Forum Discussion
QuickBaseCoachD
6 years agoQrew Captain
I miss spoke aboveThis is what I meant to say.
I suggest that you fact make a Report Link of of Project Members on your companies table by looking up the field probably called [Related Compny] in Contacts down to the Project members table and called it what it is which is [Record ID# of Company]
So on the configuration for the report link field on your company�s table the left side will be record ID and the right side will be a record idea of company located on the project members table.
I suggest that you fact make a Report Link of of Project Members on your companies table by looking up the field probably called [Related Compny] in Contacts down to the Project members table and called it what it is which is [Record ID# of Company]
So on the configuration for the report link field on your company�s table the left side will be record ID and the right side will be a record idea of company located on the project members table.
- IvanWeiss6 years agoQrew CaptainSo that is where the issue is. I have a related contact not a related company available in that list of options
- QuickBaseCoachD6 years agoQrew CaptainNo problem. Just look up [related company] from your contacts table down to the Project Members table but re-label it what it is, which is [Record iD of company].
- IvanWeiss6 years agoQrew CaptainOkay, getting there! Thanks as always for your help. I actually did this but forgot it would be under Project Members - Contacts - Related Company. So I did have that right as you said :)
I changed the report as appropriate and now we are getting the list of projects....
One last thing though, on a few of them I have multiple project members from the same company on the same project. So how do I only show the project once? For example on my Anthem project I have (3) people from Compass Group (company) s it is showing the Anthem project (3) times. - QuickBaseCoachD6 years agoQrew CaptainRight, I anticipated that problem. So that is why I suggested that you make a summary report, not a table report, a summary report of projects. That way each project will only appear once.
Make an unfiltered report of all unique projects and then use that report on the form. That way the report link will do the filtering for only projects for that company and each project will only appear once. - IvanWeiss6 years agoQrew CaptainOkay so I looked at that but the summary report lists each project with a number next to it showing how many were in the report. I think this is going to be confusing to my end users. I was hoping to display something like the attached which is what is in my contacts table. This provides a bit more information to them so there is useful data on that page and they can directly enter a project from this screen if they need to.
- QuickBaseCoachD6 years agoQrew CaptainI had to do 63 km bike ride. Now I�m settled in with beer and pizza on order.
You can add as many columns as you like by adding more levels to group by, but it will still show the count of the project members - QuickBaseCoachD6 years agoQrew CaptainHowever, if it does bother you then post back and I will explain how to filter the project members so that the report will only return one project member per project. Then you can use the simple table report and it won�t have that extra charge at the end
- IvanWeiss6 years agoQrew CaptainGood healthy bike ride followed by beer and pizza huh? sounds like my style lol
Ideally, I would love to do the latter and filter the project members and use the table report. That gives me a few advantages:- I can eliminate that column I dont want to see.
- I can use one report in multiple places so my color coding logic etc. is all set and I dont have to repeat and maintain it across multiple forms.
- QuickBaseCoachD6 years agoQrew CaptainOK, so on the relationship where 1 Project has Many Project Members make a summary of the Minimum Record ID# of the Project members.
Call the field [Record ID# of 1st Project member]
Then look that up down to Project Members.
Then make a table report of project members where the Record ID # is equal to the value in the field [Record ID# of 1st Project member]
Then use that report for the Report Link on the form. - IvanWeiss6 years agoQrew CaptainOkay so I did all of that but it doesnt appear to be working right. And I was questioning the logic but tried it anyway. So if lets say I have a project with three different companies as project members:
Gensler, Compass Group, and CBRE. If Gensler is the first project member it only catches the project for Gensler. It does not catch it for Compass Group and CBRE. I want this project to appear on each of their (3) company records.