Combine child records from various tables into one report
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?
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?
