Link Parent Table to Child Table on two fields

Question

Good day all. Seeking advice on the following scenario.

Partner table - collects data about specific partner.
Transfers table - collects data about transactions involving partners.

The Transfers table has 2 fields Transferring Member and Receiving Member, both of which pull from the Partner Name field in the Partner table. This is because in any given transaction a Partner can be the party selling an interest or receiving an interest. Linking to the same field in Partner table helps to ensure data entry consistency.

So between the Partner table and Transfers table there are 2 relationships. One between Partner [Partner Name] and Transfers and a second between Partner [Partner Name] and Transfers [Receiving Member].

At the Partner level it is easy to embed a report that would show all Transfers when the Partner Name matches a value in the Transferring Member and a second report when it matches in the Receiving Member. The results returned are correct and displaying as expected.

What I'd really like, however, is to show the results in a single report. The results would be those records where the Partner Name appears in EITHER the Transferring Member or Receiving Member field of the Transfers table.

I am stumped on how I could accomplish this. Any assistance would be appreciated.

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Ember
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MarkShnierYou · Answer

Report Link fields can also do Non Exact Matching. There is a checkbox for this on the report link field properties.

It was always very fuzzy to me what that meant. So I wrote it down in my cheat notes to myself.

Report Link non exact matching means that the field on the "Parent" (left) must be contained within the field on the right "Child".

SET NON EXACT MATCH!!!

So, .... Should mean that if you made a formula concatenated field of the two different partner names like

Fred Flintstone - Barney Rubble

who were involved in the transaction you should be able to match the partner name on the left of the configuration fields with the combined partner names as the right matching element as set non exact match

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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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