Forum Discussion
MarkShnier__You
Qrew Legend
This can be done but you would need to push a button while sitting on a building record.
I can briefly describe the process and if you need help you can contact me for one one one assistance.
I will describe the simpler which assumes that there is not much concurrent use of this button.
You will create a helper table with 1 record. It will hold the Record ID# of the focus Building. The button will populate that field. That gets looked up from he focus record down to buildings.
Have a formula field [building is in focus] which = 1 if the building is in focus. Look up down to the join table. Summary max up to Opportunities.
Lookup own to orders.
Then create a record of all orders which are for a focus building.
Put that reports on the Building record.
Have a form rule to only show the report link field if the building is in focus.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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I can briefly describe the process and if you need help you can contact me for one one one assistance.
I will describe the simpler which assumes that there is not much concurrent use of this button.
You will create a helper table with 1 record. It will hold the Record ID# of the focus Building. The button will populate that field. That gets looked up from he focus record down to buildings.
Have a formula field [building is in focus] which = 1 if the building is in focus. Look up down to the join table. Summary max up to Opportunities.
Lookup own to orders.
Then create a record of all orders which are for a focus building.
Put that reports on the Building record.
Have a form rule to only show the report link field if the building is in focus.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
AlexGale
4 years agoQrew Captain
That makes a lot of sense, thank you. It's not ideal that the users have to click a button to see the report, but it's not a huge deal.
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Thanks,
Alex
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Thanks,
Alex
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