Embedded Report Questions

Question

I have two questions about using embedded reports. First, is it possible to display an embedded report in a Rich Text Field. I am using a RTF to display selected output from a form that will have 2-3 embedded reports and need to include them in the output.

The next may be a little more complicated. Is it possible to insert a report location field into the source table for the embedded report when a new record is added? I am finally implementing a Contacts table in this app; something the original developer fought against. I want to be able to use embedded reports in multiple locations throughout the app and do not want to rely on the users to enter the correct report location or force the users to request an admin to add new contacts.

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Paul Peterson
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markshnier__you · Answer

For this question here:I have two questions about using embedded reports.&nbsp; First, is it possible to display an embedded report in a Rich Text Field.&nbsp; I am using a RTF to display selected output from a form that will have 2-3 embedded reports and need to include them in the output.Are you asking if it is possible to roll up the text fields from a child table up into a single field on the parent record?I'm sorry but I do not understand the second question.&nbsp; You may have to give an example in words.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

paulpeterson1 · Answer

I am trying to use the output/contents from the embedded report, in this case a list of contact data, and display that data in an RTF. My first foolish attempt was adding the report link to the RTF. That idea displayed nothing at all, which made more sense after thinking about it for a moment.

I'll need to address the other question later, I have an urgent matter to address.

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Paul Peterson
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markshnier__you · Answer

If you are trying to roll up text data from a child table to be displayed in a single field on a parent record, then on the child table you van make a field which concatenates all the fields together into a string.

Then you can use a combined text summary field to roll up the unique strings up to the parent.

Then you can use this formula to convert that to a vertical list for use an in Rich Text formula field.

SerachAndReplace(ToText([My Combined Text Summary Field])," ; ", "<br>")

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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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paulpeterson1 · Answer

The desired output is something like this:------------------------------Paul Peterson------------------------------

markshnier__you · Answer

If you have data on a child table and you want put the child table data into a single field on the parent record, hen you will need to use the method I described.There is not a way to insert the whole child table into a Rich Text Formula field on a Parent record and have it appear in as a list of records the same as it appears on the form.You would need to craft a formula for the individual Child records so that when they were rolled up to the parent, that they would make sense.For exampleList(" | ",&nbsp;[Contact Role], [Contact Responsibility], [Contact Name], ToText([Contact Phone]), [Contact Email])You could summarize that field as a combined text summary field, but the fields would be not labelled.&nbsp; But they would probably be obvious by their content.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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