Forum Discussion
QuickBaseCoachD
8 years agoQrew Captain
Hi Charlotte.
There�s an easy solution here but first I have to tell you a story.
When you go to McDonald�s even though when you order a hamburger and a drink they will always always always try to sell you the fries, it is in fact legally possible to go into McDonald�s and just order fries.
Similarly, when you make a relationship, on the left-hand side Quick Base automatically gives you a Report Link field and a button to Add Child.
But is also completely legal to create a report link field between any two tables, even tables that are not even on the same application, and not have a relationship between. Another words you can just order the fries you don�t have to have the full meal deal relationship
So go ahead and create a report link field in the Opportunities Table. When you create that field it only wants two things. It wants a value in a field of the record you�re sitting on to match that same value in any field in any application in your whole realm
So on the left side, I think the field to select is [Related Company]
On the right side navigate back to your app and the field Record ID on the company table.
Then I think the last thing to do is to make sure that you are only listing Vendor Companies.
So make a report of all Vendor companies. Presumably the way to do that is to create a filter for the report where related vendor is greater than zero.
Then go back to your opportunities form where you have the report link and in form properties you can highlight that report link field and choose a report to use to display those trail records right on the form and you will choose the report all vendors.
Now, personally whenever I use an embedded report on the form I give it a name such as
Used on opportunities form
And then I only show that report to no Roles at all. That is because I want to have a dedicated report for the embedded report on the form and I don�t want anybody else messing around with it.
There�s an easy solution here but first I have to tell you a story.
When you go to McDonald�s even though when you order a hamburger and a drink they will always always always try to sell you the fries, it is in fact legally possible to go into McDonald�s and just order fries.
Similarly, when you make a relationship, on the left-hand side Quick Base automatically gives you a Report Link field and a button to Add Child.
But is also completely legal to create a report link field between any two tables, even tables that are not even on the same application, and not have a relationship between. Another words you can just order the fries you don�t have to have the full meal deal relationship
So go ahead and create a report link field in the Opportunities Table. When you create that field it only wants two things. It wants a value in a field of the record you�re sitting on to match that same value in any field in any application in your whole realm
So on the left side, I think the field to select is [Related Company]
On the right side navigate back to your app and the field Record ID on the company table.
Then I think the last thing to do is to make sure that you are only listing Vendor Companies.
So make a report of all Vendor companies. Presumably the way to do that is to create a filter for the report where related vendor is greater than zero.
Then go back to your opportunities form where you have the report link and in form properties you can highlight that report link field and choose a report to use to display those trail records right on the form and you will choose the report all vendors.
Now, personally whenever I use an embedded report on the form I give it a name such as
Used on opportunities form
And then I only show that report to no Roles at all. That is because I want to have a dedicated report for the embedded report on the form and I don�t want anybody else messing around with it.