Embedded report of child records for parents across many-many relationship

This can be done but you would need to push a button while sitting on a building record.

I can briefly describe the process and if you need help you can contact me for one one one assistance.

I will describe the simpler which assumes that there is not much concurrent use of this button.

You will create a helper table with 1 record.  It will hold the Record ID# of the focus Building. The button will populate that field.  That gets looked up from he focus record down to buildings.

Have a formula field [building is in focus] which = 1 if the building is in focus. Look up down to the join table.  Summary max up to Opportunities.
 Lookup own to orders.

Then create a record of all orders which are for a focus building.

Put that reports on the Building record.

Have a form rule to only show the report link field if the building is in focus.


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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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