Fix to fetch possible-values when switching screens, to display labels properly.

CE-938: fixed issue where modal record query was accepting shortcut k…

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";
@@ -62,8 +62,13 @@ 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("/");
 
@@ -71,7 +76,7 @@ const CommandMenu = ({metaData}: Props) =>
 
    const classes = useStyles();
 
-   function evalueKeyPress(e: KeyboardEvent)
+   function evaluateKeyPress(e: KeyboardEvent)
    {
       ///////////////////////////////////////////////////////////////////////////
       // if a dot pressed, not from a "text" element, then toggle command menu //
@@ -107,20 +112,20 @@ 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 +167,117 @@ 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 +292,7 @@ const CommandMenu = ({metaData}: Props) =>
       );
    }
 
+
    /*******************************************************************************
     **
     *******************************************************************************/
@@ -252,16 +302,16 @@ 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 +326,37 @@ 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 +365,90 @@ 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 //
+         /////////////////////////////////////////////////////////////////////////////////////////////////////////////
+         for (let i = 0; i < searchParts.length; i++)
+         {
+            if (!valueParts[i].includes(searchParts[i]))
+            {
+               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 +496,6 @@ const CommandMenu = ({metaData}: Props) =>
             </Dialog>
          }
       </React.Fragment>
-   )
-}
+   );
+};
 export default CommandMenu;

src/qqq/components/forms/DynamicSelect.tsx

@@ -97,7 +97,7 @@ export const getAutocompleteOutlinedStyle = (isDisabled: boolean) =>
          borderColor: inputBorderColor
       }
    });
-}
+};
 
 
 const qController = Client.getInstance();
@@ -108,36 +108,36 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
    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 +173,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
 
    useEffect(() =>
    {
-      if(firstRender)
+      if (firstRender)
       {
          // console.log("First render, so not searching...");
          setFirstRender(false);
@@ -196,7 +196,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
          // console.log(`doing a search with ${searchTerm}`);
          const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues);
 
-         if(tableMetaData == null && tableName)
+         if (tableMetaData == null && tableName)
          {
             let tableMetaData: QTableMetaData = await qController.loadTableMetaData(tableName);
             setTableMetaData(tableMetaData);
@@ -207,7 +207,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
          // console.log(`${results}`);
          if (active)
          {
-            setOptions([ ...results ]);
+            setOptions([...results]);
          }
       })();
 
@@ -215,12 +215,12 @@ 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 () =>
          {
@@ -229,16 +229,16 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
             console.log("Refreshing possible values...");
             const results: QPossibleValue[] = await qController.possibleValues(tableName, processName, possibleValueSourceName ?? fieldName, searchTerm ?? "", null, otherValues);
             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 +248,7 @@ 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 +256,9 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
       // console.log(value);
       setSearchTerm(null);
 
-      if(onChange)
+      if (onChange)
       {
-         if(isMultiple)
+         if (isMultiple)
          {
             onChange(value);
          }
@@ -267,7 +267,7 @@ 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 +280,7 @@ 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 +289,24 @@ 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 +328,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
             {content}
          </li>
       );
-   }
+   };
 
    const bulkEditSwitchChanged = () =>
    {
@@ -357,7 +358,7 @@ 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 +371,19 @@ 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 +447,8 @@ 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 +467,7 @@ function DynamicSelect({tableName, processName, fieldName, possibleValueSourceNa
    else
    {
       return (
-         <Box mb={1.5}>
+         <Box>
             {autocomplete}
          </Box>
       );

src/qqq/components/forms/EntityForm.tsx

@@ -205,7 +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);
    };
@@ -377,7 +377,7 @@ function EntityForm(props: Props): JSX.Element
          widgetData.viewAllLink = null;
          widgetMetaData.showExportButton = false;
 
-         return <RecordGridWidget
+         return Object.keys(childListWidgetData).length > 0 && (<RecordGridWidget
             key={`${formValues["tableName"]}-${modalDataChangedCounter}`}
             widgetMetaData={widgetMetaData}
             data={widgetData}
@@ -387,7 +387,7 @@ 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 == "filterAndColumnsSetup")
@@ -396,15 +396,16 @@ function EntityForm(props: Props): JSX.Element
          // 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"))
+         if (widgetData?.tableName)
          {
-            formValues["tableName"] = widgetMetaData?.defaultValues.get("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}
          />;
@@ -480,83 +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 == "filterAndColumnsSetup" || 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))
                {
@@ -567,201 +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();
+         })();
+      }
+   }, []);
 
 
    //////////////////////////////////////////////////////////////////
@@ -881,16 +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)

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 +19,15 @@
  * 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 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 +44,8 @@ interface Props
    isMini?: boolean;
 }
 
-interface HistoryEntry {
+interface HistoryEntry
+{
    id: number;
    path: string;
    label: string;
@@ -64,7 +64,7 @@ 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 +99,7 @@ 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 +111,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
    const goToHistory = (path: string) =>
    {
       navigate(path);
-   }
+   };
 
    function buildHistoryEntries()
    {
@@ -119,7 +119,7 @@ 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 +133,12 @@ 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 +146,8 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
          {...props}
          style={{whiteSpace: "nowrap", width: "auto"}}
          placement="bottom-end"
-      />)
-   }
+      />);
+   };
 
    const renderHistory = () =>
    {
@@ -166,7 +166,7 @@ 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 +184,7 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
             )}
          />
       );
-   }
+   };
 
    // Styles for the navbar icons
    const iconsStyle = ({
@@ -210,18 +210,18 @@ 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]);
 
@@ -242,9 +242,14 @@ function NavBar({absolute, light, isMini}: Props): JSX.Element
             </Box>
             {isMini ? null : (
                <Box sx={(theme) => navbarRow(theme, {isMini})}>
-                  <Box pr={0} mr={-2}>
+                  <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/query/BasicAndAdvancedQueryControls.tsx

@@ -79,6 +79,8 @@ interface BasicAndAdvancedQueryControlsProps
 
    queryScreenUsage: QueryScreenUsage;
 
+   allowVariables?: boolean;
+
    mode: string;
    setMode: (mode: string) => void;
 }
@@ -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/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

@@ -39,7 +39,7 @@ 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";
 
 interface Props
 {
@@ -50,6 +50,7 @@ interface Props
    valueChangeHandler: (event: React.ChangeEvent | SyntheticEvent, valueIndex?: number | "all", newValue?: any) => void;
    initiallyOpenMultiValuePvs?: boolean;
    queryScreenUsage?: QueryScreenUsage;
+   allowVariables?: boolean;
 }
 
 FilterCriteriaRowValues.defaultProps =
@@ -187,10 +188,9 @@ export const makeTextField = (field: QFieldMetaData, criteria: QFilterCriteriaWi
 };
 
 
-function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueChangeHandler, initiallyOpenMultiValuePvs, queryScreenUsage}: Props): JSX.Element
+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)
    {
@@ -320,7 +320,7 @@ function FilterCriteriaRowValues({operatorOption, criteria, field, table, valueC
                initialValues = criteria.values;
             }
          }
-         return <Box mb={-1.5}>
+         return <Box>
             <DynamicSelect
                tableName={table.name}
                fieldName={field.name}

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/widgets/DashboardWidgets.tsx

@@ -599,8 +599,8 @@ function DashboardWidgets({widgetMetaDataList, tableName, entityPrimaryKey, reco
             }
             {
                widgetMetaData.type === "filterAndColumnsSetup" && (
-                  widgetData && widgetData[i] && widgetData[i].queryParams &&
-                  <FilterAndColumnsSetupWidget isEditable={false} widgetMetaData={widgetMetaData} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
+                  widgetData && widgetData[i] &&
+                  <FilterAndColumnsSetupWidget isEditable={false} widgetMetaData={widgetMetaData} widgetData={widgetData[i]} recordValues={convertQRecordValuesFromMapToObject(record)} onSaveCallback={() =>
                   {
                   }} />
                )

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

@@ -24,7 +24,6 @@ import {QTableMetaData} from "@kingsrook/qqq-frontend-core/lib/model/metaData/QT
 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";
@@ -49,6 +48,7 @@ interface FilterAndColumnsSetupWidgetProps
 {
    isEditable: boolean;
    widgetMetaData: QWidgetMetaData;
+   widgetData: any;
    recordValues: { [name: string]: any };
    onSaveCallback?: (values: { [name: string]: any }) => void;
 }
@@ -83,10 +83,10 @@ const qController = Client.getInstance();
 /*******************************************************************************
  ** Component for editing the main setup of a report - that is: filter & columns
  *******************************************************************************/
-export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, recordValues, onSaveCallback}: FilterAndColumnsSetupWidgetProps): JSX.Element
+export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData, widgetData, recordValues, onSaveCallback}: FilterAndColumnsSetupWidgetProps): JSX.Element
 {
    const [modalOpen, setModalOpen] = useState(false);
-   const [hideColumns, setHideColumns] = useState(widgetMetaData?.defaultValues?.has("hideColumns") && widgetMetaData?.defaultValues?.get("hideColumns"));
+   const [hideColumns, setHideColumns] = useState(widgetData?.hideColumns);
    const [tableMetaData, setTableMetaData] = useState(null as QTableMetaData);
 
    const [alertContent, setAlertContent] = useState(null as string);
@@ -108,32 +108,38 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
    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();
-
-      //////////////////////////////////////////////////////////////////////////////////////////////////////////////
-      // 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
+      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]]));
+         }
+      });
+   }
 
    if (recordValues["columnsJson"])
    {
@@ -148,7 +154,7 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
       ////////////////////////////////////////////////////////////////////////////////////////
       // if a default table name specified, use it, otherwise use it from the record values //
       ////////////////////////////////////////////////////////////////////////////////////////
-      let tableName = widgetMetaData?.defaultValues?.get("tableName");
+      let tableName = widgetData?.tableName;
       if (!tableName && recordValues["tableName"] && (tableMetaData == null || tableMetaData.name != recordValues["tableName"]))
       {
          tableName = recordValues["tableName"];
@@ -169,27 +175,13 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
    }, [JSON.stringify(recordValues)]);
 
 
-   /*******************************************************************************
-    **
-    *******************************************************************************/
-   function getDefaultFilterFieldNames(widgetMetaData: QWidgetMetaData)
-   {
-      if (widgetMetaData?.defaultValues?.has("filterDefaultFieldNames"))
-      {
-         return (widgetMetaData.defaultValues.get("filterDefaultFieldNames").split(","));
-      }
-
-      return ([]);
-   }
-
-
    /*******************************************************************************
     **
     *******************************************************************************/
    function openEditor()
    {
       let missingRequiredFields = [] as string[];
-      getDefaultFilterFieldNames(widgetMetaData)?.forEach((fieldName: string) =>
+      widgetData?.filterDefaultFieldNames?.forEach((fieldName: string) =>
       {
          if (!recordValues[fieldName])
          {
@@ -202,7 +194,7 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
       ////////////////////////////////////////////////////////////////////
       if (missingRequiredFields.length > 0)
       {
-         setAlertContent("The following fields must first be selected to add Additional Order Filters: '" + missingRequiredFields.join(", ") + "'");
+         setAlertContent("The following fields must first be selected to edit the filter: '" + missingRequiredFields.join(", ") + "'");
          return;
       }
 
@@ -425,6 +417,7 @@ export default function FilterAndColumnsSetupWidget({isEditable, widgetMetaData,
                         }
                         {
                            tableMetaData && <RecordQuery
+                              allowVariables={widgetData?.allowVariables}
                               ref={recordQueryRef}
                               table={tableMetaData}
                               usage="reportSetup"

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/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";
@@ -96,6 +97,8 @@ let formikSetFieldValueFunction = (field: string, value: any, shouldValidate?: b
 {
 };
 
+const cachedPossibleValueLabels: { [fieldName: string]: { [id: string | number]: string } } = {};
+
 function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, isReport, recordIds, closeModalHandler, forceReInit, overrideLabel}: Props): JSX.Element
 {
    const processNameParam = useParams().processName;
@@ -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>();
@@ -865,6 +881,12 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
          {
             dynamicFormFields[fieldName] = dynamicFormValue;
             initialValues[fieldName] = initialValue;
+
+            if (formikSetFieldValueFunction)
+            {
+               formikSetFieldValueFunction(fieldName, initialValue);
+            }
+
             formValidations[fieldName] = validation;
          };
 
@@ -914,6 +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]);
+               }
             });
 
             ////////////////////////////////////////////////////////////////////////////////////
@@ -1073,40 +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)
                {
-                  if (Object.hasOwn(formFields, key))
+                  setSteps(updatedFrontendStepList);
+                  frontendSteps = 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++)
                   {
-                     console.log(`(re)setting form field [${key}] to [${qJobComplete.values[key]}]`);
-                     formikSetFieldValueFunction(key, qJobComplete.values[key]);
+                     if (frontendSteps[i].name === nextStepName)
+                     {
+                        nextStep = frontendSteps[i];
+                        break;
+                     }
+                  }
+
+                  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;
+                           }
+                        }
+                     }
                   }
                }
-            }
 
-            /////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////////
-            // 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);
-            }
+               setJobUUID(null);
+               setNewStep(nextStepName);
+               setProcessValues(newValues);
+               setQJobRunning(null);
 
-            if (activeStep && activeStep.recordListFields)
-            {
-               setNeedRecords(true);
-            }
+               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)
          {
@@ -1571,7 +1646,7 @@ function ProcessRun({process, table, defaultProcessValues, isModal, isWidget, is
    );
 
    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/RecordQuery.tsx

@@ -94,6 +94,7 @@ interface Props
    isModal?: 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, 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]);
 
 
    /*******************************************************************************
@@ -2884,6 +2885,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
                      gridApiRef={gridApiRef}
                      mode={mode}
                      queryScreenUsage={usage}
+                     allowVariables={allowVariables}
                      setMode={doSetMode}
                      savedViewsComponent={savedViewsComponent}
                      columnMenuComponent={buildColumnMenu()}
@@ -2912,6 +2914,7 @@ const RecordQuery = forwardRef(({table, usage, isModal, initialQueryFilter, init
                                  metaData: metaData,
                                  queryFilter: queryFilter,
                                  updateFilter: doSetQueryFilter,
+                                 allowVariables: allowVariables
                               }
                         }}
                         localeText={{

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

@@ -421,7 +421,7 @@ input[type="search"]::-webkit-search-results-decoration
    font-size: 2rem !important;
 }
 
-.dashboard-order-release-icon
+.dashboard-table-actions-icon
 {
    font-size: 1.5rem !important;
    position: relative;
@@ -711,17 +711,13 @@ 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;
@@ -784,3 +780,10 @@ input[type="search"]::-webkit-search-results-decoration
 {
    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;
+}