboardHelpOpen && !activeModalProcess)
+         if (validType && !isModal && !dotMenuOpen && !keyboardHelpOpen && !activeModalProcess)
          {
             if (!e.metaKey && !e.ctrlKey && e.key === "n" && table.capabilities.has(Capability.TABLE_INSERT) && table.insertPermission)
             {
@@ -668,7 +669,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       {
          document.removeEventListener("keydown", down);
       };
-   }, [dotMenuOpen, keyboardHelpOpen, metaData, activeModalProcess]);
+   }, [isModal, dotMenuOpen, keyboardHelpOpen, metaData, activeModalProcess]);
 
 
    /*******************************************************************************
@@ -883,6 +884,18 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
    };
 
 
+   /*******************************************************************************
+    ** Opens a new query screen in a new window with the current filter
+    *******************************************************************************/
+   const openFilterInNewWindow = () =>
+   {
+      let filterForBackend = JSON.parse(JSON.stringify(view.queryFilter));
+      filterForBackend = FilterUtils.prepQueryFilterForBackend(tableMetaData, filterForBackend);
+      const url = `${metaData?.getTablePathByName(tableName)}?filter=${encodeURIComponent(JSON.stringify(filterForBackend))}`;
+      window.open(url);
+   };
+
+
    /*******************************************************************************
     ** This is the method that actually executes a query to update the data in the table.
     *******************************************************************************/
@@ -2231,12 +2244,25 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       return (
          <GridToolbarContainer>
             <div>
-               <Button id="refresh-button" onClick={() => updateTable("refresh button")} startIcon={<Icon>refresh</Icon>} sx={{pl: "1rem", pr: "0.5rem", minWidth: "unset"}}></Button>
-            </div>
-            <div style={{position: "relative"}}>
-               {/* @ts-ignore */}
-               <GridToolbarDensitySelector nonce={undefined} />
+               <Tooltip title="Refresh Query">
+                  <Button id="refresh-button" onClick={() => updateTable("refresh button")} startIcon={<Icon>refresh</Icon>} sx={{pl: "1rem", pr: "0.5rem", minWidth: "unset"}}></Button>
+               </Tooltip>
             </div>
+            {
+               !isPreview && (
+                  <div style={{position: "relative"}}>
+                     {/* @ts-ignore */}
+                     <GridToolbarDensitySelector nonce={undefined} />
+                  </div>
+               )
+            }
+            {
+               isPreview && (
+                  <Tooltip title="Open In New Window">
+                     <Button id="open-filter-in-new-window-button" onClick={() => openFilterInNewWindow()} startIcon={<Icon>launch</Icon>} sx={{pl: "1rem", pr: "0.5rem", minWidth: "unset"}}></Button>
+                  </Tooltip>
+               )
+            }
 
             {
                usage == "queryScreen" &&
@@ -2871,7 +2897,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
                }
 
                {
-                  metaData && tableMetaData &&
+                  !isPreview && metaData && tableMetaData &&
                   <BasicAndAdvancedQueryControls
                      ref={basicAndAdvancedQueryControlsRef}
                      metaData={metaData}
@@ -2884,6 +2910,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
                      gridApiRef={gridApiRef}
                      mode={mode}
                      queryScreenUsage={usage}
+                     allowVariables={allowVariables}
                      setMode={doSetMode}
                      savedViewsComponent={savedViewsComponent}
                      columnMenuComponent={buildColumnMenu()}
@@ -2912,6 +2939,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
                                  metaData: metaData,
                                  queryFilter: queryFilter,
                                  updateFilter: doSetQueryFilter,
+                                 allowVariables: allowVariables
                               }
                         }}
                         localeText={{

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

@@ -535,7 +535,7 @@ function RecordView({table, record: overrideRecord, launchProcess}: Props): JSX.
 
          setPageHeader(record.recordLabel);
 
-         if (!launchingProcess)
+         if (!launchingProcess && !activeModalProcess)
          {
             try
             {

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

@@ -421,6 +421,14 @@ input[type="search"]::-webkit-search-results-decoration
    font-size: 2rem !important;
 }
 
+.dashboard-table-actions-icon
+{
+   font-size: 1.5rem !important;
+   position: relative;
+   top: -5px;
+   margin-right: 8px;
+}
+
 .dashboard-schedule-icon
 {
    font-size: 1.1rem !important;
@@ -653,6 +661,11 @@ input[type="search"]::-webkit-search-results-decoration
    min-height: unset !important;
 }
 
+.MuiDataGrid-columnHeaders
+{
+   scrollbar-gutter: stable;
+}
+
 /* new style for toggle buttons */
 .MuiToggleButtonGroup-root
 {
@@ -698,13 +711,96 @@ input[type="search"]::-webkit-search-results-decoration
    padding: 24px;
 }
 
-.recordView .widget .recordGridWidget
-{
-   margin: -8px;
-}
-
 .MuiPickersDay-root.Mui-selected, .MuiPickersDay-root.MuiPickersDay-dayWithMargin:hover
 {
    color: white;
    background-color: #0062FF !important;
 }
+
+/* several styles below here for user-defined alert inside helpContent */
+.helpContentAlert
+{
+   padding: 6px 16px;
+   font-size: 1rem;
+   font-weight: 300;
+   line-height: 1.6;
+   display: flex;
+}
+
+.helpContentAlert .MuiAlert-icon
+{
+   display: flex;
+   margin-right: 12px;
+   padding: 7px 0;
+   font-size: 22px;
+   opacity: 0.9;
+}
+
+.helpContentAlert .MuiAlert-icon .material-icons-round
+{
+   display: inline-block;
+   width: 1em;
+   height: 1em;
+}
+
+.helpContentAlert .MuiAlert-message
+{
+   padding: 8px 0;
+}
+
+.helpContentAlert.success
+{
+   background-color: rgb(240, 248, 241);
+   color: rgb(44, 76, 46);
+}
+
+.helpContentAlert.success .MuiAlert-icon .material-icons-round
+{
+   color: #4CAF50;
+}
+
+.helpContentAlert.warning
+{
+   background-color: rgb(254, 245, 234);
+   color: rgb(100, 65, 20);
+}
+
+.helpContentAlert.warning .MuiAlert-icon .material-icons-round
+{
+   color: #fb8c00;
+}
+
+.helpContentAlert.error
+{
+   background-color: rgb(254, 239, 238);
+   color: rgb(98, 41, 37);
+}
+
+.helpContentAlert.error .MuiAlert-icon .material-icons-round
+{
+   color: #F44335;
+}
+
+/* the alert widget, was built with minimal (no?) margins, for embedding in
+ a parent widget; but for using it on a process, give it some breathing room */
+.processRun .widget .MuiAlert-root
+{
+   margin: 2rem 1rem;
+}
+
+/* default styles for a block widget overlay */
+.blockWidgetOverlay
+{
+   font-weight: 400;
+   position: relative;
+   top: 15px;
+   height: 0;
+   display: flex;
+   font-size: 14px;
+   flex-direction: column;
+   align-items: center;
+}
+.blockWidgetOverlay a
+{
+   color: #0062FF !important;
+}

src/qqq/utils/qqq/ValueUtils.tsx

@@ -268,7 +268,15 @@ class ValueUtils
    {
       if (!(date instanceof Date))
       {
+         ////////////////////////////////////////////////////////////////////////////////////
+         // so, a new Date here will interpret the string as being at midnight UTC, but    //
+         // the data object will be in the user/browser timezone.                          //
+         // so "2024-08-22", for a user in US/Central, will be "2024-08-21T19:00:00-0500". //
+         // correct for that by adding the date's timezone offset (converted from minutes  //
+         // to millis) back to it                                                          //
+         ////////////////////////////////////////////////////////////////////////////////////
          date = new Date(date);
+         date.setTime(date.getTime() + date.getTimezoneOffset() * 60 * 1000)
       }
       // @ts-ignore
       return (`${date.toString("yyyy-MM-dd")}`);

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

@@ -56,8 +56,8 @@ public class DashboardTableWidgetExportTest extends QBaseSeleniumTest
             "label": "Sample Table Widget",
             "footerHTML": "<span class='material-icons-round notranslate MuiIcon-root MuiIcon-fontSizeInherit' aria-hidden='true'><span class='dashboard-schedule-icon'>schedule</span></span>Updated at 2023-10-17 09:11:38 AM CDT",
             "columns": [
-                { "type": "html", "header": "Id", "accessor": "id", "width": "1%" },
-                { "type": "html", "header": "Name", "accessor": "name", "width": "99%" }
+                { "type": "html", "header": "Id", "accessor": "id", "width": "30px" },
+                { "type": "html", "header": "Name", "accessor": "name", "width": "1fr" }
             ],
             "rows": [
                 { "id": "1", "name": "<a href='/setup/person/1'>Homer S.</a>" },
@@ -83,7 +83,7 @@ public class DashboardTableWidgetExportTest extends QBaseSeleniumTest
       // assert that the table widget rendered its header and some contents //
       ////////////////////////////////////////////////////////////////////////
       qSeleniumLib.waitForSelectorContaining("#SampleTableWidget h6", "Sample Table Widget");
-      qSeleniumLib.waitForSelectorContaining("#SampleTableWidget table a", "Homer S.");
+      qSeleniumLib.waitForSelectorContaining("#SampleTableWidget a", "Homer S.");
       qSeleniumLib.waitForSelectorContaining("#SampleTableWidget div", "Updated at 2023-10-17 09:11:38 AM CDT");
 
       /////////////////////////////

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

@@ -822,7 +822,7 @@
       "reportSetupWidget": {
          "name": "reportSetupWidget",
          "label": "Filters and Columns",
-         "type": "reportSetup",
+         "type": "filterAndColumnsSetup",
          "isCard": true,
          "storeDropdownSelections": false,
          "showReloadButton": true,