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Question

Embed Unrelated Report

  • November 16, 2021
  • 0 replies
  • 83 views

Hi All,

I've got a table that's used as a scheduler so I know who is available and when. The assignments table is related to that table, but the parent table is the schedule table because one person's schedule could have multiple assignments in one day. However, I was hoping to cut down on having to have that report open when assigning work, so I was wondering if there is a way to display the schedule report on the assignments form to have it show everyone's schedule for today. In other words, I want to open the assignment form and see every possible person and their schedule, regardless of whether it's related to that record or not. I guess this would be like a hybrid of a dashboard/homepage and a form. Is this possible? In that same vein, I'd also like to see the current queue of assignments for everyone so I can gauge when someone will be ready for their next assignment.

Thanks,

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Daniel Johnson
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This topic has been closed for replies.

MarkShnierYou
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  • Quickbase Alumni
  • November 16, 2021
no problem.
New developers often think that you need to have a relationship to have a report link field because one gets created when you build the relationship. But just like you can Order fries at McDonalds without ordering the full meal combo, you can just make you own Report Link field to embed a report for any other table.

So just make a report link field called Report Link of all Assignments for today.

Configure the left field to be the [date] field.  For the right field select the app (watch out for that popup blocker) and then locate in a very long list of fields the date field in the assignments table.

Then put the report link field on the form and set up an unfiltered report for the form to use.


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Mark Shnier (YQC)
mark.shnier@gmail.com
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