Forum Discussion
MarkShnier__You
Qrew Legend
4 years agoA way to implement this is to create a special helper table for this purpose call perhaps company date filters.
Enter one record in the table and then prevent anybody else including the admin from adding records.
Put a two date fields on the form representing the analysis time period start and end.
Make two relationship to the child tables.
Relate that single record which will be Record ID = 1 to every child record table through a reference field with the formula of 1.
Lookup the two date fields.
Make summary fields to count valid children taking into account the date filters.
Make a field on Companies with a formula value of 1.
Make a report link on this special helper record matching record ID of the helper record to this 1 field in Companies. Put the report link field on the helper table form and specify the report to be used and set the report to only show in view mode.
So, the user will edit the special record, set the dates, save and the resulting filtered report will be embedded right on that special record number 1.
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Mark Shnier (YQC)
mark.shnier@gmail.com
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Enter one record in the table and then prevent anybody else including the admin from adding records.
Put a two date fields on the form representing the analysis time period start and end.
Make two relationship to the child tables.
Relate that single record which will be Record ID = 1 to every child record table through a reference field with the formula of 1.
Lookup the two date fields.
Make summary fields to count valid children taking into account the date filters.
Make a field on Companies with a formula value of 1.
Make a report link on this special helper record matching record ID of the helper record to this 1 field in Companies. Put the report link field on the helper table form and specify the report to be used and set the report to only show in view mode.
So, the user will edit the special record, set the dates, save and the resulting filtered report will be embedded right on that special record number 1.
------------------------------
Mark Shnier (YQC)
mark.shnier@gmail.com
------------------------------