Forum Discussion

IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Contact Hierarchy not pulling projects from multiple levels

I have posted recently about needing to create an organization hierarchy for clients so that I can pull the projects their direct reports are on and all the way down the hierarchy.  So for example a t...
Relationships
IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago
Just to clarify in the report link I am matching Record ID# to Project Members:Contact - Related Direct Report

If I understand that right, that is not the proxy...

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Ivan Weiss
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EricMohlman's avatar
EricMohlman
Quickbase Staff
6 years ago
Ivan,

No, I'm not referring to anything with the report link field. 

Here's a picture of a relationship from one of the Exchange applications. You can see that the Related Project is marked as the Reference field and the Project Name is marked as the Reference Proxy field.


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Eric Mohlman
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  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    This is my setup.  Unless I am missing something it appears I have that setup right:



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    Ivan Weiss
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    • IvanWeiss's avatar
      IvanWeiss
      Qrew Captain
      6 years ago
      Just wanted to give this a bump in case anyone is able to look at it.

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      Ivan Weiss
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      • DonLarson's avatar
        DonLarson
        Qrew Elite
        6 years ago
        Ivan,

        Do you have a drawing of the architecture?   How are all the tables connected together?

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        Don Larson
        Paasporter
        Westlake OH
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