Forum Discussion

AndrewMoomey's avatar
AndrewMoomey
Qrew Trainee
7 years ago

Can you embed a custom report in a form without creating a quickbase relationship between 2 tables?

I want to embed a dynamic report in one table form that selects records from another table based on the the name field in the current record, but don't want to use native "relationship" function, as it limits the related key field to one field. To further explain, one table will hold company names, while the other will hold orders. The thing is, there is the possibility of 2 company names being named on one order record. If you were to create 2 distinct relationships to the same company table, it produces two separate summary reports in the company table, one for each relationship.

What I need help with is creating a method of embedding a report on a company record that identifies the name of the company in that parent record, looks at the other orders table, and pulls out/displays a summary of order records if that company name is located in either 1 of 2 specific fields in the order record. To ensure name compliance, I ALSO would like to know if there is a way to have all the different names from the name field in the company table, to be listed as drop down options in the 2 order name fields.

(It's almost like quickbase is hiding a customize-able portion of the native relationship function, where you can further customize the report, only in the context of that 1 key field relationship. If anyone knows how to essentially combine the 2 key fields into one summary report, that may also work.)

Is this possible? Thanks!
  • If you make a Report Link field you may be able to get this to somewhat work.

      You will need to create a concatenated field of the two company names on the orders record.

    List(" ", [Company 1],[Company 2])

    But the important thing is to set the Report link field to NOT require an exact match.  But I'm never sure without texting which field needs to "contain" the other field.  ie the left needs to contain the right or vice versa, so I'm not sure if that will work.