Forum Discussion
HansHamm
Qrew Assistant Captain
Matthew I am not working with a developer. Yes, this is exactly what I need to do. It seems that I had done this quite some time ago (4-5yrs) when I first worked with QB, but that was with another group and I just don't remember if I did - then how I did it.
HansHamm
8 years agoQrew Assistant Captain
Matthew... I have the relationship built and it works the way I need it to. I used the Employee ID as the reference and the reference proxy is associate name (a formula text field) that I renamed ROM Name. This gives me the ability to select the manager level. One of the fields in the table is position (Rep, Category, ROM) is there a way to create a filter within the relationship so I only have those persons who are ROM level in the ROM Name field?