Viewing Multiple Records in One Record
Hey everyone, I created a form with five different tabs and depending on the parent record, it will display one of the five tabs when someone fills out the form. Eventually, they will create five r...
Forum Discussion
Uchenna,
What are your business objects and how are they related? Are the child records all different so your intention is organizing disparate things or are they the same object but with a different status? Or something entirely different?
Here is an ERD of the two scenarios
In the first case your Customer record has five tabs. In each tab is an embedded report from the five different tables.
In the second case your Customer record has five tabs but they are the five different values of Project Status. For this one you have to make five different Embedded Reports in the Projects table filtering on the current status of the Project. Once a Project goes from New to Assigned, it would automatically change tabs in the Customers form.
If your architecture does not look like either of these. Please draw it out and post.
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Don Larson
Paasporter
Westlake OH
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What are your business objects and how are they related? Are the child records all different so your intention is organizing disparate things or are they the same object but with a different status? Or something entirely different?
Here is an ERD of the two scenarios
In the first case your Customer record has five tabs. In each tab is an embedded report from the five different tables.
In the second case your Customer record has five tabs but they are the five different values of Project Status. For this one you have to make five different Embedded Reports in the Projects table filtering on the current status of the Project. Once a Project goes from New to Assigned, it would automatically change tabs in the Customers form.
If your architecture does not look like either of these. Please draw it out and post.
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Don Larson
Paasporter
Westlake OH
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@Mark Shnier (YQC) I'm looking to see if this could be done rather easily for maintainability sake but doesn't seem like it could be. This really is a nice to have.
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Uchenna Ogbejesi
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Uchenna Ogbejesi
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- Uchenna,
If I am following you correctly and Adam is right that you are trying to change the labeling of the form tabs from the data in the child records, Quick Base does not have the ability to do this.
If you are only concerned about the presentation layer then I suggest you look at using a BI tool. There is a free level for MicroSoft Power BI and a Quick Base connector.
https://help.quickbase.com/user-assistance/power_bi_with_quick_base.html
I am sure you can build a report that will meet your needs. However that is a read only solution and not going to be helpful for workflows.
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Don Larson
Paasporter
Westlake OH
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