Discussions

Expand all | Collapse all

Combine child records from various tables into one report

  • 1.  Combine child records from various tables into one report

    Posted 02-11-2019 15:32
    I am building a legal case manager. I have 3 child tables connected to the main Cases table - they are Documents, Emails, and Other Communications.

    What I'd like to do is have a report called "Activity Summary" which combines the individual records from the child tables into one report sorted by date. (In other words, a list of the documents, emails, and others will appear in the same place in chronological order.)

    Is there a way to do this?

    I thought about creating a new table called Activity Summary and then creating an automation to create a new record in the Activity Summary table every time a record is created in one of the child tables. However, it doesn't seem like there would be a way to access the original records directly from this new table. (For example, if I see an email dated 2/11/19, I want to be able to click on that and get to the original email.)

    What are my options?


  • 2.  RE: Combine child records from various tables into one report

    Posted 02-11-2019 16:31
    Are there any connections between Document, emails, and other communications? Or, are they are only and directly connected to the main case table?


  • 3.  RE: Combine child records from various tables into one report

    Posted 02-11-2019 16:35
    The latter.


  • 4.  RE: Combine child records from various tables into one report

    Posted 02-11-2019 18:59
    You can make a relationship between the original record as the parent and the centralized table as the child, and then when looking at the centralized table there can be a link to the original record.  The Automation will easily be able to populate the related original record.


  • 5.  RE: Combine child records from various tables into one report

    Posted 02-11-2019 19:02
    You may want to make a formula rich text field with a hyperlink to have just 1 easy link to click to get to the correct original record as you would have multiple relationships to that Child Table so multiple Original record fields for [Related original email], [Related original Document], [Related original other]


  • 6.  RE: Combine child records from various tables into one report

    Posted 02-11-2019 21:15
    Oh hi Mark!
    Thanks for replying.


  • 7.  RE: Combine child records from various tables into one report

    Posted 02-11-2019 21:47
    .. nice to see that you are still in the Quick Base world!