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Question

Can you have a report link field filter when filling in a form?

  • May 25, 2017
  • 0 replies
  • 22 views
When a user is creating a task, there is desirable information in the project table. One project can have many task. Currently to view the desirable information, I created a report in the project table, and used a report link field in the task form to display it. Though, the report only populates when the task is created, I want to to view the information while creating the task. I'm doing this to avoid creating extra relationships for references and proxy fields. So, is there a way to have the whole report displayed, then filter dynamically when filling in the form?

      • MCFNeil
      • Registered
      • June 9, 2017
      Not sure I follow your request.  Can you clarify a bit?
      If you launch the Add Task off the Project record so the [Related Project] belated win the four loads, I believe that the report link field will also populate in Add Mode.

      But if you are starting at the task table and selecting a project from a drop-down list then you are correct, the report link field will not populate until the record is first populated
      Sorry, bad iPhone typing, and after a "like" it is no longer editable ....

      If you launch the Add Task off the Project record so the [Related Project] loads when the form loads, I believe that the report link field will also populate in Add Mode. 

      But if you are starting at the task table and selecting a project from a drop-down list then you are correct, the report link field will not populate until the record is first populated
      • JordanBeatty1
      • Author
      • Registered
      • June 9, 2017
      For the time being, I'll just use text look up fields as I can get all the same information,
      Thank you!
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