Copy Master Detail to Grandchild
Hi, I have a many to many relationship with Project Tasks Assigned as follows (I have also set up a copy master detail button to populate each project with standard tasks assigned) : I would lik...
Forum Discussion
Hi Christine,
When you are looking at your progress notes are you just wanting to be able to see the project tasks that come from the same project and be able to edit them? If so you can create a report link on Progress Notes that would be set up to match the Related Project on Progress Notes to the Related Project field on Project Tasks, this way you will get a report link that will show you only related Project Tasks. Then from there you could open up the various Project Tasks and edit their percent complete field and add any needed notes to them. You can even go the next step if you want and set that report to be editable right on the form by changing the form properties of that field to be editable, then your users can stay right on the same page while editing. I hope that suggestion is helpful Christine and certainly let me know if you have questions on how to do this.
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Evan Martinez
Community Marketing Manager
Quickbase
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When you are looking at your progress notes are you just wanting to be able to see the project tasks that come from the same project and be able to edit them? If so you can create a report link on Progress Notes that would be set up to match the Related Project on Progress Notes to the Related Project field on Project Tasks, this way you will get a report link that will show you only related Project Tasks. Then from there you could open up the various Project Tasks and edit their percent complete field and add any needed notes to them. You can even go the next step if you want and set that report to be editable right on the form by changing the form properties of that field to be editable, then your users can stay right on the same page while editing. I hope that suggestion is helpful Christine and certainly let me know if you have questions on how to do this.
------------------------------
Evan Martinez
Community Marketing Manager
Quickbase
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