CE-938: fixed filter display text, dashboard widget style change

Feature/ce 1240 out of stock summary page

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": "1.0.99",
+      "@kingsrook/qqq-frontend-core": "1.0.102",
       "@mui/icons-material": "5.4.1",
       "@mui/material": "5.11.1",
       "@mui/styles": "5.11.1",

src/App.tsx

@@ -49,6 +49,7 @@ import EntityEdit from "qqq/pages/records/edit/RecordEdit";
 import RecordQuery from "qqq/pages/records/query/RecordQuery";
 import RecordDeveloperView from "qqq/pages/records/view/RecordDeveloperView";
 import RecordView from "qqq/pages/records/view/RecordView";
+import RecordViewByUniqueKey from "qqq/pages/records/view/RecordViewByUniqueKey";
 import GoogleAnalyticsUtils, {AnalyticsModel} from "qqq/utils/GoogleAnalyticsUtils";
 import Client from "qqq/utils/qqq/Client";
 import ProcessUtils from "qqq/utils/qqq/ProcessUtils";
@@ -392,6 +393,13 @@ export default function App()
                   component: <RecordView table={table} />,
                });
 
+               routeList.push({
+                  name: `${app.label} View`,
+                  key: `${app.name}.view`,
+                  route: `${path}/key`,
+                  component: <RecordViewByUniqueKey table={table} />,
+               });
+
                routeList.push({
                   name: `${app.label}`,
                   key: `${app.name}.edit`,

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);
 
@@ -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...
+            key={`${formValues["tableName"]}-${modalDataChangedCounter}`}
             widgetMetaData={widgetMetaData}
             data={widgetData}
             disableRowClick
@@ -388,18 +390,27 @@ function EntityForm(props: Props): JSX.Element
          />;
       }
 
-      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 (widgetMetaData?.defaultValues?.has("tableName"))
+         {
+            formValues["tableName"] = widgetMetaData?.defaultValues.get("tableName");
+         }
+
+         return <FilterAndColumnsSetupWidget
             key={formValues["tableName"]} // todo, is this good?  it was added so that editing values actually re-renders...
             isEditable={true}
             widgetMetaData={widgetMetaData}
             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 +418,10 @@ 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 +431,10 @@ 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 +460,12 @@ 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++)
@@ -488,15 +499,15 @@ function EntityForm(props: Props): JSX.Element
          /////////////////////////////////////////////////
          const tableSections = TableUtils.getSectionsForRecordSidebar(tableMetaData, [...tableMetaData.fields.keys()], (section: QTableSection) =>
          {
-            const widget = metaData.widgets.get(section.widgetName);
-            if(widget)
+            const widget = metaData?.widgets.get(section.widgetName);
+            if (widget)
             {
-               if(widget.type == "childRecordList" && widget.defaultValues?.has("manageAssociationName"))
+               if (widget.type == "childRecordList" && widget.defaultValues?.has("manageAssociationName"))
                {
                   return (true);
                }
 
-               if(widget.type == "reportSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
+               if (widget.type == "filterAndColumnsSetup" || widget.type == "pivotTableSetup" || widget.type == "dynamicForm")
                {
                   return (true);
                }
@@ -680,7 +691,7 @@ function EntityForm(props: Props): JSX.Element
             }
 
             const hasFields = section.fieldNames && section.fieldNames.length > 0;
-            if(hasFields)
+            if (hasFields)
             {
                for (let j = 0; j < section.fieldNames.length; j++)
                {
@@ -719,7 +730,7 @@ function EntityForm(props: Props): JSX.Element
             }
             else
             {
-               const widgetMetaData = metaData.widgets.get(section.widgetName);
+               const widgetMetaData = metaData?.widgets.get(section.widgetName);
                const widgetData = await qController.widget(widgetMetaData.name, makeQueryStringWithIdAndObject(tableMetaData, defaultValues));
 
                newRenderedWidgetSections[section.widgetName] = getWidgetSection(widgetMetaData, widgetData);
@@ -1000,19 +1011,19 @@ 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 +1034,7 @@ 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 +1056,11 @@ 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 +1069,7 @@ 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 +1159,21 @@ 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 +1205,7 @@ function EntityForm(props: Props): JSX.Element
                                  setFieldValue(fieldName, valueChangesToMake[fieldName], false);
                               }
 
-                              setFormValues(formValues)
+                              setFormValues(formValues);
                               setFormValuesJSON(JSON.stringify(values));
                            }
                         }

src/qqq/components/misc/GotoRecordDialog.tsx

@@ -35,6 +35,7 @@ import DialogTitle from "@mui/material/DialogTitle";
 import Grid from "@mui/material/Grid";
 import Icon from "@mui/material/Icon";
 import TextField from "@mui/material/TextField";
+import {any} from "prop-types";
 import React, {useState} from "react";
 import {useNavigate} from "react-router-dom";
 import {QCancelButton} from "qqq/components/buttons/DefaultButtons";
@@ -71,7 +72,12 @@ function hasGotoFieldNames(tableMetaData: QTableMetaData): boolean
 
 function GotoRecordDialog(props: Props): JSX.Element
 {
-   const fields: QFieldMetaData[] = [];
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   // this is an array of array of fields.                                                                      //
+   // that is - each entry in the top-level array is a set of fields that can be used together to goto a record //
+   // such as (pkey), (ukey-field1,ukey-field2).                                                                //
+   ///////////////////////////////////////////////////////////////////////////////////////////////////////////////
+   const options: QFieldMetaData[][] = [];
 
    let pkey = props?.tableMetaData?.fields.get(props?.tableMetaData?.primaryKeyField);
    let addedPkey = false;
@@ -82,31 +88,38 @@ function GotoRecordDialog(props: Props): JSX.Element
       {
          for (let i = 0; i < mdbMetaData.gotoFieldNames.length; i++)
          {
-            // todo - multi-field keys!!
-            let fieldName = mdbMetaData.gotoFieldNames[i][0];
-            let field = props.tableMetaData.fields.get(fieldName);
-            if (field)
+            const option: QFieldMetaData[] = [];
+            options.push(option);
+            for (let j = 0; j < mdbMetaData.gotoFieldNames[i].length; j++)
             {
-               fields.push(field);
-
-               if (field.name == pkey.name)
+               let fieldName = mdbMetaData.gotoFieldNames[i][j];
+               let field = props.tableMetaData.fields.get(fieldName);
+               if (field)
                {
-                  addedPkey = true;
+                  option.push(field);
+
+                  if (pkey != null && field.name == pkey.name)
+                  {
+                     addedPkey = true;
+                  }
                }
             }
          }
       }
    }
 
+   //////////////////////////////////////////////////////////////////////////////////////////
+   // if pkey wasn't in the gotoField options meta-data, go ahead add it as an option here //
+   //////////////////////////////////////////////////////////////////////////////////////////
    if (pkey && !addedPkey)
    {
-      fields.unshift(pkey);
+      options.unshift([pkey]);
    }
 
    const makeInitialValues = () =>
    {
       const rs = {} as { [field: string]: string };
-      fields.forEach((field) => rs[field.name] = "");
+      options.forEach((option) => option.forEach((field) => rs[field.name] = ""));
       return (rs);
    };
 
@@ -141,11 +154,16 @@ function GotoRecordDialog(props: Props): JSX.Element
       }
       else if (e.key == "Enter" && targetId?.startsWith("gotoInput-"))
       {
-         const index = targetId?.replaceAll("gotoInput-", "");
+         const parts = targetId?.split(/-/);
+         const index = parts[1];
          document.getElementById("gotoButton-" + index).click();
       }
    };
 
+
+   /***************************************************************************
+   ** event handler for close button
+   ***************************************************************************/
    const closeRequested = () =>
    {
       if (props.mayClose)
@@ -154,10 +172,47 @@ function GotoRecordDialog(props: Props): JSX.Element
       }
    };
 
-   const goClicked = async (fieldName: string) =>
+
+   /*******************************************************************************
+    ** function to say if an option's submit button should be disabled
+    *******************************************************************************/
+   const isOptionSubmitButtonDisabled = (optionIndex: number) =>
+   {
+      let anyFieldsInThisOptionHaveAValue = false;
+
+      options[optionIndex].forEach((field) =>
+      {
+         if(values[field.name])
+         {
+            anyFieldsInThisOptionHaveAValue = true;
+         }
+      })
+
+      if(!anyFieldsInThisOptionHaveAValue)
+      {
+         return (true);
+      }
+      return (false);
+   }
+
+
+   /***************************************************************************
+   ** event handler for clicking an 'option's go/submit button
+   ***************************************************************************/
+   const optionGoClicked = async (optionIndex: number) =>
    {
       setError("");
-      const filter = new QQueryFilter([new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [values[fieldName]])], null, null, "AND", null, 10);
+
+      const criteria: QFilterCriteria[] = [];
+      const queryStringParts: string[] = [];
+      options[optionIndex].forEach((field) =>
+      {
+         criteria.push(new QFilterCriteria(field.name, QCriteriaOperator.EQUALS, [values[field.name]]))
+         queryStringParts.push(`${field.name}=${encodeURIComponent(values[field.name])}`)
+      })
+
+      const filter = new QQueryFilter(criteria, null, null, "AND", null, 10);
+
       try
       {
          const queryResult = await qController.query(props.tableMetaData.name, filter, null, props.tableVariant);
@@ -168,12 +223,26 @@ function GotoRecordDialog(props: Props): JSX.Element
          }
          else if (queryResult.length == 1)
          {
-            navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/${encodeURIComponent(queryResult[0].values.get(props.tableMetaData.primaryKeyField))}`);
+            if(options[optionIndex].length == 1 && options[optionIndex][0].name == pkey?.name)
+            {
+               /////////////////////////////////////////////////
+               // navigate by pkey, if that's how we searched //
+               /////////////////////////////////////////////////
+               navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/${encodeURIComponent(queryResult[0].values.get(props.tableMetaData.primaryKeyField))}`);
+            }
+            else
+            {
+               /////////////////////////////////
+               // else navigate by unique-key //
+               /////////////////////////////////
+               navigate(`${props.metaData.getTablePathByName(props.tableMetaData.name)}/key/?${queryStringParts.join("&")}`);
+            }
+
             close();
          }
          else
          {
-            setError("More than 1 record found...");
+            setError("More than 1 record was found...");
             setTimeout(() => setError(""), 3000);
          }
       }
@@ -187,7 +256,7 @@ function GotoRecordDialog(props: Props): JSX.Element
 
    if (props.tableMetaData)
    {
-      if (fields.length == 0 && !error)
+      if (options.length == 0 && !error)
       {
          setError("This table is not configured for this feature.");
       }
@@ -200,31 +269,38 @@ function GotoRecordDialog(props: Props): JSX.Element
          <DialogContent>
             {props.subHeader}
             {
-               fields.map((field, index) =>
-                  (
-                     <Grid key={field.name} container alignItems="center" py={1}>
-                        <Grid item xs={3} textAlign="right" pr={2}>
-                           {field.label}
-                        </Grid>
-                        <Grid item xs={6}>
-                           <TextField
-                              id={`gotoInput-${index}`}
-                              autoFocus={index == 0}
-                              autoComplete="off"
-                              inputProps={{width: "100%"}}
-                              onChange={(e) => handleChange(field.name, e.target.value)}
-                              value={values[field.name]}
-                              sx={{width: "100%"}}
-                              onFocus={event => event.target.select()}
-                           />
-                        </Grid>
-                        <Grid item xs={1} pl={2}>
-                           <MDButton id={`gotoButton-${index}`} type="submit" variant="gradient" color="info" size="small" onClick={() => goClicked(field.name)} fullWidth startIcon={<Icon>double_arrow</Icon>} disabled={`${values[field.name]}`.length == 0}>
-                              Go
-                           </MDButton>
-                        </Grid>
-                     </Grid>
-                  ))
+               options.map((option, optionIndex) =>
+                  <Box key={optionIndex}>
+                     {
+                        option.map((field, index) =>
+                           (
+                              <Grid key={field.name} container alignItems="center" py={1}>
+                                 <Grid item xs={3} textAlign="right" pr={2}>
+                                    {field.label}
+                                 </Grid>
+                                 <Grid item xs={6}>
+                                    <TextField
+                                       id={`gotoInput-${optionIndex}-${index}`}
+                                       autoFocus={optionIndex == 0 && index == 0}
+                                       autoComplete="off"
+                                       inputProps={{width: "100%"}}
+                                       onChange={(e) => handleChange(field.name, e.target.value)}
+                                       value={values[field.name]}
+                                       sx={{width: "100%"}}
+                                       onFocus={event => event.target.select()}
+                                    />
+                                 </Grid>
+                                 <Grid item xs={1} pl={2}>
+                                    {
+                                       (index == option.length - 1) &&
+                                       <MDButton id={`gotoButton-${optionIndex}`} type="submit" variant="gradient" color="info" size="small" onClick={() => optionGoClicked(optionIndex)} fullWidth startIcon={<Icon>double_arrow</Icon>} disabled={isOptionSubmitButtonDisabled(optionIndex)}>Go</MDButton>
+                                    }
+                                 </Grid>
+                              </Grid>
+                           ))
+                     }
+                  </Box>
+               )
             }
             {
                error &&
@@ -282,7 +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/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/widgets/DashboardWidgets.tsx

@@ -40,10 +40,10 @@ 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";
@@ -598,9 +598,9 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
                )
             }
             {
-               widgetMetaData.type === "reportSetup" && (
+               widgetMetaData.type === "filterAndColumnsSetup" && (
                   widgetData && widgetData[i] && widgetData[i].queryParams &&
-                  <ReportSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  <FilterAndColumnsSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
                   {
                   }} />
                )

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

@@ -22,6 +22,9 @@
 
 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 {QFilterOrderBy} from "@kingsrook/qqq-frontend-core/lib/model/query/QFilterOrderBy";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
 import {Alert, Collapse} from "@mui/material";
 import Box from "@mui/material/Box";
@@ -42,7 +45,7 @@ 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;
@@ -50,7 +53,7 @@ interface ReportSetupWidgetProps
    onSaveCallback?: (values: { [name: string]: any }) => void;
 }
 
-ReportSetupWidget.defaultProps = {
+FilterAndColumnsSetupWidget.defaultProps = {
    onSaveCallback: null
 };
 
@@ -80,9 +83,10 @@ 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, recordValues, onSaveCallback}: FilterAndColumnsSetupWidgetProps): JSX.Element
 {
    const [modalOpen, setModalOpen] = useState(false);
+   const [hideColumns, setHideColumns] = useState(widgetMetaData?.defaultValues?.has("hideColumns") && widgetMetaData?.defaultValues?.get("hideColumns"));
    const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
 
    const [alertContent, setAlertContent] = useState(null as string);
@@ -101,15 +105,36 @@ 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;
    if (!queryFilter)
    {
       queryFilter = new QQueryFilter();
-      usingDefaultEmptyFilter = true;
+
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      // if there is no queryFilter provided, see if there are default fields from which a query should be seeded //
+      //////////////////////////////////////////////////////////////////////////////////////////////////////////////
+      const defaultFilterFields = getDefaultFilterFieldNames(widgetMetaData);
+      if (defaultFilterFields?.length > 0)
+      {
+         defaultFilterFields.forEach((fieldName: string) =>
+         {
+            if (recordValues[fieldName])
+            {
+               queryFilter.addCriteria(new QFilterCriteria(fieldName, QCriteriaOperator.EQUALS, [recordValues[fieldName]]));
+            }
+         });
+
+         queryFilter.addOrderBy(new QFilterOrderBy("id", false));
+         queryFilter = Object.assign({}, queryFilter);
+      }
+      else
+      {
+         usingDefaultEmptyFilter = true;
+      }
    }
 
-   let columns: QQueryColumns = null;
    if (recordValues["columnsJson"])
    {
       columns = QQueryColumns.buildFromJSON(recordValues["columnsJson"]);
@@ -120,11 +145,20 @@ 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 = widgetMetaData?.defaultValues?.get("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 +166,21 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
             setFrontendQueryFilter(queryFilterForFrontend);
          })();
       }
-   }, [recordValues]);
+   }, [JSON.stringify(recordValues)]);
+
+
+   /*******************************************************************************
+    **
+    *******************************************************************************/
+   function getDefaultFilterFieldNames(widgetMetaData: QWidgetMetaData)
+   {
+      if (widgetMetaData?.defaultValues?.has("filterDefaultFieldNames"))
+      {
+         return (widgetMetaData.defaultValues.get("filterDefaultFieldNames").split(","));
+      }
+
+      return ([]);
+   }
 
 
    /*******************************************************************************
@@ -140,8 +188,27 @@ export default function ReportSetupWidget({isEditable, widgetMetaData, recordVal
     *******************************************************************************/
    function openEditor()
    {
+      let missingRequiredFields = [] as string[];
+      getDefaultFilterFieldNames(widgetMetaData)?.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 add Additional Order Filters: '" + missingRequiredFields.join(", ") + "'");
+         return;
+      }
+
       if (recordValues["tableName"])
       {
+         setAlertContent(null);
          setModalOpen(true);
       }
    }
@@ -272,7 +339,14 @@ 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} />);
+      }
    }
 
 
@@ -306,34 +380,36 @@ 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-${i}`}>{renderColumn(column)}</React.Fragment>)
-               }
-               {
-                  !mayShowColumnsPreview() &&
-                  <Box width="100%" sx={{fontSize: "1rem", background: "#FFFFFF"}} minHeight={"2.375rem"} p={"0.5rem"} pb={"0.125rem"}>
-                     {
-                        isEditable &&
-                        <Tooltip title={selectTableFirstTooltipTitle}>
-                           <span><Button disabled={!recordValues["tableName"]} sx={unborderedButtonSX} onClick={openEditor}>+ Add Columns</Button></span>
-                        </Tooltip>
-                     }
-                     {
-                        !isEditable && <Box color={colors.gray.main}>Your report has no columns.</Box>
-                     }
-                  </Box>
-               }
+         {!hideColumns && (
+            <Box pt="1rem">
+               <h5>Columns</h5>
+               <Box display="flex" flexWrap="wrap" fontSize="1rem">
+                  {
+                     mayShowColumnsPreview() &&
+                     columns.columns.map((column, i) => <React.Fragment key={`column-${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}>No columns are selected.</Box>
+                        }
+                     </Box>
+                  }
+               </Box>
             </Box>
-         </Box>
+         )}
          {
             modalOpen &&
             <Modal open={modalOpen} onClose={(event, reason) => closeEditor(event, reason)}>

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/pages/processes/ProcessRun.tsx

@@ -35,8 +35,7 @@ import {QJobRunning} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJob
 import {QJobStarted} from "@kingsrook/qqq-frontend-core/lib/model/processes/QJobStarted";
 import {QRecord} from "@kingsrook/qqq-frontend-core/lib/model/QRecord";
 import {QQueryFilter} from "@kingsrook/qqq-frontend-core/lib/model/query/QQueryFilter";
-import {Alert, Button, CircularProgress, Icon, TablePagination} from "@mui/material";
-import Box from "@mui/material/Box";
+import {Alert, Box, Button, CircularProgress, Icon, TablePagination} from "@mui/material";
 import Card from "@mui/material/Card";
 import Grid from "@mui/material/Grid";
 import Step from "@mui/material/Step";
@@ -48,12 +47,14 @@ import FormData from "form-data";
 import {Form, Formik} from "formik";
 import parse from "html-react-parser";
 import QContext from "QContext";
+import colors from "qqq/assets/theme/base/colors";
 import {QCancelButton, QSubmitButton} from "qqq/components/buttons/DefaultButtons";
 import QDynamicForm from "qqq/components/forms/DynamicForm";
 import DynamicFormUtils from "qqq/components/forms/DynamicFormUtils";
 import MDButton from "qqq/components/legacy/MDButton";
 import MDProgress from "qqq/components/legacy/MDProgress";
 import MDTypography from "qqq/components/legacy/MDTypography";
+import HelpContent, {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";
@@ -87,6 +88,14 @@ const INITIAL_RETRY_MILLIS = 1_500;
 const RETRY_MAX_MILLIS = 12_000;
 const BACKOFF_AMOUNT = 1.5;
 
+////////////////////////////////////////////////////////////////////////////
+// define a function that we can make referenes to, which we'll overwrite //
+// with formik's setFieldValue function, once we're inside formik.        //
+////////////////////////////////////////////////////////////////////////////
+let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: boolean): void =>
+{
+};
+
 function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, isReport, recordIds, closeModalHandler, forceReInit, overrideLabel}: Props): JSX.Element
 {
    const processNameParam = useParams().processName;
@@ -125,9 +134,9 @@ 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 //
@@ -229,15 +238,15 @@ 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)}`;
       }
@@ -282,19 +291,19 @@ 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>);
       }
@@ -302,12 +311,12 @@ 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;
    }
@@ -358,8 +367,8 @@ 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>
@@ -446,6 +455,13 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
          });
       }
 
+      /////////////////////////////////////
+      // screen(step)-level help content //
+      /////////////////////////////////////
+      let helpRoles = ["PROCESS_SCREEN", "ALL_SCREENS"];
+      const showHelp = helpHelpActive || hasHelpContent(step.helpContents, helpRoles);
+      const formattedHelpContent = <HelpContent helpContents={step.helpContents} roles={helpRoles} helpContentKey={`process:${processName};step:${step?.name}`} />;
+
       return (
          <>
             {
@@ -460,6 +476,13 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                </MDTypography>
             }
 
+            {
+               showHelp &&
+               <Box fontSize={"0.875rem"} color={colors.blueGray.main} pb={2}>
+                  {formattedHelpContent}
+               </Box>
+            }
+
             {
                //////////////////////////////////////////////////
                // render all of the components for this screen //
@@ -472,6 +495,23 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                      helpRoles = ["EDIT_SCREEN", "WRITE_SCREENS", "ALL_SCREENS"];
                   }
 
+                  //////////////////////////////////////////////////////////////////////////
+                  // if the component specifies a sub-set of field names to include, then //
+                  // edit the formData object to just include those.                      //
+                  //////////////////////////////////////////////////////////////////////////
+                  let formDataToUse = formData;
+                  if (component.values && component.values.includeFieldNames)
+                  {
+                     formDataToUse = Object.assign({}, formData);
+
+                     formDataToUse.formFields = {};
+                     for (let i = 0; i < component.values.includeFieldNames.length; i++)
+                     {
+                        const fieldName = component.values.includeFieldNames[i];
+                        formDataToUse.formFields[fieldName] = formData.formFields[fieldName];
+                     }
+                  }
+
                   return (
                      <div key={index}>
                         {
@@ -567,9 +607,22 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
                            )
                         }
                         {
-                           component.type === QComponentType.EDIT_FORM && (
-                              <QDynamicForm formData={formData} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
-                           )
+                           component.type === QComponentType.EDIT_FORM &&
+                           <>
+                              {
+                                 component.values?.sectionLabel ?
+                                    <Box py={1.5}>
+                                       <Card sx={{scrollMarginTop: "20px"}}>
+                                          <MDTypography variant="h5" p={3} pl={2} pb={1}>
+                                             {component.values?.sectionLabel}
+                                          </MDTypography>
+                                          <Box pt={0} p={2}>
+                                             <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
+                                          </Box>
+                                       </Card>
+                                    </Box> : <QDynamicForm formData={formDataToUse} helpRoles={helpRoles} helpContentKeyPrefix={`process:${processName};`} />
+                              }
+                           </>
                         }
                         {
                            component.type === QComponentType.VIEW_FORM && step.viewFields && (
@@ -960,7 +1013,7 @@ 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));
@@ -1026,6 +1079,30 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
             setProcessValues(qJobComplete.values);
             setQJobRunning(null);
 
+            if (formikSetFieldValueFunction)
+            {
+               //////////////////////////////////
+               // reset field values in formik //
+               //////////////////////////////////
+               for (let key in qJobComplete.values)
+               {
+                  if (Object.hasOwn(formFields, key))
+                  {
+                     console.log(`(re)setting form field [${key}] to [${qJobComplete.values[key]}]`);
+                     formikSetFieldValueFunction(key, qJobComplete.values[key]);
+                  }
+               }
+            }
+
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            // if the process step sent a new frontend-step-list, then refresh what we have in state (constructing new full model objects) //
+            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
+            const updatedFrontendStepList = qJobComplete.updatedFrontendStepList;
+            if (updatedFrontendStepList)
+            {
+               setSteps(updatedFrontendStepList);
+            }
+
             if (activeStep && activeStep.recordListFields)
             {
                setNeedRecords(true);
@@ -1324,8 +1401,20 @@ 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");
@@ -1338,6 +1427,7 @@ 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)`;
@@ -1385,89 +1475,98 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
       >
          {({
             values, errors, touched, isSubmitting, setFieldValue,
-         }) => (
-            <Form style={formStyles} id={formId} autoComplete="off">
-               <Card sx={mainCardStyles}>
-                  {
-                     !isWidget && (
-                        <Box mx={2} mt={-3}>
-                           <Stepper activeStep={activeStepIndex} alternativeLabel>
-                              {steps.map((step) => (
-                                 <Step key={step.name}>
-                                    <StepLabel>{step.label}</StepLabel>
-                                 </Step>
-                              ))}
-                           </Stepper>
-                        </Box>
-                     )
-                  }
+         }) =>
+         {
+            ///////////////////////////////////////////////////////////////////
+            // once we're in the formik form, use its setFieldValue function //
+            // over top of the default one we created globally               //
+            ///////////////////////////////////////////////////////////////////
+            formikSetFieldValueFunction = setFieldValue;
 
-                  <Box p={3}>
-                     <Box pb={isWidget ? 6 : "initial"}>
-                        {/***************************************************************************
-                         ** step content - e.g., the appropriate form or other screen for the step **
-                         ***************************************************************************/}
-                        {getDynamicStepContent(
-                           activeStepIndex,
-                           activeStep,
-                           {
-                              values,
-                              touched,
-                              formFields,
-                              errors,
-                           },
-                           processError,
-                           processValues,
-                           recordConfig,
-                           setFieldValue,
-                        )}
-                        {/********************************
-                         ** back &| next/submit buttons **
-                         ********************************/}
-                        <Box mt={6} width="100%" display="flex" justifyContent="space-between" position={isWidget ? "absolute" : "initial"} bottom={isWidget ? "3rem" : "initial"} right={isWidget ? "1.5rem" : "initial"}>
-                           {true || activeStepIndex === 0 ? (
-                              <Box />
-                           ) : (
-                              <MDButton variant="gradient" color="light" onClick={handleBack}>back</MDButton>
-                           )}
-                           {processError || qJobRunning || !activeStep ? (
-                              <Box />
-                           ) : (
-                              <>
-                                 {formError && (
-                                    <MDTypography component="div" variant="caption" color="error" fontWeight="regular" align="right" fullWidth>
-                                       {formError}
-                                    </MDTypography>
-                                 )}
-                                 {
-                                    noMoreSteps && <QCancelButton
-                                       onClickHandler={handleCancelClicked}
-                                       label={isModal ? "Close" : "Return"}
-                                       iconName={isModal ? "cancel" : "arrow_back"}
-                                       disabled={isSubmitting} />
-                                 }
-                                 {
-                                    !noMoreSteps && (
-                                       <Box component="div" py={3}>
-                                          <Grid container justifyContent="flex-end" spacing={3}>
-                                             {
-                                                !isWidget && (
-                                                   <QCancelButton onClickHandler={handleCancelClicked} disabled={isSubmitting} />
-                                                )
-                                             }
-                                             <QSubmitButton label={nextButtonLabel} iconName={nextButtonIcon} disabled={isSubmitting} />
-                                          </Grid>
-                                       </Box>
-                                    )
-                                 }
-                              </>
+            return (
+               <Form style={formStyles} id={formId} autoComplete="off">
+                  <Card sx={mainCardStyles}>
+                     {
+                        !isWidget && (
+                           <Box mx={2} mt={-3} sx={{"& .MuiStepper-horizontal": {minHeight: "5rem"}}}>
+                              <Stepper activeStep={activeStepIndex} alternativeLabel>
+                                 {steps.map((step) => (
+                                    <Step key={step.name}>
+                                       <StepLabel>{step.label}</StepLabel>
+                                    </Step>
+                                 ))}
+                              </Stepper>
+                           </Box>
+                        )
+                     }
+
+                     <Box p={3}>
+                        <Box pb={isWidget ? 6 : "initial"}>
+                           {/***************************************************************************
+                            ** step content - e.g., the appropriate form or other screen for the step **
+                            ***************************************************************************/}
+                           {getDynamicStepContent(
+                              activeStepIndex,
+                              activeStep,
+                              {
+                                 values,
+                                 touched,
+                                 formFields,
+                                 errors,
+                              },
+                              processError,
+                              processValues,
+                              recordConfig,
+                              setFieldValue,
                            )}
+                           {/********************************
+                            ** back &| next/submit buttons **
+                            ********************************/}
+                           <Box mt={6} width="100%" display="flex" justifyContent="space-between" position={isWidget ? "absolute" : "initial"} bottom={isWidget ? "3rem" : "initial"} right={isWidget ? "1.5rem" : "initial"}>
+                              {true || activeStepIndex === 0 ? (
+                                 <Box />
+                              ) : (
+                                 <MDButton variant="gradient" color="light" onClick={handleBack}>back</MDButton>
+                              )}
+                              {processError || qJobRunning || !activeStep ? (
+                                 <Box />
+                              ) : (
+                                 <>
+                                    {formError && (
+                                       <MDTypography component="div" variant="caption" color="error" fontWeight="regular" align="right" fullWidth>
+                                          {formError}
+                                       </MDTypography>
+                                    )}
+                                    {
+                                       noMoreSteps && <QCancelButton
+                                          onClickHandler={() => handleCancelClicked(true)}
+                                          label={isModal ? "Close" : "Return"}
+                                          iconName={isModal ? "cancel" : "arrow_back"}
+                                          disabled={isSubmitting} />
+                                    }
+                                    {
+                                       !noMoreSteps && (
+                                          <Box component="div" py={3}>
+                                             <Grid container justifyContent="flex-end" spacing={3}>
+                                                {
+                                                   !isWidget && (
+                                                      <QCancelButton onClickHandler={() => handleCancelClicked(false)} disabled={isSubmitting} />
+                                                   )
+                                                }
+                                                <QSubmitButton label={nextButtonLabel} iconName={nextButtonIcon} disabled={isSubmitting} />
+                                             </Grid>
+                                          </Box>
+                                       )
+                                    }
+                                 </>
+                              )}
+                           </Box>
                         </Box>
                      </Box>
-                  </Box>
-               </Card>
-            </Form>
-         )}
+                  </Card>
+               </Form>
+            );
+         }}
       </Formik>
    );
 

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

@@ -867,7 +867,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
       for (let i = 0; i < queryFilter?.orderBys?.length; i++)
       {
          const fieldName = queryFilter.orderBys[i].fieldName;
-         if (fieldName.indexOf(".") > -1)
+         if (fieldName != null && fieldName.indexOf(".") > -1)
          {
             const joinTableName = fieldName.replaceAll(/\..*/g, "");
             if (!vjtToUse.has(joinTableName))

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

@@ -74,12 +74,14 @@ const qController = Client.getInstance();
 interface Props
 {
    table?: QTableMetaData;
+   record?: QRecord;
    launchProcess?: QProcessMetaData;
 }
 
 RecordView.defaultProps =
    {
       table: null,
+      record: null,
       launchProcess: null,
    };
 
@@ -127,10 +129,39 @@ export function renderSectionOfFields(key: string, fieldNames: string[], tableMe
 }
 
 
+/***************************************************************************
+**
+***************************************************************************/
+export function getVisibleJoinTables(tableMetaData: QTableMetaData): Set<string>
+{
+   const visibleJoinTables = new Set<string>();
+
+   for (let i = 0; i < tableMetaData?.sections.length; i++)
+   {
+      const section = tableMetaData?.sections[i];
+      if (section.isHidden || !section.fieldNames || !section.fieldNames.length)
+      {
+         continue;
+      }
+
+      section.fieldNames.forEach((fieldName) =>
+      {
+         const [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fieldName);
+         if (tableForField && tableForField.name != tableMetaData.name)
+         {
+            visibleJoinTables.add(tableForField.name);
+         }
+      });
+   }
+
+   return (visibleJoinTables);
+}
+
+
 /*******************************************************************************
  ** Record View Screen component.
  *******************************************************************************/
-function RecordView({table, launchProcess}: Props): JSX.Element
+function RecordView({table, record: overrideRecord, launchProcess}: Props): JSX.Element
 {
    const {id} = useParams();
 
@@ -147,7 +178,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
    const [adornmentFieldsMap, setAdornmentFieldsMap] = useState(new Map<string, boolean>);
    const [deleteConfirmationOpen, setDeleteConfirmationOpen] = useState(false);
    const [metaData, setMetaData] = useState(null as QInstance);
-   const [record, setRecord] = useState(null as QRecord);
+   const [record, setRecord] = useState(overrideRecord ?? null as QRecord);
    const [tableSections, setTableSections] = useState([] as QTableSection[]);
    const [t1Section, setT1Section] = useState(null as QTableSection);
    const [t1SectionName, setT1SectionName] = useState(null as string);
@@ -381,31 +412,6 @@ function RecordView({table, launchProcess}: Props): JSX.Element
       reload();
    }, [location.pathname, location.hash]);
 
-   const getVisibleJoinTables = (tableMetaData: QTableMetaData): Set<string> =>
-   {
-      const visibleJoinTables = new Set<string>();
-
-      for (let i = 0; i < tableMetaData?.sections.length; i++)
-      {
-         const section = tableMetaData?.sections[i];
-         if (section.isHidden || !section.fieldNames || !section.fieldNames.length)
-         {
-            continue;
-         }
-
-         section.fieldNames.forEach((fieldName) =>
-         {
-            const [field, tableForField] = TableUtils.getFieldAndTable(tableMetaData, fieldName);
-            if (tableForField && tableForField.name != tableMetaData.name)
-            {
-               visibleJoinTables.add(tableForField.name);
-            }
-         });
-      }
-
-      return (visibleJoinTables);
-   };
-
 
    /*******************************************************************************
     ** get an element (or empty) to use as help content for a section
@@ -481,7 +487,18 @@ function RecordView({table, launchProcess}: Props): JSX.Element
          let record: QRecord;
          try
          {
-            record = await qController.get(tableName, id, tableVariant, null, queryJoins);
+            ////////////////////////////////////////////////////////////////////////////
+            // if the component took in a record object, then we don't need to GET it //
+            ////////////////////////////////////////////////////////////////////////////
+            if(overrideRecord)
+            {
+               record = overrideRecord;
+            }
+            else
+            {
+               record = await qController.get(tableName, id, tableVariant, null, queryJoins);
+            }
+
             setRecord(record);
             recordAnalytics({category: "tableEvents", action: "view", label: tableMetaData?.label + " / " + record?.recordLabel});
          }
@@ -518,7 +535,7 @@ function RecordView({table, launchProcess}: Props): JSX.Element
 
          setPageHeader(record.recordLabel);
 
-         if (!launchingProcess)
+         if (!launchingProcess && !activeModalProcess)
          {
             try
             {

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

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

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

@@ -421,6 +421,14 @@ input[type="search"]::-webkit-search-results-decoration
    font-size: 2rem !important;
 }
 
+.dashboard-order-release-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
 {
@@ -708,3 +721,66 @@ input[type="search"]::-webkit-search-results-decoration
    color: white;
    background-color: #0062FF !important;
 }
+
+.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;
+}

src/qqq/utils/qqq/TableUtils.ts

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

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

@@ -335,7 +335,7 @@ public class QSeleniumLib
             return;
          }
 
-         if(elements.stream().noneMatch(e -> e.getText().toLowerCase().contains(textContains)))
+         if(elements.stream().noneMatch(e -> e.getText().toLowerCase().contains(textContains.toLowerCase())))
          {
             LOG.debug("Found non-existence of element(s) matching selector [" + cssSelector + "] containing text [" + textContains + "]");
             return;
@@ -345,7 +345,7 @@ public class QSeleniumLib
       }
       while(start + (1000 * WAIT_SECONDS) > System.currentTimeMillis());
 
-      fail("Failed for non-existence of element matching selector [" + cssSelector + "] after [" + WAIT_SECONDS + "] seconds.");
+      fail("Failed for non-existence of element matching selector [" + cssSelector + "] containing text [" + textContains + "] after [" + WAIT_SECONDS + "] seconds.");
    }
 
 

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,