filter a dropdown based on a report in another table
Two Tables - Jobs and Installs I have a report in Jobs that I want filtered based on the value of "Location" in the Installs table. How can I accomplish this?
Forum Discussion
Hi Jason,
What is usually easier to do in that instance is to pass down the data you are looking to report on to the child level and then build the report you are using there. So for example a report that passes down to installs that includes the relevant look up fields from the parent table of Jobs. Alternatively you could look into using Actions to pass information back up to the Parent table. The reason for this is information flows from the top down in a relationships, so from Parent to Child records. You can summarize back up numerical or date based data but for Text based data there isn't a summary option at this time. Yet if you pass all the needed info down to the child table you can recreate a report with the same data on the child table level since anything from the parent can be passed down.
What is usually easier to do in that instance is to pass down the data you are looking to report on to the child level and then build the report you are using there. So for example a report that passes down to installs that includes the relevant look up fields from the parent table of Jobs. Alternatively you could look into using Actions to pass information back up to the Parent table. The reason for this is information flows from the top down in a relationships, so from Parent to Child records. You can summarize back up numerical or date based data but for Text based data there isn't a summary option at this time. Yet if you pass all the needed info down to the child table you can recreate a report with the same data on the child table level since anything from the parent can be passed down.