Custom Record Picker Report
We have the following relationships.
Contracts have many Invoices which have many Invoice Lines. [Invoice - Contract Number] is carried down to the invoice line record.
Contracts have many Pa...
Forum Discussion
I read your question a second time and wanted to clarify if you're looking to do a Record Picker report so that your users can select the correct Payment when adding a Payment Line record or if you're looking to have an embedded report?
If it's the selection of the Payment, then my previous suggestion wouldn't help. For that, you'll want to decide from which side are people creating these Payment Line records - from the Invoice Line or from the Payment (this will determine our next step).
As with my previous comment, setting the filter in the report isn't the way to accomplish what you're looking for. For this, you'll need to setup a Conditional Drop-Down. Basically, on the Payment Line table, you have 2 reference fields - Related Payment and Related Invoice. On the field that the user selects SECOND, you will need to use the 'Conditional Values' settings in the Reference Field Options section of the field properties:
This is where you will select the Contract Number as the matching value. The first option would be for your Invoice Contract Number and the second option for your Payment Contract Number (assuming your user is adding these from the Invoice Line and therefore selecting the Invoice Line first).
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Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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If it's the selection of the Payment, then my previous suggestion wouldn't help. For that, you'll want to decide from which side are people creating these Payment Line records - from the Invoice Line or from the Payment (this will determine our next step).
As with my previous comment, setting the filter in the report isn't the way to accomplish what you're looking for. For this, you'll need to setup a Conditional Drop-Down. Basically, on the Payment Line table, you have 2 reference fields - Related Payment and Related Invoice. On the field that the user selects SECOND, you will need to use the 'Conditional Values' settings in the Reference Field Options section of the field properties:
This is where you will select the Contract Number as the matching value. The first option would be for your Invoice Contract Number and the second option for your Payment Contract Number (assuming your user is adding these from the Invoice Line and therefore selecting the Invoice Line first).
------------------------------
Blake Harrison
bharrison@datablender.io
DataBlender - Quickbase Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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Thanks Blake,
Option 2 worked perfectly.
Tim
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Tim Egerton
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Option 2 worked perfectly.
Tim
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Tim Egerton
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