Thanks for the quick response Mark, hopefully this clears things up a bit.
I have a Case table that is the parent to an Employment Status table in the table to table relationship. The Employment Status Table already has an existing default form with specific fields for users to enter information.
I created a new form within the Employment Status table for a new group of users using some of the fields that were on the default form.
I also created a form within the Case table that has a button to take the user to the new form I created in the Employment status table, so they can enter information.
Once the users enter values on the new form within the Employment Status Table, the data is not being captured on the embedded report I have on the Case Table form.
------------------------------
Wallace (DHS) Yeboah
------------------------------
Original Message:
Sent: 09-17-2019 07:31
From: Mark Shnier (YQC)
Subject: Filter Embedded report
Sorry, but your question is very confusing so it's difficult to help you.
Please describe your question again. Also your opening sentence seems backwards. How can you have an embedded reports that is a parent to a child table. Is that what you really mean? Perhaps you can use the real world terms for your two tables. What do they represent?
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
Original Message:
Sent: 09-17-2019 07:16
From: Wallace (DHS) Yeboah
Subject: Filter Embedded report
I have created an embedded report that is a parent to a child table. The child table already has an existing default form with specific values for certain users to enter.
I created a new form for a new group of users using some of the fields from the existing form. This new user group can only access the new form I have created. Once users enter values in the fields on the form, the data is not being captured in the embedded report. Does anyone have an idea as to why that is?
------------------------------
Wallace (DHS) Yeboah
Original Message:
Sent: 02-27-2019 23:05
From: QuickBaseCoach Dev./Training
Subject: Filter Embedded report
For example
One Product Line has Many SKUs.
But you only want to show SKUs marked as "Active" on the main Product Line form.
So just make a new report with your columns and sort and filter just for "Active" is checked. No other filters. Save the report but make it visible to non one (so no one messes with it).
Then set the form property for the embedded report to use that report instead of the default record picker.