How to Link to Related Records in Same Table
I have a Projects table and want users to be able to list related projects, which would be siblings records in the same table. I related the Projects table to itself, but cannot seem to get the [R...
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You could just use a Report Link field, then let the field filter the report based on a field that all projects have in common (customer name perhaps). Or a formula (customer name&location). It's not a relationship, but I've found this is all I need.