Forum Discussion

Qrew Cadet

3 years ago

Create Child Record With Button From Embedded Table Report Link

I have a table of Weekly Work Plans where each Plan can have many Planned Activities. Also shown on the form is an embedded report of Primavera P6 Schedule IDs filtered for tasks that are due ...

Qrew Cadet

Hi Simon-
I'm quite interested in seeing an example! I'll share it with my team and hopefully we can arrive at something that will save our field personnel some clicks.

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Jon Froderberg
PRIME Developer
Harder Mechanical Contractors
https://www.harder.com
Portland, OR
801.946.0576
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MarkShnier__You

Qrew Legend

3 years ago

Jon,
I am not sure exactly follow your question but if your situation is that you are sitting on a record and on that record are two embedded reports which are not related to the record you are sitting on, and you want something to happen when a button is clicked that requires knowledge of the record the user is sitting on then then I do have a solution which involves one click on the record you are sitting on.

That click would record the record ID of the record that you were sitting on in a user focus table and that information would be available to any other tables in the app. The concept could work for you it might save you from having to use code pages which are arguably more technical to maintain in the future.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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JonFroderberg
Qrew Cadet
3 years ago
Hi Mark-
The embedded table for Schedule IDs is a report link where the records do not know the Record ID of the form/record on the screen.
The second embedded table for Planned Activities, those records are children of the displayed record.

I'm very interested in learning more about your solution as well!

------------------------------
Jon Froderberg
PRIME Developer
Harder Mechanical Contractors
https://www.harder.com
Portland, OR
801.946.0576
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- MarkShnier__You
  Qrew Legend
  3 years ago
  @Jon Froderberg Contact me by email and I can give you a quick demo right now.
  
  ------------------------------
  Mark Shnier (YQC)
  mark.shnier@gmail.com
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  - JonFroderberg
    Qrew Cadet
    3 years ago
    Mark met with our team for an hour and a half Monday 5/9 and set up what he calls a 'User Focus' table in our Project Management application and it works beautifully! Thanks Mark!
    
    ------------------------------
    Jon Froderberg
    PRIME Developer
    Harder Mechanical Contractors
    https://www.harder.com
    Portland, OR
    801.946.0576
    ------------------------------