ToddHorn
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Joined 6 years ago
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In a project management app a Project (parent table) has many Milestones (child table). Typically each Project has four Milestones associated with it, "Milestone 1", "Milestone 2", "Milestone 3" and "Milestone 4". Each Milestone record has has two date fields, "Should be Completed by Date" and "Actually Completed by Date" and a "Completed?" yes/no field. I have a Milestone Table Report showing all "Milestone 4s" that have not been completed. On that table, I would like it to list per row (ie each Milestone 4) the related Milestones 1, 2 and 3 dates ("Should be competed by" and "Actually completed") in separate columns so that managers can review all uncompleted Milestone 4s and see the historical timeline/runway leading up to it. This table report is printed for review. A report link works well to display related Milestones and their dates on the Milestone 4 record, but doesn't work to have them listed in a table report. I tried a Milestone to Milestone relationship but didn't get far.. Any guidance would be appreciated. ------------------------------ Todd Horn ------------------------------4Views0likes1CommentRe: How do I change which fields are displayed in an automatic email reminder?
Thank you both for the recommendations. The Reminders are nice due to needing to send an email 10 days after the date in three different date fields, but only limited info needs to be sent. Easiest would be to have the option to select a specific report for reminders. I'll see if I can make it work via Subscriptions or some other means.8Views0likes1Comment