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Question

Combine child records from various tables into one report

  • February 11, 2019
  • 0 replies
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I am building a legal case manager. I have 3 child tables connected to the main Cases table - they are Documents, Emails, and Other Communications.

What I'd like to do is have a report called "Activity Summary" which combines the individual records from the child tables into one report sorted by date. (In other words, a list of the documents, emails, and others will appear in the same place in chronological order.)

Is there a way to do this?

I thought about creating a new table called Activity Summary and then creating an automation to create a new record in the Activity Summary table every time a record is created in one of the child tables. However, it doesn't seem like there would be a way to access the original records directly from this new table. (For example, if I see an email dated 2/11/19, I want to be able to click on that and get to the original email.)

What are my options?
      This topic has been closed for replies.

      Are there any connections between Document, emails, and other communications? Or, are they are only and directly connected to the main case table?
      • SarahClark
      • Author
      • Registered
      • February 11, 2019
      The latter.
      You can make a relationship between the original record as the parent and the centralized table as the child, and then when looking at the centralized table there can be a link to the original record.  The Automation will easily be able to populate the related original record.
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