Forum Discussion
QuickBaseCoachD
9 years agoQrew Captain
You have not clearly stated your goal.
I am going to make the assumption that all you are looking for is to show on each Competencies Competency record , the Assessment details as an embedded report for the Assessments where they share a common Objective.
Many new QuickBase app builders assume that you need to have a relationship in order to have en embedded report on a form. But that is not true. You can create a report link (which makes an embedded report on a form) between any tables, even across different apps as long as they ave some field values in common.
So ... just go to the Competencies table and create a report link field called Assessments. Then configure the field to have the [Related Objective] on the left side and on the right side navigate to your app and the Assessment table and select [Related Objective].
Then just put the report link field of [Assessments] on the Competencies form and set the form properties to show the records right on the form as opposed to just a link. Then, typically you would create an unfiltered report for the fields and sort that you want and set the form properties to use that report for the embedded report.
I am going to make the assumption that all you are looking for is to show on each Competencies Competency record , the Assessment details as an embedded report for the Assessments where they share a common Objective.
Many new QuickBase app builders assume that you need to have a relationship in order to have en embedded report on a form. But that is not true. You can create a report link (which makes an embedded report on a form) between any tables, even across different apps as long as they ave some field values in common.
So ... just go to the Competencies table and create a report link field called Assessments. Then configure the field to have the [Related Objective] on the left side and on the right side navigate to your app and the Assessment table and select [Related Objective].
Then just put the report link field of [Assessments] on the Competencies form and set the form properties to show the records right on the form as opposed to just a link. Then, typically you would create an unfiltered report for the fields and sort that you want and set the form properties to use that report for the embedded report.