This question seems like it should have an easy enough answer, but for the life of me I cannot figure this out. The hardest thing is to explain exactly what I want to happen, so here goes. I have a table called "Pass Down", this table is the main table for my application and is used by four different test areas on our manufacturing floor. The data collected from each test area is almost exactly the same and they all use the same product identifiers for specific fields. Three of the test areas test components of the final product, while the fourth is a whole product final test, which needs to be able to access the pass downs of the other areas. The four areas are: Bias Electrode RF Cart Top Plate PM Test The first three feed the fourth. So what I am trying to do is create fields that look for any record created that has the same data entered into two specific fields and then create a link to the record. The two fields that I need to use for filtering are "PM Serial Number" and "FCID", of course the filter will have to accommodate the "Test Area" as well to differentiate the records to individual fields. I have been trying to figure out if this is something best done through a formula or is this only possible via same-table relationship?
A simple Report Link field and a formula text field may solve your issue. You do not need to have a relationship to have a Report Link field. That field type will run any report and filter where a field on the record matches a field in another table or in a table in another app, or the same table.
So, for example if you created a formula text field To concatenation other fields together separated by say a hyphen, then the report link field would be configured with that formula field And will show records in the table which match the one you are viewing.