Forum Discussion

SarahClark's avatar
SarahClark
Qrew Cadet
7 years ago

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 "Acti...
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
7 years ago
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.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    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]
  • SarahClark's avatar
    SarahClark
    Qrew Cadet
    7 years ago
    Oh hi Mark!
    Thanks for replying.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    .. nice to see that you are still in the Quick Base world!