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Question

Report Showing Only Non-Related Records?

  • March 3, 2021
  • 0 replies
  • 54 views

I have a table report on one of our scheduling apps that is supposed to display staff assignment records that share a date with the DAY record being edited but not the staff assignments related to that DAY record.

To try to put that in English, it's a report on the DAY record page that shows which staff members are busy on that day but only with other day records.

In the past, I was generating the full report of staff assignments sharing the date and then using a clunky IOL and JQuery script to remove the rows that shared a job# with the current record but now that I need to clean all that up and ditch the IOL, I'm having trouble conceiving how I might generate this report dynamically when a user loads the DAY record page because I cannot filter the report in the settings (there's nothing to filter on until a DAY record is chosen).

Any ideas on how I might achieve this? I can provide more details, if necessary. I know the first reply a lot of times is "I have no idea what you're talking about" but I think we're all toeing the line on what we can and can't share while still getting our point across. Thanks!

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Ryan Huffman
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MarkShnierYou
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np (probably)
When you go to McDonald's they try to sell you the full meal deal but in fact if you insist they will just sell you fries. 

Similarly, when you make a relationship, you get a report link field included in the deal but there is nothing stopping you from creating a report link field on its own. 

A Report link field just runs any report off any table in your whole Realm (not even just that app) and it adds the extra filter of the two fields in the report configuration need to match each other.

So ....

I am assuming from the description you posted that the D record is for a particular date and hence the day record knows the date.  

Presumably the staff assignment records also know the date.  

So, create a Report Link field and configure the two date fields to match.

That will allow you to show all the Assignments and which Day they are assigned to.

Now going this far will not allow you to filter as to which records are or are not assigned to the D record you were on.  

If you need that to happen then it can be done but it's a little more complicated. And the user would have to push a button on that record.  

Let me know whether I got you at least partway into understanding a solution.


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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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