Forum Discussion

GeorgeBramhall2's avatar
GeorgeBramhall2
Qrew Cadet
6 years ago

Forms and embedded reports

I have created 2 embedded reports from a table that is child to two different parent tables (2 table relationships). I want one form to work with parent table #1 embedded report and the other form to ...
Forms
Wallace__DHS_Ye's avatar
Wallace__DHS_Ye
Qrew Trainee
6 years ago
I have created an embedded report that is a parent t​o a child table. The child table already has an existing default form with specific values for certain users to enter.

I created a new form for a new group of users using some of the fields from the existing form. This new user group can only access the new form I have created. Once users enter values in the fields on the form, the data is not being captured in the embedded report. Does anyone have an idea as to why that is?

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Wallace Yeboah
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  • Laura_Thacker's avatar
    Laura_Thacker
    Qrew Commander
    6 years ago
    A Report Link field can be used multiple times on a form.  Each Report Link field can be set to point (display) a different report.
    If you are trying to restrict these reports by Roles, then you should copy the Report Link Field (and name it appropriately) and then control the visibility of the field at the Role Level within the field; or by a Form Rule to state that when the User is in the Role XYZ, then show [Report Link A] field.  This means that some users on the same form will see one report; while others would see another and vice versa.

    If data is not visible in the form from the embedded report check the following:
    1.  The report link is referencing a source value and a reference value correctly
    2.  The report you are "displaying" is not filtered so that it displays no records for those users

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    Laura Thacker (IDS)
    laura@intelligentdbs.com
    (626) 771 0454
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