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Question

Embed Report in Notification? (view report not report link)

  • July 27, 2023
  • 0 replies
  • 153 views

I have two related tables Site Visits<Travel Partners.

I have a notification in the Site Visits table that goes to the travel agency with all the travel information for the candidate (Site Visits table) and their travel partner(s) (Travel Partners table). I want the travel partners reports to display in the notification as a report, not the report link. Maybe my brain is just tired, but I cannot for the life of me figure it out. Forms give the option to display the report instead of the link. How can I code this behavior into the notification?



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Sherry Blackburn
Sr. Applications Systems Analyst (Quickbase) PeaceHealth
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    • ChayceDuncan
    • Registered
    • July 31, 2023

    A report link when it's all said and done is a fancy term for Quickbase to display for you in a form setting the results of a query. It's specific behavior to forms though so you get a similar experience to when you see a report link in reports for example that its just words to show that its a query. 

    My suggestion would be to get creative with thinking about how to use rich-text fields and your QB relationship. My suggestion would be if you're familiar with HTML: 

    1. Create a 'row' field in your child table that combines all of your fields you want for each travel partner into a formula like

    <tr>

    <td>[Field 1]</td>

    <td>[Field 2]</td>

    <td>[Field 3]</td>

    </tr>

    2. In your relationship - make a combined text summary field to summarize all the 'row' data from your child records

    3. Create a new field in Site Visits called 'Table Display' or something like that with a formula like this: 

    "<table>

    <thead>

    <th>Header Column 1</th>

    <th>Header Column 2</th>

    <th>Header Column 3</th>

    </thead>

    <tbody>"

    & ToText([Combined Row Field from Step 3] &

    "<tbody>

    </table>"

    4. Put the field from (3) into your email. You can also put it on a form to see how it looks and add some inline styling to make it look good. 

    What your essentially doing is building a 'table' using the relationship between site visit and partners to build your rows and then displaying it that way. 



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    Chayce Duncan
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