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reports linked in other forms

  • 1.  reports linked in other forms

    Posted 19 days ago
    We have a report that shows a summary of all reported problems within the last 90 days for each of our locations. I have that report linked to our Service Request form so that we can see if the issue is reoccurring or not. I have the report only displaying the affected equipment in question. However, I would also like this to only show the location in question, instead of all of them. 


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    Katlyn Allen
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  • 2.  RE: reports linked in other forms

    Posted 19 days ago
    np,
    just make a concatenated field on the Service Request table in the format Store - Issue

    for example

    List("-", [Store], [Issue])

    Then make that same formula field on the IT Previous Problems table 

    Then configure the Report Link field on the Service Request form to match up those two fields.  Note that the report will only populate once the Service Request form is saved.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: reports linked in other forms

    Posted 19 days ago
    I do not have a separate table for the Previous Problems. it's just a report within the Service Request table. is there a way to do it without creating a new table?

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    Katlyn Allen
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  • 4.  RE: reports linked in other forms

    Posted 19 days ago
    Well then it's even easier. You just create that one field and link the report link to the same field in the same table. So in fact the configuration of the report link field will have the exact same field on the left and on the right.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: reports linked in other forms

    Posted 18 days ago
    that worked perfectly, once I figured out that I was supposed to be editing the field relationship for the report link. thanks for all your help!

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    Katlyn Allen
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