Forum Discussion
You would like the report link on the Projects table to show ALL attachments. The attachments for the Project, and the attachments for ALL the change requests?
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Mike Tamoush
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Mike -
Yes, this application is to provide Portfolio Management over hundreds of projects.
The Project Table is a parent to the Change Request Table. Some projects have zero change requests, other multi-year projects may have upwards of ~50 change requests. Both Projects and Change Requests are parents to numerous children tables (Attachments, Project Teams, Weekly Project Health Status, Monthly Financial Summaries, Tollgate and Quality Reviews, etc.) Literally a fairly complex set of relationships and need to aggregate data that spans both child and grandchild views.
As an update: I was able to confer with a colleague who provided me some additional coaching on using formula fields in the children tables to aggregate Project IDs and then using report links in both the Project Table and the Quality Control Tables to be able to aggregate both child and grandchild data.
I remain curious about native QuickBase methods to manage complex relationships such as these and hopefully provide a more straightforward route to aggregate grandchild data back to the grandparent.
Thanks in advance for your guidance.
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Annetta Coleman
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