Current status and current user
I have relationships setup between projects and tasks. I'm trying to pull a report so it shows the project's current status based on who currently owns a task (who the active task owner is). For examp...
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OK, so we can do with with a reverse relationship. You want to lookup data from a child record to a parent record, so we need to figure out who the lucky Task child is which is Active and and then make him a Parent.
First we figure out who the lucky child is.
On the relationship where 1 Project has Many Tasks, make a summary minimum of the [Record ID#] where the the filter is that the Task is Active. Call it [Record ID# of Active Task]
The Project now knows the [Record ID#] of the Task that has the info we need.
Make a Relationship where 1 Task has many Projects. Yes that sounds backwards, so that is why it is called a reverse relationship. On the right side, do not let it create a new field, use the field we just made called [Record ID# of Active Task].
Then just lookup any fields you need from the Active Task to the Project, such as Task Owner and Task Status
First we figure out who the lucky child is.
On the relationship where 1 Project has Many Tasks, make a summary minimum of the [Record ID#] where the the filter is that the Task is Active. Call it [Record ID# of Active Task]
The Project now knows the [Record ID#] of the Task that has the info we need.
Make a Relationship where 1 Task has many Projects. Yes that sounds backwards, so that is why it is called a reverse relationship. On the right side, do not let it create a new field, use the field we just made called [Record ID# of Active Task].
Then just lookup any fields you need from the Active Task to the Project, such as Task Owner and Task Status
