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IvanWeiss's avatar
IvanWeiss
Qrew Captain
5 years ago

Creating a embedded view of projects on the company table

I have attached the relationship diagram to help illustrate what might not be a proper setup causing my issue. On both my contacts and companies table forms I want to expose an embedded list of rel...
Forms
Relationships
reports and charts
IvanWeiss's avatar
IvanWeiss
Qrew Captain
5 years ago
Okay so did the first one no problem.  I have a report link and I can see Project Members:  Related Project.  

But what am I using for the left side of that report link?  I am not sure how to generate that summary report you are referencing?  I of course have a report on the reports table that shows all of my projects.  But I am not sure from the companies table what to do (attached is a screenshot that might help)


  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    5 years ago
    And just as a reminder by companies table is not at all related to my projects table.  That is all done indirectly via the project members table (or I have my logic wrong on how I am doing this)