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Set up a dynamic filter on a report in Parent table based on content in Child records

  • 1.  Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 16:35
    My child table has ~50 possible values for a required text field. Each parent record has children representing some combination of these text values. Is there a way to set up a dynamic filter for a report on the parents table that would list all these possible values and enable users to filter by parents which are related to child records that contain specific values?


  • 2.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 16:39
    I don't have a way to allow a Dynamic Filter, but I do know a way to search / filter via the filter box at the top of the report, if that is useful.


  • 3.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 17:05
    I did set up something like that, but feedback has been that using the dynamic filter feature would be a lot easier & more intuitive. 


  • 4.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 17:07
    Then  what about the Suggestion to use a Summary report which hyperlinks to the Parent


  • 5.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 16:46
    I am sure you must have thought of it and that you wanted this report to be on the parent table, but just from a report perspective, you can achieve the same result (report with these dynamic filters) in a child table, can't you?


  • 6.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 16:50
    .. building  on what Kigsly said above, you van use a Summary Report on the child table to get the result you are looking for.  It is also possible to provide a link in the summary report which will take you to the Parent record instead of the children, as your goal is to get to a Parent, I believe.


  • 7.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 17:21
    I've built the summary report and I'm finding it works fairly well. What I can't figure out is how to provide that link to the Parent record you're talking about. Do you mind elaborating on how that is done?


  • 8.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 17:58
    I�m in transit now. Will respond later today.


  • 9.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 22:57
    ... always hectic to fly.  I'm now in the air with Wifi.

    You can make a Hyperlink to the Parent on the child table and do your summary on that Hyperlink field instead of the [Parent name] field.  It will be a Rich Text field type.

    I ways do my hyperlinks in this format to keep it KISS.

    var text Words = [Parent name from lookup];

    var text URL = URLRoot() & "db/" & [_DBID_PARENT] & "?a=dr&rid=" & [Related Parent];


    "<a href=" & $URL & ">" & $Words & "</a>"

    The _DBID_PARENT will be from the Advanced Properties of the Parent Table. 


  • 10.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-19-2019 14:08
    That makes a lot of sense. Thank you so much for your replies.


  • 11.  RE: Set up a dynamic filter on a report in Parent table based on content in Child records

    Posted 03-18-2019 17:07
    I do like the suggestion of putting the report on the child table instead. Ideally this would have been combined with an existing report I have on the Parents table but I knew that might not be possible.