Display a report link to another table based on selection in current table

Question

I need to have reports from an unrelated table to be displayed in a tasks table. The reports are simply a pre-filtered list of names that will be used along with form rules to show names relevant to a region & job specification. I have the reports built and saved and I tried using both a report link and a formula-URL field. The report link wants a related task to exist before it shows anything (at least as I tried) and the formula-URL works to show the link to the report, but not the actual report.

I have a total of 12 reports that depending on which is needed I want to see, and with form rules, hide the rest. I have created 12 fields in the task table, 1 for each report, but can't get the report to show, even without form rules.

Thoughts?

QuickBaseCoachD · Answer

No problem, if I understand your question. If I'm right, you will say that was stupid simple.

The only thing that a report link needs to show an embedded report is a value in a field on the Tasks which matches a field on the other "names" table.

If you make a field on the Tasks table called [Link to names (=1)] as a formula numeric field with a formula of 1, then it will calculate to, yes, 1.

Then on the names table(s) you make a field called [Link to Tasks (=1)] similarly, then it will also calculate to 1. Guess what, 1=1, so you can use that to configure your Report Link field on the Tasks table.

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