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Question

Report Link - based on User field - to - List User field

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I have a Employees table and a Projects table --

Employee Table
-User Field

Projects Table
-List User field

Example
Employees
-Employee A -- User Field = Bob
-Employee B -- User Field = Tim

Projects Table
-Project A   -- in my List User Field I have selected (Bob & Tim)
-Project B  -- in my List User Field I have selected (Bob)

I would like to create a Report Link field - within my Employees table -- this Report Link field will be used on the Employee record form to display related Projects.

Currently -- My Report Link field I have created - (based on exact match) -- For Bob --- I only see Project B -- I want to be able to see both Project A and Project B -- If I uncheck the Exact Match  -- I do not see any related Projects.

Is it possible to create a Report link field that will show both Project A & B (for Bob) -- or any suggestions -- 

thank you

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Brad Elmore
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  • BradElmore
  • Author
  • Registered
  • June 2, 2021
I believe I have a solution -- If I convert the UserList to a Text Field -- and uncheck exact match -- both projects appear under Bob -- just need to avoid hiring employees with the same name.

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Brad Elmore
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