Line items from an estimate to a project
I have a table called estimates that has a one to many relationship with a table called items. This allows our project managers to add line items when they are quoting an estimate. I want to have a ta...
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OK, so Yes, the work order is a child of the estimate
Then the answer is
No Problem.
Make new field on the Work Order of Type Report Link.
On the when you configure the matching fields in the field properties, on the left side put the field probably called [Related Estimate]. On the right side navigate back to your app and then to locate the field in the table called something like Estimate Line items and locate the field [Related Estimate]
Put that Report Link field on the Work Order form and set the FORM properties to show the records directly on the report. Then make an unfiltered report of all Estimate Line Items and select the columns you want to show on the Work Order and the sort. call it "used on Work Order' and make it visible to no Roles.
Go back to the FORM Properties on the Work order and set that Report Link field to use that new report.
Y'er Done!
Then the answer is
No Problem.
Make new field on the Work Order of Type Report Link.
On the when you configure the matching fields in the field properties, on the left side put the field probably called [Related Estimate]. On the right side navigate back to your app and then to locate the field in the table called something like Estimate Line items and locate the field [Related Estimate]
Put that Report Link field on the Work Order form and set the FORM properties to show the records directly on the report. Then make an unfiltered report of all Estimate Line Items and select the columns you want to show on the Work Order and the sort. call it "used on Work Order' and make it visible to no Roles.
Go back to the FORM Properties on the Work order and set that Report Link field to use that new report.
Y'er Done!
This worked perfectly! I appreciate the help!