Forum Discussion

ReneeHansen's avatar
ReneeHansen
Qrew Member
5 years ago

Create a button that displays an embedded report from a different table

Hello, I want to create a button that displays an embedded report from a different table that is related to what's on the current record. I want a button to go in the green circle and op...
Buttons
reports and charts
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
Renee, I'm sure we can do this, but I just need a bit more information.
It's also helpful if we can use your real table names

I see that one  table is called Calc Entries? 

If you are just looking to show an embedded table of calc entries matching he field on our record, hen you can create a report link field and set the left side to be that field you have circles, and then on the right aside, locate the matching field in calc entries.

If what I posted above does not seem to answer your question can you describe any relationships you have between these two tables and tell us the name of these two tables so we can refer to them. 




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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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ReneeHansen's avatar
ReneeHansen
Qrew Member
5 years ago

Hi!

Yes, in my mind it seems like it should be something we could do :)

Ok, let me explain a little further:

I have a units table that shows all of the information for that unit, and each unit has a well or many wells. Each well has net royalty interest (NRI) that we get paid on.

So we have units, wells, and calculations for the NRI (calc sheet).

The relationship for the calc sheet is Leases & Units + Calc Sheet which is a join table for the leases and units.

Accounting needs to verify the NRI before assuming it's correct.  So my idea is:

To have a button that says "request nri verification" that opens up that units calc sheet in a special/unique form: 

So then, we can approve/not approve for accounting.
additionally, on this form shown above - I'd like approve button, not approve button, and the reasons and/or notes. 
Then a button to email it to accounting and then they can print the hard copy for their records.
So it's a multi-step issue - and I feel like the first part is just getting a button created that will open this form that shows the calc sheet for the related unit.
does that explain it better? 
Thank you!!!
Renee


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Renee Hansen
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  • ReneeHansen's avatar
    ReneeHansen
    Qrew Member
    5 years ago
    *also if there is a better way to do this, I'm open to suggestions.

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    Renee Hansen
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  • BlakeHarrison's avatar
    BlakeHarrison
    Qrew Captain
    5 years ago
    Do these only need to be approved once? Or is this a monthly (or other regular time period) approval process? If it's more than one time, you may want to consider having a separate Review/Approval record that is a child to the Unit.

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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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    • ReneeHansen's avatar
      ReneeHansen
      Qrew Member
      5 years ago

      These only need to be approved once, and we don't need to keep an ongoing record of approval. It's more-so for accounting to know "yes we are getting paid the correct amount, you can file this away"

      And I'll note: the special form i created for this is on the Units table, but the embedded report is coming for the calc sheet table, so I'm wondering do i need to change that special form to be on the calc sheet table?



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      Renee Hansen
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      • BlakeHarrison's avatar
        BlakeHarrison
        Qrew Captain
        5 years ago
        Since your parent record is the Unit and the child is the Calc Sheet, unless you want each individual Calc Sheet record to require it's own approval, you'll probably want to keep the process and this form on the Units level.

        And, since you only need to do the approval once, your button doesn't really need to do anything except mark a Unit record as ready to be approved, using whatever fields you have as a flag. You may want another button for the Accounting department that allows them to switch between the standard form and the approval form, but that's up to you. If this is the only time Accounting looks at the form, maybe the approval form is their default form instead of your standard form. Then, give them a button that marks the record as approved.

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        Blake Harrison
        bharrison@datablender.io
        DataBlender - Quick Base Solution Provider
        Atlanta GA
        404.800.1702 / http://datablender.io/
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