I have attached the relationship diagram to help illustrate what might not be a proper setup causing my issue.
On both my contacts and companies table forms I want to expose an embedded list of related projects. So we can see activity for each Company and Contact.
On the contacts table, no issue. I can very quickly expose my projects.
For the companies table I cannot seem to find it. For some reason (and I think it has to do with my join table, project members) I cannot expose the report of related projects.
Something off with my relationships perhaps?
Question
Creating a embedded view of projects on the company table
+11
+2Hi Ivan,
In order to achieve your desired result, you have to pass the Project ID to your Companies table which will allow you to create a report link as described in this post.
https://community.quickbase.com/quickbase/topics/lookup-from-a-lookup
In order to achieve your desired result, you have to pass the Project ID to your Companies table which will allow you to create a report link as described in this post.
https://community.quickbase.com/quickbase/topics/lookup-from-a-lookup
I suggest that you fact make a Report Link of of Project Members on your companies table by looking up the field probably called [Related Project] in Contacts down to the Project members table and called it what it is which is [Record ID# of Project]
Then I would use a summary report of unique Projects as the report to use on Companies for the Report Link field. That is because the Projects will be repeated on the Project Members table and presumably you just want to see each Project once.
Then I would use a summary report of unique Projects as the report to use on Companies for the Report Link field. That is because the Projects will be repeated on the Project Members table and presumably you just want to see each Project once.
+11Okay so did the first one no problem. I have a report link and I can see Project Members: Related Project.
But what am I using for the left side of that report link? I am not sure how to generate that summary report you are referencing? I of course have a report on the reports table that shows all of my projects. But I am not sure from the companies table what to do (attached is a screenshot that might help)
But what am I using for the left side of that report link? I am not sure how to generate that summary report you are referencing? I of course have a report on the reports table that shows all of my projects. But I am not sure from the companies table what to do (attached is a screenshot that might help)
I miss spoke aboveThis is what I meant to say.
I suggest that you fact make a Report Link of of Project Members on your companies table by looking up the field probably called [Related Compny] in Contacts down to the Project members table and called it what it is which is [Record ID# of Company]
So on the configuration for the report link field on your company�s table the left side will be record ID and the right side will be a record idea of company located on the project members table.
I suggest that you fact make a Report Link of of Project Members on your companies table by looking up the field probably called [Related Compny] in Contacts down to the Project members table and called it what it is which is [Record ID# of Company]
So on the configuration for the report link field on your company�s table the left side will be record ID and the right side will be a record idea of company located on the project members table.
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